Deutsche Post Ag S/Adr (DHLGY) Q1 2026 Earnings Call

Investor webinar replay

Meeting Overview The DHL Group Conference call focused on the company's performance in Q1 2026, highlighting revenue growth, operational challenges due to external factors, and strategic initiatives. Key insights included the impact of the Middle East conflict on operations and the ongoing execution of growth strategies. Key Discussion Points - Overview of Q1 2026 performance, including a 2% organic revenue increase and an 8% rise in EBIT year-on-year. - Positive contributions from the DHL supply chain and Express divisions, particularly in the Americas and e-commerce. - Discussion of external challenges, including the conflict in the Middle East and its impact on operations and trade lanes. - Strategies for cost and structural improvements within the Express network. - Implementation of AI and other fit-for-growth measures. - Continued investment in the supply chain division to support customer demand and infrastructure needs. - Operational adjustments made in response to the Middl...

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[Speaker identities could not be resolved; generic labels used] [00:00] Speaker 1: Ladies and gentlemen, [00:01] Speaker 1: thank you for standing by. [00:03] Speaker 1: Welcome and thank you for joining the DHL Group Conference call. [00:07] Speaker 1: Please note that the call will be recorded. You can find the privacy notice on dhl.com. [00:13] Speaker 1: Throughout today's presentation, [00:15] Speaker 1: All participants will be in a listen-only mode. The presentation will be followed by a question and answer session. [00:21] Speaker 1: If you wish to ask a question, we ask that you please use the raise hand function at the bottom of your Zoom screen. [00:27] Speaker 1: Instructions will also follow at the time of the Q&A. [00:30] Speaker 1: I would now like to turn the conference over to Martin Ziegenbold, Head of Investor Relations. Please go ahead. [00:38] Speaker 1: Martin [00:40] Speaker 2: Ziegenbold Thank you and a warm welcome from my side to our Q126 [00:45] Speaker 2: call. As it says on the title, I've got with me our group CEO, Tobias, and our group CFO, [00:51] Speaker 2: Melanie. [00:52] Speaker 2: You know the procedure, [00:54] Speaker 2: and let's start right away with your part, Tobias. [00:59] Speaker 2: Good morning. [01:01] Speaker 2: I'm pleased to inform you about a good 0.25. [01:04] Speaker 2: We started with good momentum in the year of 2026, [01:09] Speaker 2: building [01:10] Speaker 2: already [01:11] Speaker 2: on the trends [01:12] Speaker 2: of Q4 [01:14] Speaker 2: of 2025. [01:16] Speaker 2: So group revenue increased 2% [01:18] Speaker 2: on an organic basis, [01:20] Speaker 2: and this is led by a DHL supply chain, especially [01:24] Speaker 2: very good momentum [01:26] Speaker 2: in the Americas [01:27] Speaker 2: and our e-...