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Investor Relations14 Oct 2025
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DSV (DSV) investor relations material
DSV Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Delivered solid financial results and stable organic performance in Q2 2025, with growth in gross profit mainly from Air & Sea and the Schenker acquisition, despite challenging and volatile market conditions.
Schenker integration is progressing well, with global leadership team established, first country integrations set for Q3 2025, and positive customer reception.
Guidance for the full year remains unchanged, reflecting confidence in ongoing performance and integration benefits.
Transaction and integration costs are higher than anticipated, with DKK2–2.5 billion expected in 2025.
Focus remains on maintaining customer relationships and minimizing attrition, with significant management resources dedicated to this.
Financial highlights
Q2 2025 revenue rose to DKK 61,983m, with Schenker contributing DKK 22,348m revenue and DKK 925m EBIT before special items.
Gross profit increased, driven by Air & Sea and Schenker's contribution, though Schenker's EBIT conversion is lower.
Adjusted free cash flow was strong at DKK 3,982m in Q2 2025, with cash conversion at 143%.
Diluted adjusted EPS at DKK 51.5, down due to share increase from Schenker financing.
Paid DKK 76–86.8 billion for the Schenker acquisition, reflected in the cash flow statement.
Outlook and guidance
Full-year 2025 EBIT before special items guidance reiterated at DKK 19.5–21.5 billion, with no change despite market uncertainties.
Limited Schenker synergies of DKK 500–600 million expected to impact 2025 P&L; majority of synergies expected from 2026 onwards.
Special items (restructuring/integration) expected at DKK 2.0–2.5 billion; effective tax rate 26–28% during integration.
Market outlook remains highly uncertain due to trade tariffs, Red Sea situation, and macroeconomic factors.
Trade tensions and macroeconomic uncertainties may limit volume growth below global GDP.
How will Schenker integration impact gross profit margin?
Assess Road division's performance in Europe and US.
Explain the elevated effective tax rate outlook.
What are the main terms of the German Works Council deal?
How will Schenker integration impact DSV's EPS growth?
Size the U.S. contract logistics headwinds.
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Q3 202523 Oct, 2025
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Frequently asked questions
Danish Logistics Experts
DSV Panalpina A/S, known simply as DSV, is a trailblazer in global transport and logistics solutions. Headquartered in Denmark and operating in more than 80 countries, DSV is a key player in global trade and supply chain management. The company's diverse range of services and international reach makes it an influential figure in the global transport and logistics sector.
Born From Co-operation
DSV’s journey began in 1976 when ten independent Danish haulers united under a common flag with a clear goal: to create a robust freight forwarding business that could compete on the world stage. Their vision was not only realized but surpassed their initial expectations, as DSV evolved into an industry giant over the subsequent decades. Through a combination of organic growth and strategic acquisitions, DSV expanded its footprint across the globe. The acquisition of Swiss-based Panalpina in 2019 marked a significant milestone in DSV's history, bolstering its global presence and broadening its range of logistics solutions. While the companies that made up the initial formation of DSV were focused on transport within Denmark and the neighboring area they’re now a key player in global logistics together with names like UPS, FedEx, and Maersk.
Full-service
Today, DSV stands as a full-service logistics provider, offering a multitude of services to facilitate the transport of goods worldwide. Its services span air and sea freight, road transport, warehousing, and specialized logistics solutions. These services encompass every step of the supply chain process and ensure that goods—be they large-scale industrial equipment or individual consumer products—are transported safely, efficiently, and reliably from one corner of the globe to another. DSV’s comprehensive approach allows it to cater to a large variety of different customers, which range from multinational corporations to small and medium-sized businesses.
A Key Player in Global Logistics
The role of DSV in the global supply chain cannot be understated. As an integrated logistics provider, DSV links suppliers, manufacturers, retailers, and consumers, enabling the smooth flow of goods around the world. With increasing digitalization, the rise of e-commerce, and heightened environmental consciousness, the logistics industry is facing new challenges and opportunities. DSV is committed to moving with the times, something that is showcased by its investments in technology and sustainability initiatives, showing that they’re ready to meet these changes head-on.
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