Deutsche Post AG

XTRA:DHL Stok Raporu

Piyasa değeri: €55.4b

Deutsche Post Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 4/6

Deutsche Post şirketinin kazançları yıllık ortalama -9.4% oranında azalırken, Logistics sektörünün kazançları yıllık 8.9% oranında artan oldu. Gelirler yıllık ortalama 0.8% oranında artan oldu. Deutsche Post şirketinin öz sermaye getirisi 15.7% olup, net marjı 4.2% dir.

Anahtar bilgiler

-9.43%

Kazanç büyüme oranı

-7.58%

EPS büyüme oranı

Logistics Sektör Büyümesi20.75%
Gelir büyüme oranı0.79%
Özkaynak getirisi15.68%
Net Marj4.25%
Sonraki Kazanç Güncellemesi05 Aug 2026

Yakın geçmiş performans güncellemeleri

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...

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.

Gelir ve Gider Dağılımı

Deutsche Post nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

XTRA:DHL Gelir, gider ve kazançlar (EUR Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 2683,0443,5273500
31 Dec 2583,4333,5013500
30 Sep 2583,7693,5381970
30 Jun 2584,2333,4491970
31 Mar 2585,0513,3781980
31 Dec 2484,7713,3323570
30 Sep 2483,3633,2143720
30 Jun 2482,1693,2703720
31 Mar 2481,6403,5043730
31 Dec 2382,2913,6753720
30 Sep 2384,5264,0313980
30 Jun 2389,1664,4443980
31 Mar 2393,1334,9194080
31 Dec 2294,7765,3593980
30 Sep 2294,3395,5084330
30 Jun 2290,3375,3754330
31 Mar 2285,8175,2144300
31 Dec 2182,0485,0534330
30 Sep 2177,8404,8713310
30 Jun 2174,0264,6353310
31 Mar 2170,4993,8683300
31 Dec 2067,0942,9793310
30 Sep 2064,8262,5353710
30 Jun 2064,1562,2453710
31 Mar 2063,7062,1783560
31 Dec 1963,5882,6233710
30 Sep 1963,2722,5781090
30 Jun 1962,5692,1631090
31 Mar 1962,4422,2213690
31 Dec 1861,7692,0753740
30 Sep 1860,8142,0994010
30 Jun 1860,6042,5944010
31 Mar 1860,3912,6804210
31 Dec 1760,6522,7134370
30 Sep 1760,3022,7174220
30 Jun 1759,5252,6944220
31 Mar 1758,8592,6334010
31 Dec 1657,8042,6393850
30 Sep 1657,6852,4683900
30 Jun 1658,2471,8993900
31 Mar 1658,7581,6844060
31 Dec 1559,6811,5404290
30 Sep 1559,7261,5104270
30 Jun 1559,3031,9294270

Kaliteli Kazançlar: DHL yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: DHL 'nin mevcut net kar marjları (4.2%) geçen yılın (4%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: DHL şirketinin kazançları son 5 yılda yılda 9.4% oranında azaldı.

Büyüme Hızlandırma: DHL 'un son bir yıldaki kazanç büyümesi ( 4.4% ) 5 yıllık ortalamasını (yıllık -9.4% ) aşıyor.

Kazançlar vs. Sektör: DHL geçen yılki kazanç büyümesi ( 4.4% ) Logistics sektörünün -4.9% değerini aştı.


Özkaynak Getirisi

Yüksek ROE: DHL 'nin Özsermaye Getirisi ( 15.7% ) düşük olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/26 23:23
Gün Sonu Hisse Fiyatı2026/05/26 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 40 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