Deutsche Post Past Earnings Performance
Past criteria checks 4/6
Deutsche Post's earnings have been declining at an average annual rate of -9.4%, while the Logistics industry saw earnings growing at 8.9% annually. Revenues have been growing at an average rate of 0.8% per year. Deutsche Post's return on equity is 15.7%, and it has net margins of 4.2%.
Key information
-9.43%
Earnings growth rate
-7.58%
EPS growth rate
| Logistics Industry Growth | 20.75% |
| Revenue growth rate | 0.79% |
| Return on equity | 15.68% |
| Net Margin | 4.25% |
| Next Earnings Update | 05 Aug 2026 |
Recent past performance 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...
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.Revenue & Expenses Breakdown
Revenue & Expenses Breakdown
How Deutsche Post makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Mar 26 | 83,044 | 3,527 | 350 | 0 |
| 31 Dec 25 | 83,433 | 3,501 | 350 | 0 |
| 30 Sep 25 | 83,769 | 3,538 | 197 | 0 |
| 30 Jun 25 | 84,233 | 3,449 | 197 | 0 |
| 31 Mar 25 | 85,051 | 3,378 | 198 | 0 |
| 31 Dec 24 | 84,771 | 3,332 | 357 | 0 |
| 30 Sep 24 | 83,363 | 3,214 | 372 | 0 |
| 30 Jun 24 | 82,169 | 3,270 | 372 | 0 |
| 31 Mar 24 | 81,640 | 3,504 | 373 | 0 |
| 31 Dec 23 | 82,291 | 3,675 | 372 | 0 |
| 30 Sep 23 | 84,526 | 4,031 | 398 | 0 |
| 30 Jun 23 | 89,166 | 4,444 | 398 | 0 |
| 31 Mar 23 | 93,133 | 4,919 | 408 | 0 |
| 31 Dec 22 | 94,776 | 5,359 | 398 | 0 |
| 30 Sep 22 | 94,339 | 5,508 | 433 | 0 |
| 30 Jun 22 | 90,337 | 5,375 | 433 | 0 |
| 31 Mar 22 | 85,817 | 5,214 | 430 | 0 |
| 31 Dec 21 | 82,048 | 5,053 | 433 | 0 |
| 30 Sep 21 | 77,840 | 4,871 | 331 | 0 |
| 30 Jun 21 | 74,026 | 4,635 | 331 | 0 |
| 31 Mar 21 | 70,499 | 3,868 | 330 | 0 |
| 31 Dec 20 | 67,094 | 2,979 | 331 | 0 |
| 30 Sep 20 | 64,826 | 2,535 | 371 | 0 |
| 30 Jun 20 | 64,156 | 2,245 | 371 | 0 |
| 31 Mar 20 | 63,706 | 2,178 | 356 | 0 |
| 31 Dec 19 | 63,588 | 2,623 | 371 | 0 |
| 30 Sep 19 | 63,272 | 2,578 | 109 | 0 |
| 30 Jun 19 | 62,569 | 2,163 | 109 | 0 |
| 31 Mar 19 | 62,442 | 2,221 | 369 | 0 |
| 31 Dec 18 | 61,769 | 2,075 | 374 | 0 |
| 30 Sep 18 | 60,814 | 2,099 | 401 | 0 |
| 30 Jun 18 | 60,604 | 2,594 | 401 | 0 |
| 31 Mar 18 | 60,391 | 2,680 | 421 | 0 |
| 31 Dec 17 | 60,652 | 2,713 | 437 | 0 |
| 30 Sep 17 | 60,302 | 2,717 | 422 | 0 |
| 30 Jun 17 | 59,525 | 2,694 | 422 | 0 |
| 31 Mar 17 | 58,859 | 2,633 | 401 | 0 |
| 31 Dec 16 | 57,804 | 2,639 | 385 | 0 |
| 30 Sep 16 | 57,685 | 2,468 | 390 | 0 |
| 30 Jun 16 | 58,247 | 1,899 | 390 | 0 |
| 31 Mar 16 | 58,758 | 1,684 | 406 | 0 |
| 31 Dec 15 | 59,681 | 1,540 | 429 | 0 |
| 30 Sep 15 | 59,726 | 1,510 | 427 | 0 |
Quality Earnings: DHL has high quality earnings.
Growing Profit Margin: DHL's current net profit margins (4.2%) are higher than last year (4%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: DHL's earnings have declined by 9.4% per year over the past 5 years.
Accelerating Growth: DHL's earnings growth over the past year (4.4%) exceeds its 5-year average (-9.4% per year).
Earnings vs Industry: DHL earnings growth over the past year (4.4%) exceeded the Logistics industry -4.9%.
Return on Equity
High ROE: DHL's Return on Equity (15.7%) is considered low.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/05 00:45 |
| End of Day Share Price | 2026/07/03 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* 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.
| Analyst | Institution |
|---|---|
| Arancha Piñeiro | Banco de Sabadell. S.A. |
| Susanna Invernizzi | Barclays |
| Marco Limite | Barclays |