Deutsche Post AG

XTRA:DHL Stock Report

Market Cap: €62.1b

Deutsche Post Management

Management criteria checks 4/4

We currently do not have sufficient information about the CEO.

Key information

Tobias Meyer

Chief executive officer

€4.8m

Total compensation

CEO salary percentage31.29%
CEO tenure7.3yrs
CEO ownershipn/a
Management average tenure6.8yrs
Board average tenure8.3yrs

Recent management updates

Recent updates

Narrative Update • Jun 24

DHL: Self Help And Wind Shipping Plans Will Support Fairly Valued Shares

The updated analyst fair value estimate for Deutsche Post has shifted from €49.75 to about €50.67, with analysts pointing to higher Street price targets and supportive comments around DHL Group's pricing, transported volumes, and internal self help initiatives as key factors. Analyst Commentary Recent Street research on Deutsche Post, trading as DHL Group, highlights a mix of supportive and more cautious views that help explain the updated fair value estimate and the current debate around the stock.
Narrative Update • Jun 10

DHL: Self Help And USPS Pact Will Eventually Reveal Earnings Fragility

The updated fair value estimate for Deutsche Post edges up from €38.00 to €39.00 as analysts incorporate higher Street price targets, including several recent upgrades tied to improving weight-transported trends and the company's self-help initiatives. Analyst Commentary Recent Street updates on Deutsche Post, which reports as DHL Group, show a cluster of higher price targets alongside shifts in ratings as analysts reassess the balance between volume trends, self help measures and execution risk.
Narrative Update • May 26

DHL: Self Help And Airfreight Conditions Will Support Fairly Valued Shares

The analyst price target for Deutsche Post has shifted higher from €48.28 to €49.75 as analysts incorporate updated assumptions on revenue growth, profit margins and future P/E multiples, alongside recent target increases and rating upgrades for DHL Group, citing company self help measures and a supportive airfreight backdrop. Analyst Commentary Bullish Takeaways Bullish analysts point to the upgraded ratings and higher price targets in the low to mid €50s as a sign that company specific execution, including self help initiatives, is being factored more into valuation.
Narrative Update • May 10

DHL: Tighter Airfreight Conditions And Guidance Will Support Future Earnings Resilience

Analysts trimmed the fair value estimate for Deutsche Post to €58.00, citing a slightly higher discount rate, updated assumptions for revenue growth and profit margins, and a lower future P/E multiple. This comes even as recent Street research shows a mix of higher price targets and a downgrade in rating.
Narrative Update • Apr 22

DHL: Airfreight Tailwinds And Capital Returns Will Support Fairly Valued Shares

Narrative Update: Deutsche Post (DHL Group) Analysts have lifted the price target for Deutsche Post by €2.48, with updates citing a higher fair value estimate, a slightly lower discount rate, modestly adjusted revenue growth and margin assumptions, and Street research pointing to a more supportive airfreight environment and upgraded ratings. Analyst Commentary Recent Street research around Deutsche Post focuses on how changes in airfreight conditions and updated price targets feed into expectations for valuation, growth and execution over the next few years.
Narrative Update • Apr 08

DHL: Airfreight Support Will Later Expose Fragile Earnings Assumptions

Analysts have lifted their price targets on Deutsche Post, with recent moves such as a €1.50 increase at one major firm and a shift to an Overweight rating from another, citing a supportive airfreight supply and demand setup and potential upside to fiscal 2026 assumptions. Analyst Commentary Recent research updates on Deutsche Post, trading as DHL Group, reflect a mix of optimism around specific business drivers and caution around execution and growth risks.
Narrative Update • Mar 24

DHL: Airfreight Tailwind Will Mask Fragile Earnings And Rich Pricing

Narrative Update on Deutsche Post (DHL Group) Analysts lifted the fair value estimate for Deutsche Post from €34.00 to €38.00, citing a more supportive airfreight supply and demand backdrop and potential upside to medium term earnings that has also fed through to a higher assumed future P/E multiple. Analyst Commentary Recent research reflects a split view on DHL Group, with some analysts highlighting supportive airfreight conditions and others dialing back expectations and ratings.
Narrative Update • Mar 10

DHL: Tighter Airfreight Conditions Will Support Future Earnings Resilience

Analysts have lifted their price target for Deutsche Post to €59.09 from €56.22, citing updated views on fair value, revenue growth, profit margins and P/E assumptions, as well as recent research highlighting potential benefits from tighter airfreight supply and demand conditions. Analyst Commentary Recent research has sharpened the bullish case around Deutsche Post, with some price targets moving higher and pointing to what bullish analysts see as a more supportive backdrop for execution and earnings quality.
Narrative Update • Feb 23

DHL: Cost Execution And Seasonal Trends Will Support Fairly Valued Shares

Analysts have nudged their fair value estimate for Deutsche Post slightly higher from about €45.24 to roughly €45.79. This reflects updated views on discount rates, modest revenue growth assumptions, and a broadly steady profit margin outlook, informed in part by recent mixed research that includes cost execution improvements and peak season trends.
Narrative Update • Feb 09

DHL: Cost Execution And Defensive Segments Will Steady Rerated Share Outlook

Analysts have nudged their fair value estimate for Deutsche Post higher to €45.24 from €44.84, reflecting recent price target increases from several firms and a shift in focus toward cost execution, steadying peak season trends, and a slightly higher assumed future P/E multiple despite mixed rating changes. Analyst Commentary Bullish Takeaways Bullish analysts highlight better cost execution, which they see as supporting earnings resilience and justifying higher price targets such as €42.50 and €47.
Narrative Update • Jan 25

DHL: Cost Discipline And Defensive Divisions Will Support Future Earnings Resilience

Analysts have nudged their fair value estimate for Deutsche Post slightly lower to €56.22 from €56.65, reflecting a modest reset in price targets after mixed research moves that highlight better cost execution and seasonal improvement on one hand, and concerns about limited incremental upside after strong rerating on the other. Analyst Commentary Recent research on Deutsche Post, which operates as DHL Group, shows a split tape, with some firms trimming ratings after a strong rerating and others highlighting improving execution and seasonal trends.
Narrative Update • Jan 09

DHL: Cost Execution And Peak Season Recovery Will Support Earnings Quality

Analysts have lifted their fair value estimate for Deutsche Post to €56.65 from €55.18, reflecting updated views on cost execution, sequential peak season trends, and revised revenue growth, margin, and future P/E assumptions following recent research moves on DHL Group. Analyst Commentary Recent Street research on DHL Group points to a more balanced but still constructive stance on Deutsche Post, with several bullish analysts highlighting improved execution and refined expectations around earnings quality and valuation.
Analysis Article • Jan 05

Deutsche Post's (ETR:DHL) Returns On Capital Are Heading Higher

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Narrative Update • Dec 26

DHL: Cost Execution And Defensive Segments Will Support Balanced Near-Term Outlook

The analyst price target for Deutsche Post has edged higher to EUR 44.84 from EUR 44.66, as analysts point to improving cost execution, sequentially better peak season trends and resilient earnings from more defensive segments, even as some see limited incremental upside after the recent rerating. Analyst Commentary Recent research updates on Deutsche Post highlight a mixed but generally constructive view, with price targets edging higher and ratings converging towards a more balanced stance after a period of strong share price performance.
Narrative Update • Dec 12

DHL: Cost Discipline And Defensive Segments Will Support Balanced Earnings Outlook

Analysts have nudged their fair value estimate for Deutsche Post DHL Group slightly higher to EUR 44.66 from EUR 43.81. This reflects a modest rerating as they point to improving cost execution, resilient defensive segments and early signs of peak season strength despite cautious views on incremental upside.
Analysis Article • Dec 10

Deutsche Post AG (ETR:DHL) Looks Inexpensive But Perhaps Not Attractive Enough

With a price-to-earnings (or "P/E") ratio of 14.5x Deutsche Post AG ( ETR:DHL ) may be sending bullish signals at the...
Narrative Update • Nov 27

DHL: Operational Efficiencies And Balance Sheet Strength Will Support Earnings Resilience

Deutsche Post’s analyst fair value target increased modestly from €43.25 to €43.81, as analysts cited improved cost efficiency and incremental earnings resilience in recent research updates. Analyst Commentary Bullish Takeaways Bullish analysts have increased fair value targets for Deutsche Post, with several raising their estimates due to demonstrated progress in cost control and execution.
Analysis Article • Nov 27

Are Investors Undervaluing Deutsche Post AG (ETR:DHL) By 47%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Deutsche Post fair value estimate is €85.04 Deutsche Post's...
Analysis Article • Nov 14

Solid Earnings May Not Tell The Whole Story For Deutsche Post (ETR:DHL)

The market for Deutsche Post AG's ( ETR:DHL ) stock was strong after it released a healthy earnings report last week...
Narrative Update • Nov 12

DHL: Revenue Gains And Margin Outlook Will Balance Competitive Risks Ahead

Deutsche Post's analyst price target has slightly increased to €43.25, with analysts citing strengthened revenue growth expectations and a modest improvement in profit margin outlook, even as some peer price targets have been reduced. Analyst Commentary Recent analyst activity regarding Deutsche Post reflects a mix of positive expectations and caution, influencing the latest price targets and recommendations.
Narrative Update • Sep 23

E-commerce And Global Trade Trends Will Unlock Future Market Potential

Deutsche Post's consensus price target was modestly reduced to €42.82 as analysts grew more cautious on near-term earnings and shipping volatility, particularly after soft Q2 trends, though longer-term confidence remains from some bullish voices. Analyst Commentary Bearish analysts have lowered price targets due to concerns that DHL Group will struggle to achieve its fiscal 2025 outlook.
Analysis Article • Aug 24

The Market Doesn't Like What It Sees From Deutsche Post AG's (ETR:DHL) Earnings Yet

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") above 20x, you may consider...
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New Narrative • Nov 07

E-commerce Expansion And Innovative Strategies Propel Growth Amidst Global Challenges

Deutsche Post anticipates growth in e-commerce and parcel segments, driven by last-mile delivery volume increases and effective yield management strategies.

