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Delivery Hero SE (DE:DHER)
XETRA:DHER
Germany Market
DHER
Delivery Hero SE
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Delivery Hero SE (DHER) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 27, 2026
TBA (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
―
Last Year’s EPS
-1.35
Same Quarter Last Year
Analyst Consensus
Moderate Buy
Based on 10 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Aug 28, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call presented a mixed view with significant growth in GMV and revenue, as well as improvements in EBITDA and cash flow. However, these were balanced by challenges including FX headwinds affecting guidance, legal issues in Spain, and increased costs from own delivery expansion.
Company Guidance
During the Q2 2025 earnings call, Delivery Hero's leadership shared comprehensive guidance on their financial and operational performance. The company reported an 11% year-over-year GMV increase and a 27% rise in revenue, excluding hyperinflation FX effects. The adjusted EBITDA for the first half of 2025 expanded by 71% to EUR 411 million, with a margin improvement of 70 basis points. Despite FX headwinds, particularly from the U.S. dollar and Korean won, and costs associated with scaling own delivery in Korea, the company expects to reach the higher end of their GMV growth guidance of 8% to 10% for the full year. Free cash flow before extraordinary items improved significantly, approaching breakeven at minus EUR 8 million, with a robust liquidity position of EUR 2.8 billion. The company also highlighted successful integration efforts, including a 6.7% improvement in conversion rates post-Glovo integration and a 9.5% reduction in cost per order, underscoring their enhanced operational efficiencies.
Strong GMV and Revenue Growth
GMV in Q2 increased by 11% year-over-year on a like-for-like basis, with revenue growth accelerating to 27% in the same period.
Significant EBITDA Improvement
Adjusted EBITDA in the first half of the year increased by 71% to EUR 411 million, representing a margin expansion of 70 basis points.
Strong Cash Position
The company maintains a robust capital position with EUR 2.8 billion in cash at the end of H1, despite repurchasing nearly EUR 900 million in convertible bonds.
Successful Integration and Platform Expansion
The Glovo integration is completed, and the company has reached a milestone with half of its GMV coming from multi-vertical customers, who spend 5.2x more than single vertical customers.
Strong Performance in MENA and Americas
MENA segment showed GMV growth of 26% year-over-year, while the Americas segment exhibited GMV growth of 30% and significant EBITDA improvement.

Delivery Hero SE (DE:DHER) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
Daily Earnings Calendar >

DE:DHER Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 27, 2026
2026 (Q2)
- / -
-1.349―――
Mar 26, 2026
2025 (Q4)
- / -1.30
2.322-155.81% (-3.62)――
Aug 28, 2025
2025 (Q2)
0.00 / -1.35
-0.3-349.67% (-1.05)――
Apr 24, 2025
2024 (Q4)
2.31 / 2.32
-1.51253.77% (+3.83)――
Aug 29, 2024
2024 (Q2)
-2.75 / -0.30
-3.0490.13% (+2.74)――
Apr 25, 2024
2023 (Q4)
-0.87 / -1.51
-5.89374.38% (+4.38)――
Aug 30, 2023
2023 (Q2)
-1.32 / -3.04
-5.6446.10% (+2.60)――
Apr 27, 2023
2022 (Q4)
-1.29 / -5.89
-1.12-426.16% (-4.77)――
Aug 25, 2022
2022 (Q2)
-1.82 / -5.64
-3.325-69.62% (-2.31)――
Feb 10, 2022
2021 (Q4)
-1.89 / -1.12
-4.8176.72% (+3.69)――
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

DE:DHER Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Mar 26, 2026
€15.84€15.73-0.69%
Aug 28, 2025
€23.44€22.05-5.93%
Apr 24, 2025
€24.90€25.15+1.00%
Aug 29, 2024
€23.50€26.37+12.21%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Delivery Hero SE (DE:DHER) report earnings?
Delivery Hero SE (DE:DHER) is schdueled to report earning on Aug 27, 2026, TBA (Confirmed).
    What is Delivery Hero SE (DE:DHER) earnings time?
    Delivery Hero SE (DE:DHER) earnings time is at Aug 27, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Delivery Hero SE stock?
          The P/E ratio of Delivery Hero SE is N/A.
            What is DE:DHER EPS forecast?
            Currently, no data Available