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Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.53Last Year’s EPS
0.42Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized robust delivery against guidance, solid cash generation, resumed shareholder returns, and clear execution on structural cost programs and technology investments. These positive outcomes outweigh the noted challenges—notably a sharp decline in weight on U.S. Express lanes, ocean freight headwinds, and ongoing macro/geopolitical volatility. Management remains cautious but confident, providing above‑current‑year EBIT guidance and targeted cost actions to offset near‑term headwinds.Company Guidance
Delivered on Guidance with Strong Profitability
Group EBIT increased to EUR 6.2 billion for FY2025 (reported EBIT up 3.7% YoY; adjusted operating profit up 7.1% YoY to EUR 6.2 billion), demonstrating delivery against guidance despite a volatile macro environment.
Earnings Per Share and ROIC Improvement
Reported earnings per share rose 8% year‑on‑year; group ROIC improved by 20 basis points, signaling improved capital efficiency and shareholder value creation.
Strong Cash Generation and Capital Return
Free cash flow (excluding M&A) came in ahead of target at EUR 3.2 billion; net CapEx ~EUR 3 billion and net M&A ~EUR 1 billion for the year. Management reiterated dividend resumption and a remaining EUR 1.5 billion of share buybacks.
Fit for Growth Cost Savings Ahead of Plan
Fit for Growth delivered approximately EUR 600 million of gross structural cost savings in 2025 (achieved earlier than initially expected), providing momentum toward the stated target and structural efficiency gains across aviation, ground operations and support functions.
Operational Momentum in Key Divisions
DHL Express reported its sixth consecutive quarter of EBIT growth (adjusted for nonrecurring items). DHL Supply Chain delivered top‑ and bottom‑line growth and contributed to a 7% operating EBIT increase for the full year, supported by strong new contract signings and automation/digitalization benefits.
Nonfinancial and ESG Progress
Employee engagement score reached 82; realized decarbonization of 2.1 million tonnes (slightly above target); cybersecurity rating at 780, described as top of peer range.
Concrete AI and Technology Deployment Plans
Management outlined targeted AI deployments with measurable use cases (customs, customer service, vehicle maintenance, 'delivery buddy' on hand scanners), plus continued investment in robotics and automation to drive efficiency and service improvement at industrial scale.
Steady 2026 Financial Guidance
Guidance for 2026: group EBIT in excess of EUR 6.2 billion, free cash flow around/exceeding EUR 3.0 billion, gross CapEx of ~3.0–3.3% of revenue, and a normalized tax rate around 30%.
DHLGY Earnings History
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 |
|---|---|---|---|
Apr 30, 2026 | $26.45 | $28.79 | +8.85% |
Mar 05, 2026 | $27.22 | $25.79 | -5.25% |
Nov 06, 2025 | $22.32 | $24.27 | +8.74% |
Aug 05, 2025 | $22.01 | $21.93 | -0.37% |
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 Aug 05, 2026, Before Open (Confirmed).
What is Dhl Group (DHLGY) earnings time?
Dhl Group (DHLGY) earnings time is at Aug 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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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 2026 (Q2) is 0.53.