The earnings call highlighted strong EBIT growth and effective cost management, despite facing challenges such as significant B2C volume declines and potential negative impacts from changes in de minimis exemptions.

Company Guidance -

Q3 2025

During the DHL Group's Q2 2025 conference call, CFO Melanie Kreis provided detailed guidance amidst a challenging global trade environment characterized by lower volumes. Despite these challenges, DHL reported a 6% year-over-year increase in Q2 EBIT, mainly attributed to effective cost management through their Fit for Growth program, which offset the volume decline. The program led to a EUR 58 million cost of change, but the positive impacts were greater than these costs. Express achieved its fourth consecutive quarter of EBIT growth, aided by a 7% reduction in air capacity and strategic yield management. The group maintained a 7% EBIT margin in Supply Chain after adjusting for a net M&A one-off, while eCommerce incurred EUR 8 million in change costs but aligned with expectations. DHL reiterated its guidance, noting a potential EUR 200 million EBIT risk due to the U.S. de minimis exemption changes, though this scenario is not built into their forecast. The call highlighted DHL's continued focus on balancing short-term cost actions with strategic investments in structural growth opportunities.

Strong Q2 EBIT Growth

The Logistics portfolio experienced a 6% year-over-year increase in Q2 EBIT, demonstrating effective cost management and sustained cash generation.

Express Segment Performance

Express delivered a fourth consecutive quarter of EBIT growth despite volume declines, thanks to cost flexibility and yield management.

Successful Cost Management

The Fit for Growth program has been ahead of schedule, contributing net positive effects in the quarter and supporting EBIT performance.

Strong Cash Flow Generation

Continued strong cash generation allowed for significant investments, with EUR 3 billion spent on shareholder returns in the first half of the year.

M&A and Strategic Investments

The company continues to invest in inorganic growth, focusing on life science, healthcare, and e-commerce, fully aligned with strategic ambitions.

DHL Group (DHLGY) 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 >

DHLGY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.74 / -	0.698	―	―	―
Aug 05, 2025	2025 (Q2)	0.73 / 0.83	0.68	22.50% (+0.15)
Apr 30, 2025	2025 (Q1)	0.75 / 0.77	0.668	15.42% (+0.10)
Mar 06, 2025	2024 (Q4)	0.93 / 1.01	0.905	11.16% (+0.10)
Nov 05, 2024	2024 (Q3)	0.72 / 0.70	0.728	-4.12% (-0.03)
Aug 01, 2024	2024 (Q2)	0.71 / 0.68	0.878	-22.55% (-0.20)
May 07, 2024	2024 (Q1)	0.66 / 0.67	0.829	-19.42% (-0.16)
Mar 06, 2024	2023 (Q4)	0.96 / 0.91	1.149	-21.24% (-0.24)
Nov 08, 2023	2023 (Q3)	0.69 / 0.73	1.017	-28.42% (-0.29)
Aug 01, 2023	2023 (Q2)	0.93 / 0.88	1.189	-26.16% (-0.31)

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

DHLGY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$45.23	$45.06	-0.38%
Apr 30, 2025	$40.85	$41.45	+1.47%
Mar 06, 2025	$40.76	$45.55	+11.75%
Nov 05, 2024	$39.16	$37.89	-3.24%

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 Dhl Group (DHLGY) report earnings?

Dhl Group (DHLGY) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).

What is Dhl Group (DHLGY) earnings time?

Dhl Group (DHLGY) earnings time is at Nov 06, 2025, Before Open (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 DHLGY EPS forecast?

DHLGY EPS forecast for the fiscal quarter 2025 (Q3) is 0.74.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing