Austrian Post misses 2025 revenue estimates on lower mail volumes

Oesterreichische Post AG

12/03/2026 06:39

Overview

Austria postal and logistics firm's 2025 revenue fell 2.6%, missing analyst expectations

Adjusted EPS for 2025 declined to EUR 1.96 from EUR 2.04

Revenue drop driven by loss of 2024 election, currency effects and lower mail volumes

Outlook

Austrian Post forecasts modest revenue growth for 2026

Company targets broadly stable earnings in line with previous years

Revenue and earnings expected to be weaker in H1 2026, stronger in H2 2026

Result Drivers

MAIL VOLUME DECLINE - Structural decrease in addressed letter mail volumes and absence of 2024 election-related one-off effects weighed on mail revenue

PARCEL BUSINESS MIXED - Parcel revenue grew in Austria but declined in Türkiye and Southeast/Eastern Europe due to competition, IT disruptions, and lower Asian parcel volumes

RETAIL & BANK IMPACTED - Revenue fell after termination of telecom sales partnership and lower ECB interest rates, though bank99 contributed positively to earnings

Company press release: ID:nEQbkXwkta

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Miss
EUR 3.04 bln
EUR 3.09 bln (4 Analysts)
FY EPS
EUR 1.96
FY Net Income
EUR 134 mln
FY EBIT
EUR 196.90 mln
FY EBITDA
EUR 413.30 mln
FY Pretax Profit
EUR 181 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the courier, postal, air freight & land-based logistics peer group is "buy."

Wall Street's median 12-month price target for Oesterreichische Post AG is €33.00, about 2.1% below its March 11 closing price of €33.70

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 15 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)