CEO Compensation Analysis

How has Tobias Meyer's remuneration changed compared to Deutsche Post's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

€4b

Dec 31 2025€5m€2m

€4b

Sep 30 2025n/an/a

€4b

Jun 30 2025n/an/a

€3b

Mar 31 2025n/an/a

€3b

Dec 31 2024€5m€2m

€3b

Sep 30 2024n/an/a

€3b

Jun 30 2024n/an/a

€3b

Mar 31 2024n/an/a

€4b

Dec 31 2023€4m€1m

€4b

Sep 30 2023n/an/a

€4b

Jun 30 2023n/an/a

€4b

Mar 31 2023n/an/a

€5b

Dec 31 2022€3m€913k

€5b

Sep 30 2022n/an/a

€6b

Jun 30 2022n/an/a

€5b

Mar 31 2022n/an/a

€5b

Dec 31 2021€3m€824k

€5b

Sep 30 2021n/an/a

€5b

Jun 30 2021n/an/a

€5b

Mar 31 2021n/an/a

€4b

Dec 31 2020€2m€715k

€3b

Sep 30 2020n/an/a

€3b

Jun 30 2020n/an/a

€2b

Mar 31 2020n/an/a

€2b

Dec 31 2019€2m€536k

€3b

Compensation vs Market: Tobias's total compensation ($USD5.48M) is about average for companies of similar size in the German market ($USD6.04M).

Compensation vs Earnings: Tobias's compensation has been consistent with company performance over the past year.

CEO

Tobias Meyer (51 yo)

7.3yrs
Tenure
€4,793,450
Compensation

Dr. Tobias Meyer is Member of Management Board at Deutsche Post AG since April 01, 2019 and serves as its Chief Executive Officer of Global Business Services since 2023 and has been its Chairman of the Man...

Leadership Team

NamePositionTenureCompensationOwnership
Tobias Meyer
CEO of Global Business Services & Chairman of the Management Board7.3yrs€4.79mno data
Melanie Kreis
CFO & Member of the Management Board11.8yrs€3.22mno data
Thomas Ogilvie
Member of the Management Board8.8yrs€3.15mno data
John Pearson
Member of the Management Board7.5yrs€3.18mno data
Oscar De Bok
Member of the Management Board6.8yrs€2.99mno data
Nikola Hagleitner
Head of Post?&?Parcel Germany Division and Member of the Management Board4yrs€3.07mno data
Pablo Ciano
Member of the Management Board3.9yrs€3.08mno data
Hendrik Venter
Member of the Management Boardless than a year€2.09mno data
Martin Ziegenbalg
Head of Investor Relationsno datano datano data
Michiel Greeven
Executive Vice President of Sales Global & Europe- DHL Expressno datano datano data
Robert Schneider
Senior Vice President of Investor Relationsno datano datano data
Tay Ning
Head of Asia Pacific Innovation Centre - Singapore2.3yrsno datano data
6.8yrs
Average Tenure
56yo
Average Age

Experienced Management: DHL's management team is seasoned and experienced (6.8 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Lawrence Rosen
Shareholder Representative Independent Member of the Supervisory Board5.9yrs€164.00kno data
Stefanie Weckesser
Employee Representative Member of the Supervisory Boardno data€164.00kno data
Mario Daberkow
Shareholder Representative Independent Member of the Supervisory Board8.3yrs€106.00kno data
Stephan Teuscher
Employee Representative Member of the Supervisory Board13.8yrs€217.00kno data
Hans-Ulrich Engel
Member of Supervisory Board2.2yrs€144.79kno data
Heinrich Hiesinger
Shareholder Representative Independent Member of the Supervisory Board7.2yrs€162.00kno data
Andrea Kocsis
Employee Representative Deputy Chair of the Supervisory Board19.2yrs€370.00kno data
Jorg von Dosky
Employee Representative Member of the Supervisory Board11.6yrs€164.00kno data
Ingrid Deltenre
Shareholder Representative Independent Member of the Supervisory Board10.2yrs€215.00kno data
Ulrike Lennartz-Pipenbacher
Employee Representative Member of the Supervisory Board8.9yrs€106.00kno data
Thomas Held
Employee Representative Member of the Supervisory Board8.3yrs€216.00kno data
Katrin Suder
Shareholder Representative Independent Head of the Supervisory Board3.2yrs€106.00kno data
8.3yrs
Average Tenure
66yo
Average Age

Experienced Board: DHL's board of directors are considered experienced (8.3 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/06 03:44
End of Day Share Price 2026/07/03 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Deutsche Post AG is covered by 39 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Arancha PiñeiroBanco de Sabadell. S.A.
Susanna InvernizziBarclays
Marco LimiteBarclays