Deutsche Post AG

XTRA:DHL Stok Raporu

Piyasa değeri: €53.4b

Deutsche Post Yönetim

Yönetim kriter kontrolleri 4/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Tobias Meyer

İcra Kurulu Başkanı

€4.8m

Toplam tazminat

CEO maaş yüzdesi31.29%
CEO görev süresi7.1yrs
CEO sahipliğin/a
Yönetim ortalama görev süresi6.6yrs
Yönetim Kurulu ortalama görev süresi8.1yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi Jun 25

Is There Now An Opportunity In Deutsche Post AG (ETR:DHL)?

Today we're going to take a look at the well-established Deutsche Post AG ( ETR:DHL ). The company's stock saw a...
Analiz Makalesi Jun 12

Is Deutsche Post (ETR:DHL) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analiz Makalesi May 30

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

Key Insights Deutsche Post's estimated fair value is €73.22 based on 2 Stage Free Cash Flow to Equity Deutsche Post's...
User avatar
Yeni Anlatı 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 Tazminat Analizi

Tobias Meyer'un ücretlendirmesi Deutsche Post'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Tobias 'ın toplam tazminatı ($USD 5.57M ) German pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 5.57M ).

Tazminat ve Kazançlar: Tobias 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Tobias Meyer (50 yo)

7.1yrs
Görev süresi
€4,793,450
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Tobias Meyer
CEO of Global Business Services & Chairman of the Management Board7.1yrs€4.79mVeri yok
Melanie Kreis
CFO & Member of the Management Board11.6yrs€3.22mVeri yok
Thomas Ogilvie
Member of the Management Board8.7yrs€3.15mVeri yok
John Pearson
Member of the Management Board7.3yrs€3.18mVeri yok
Oscar De Bok
Member of the Management Board6.6yrs€2.99mVeri yok
Nikola Hagleitner
Head of Post?&?Parcel Germany Division and Member of the Management Board3.8yrs€3.07mVeri yok
Pablo Ciano
Member of the Management Board3.8yrs€3.08mVeri yok
Hendrik Venter
Member of the Management Boardless than a year€2.09mVeri yok
Martin Ziegenbalg
Head of Investor Relationsno dataVeri yokVeri yok
Michiel Greeven
Executive Vice President of Sales Global & Europe- DHL Expressno dataVeri yokVeri yok
Robert Schneider
Senior Vice President of Investor Relationsno dataVeri yokVeri yok
Tay Ning
Head of Asia Pacific Innovation Centre - Singapore2.2yrsVeri yokVeri yok
6.6yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

Deneyimli Yönetim: DHL 'un yönetim ekibi deneyimli ve deneyimlidir ( 6.6 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Lawrence Rosen
Shareholder Representative Independent Member of the Supervisory Board5.8yrs€164.00kVeri yok
Stefanie Weckesser
Employee Representative Member of the Supervisory Boardno data€164.00kVeri yok
Mario Daberkow
Shareholder Representative Independent Member of the Supervisory Board8.1yrs€106.00kVeri yok
Stephan Teuscher
Employee Representative Member of the Supervisory Board13.6yrs€217.00kVeri yok
Hans-Ulrich Engel
Member of Supervisory Board2yrs€144.79kVeri yok
Heinrich Hiesinger
Shareholder Representative Independent Member of the Supervisory Board7yrs€162.00kVeri yok
Andrea Kocsis
Employee Representative Deputy Chair of the Supervisory Board19yrs€370.00kVeri yok
Jorg von Dosky
Employee Representative Member of the Supervisory Board11.4yrs€164.00kVeri yok
Ingrid Deltenre
Shareholder Representative Independent Member of the Supervisory Board10yrs€215.00kVeri yok
Ulrike Lennartz-Pipenbacher
Employee Representative Member of the Supervisory Board8.8yrs€106.00kVeri yok
Thomas Held
Employee Representative Member of the Supervisory Board8.1yrs€216.00kVeri yok
Katrin Suder
Shareholder Representative Independent Head of the Supervisory Board3yrs€106.00kVeri yok
8.1yrs
Ortalama Görev Süresi
65yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: DHL 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 8.1 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 04:57
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Deutsche Post AG 39 Bu analistlerden 16, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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