Deutsche Post AG
DHL
ISIN DE0005552004 / Valor 1124244
Deutsche Post AG
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About company
Deutsche Post AG, operating under the Deutsche Post DHL Group umbrella, is a global logistics and postal-services company headquartered in Bonn, Germany, with operations spanning more than 220 countries and territories. Its business is organized into mail and parcel services in Germany and a range of international logistics divisions, including DHL Express for time‑sensitive cross‑border shipments, DHL Global Forwarding for air and ocean freight, DHL Freight for road transport, and DHL Supply Chain for contract logistics and warehousing; it also serves e‑commerce needs through regional parcel networks and last‑mile delivery. The group combines asset‑intensive activities (aircraft, vehicles, warehouses) with asset‑light forwarding and logistics solutions, serving both business and consumer customers across domestic and international supply chains. As a publicly traded company, it generates annual revenues in the tens of billions of euros and employs several hundred thousand people worldwide, making it one of the largest operators in the global logistics sector.
Summarized from source with an LLMView SourceSector: Consumer ServicesLatest Results (03.06.2026):
Deutsche Post AG — Q1 2026: Consolidated revenue fell slightly to €20,420m (-1.9% year‑on‑year) while operating profit (EBIT) rose to €1,483m (+8.3%). The quarter showed stronger operating profitability, higher free cash flow and a modest reduction in net debt, despite negative currency effects and higher net finance costs.
Top‑line and drivers
Revenue: €20,420m in Q1 2026, down 1.9% vs Q1 2025 (negative currency effects ~€700m). Other operating income was slightly lower. Material and staff cost trends supported improved EBIT despite the revenue decline.
Operating profit and margins
EBIT: €1,483m (+8.3%). Group return on sales (EBIT/revenue) improved to 7.3% (from 6.6%). ROIC increased to 14.1% (from 13.7%), driven by EBIT growth outpacing invested capital.
Net profit and EPS
Consolidated net profit: €863m (Q1 2026), of which €812m attributable to Deutsche Post AG shareholders. Basic EPS €0.73 (diluted €0.72).
Cash flow and liquidity
Net cash from operating activities rose to €2,679m (from €2,178m). Free cash flow excluding acquisitions and divestitures improved to €1,207m (+65%). Centrally available liquidity was €4.6bn and cash & cash equivalents were €5,352m at March 31, 2026.
Net debt and balance sheet
Net debt decreased to €20,743m (from €21,516m at Dec 31, 2025). Total assets rose to €74,413m and equity increased to €23,851m, supporting financial flexibility.
Investments (capex)
Investments (PPE and intangibles) were €518m in Q1 2026 (up from €461m), predominantly into network infrastructure and automation projects.
Express division
Revenue €6,011m (-1.9%, currency headwinds €274m) but EBIT rose to €799m (+20.6%) and EBIT margin improved to 13.3%, reflecting strict cost discipline and effective yield management.
Global Forwarding
Revenue €4,527m (-5.0%) driven by lower freight rates; air volumes grew but ocean revenue and gross profit declined. EBIT fell to €164m (-18.5%) and margin was 3.6%.
Supply Chain
Revenue €4,502m (+2.8%; +7.9% ex‑currency); EBIT €276m (+3.1%) with continued growth from new contracts, e‑commerce and productivity gains. Division won additional contracts with a volume of €1,850m in the quarter.
eCommerce
Revenue €1,560m (-11.1%; roughly -6.3% ex‑currency). The prior‑year UK contribution is no longer included following the Evri merger. EBIT roughly stable at €50m (margin ~3.2%).
Post & Parcel Germany
Revenue €4,502m (+1.7%), supported by parcel volume growth (+8.4%); letter mail volumes declined (–12.6%). EBIT was €264m (–5.8%) as higher parcel revenue could not fully offset lower letter volumes and higher transport/staff costs.
Capital markets actions
Share buybacks: repurchased 5.4m shares (€250m) in Q1 under the 2022–2026 program (total repurchased to date: 121.3m shares, €4,750m). Debt: issued two bonds (2030 & 2034) totaling €1.25bn in March 2026.
Outlook and risks
Forecast for fiscal 2026 left unchanged. Management flags elevated near‑term risks from the Middle East conflict (fuel costs, supply‑chain disruption) and uncertainty related to the U.S. Supreme Court IEEPA ruling that could trigger complex reimbursement processes.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
68720 M
Market cap (USD)
2,105,118
Daily traded volume (Shares)
34.06 / 33.59
1 day high/low (USD)
52 weeks high/low (USD)
Dividend ex-date
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Dividend yield (p.a.)
Est dividend (USD)
Est dividend yield
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EPS (USD)
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Ratings & reviews
M M
Claudio Gonzalez
Lukas M.
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