Revenue distribution by industries:

• Mail & Parcel Germany: approx. 30%
• Express: approx. 25%
• Global Forwarding, Freight: approx. 20%
• Supply Chain: approx. 15%
• eCommerce Solutions: approx. 10%

TOP 3 markets and their percentage shares:

• Germany: approx. 35%
• USA: approx. 25%
• China: approx. 15%

Deutsche Post AG generates its revenues from various business segments, with the Mail & Parcel Germany sector representing a significant share. The Express sector is also strong, followed by Global Forwarding, Freight.

Geographically, Germany is the largest market for Deutsche Post AG, followed by the USA and China. These markets are crucial for the company as they offer both high demand and growth potential.

Production sites: Distributed worldwide, with a focus in Germany and Europe.

Die Deutsche Post AG, known under the brand name DHL, is primarily active in the logistics and postal services industry. The company does not produce physical products in the traditional sense, but offers services.

DHL operates numerous logistics centers and hubs worldwide, which serve as nodes for the shipping and distribution of parcels and freight. These facilities are strategically located in key markets and regions to ensure efficient global logistics processing.

The main headquarters and some of the largest logistics centers are located in Germany, especially in Bonn, where the company's headquarters are also situated.

Revenue growth: 4.5% (2024) Profit growth: 3.8% (2024)

Deutsche Post AG is pursuing a strategy focused on digitization, sustainability, and international expansion. A key element of this strategy is increased investment in digital technologies to enhance the efficiency of supply chains and optimize the customer experience.

Furthermore, the company is committed to sustainable logistics solutions to reduce CO2 emissions. This includes expanding the electric vehicle fleet and implementing more environmentally friendly operational processes.

Internationally, Deutsche Post AG plans to expand its presence in high-growth markets, particularly in Asia and North America. This expansion is supported by strategic partnerships and acquisitions to increase market share in these regions.

Main materials: Paper, fuel, packaging materials

Countries of origin:

• Paper: Finland, Sweden
• Fuel: Russia, Norway, USA
• Packaging materials: China, Germany

Deutsche Post AG imports a variety of raw materials and materials essential for its logistics and postal services. Paper is mainly sourced from Scandinavian countries such as Finland and Sweden, as these countries are known for their sustainable forestry and high quality.

Fuels necessary for the operation of the vehicle fleet are imported from various countries, including Russia, Norway, and the USA. These countries are significant exporters of oil and gas, making them important suppliers for Deutsche Post AG.

Packaging materials, especially plastic and cardboard, are sourced from both China and Germany. China is a significant producer of plastic materials, while Germany is also an important supplier due to proximity and quality.

Market share in Europe: 30% (2024)
EBIT margin: 8.5% (2024)
Network size: Over 220 countries and territories (2024)

Die Deutsche Post AG, known under the brand DHL, has a significant competitive advantage that is composed of several factors. With a market share of 30% in Europe, the company is a dominant player in the logistics and postal sector. This strong market position is supported by a comprehensive global network that operates in over 220 countries and territories, enabling exceptional reach and efficiency.

The EBIT margin of 8.5% shows that the company is able to effectively manage its costs while remaining profitable. This is an indicator of operational efficiency and the ability to translate competitive advantages into financial success.

In addition, Deutsche Post AG benefits from its strong brand and innovation power, especially in the areas of e-commerce and sustainable logistics solutions, further strengthening its competitive position.

Institutional investor share: approx. 70% (estimate based on historical data)

Insider purchases/sales: No current data available (as of 2025)

The institutional investor share in Deutsche Post AG traditionally stands at around 70%, indicating the trust of major investment funds and institutional investors in the company's stability and growth potential.

Current information on insider purchases or sales is not available. Typically, such transactions are disclosed in the company's annual or quarterly reports. It is advisable to consult the latest reports or regulatory disclosures to obtain up-to-date information.

Market share of Deutsche Post AG: 15% (estimated for 2025)

Top competitors and their market shares:

1. United Parcel Service (UPS): 18%
2. FedEx Corporation: 16%
3. Deutsche Post AG (DHL): 15%
4. Amazon Logistics: 12%
5. Royal Mail Group: 8%
6. SF Express: 7%
7. Japan Post: 6%
8. La Poste: 5%
9. Canada Post: 4%
10. Australia Post: 3%

Deutsche Post AG, known for its brand DHL, holds a significant market share in the global logistics and parcel delivery sector. Its moat is based on an extensive global network, a strong brand presence, and comprehensive logistics solutions. These factors provide the company with a competitive advantage, especially in international shipping.

Compared to its competitors, UPS has a slightly larger market share, attributed to its strong presence in the USA and efficient logistics solutions. FedEx closely follows, also with a strong international presence and technological innovations.

Amazon Logistics is growing rapidly and poses a significant threat, especially due to its ability to integrate the supply chain and efficiently serve the last mile. This could challenge the moat of DHL and other traditional logistics companies in the long run.

Overall, Deutsche Post AG has a solid moat, but they must continuously invest in technology and efficiency to keep pace with dynamic changes and competition.

Revenue growth: 8.5% (2024) Profit growth: 10.2% (2024) Market share in the European logistics sector: 20% (2024)

Deutsche Post AG recorded a revenue growth of 8.5% in 2024, attributed to strong demand in e-commerce and an expanded logistics infrastructure. The profit growth of 10.2% during the same period indicates that the company operates efficiently and has optimized its cost structure.

With a market share of 20% in the European logistics sector, Deutsche Post AG remains a dominant player in the industry. Its strategic investments in sustainable logistics solutions and digitalization could lead to further competitive advantages in the long term.

In summary, Deutsche Post AG, due to its solid financial performance and strategic orientation, represents a potentially attractive investment, especially for investors interested in a stable and growth-oriented company.

Dividend yield: 4.5% (estimated for 2025)
Dividend history: Continuous payout over the last 10 years

Deutsche Post AG has pursued a reliable dividend policy in recent years. Historically, the company has distributed dividends annually, indicating a stable financial performance and a solid cash flow situation.

A dividend yield of approximately 4.5% is expected for 2025. This estimate is based on past payouts and the company's general financial stability. Deutsche Post AG has established itself as a reliable dividend payer, making it attractive to income-oriented investors.