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Deutsche Post: Pullback Looks Like An Opportunity, Not A Warning (Rating Upgrade)

Deutsche Post (DHLGY) is attractively valued amid geopolitical turmoil, trading near 12x FY2027 earnings with a strong competitive moat and scale advantages. Efficiency gains, automation, and AI-driven initiatives are driving margin expansion, with the 'Fit-for-growth' program contributing €600M to 2025 EBIT and more expected in 2026. DHLGY's strategic expansion into life sciences logistics and its vast out-of-home…

Seeking Alpha • Mar 10, 2026
DHL CEO on keeping goods flowing through the Middle East

DHL Group CEO Tobias Meyer tells CNBC's Ritika Gupta the logistics giant has the experience, networks and staff to keep supply chains moving through the Middle East, even as the conflict in Iran spreads across the region. It comes as DHL reported a 1.3% drop in fourth-quarter profits, in line with expectations.

CNBC International TV • Mar 5, 2026

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