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DHL Stock: Rollercoaster Ride Amid Strong Earnings

Felix Baarz by Felix Baarz
August 6, 2025
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DHL’s shares experienced dramatic swings on Tuesday, initially surging nearly 7% to a four-month high after reporting stronger-than-expected quarterly results, only to close 0.6% lower at €38.94. The logistics giant posted an operating profit of €1.4 billion, up 6% year-over-year, while net earnings jumped 10% to €815 million—far exceeding analyst forecasts. However, investor optimism quickly faded as structural concerns overshadowed the positive figures. Shrinking transport volumes, geopolitical tensions, and erratic shipping demand due to trade conflicts raised doubts about the company’s ability to sustain margins. Analysts remain deeply divided, with some lowering price targets while others maintain cautious optimism.

Volatility Reflects Market Uncertainty

Despite cost-cutting measures showing early success, DHL faces mounting challenges. The CFO highlighted extreme fluctuations in shipment volumes, particularly in time-sensitive express deliveries, where price hikes barely offset declining demand. While efficiency programs aim to save over €1 billion by 2027, the company warned that further trade policy escalations could disrupt its €6 billion annual profit target. The stock, still well below its March peak of €44, reflects persistent market unease over global trade headwinds.

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Felix Baarz

Felix Baarz

My name is Felix Baarz, and I look back on over fifteen years of experience as a business journalist. I have always been fascinated by the mechanisms and dynamics of global financial markets as well as the complex economic and political interconnections that shape our world. With this passion, I have made a name for myself as an expert on international financial markets and dedicate myself with great commitment to making even the most complex topics understandable and accessible to my readers. My roots lie in Cologne, where I was born and raised. Early on, my curiosity about economic topics and international developments sparked my interest in journalism. After completing my studies, I began my career as a business editor at a respected German trade publication. Here I laid the foundation for my professional career, but my curiosity soon drew me out into the wider world. A turning point in my life was moving to New York, where I lived for six years and gained insight into leading media houses. In this vibrant metropolis, I was able to report firsthand from the heart of the global financial world. From daily developments on Wall Street to major economic policy decisions that make waves worldwide, I had the opportunity to write about central topics that move people and markets alike. This time shaped my perspective and sharpened my view of global interconnections.

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