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Deutsche Post (DHL) investor relations material

Deutsche Post Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary5 Aug, 2025

Executive summary

  • Q2 2025 delivered a 6% year-over-year EBIT increase and strong cash generation, despite lower global trade volumes and revenue declines, supported by cost discipline and productivity improvements.

  • Strategy 2030 and Fit for Growth initiatives, along with targeted investments in growth sectors and regions, underpin mid-term ambitions.

  • E-commerce remains a structural growth driver, though China-U.S. de minimis changes significantly impacted B2C Express volumes.

  • Major acquisitions in H1 2025, including Inmar, IDS Fulfillment, CRYOPDP, and ASMO, strengthened the Supply Chain segment.

  • Management changes include Oscar de Bok becoming CEO DGFF and Hendrik Venter CEO DSC as of August 2025.

Financial highlights

  • Q2 2025 revenue was €19,826m (-4% yoy); EBIT €1,429m (+6% yoy); net profit €815m (+10% yoy); basic EPS €0.72 (+13% yoy).

  • Free cash flow benefited temporarily by €100M from M&A, but overall H1 2025 free cash flow fell 19.3% to €768 million due to higher acquisition outflows.

  • Supply Chain maintained a 7% EBIT margin after adjusting for a €54M M&A one-off benefit.

  • Dividend payment of €2.1bn in 2025, with share buyback of €0.9bn executed in H1.

  • Investments in property, plant, and equipment and intangibles totaled €1,069 million, focused on network infrastructure.

Outlook and guidance

  • FY 2025 guidance is reiterated: Group EBIT at least €6.0bn, FCF excl. net M&A ~€3.0bn, capex €3.0–3.3bn.

  • Guidance excludes potential further escalation in tariffs or trade policy changes, which could materially impact results.

  • A worst-case scenario from de minimis abolishment could impact full-year EBIT by up to €200M, not included in guidance.

  • No significant acceleration in growth dynamics expected; current trading described as stable into Q3.

  • Post & Parcel Germany EBIT forecast at around €1.0 billion; Group Functions expected to contribute around €-0.4 billion.

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Frequently asked questions

More than a parcel service provider

Deutsche Post Ag or Deutsche Post DHL Group is a German-based delivery and supply chain management company. They are one of the largest courier companies in the world, and DHL, their wholly-owned subsidiary, is claimed to be present in over 220 countries and territories.

The difference between the two brands is that DHL offers a comprehensive range of products and services consisting of international express, freight transport, and supply chain management, as well as e-commerce logistics solutions.

Deutsche Post, however, is one of Europe's leading postal and parcel service providers.

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