Deutsche Post AG (ETR:DHL) investors will be delighted, with the company turning in some strong numbers with its latest results. The company beat expectations with revenues of €22b arriving 6.3% ahead of forecasts. Statutory earnings per share (EPS) were €0.91, 3.4% ahead of estimates. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
Taking into account the latest results, Deutsche Post's 16 analysts currently expect revenues in 2026 to be €86.5b, approximately in line with the last 12 months. Per-share earnings are expected to rise 3.0% to €3.46. Yet prior to the latest earnings, the analysts had been anticipated revenues of €85.3b and earnings per share (EPS) of €3.41 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.
Check out our latest analysis for Deutsche Post
There were no changes to revenue or earnings estimates or the price target of €53.64, suggesting that the company has met expectations in its recent result. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on Deutsche Post, with the most bullish analyst valuing it at €65.00 and the most bearish at €44.00 per share. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.
Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. For example, we noticed that Deutsche Post's rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 2.1% growth to the end of 2026 on an annualised basis. That is well above its historical decline of 0.01% a year over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in the industry are forecast to see their revenue grow 1.3% per year. Not only are Deutsche Post's revenues expected to improve, it seems that the analysts are also expecting it to grow faster than the wider industry.
The Bottom Line
The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at €53.64, with the latest estimates not enough to have an impact on their price targets.
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Deutsche Post analysts - going out to 2028, and you can see them free on our platform here.
It might also be worth considering whether Deutsche Post's debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, here.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.