Austrian Post Q1 revenue rises on e-commerce growth

Oesterreichische Post AG

08/05/2026 07:06

Overview

Austria postal and logistics group's Q1 revenue rose 0.9% yr/yr, driven by e-commerce growth

Q1 EBIT and net profit declined due to mail volume drops and regulatory impacts

Company maintains outlook for slight 2026 revenue growth and stable earnings

Outlook

Austrian Post expects a slight revenue increase in 2026

Company targets broadly stable 2026 earnings (EBIT) versus previous years

Investments (CAPEX) for 2026 seen at EUR 140m to EUR 160m

Result Drivers

E-COMMERCE GROWTH - Parcel and logistics revenue rose 6.9% as e-commerce volumes increased, especially in Austria and Southeast/Eastern Europe

MAIL VOLUME DECLINES - Structural decline in letter mail and direct mail volumes due to digitisation and cost-cutting by advertising clients weighed on results

REGULATORY AND FX IMPACTS - Regulatory restrictions on Asian parcel imports and negative FX effects in Türkiye reduced volumes and contributed to lower earnings

Company press release: ID:nEQbrDr4ra

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
EUR 770.70 mln
Q1 EPS
EUR 0.22
Q1 Net Income
EUR 15.30 mln
Q1 EBIT
EUR 36.80 mln
Q1 EBITDA
EUR 93.80 mln
Q1 Pretax Profit
EUR 22.60 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and 2 "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 €32.50, about 4.8% above its May 7 closing price of €31.00

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 16 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.)