Deutsche Post AG

DHL

Equity

ISIN DE0005552004 / Valor 1124244

Xetra (2026-07-31)

EUR 57.76-0.10%

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 Services

Key financial snapshot

Revenue €20,420m (-1.9%); EBIT €1,483m (+8.3%); profit before tax €1,250m; consolidated net profit €863m (total), €812m attributable to Deutsche Post AG shareholders; basic EPS €0.73.

Profitability and returns

Return on sales increased to 7.3% and ROIC rose to 14.1% (from 13.7%), driven by EBIT growth outpacing invested capital increases.

Cash, liquidity and leverage

Centrally available liquidity reported at €4.6bn; cash and cash equivalents increased to €5,352m as of March 31, 2026. Net debt decreased to €20,743m (Dec 31, 2025: €21,516m).

Cash flow and capex

Net cash from operating activities improved to €2,679m (Q1 2025: €2,178m). Free cash flow excluding acquisitions/divestitures rose to €1,207m (up 65%). Investments in property, plant and equipment and intangible assets were €518m (mainly network infrastructure).

Capital allocation and financing actions

In Q1 2026 Deutsche Post repurchased 5.4m shares for €250m (ninth tranche of the 2022–2026 buyback); total repurchases under the program now 121.3m shares (€4,750m). Issued two bonds (2030 & 2034) totalling €1.25bn; €4bn syndicated credit facility extended to March 2031 (undrawn).

Group cost and finance items

Net finance costs increased to €233m (Q1 2025: €184m), contributing to a higher tax charge (€388m) despite improved EBIT.

Express division

Revenue €6,011m (-1.9%; excluding FX +1.7%); EBIT €799m (+20.6%) with a 13.3% EBIT margin. Management cites strict cost discipline and effective yield/surcharge management despite volume pressure (TDI weight -2.1%).

Global Forwarding

Revenue €4,527m (-5.0%) driven by lower freight rates; EBIT €164m (-18.5%) and a 3.6% EBIT margin. Air and ocean volumes rose modestly, but ocean revenues and gross profit declined due to market normalization.

Supply Chain

Revenue €4,502m (+2.8%; ex FX +7.9%); EBIT €276m (+3.1%). Growth supported by new contracts (€1,850m won in Q1) and productivity gains from automation and digitalization.

eCommerce

Revenue €1,560m (-11.1%), partly reflecting removal of UK contribution after Evri merger (~€196m impact); EBIT ~€50m (flat vs prior year), EBIT margin 3.2%.

Post & Parcel Germany

Revenue €4,502m (+1.7%) driven by parcel volume growth; EBIT €264m (-5.8%) as parcel gains did not fully offset lower letter volumes (incl. election-related effects) and higher transport and staff costs.

Outlook and risks

2026 forecast unchanged. Management highlights heightened risks from the Middle East conflict (fuel and trade impacts, volatile jet‑fuel market) and potential complex effects from the U.S. Supreme Court ruling on IEEPA-related tariffs; these factors could affect costs and operations going forward.

Summarized from source with an LLMView Source

Key figures

46.4%1Y

23.6%3Y

1.14%5Y

Performance

26.1%1Y

25.6%3Y

27.2%5Y

Volatility