Deutsche Post AGM: CEO flags tariff turmoil, lifts dividend to €1.90 and backs 2026 EBIT view

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MarketBeat

Tue, May 5, 2026 astatine 4:02 AM CDT 8 min read

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Key Points

  • CEO Tobias Meyer said the radical met its forecast contempt "tariff turmoil" and anemic planetary trade, reporting EBIT of EUR 6.1 billion and escaped currency travel (ex‑acquisitions) of EUR 3.2 billion for 2025.

  • The institution projected expanding the 2025 dividend to EUR 1.90 per stock (from EUR 1.85) and returned superior via stock buybacks of astir EUR 1.4 billion, representing astir 61% of nett profit.

  • For 2026 Deutsche Post forecasts EBIT supra EUR 6.2 billion and escaped currency travel adjacent EUR 3 billion, portion pursuing Strategy 2030 including a planned genitor rename to DHL AG, a carve‑out of Post & Parcel Germany, large determination investments (e.g., ~EUR 1bn successful India) and wider usage of AI and robotics.

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Deutsche Post (ETR:DHL) opened its 26th yearly wide gathering successful Bonn with Supervisory Board Chair Katrin Suder welcoming shareholders successful idiosyncratic and online. Suder, who said she was elected seat of the supervisory committee a twelvemonth ago, outlined the meeting’s sequence, including remarks from CEO Tobias Meyer, an update connected the stock buyback programme from Miss Kreis, and a aboriginal treatment of a carve-out and acquisition statement to beryllium enactment to a ballot nether docket point eight.

CEO highlights 2025 show amid volatile commercialized conditions

In his prepared remarks, CEO Tobias Meyer framed the company’s relation arsenic enabling planetary commercialized “in bully times and bad,” pointing to the agelong past of the group’s operations and brands, including the roots of German postal services dating to 1490, freight forwarding practice connected to Danzas dating to 1815, and DHL Express originating from a U.S. courier concern founded successful 1969 and acquired by Deutsche Post much than 20 years ago.

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Meyer said the radical operated successful a challenging situation successful 2025, noting that “global commercialized grew lone modestly” and citing “international tensions and commercialized conflicts,” including the interaction of U.S. tariffs connected large commercialized routes. He said the institution met its forecast, portion gross was “slightly beneath the erstwhile year,” attributing portion of the diminution to currency effects from a beardown euro. Meyer reported:

  • EBIT of EUR 6.1 billion, which helium said was supra the anterior year

  • Free currency travel (excluding acquisitions) of EUR 3.2 billion, besides up twelvemonth implicit year

Meyer credited the results to the company’s quality to support its web flexible, set capableness to shipment volumes, and support outgo discipline. He thanked the group’s “584,000 employees astir the world” for their performance, citing roles crossed delivery, sorting centers, lawsuit service, transportation, and web planning.

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