6Gยท

๐ƒ๐‡๐‹ Group: ๐„๐ซ๐กรถ๐ก๐ญ ๐„๐๐ˆ๐“-๐๐ซ๐จ๐ ๐ง๐จ๐ฌ๐ž ๐ง๐š๐œ๐ก ๐ฌ๐ญ๐š๐ซ๐ค๐ž๐ฆ ๐๐Ÿ‘, ๐„๐ฑ๐ฉ๐ซ๐ž๐ฌ๐ฌ ๐š๐ฅ๐ฌ ๐–๐š๐œ๐ก๐ฌ๐ญ๐ฎ๐ฆ๐ฌ๐ญ๐ซ๐ž๐ข๐›๐ž

$DHL (-1,25%)


๐Ÿ“Š ๐„๐ซ๐ ๐ž๐›๐ง๐ข๐ฌ๐ฌ๐ž

โ€ข Q3 Revenue: โ‚ฌ22.6 billion (+over 12%)

โ€ข Group EBIT: โ‚ฌ1.71 billion (+16%)

โ€ข DHL Express EBIT: โ‚ฌ1.035 billion (previous year: โ‚ฌ692 million)

โ€ข Global Forwarding EBIT: โ‚ฌ260 million (previous year: โ‚ฌ195 million)

โ€ข Supply Chain EBIT: โ‚ฌ300 million (previous year: โ‚ฌ278 million)

โ€ข Q3 free cash flow: approximately โ‚ฌ900 million

โ €

๐ŸŽฏ ๐€๐ฎ๐ฌ๐›๐ฅ๐ข๐œ๐ค

โ€ข Group EBIT 2026: over โ‚ฌ7.0 billion (previously over โ‚ฌ6.5 billion)

โ€ข DHL Divisions EBIT: over โ‚ฌ6.4 billion (previously over โ‚ฌ5.9 billion)

โ€ข Free cash flow: over โ‚ฌ3.2 billion (previously approximately โ‚ฌ3.0 billion)

โ€ข Capex: approximately โ‚ฌ3.6 billion (previously โ‚ฌ3.0โ€“3.3 billion)

โ€ข Medium-term forecast will be reviewed in March 2027

โ €

๐Ÿ“Œ Key Points

โ€ข DHL Express benefits from higher transport volumes, improved capacity utilization, and effective cost measures

โ€ข Capacity constraints in the air freight market contributed approximately โ‚ฌ100 million to EBIT in Q3

โ€ข Broad earnings momentum across multiple business segments and initial signs of robust seasonal performance in Q4

โ€ข Free cash flow at approximately โ‚ฌ900 million despite a โ‚ฌ255 million burden from IEEPA payments

โ€ข Higher investments are expected to enable additional growth opportunities

โ€ข The full Q3 report will follow on November 5, 2026

13
Partecipa alla conversazione