敦豪集团DHL Group（DPSGY）2025财年第三季度财务业绩演示报告「OTC」（英文版）（24页）.pdf

1、Q3 2025 RESULTSTOBIAS MEYER,GROUP CEOTOBIAS MEYER,GROUP CEOMELANIE KREIS,GROUP CFOMELANIE KREIS,GROUP CFODHL Group Bonn,November 6,2025Cost and yield management effective strong cash generation allows for balance of growth and returnsQ3 2025 RESULTS|DHL GROUP INVESTOR RELATIONS|6 NOVEMBER 20252Cash

2、Flow:Strong cash generation across the cycle basis for targeted growth investments and attractive shareholder returns through dividend and share buybacksLong-term:Targeted measures to accelerate growth through structural GDP+verticals,regions and tradelanes,as identified in Strategy 2030Short-term:E

3、ffective cost and yield management drive yoy increase in Q3 Group EBIT De Minimis effect so far successfully moderated and covered by confirmed guidanceHIGHLIGHTSQ3 2025 RESULTS|DHL GROUP INVESTOR RELATIONS|6 NOVEMBER 20253GROWTH ACCELERATORS:GEOGRAPHIC TAILWINDSGlobal Connectedness Tracker confirms

4、 globalization intact while changing towards new trading patternsGlobal Trade:Average Distance and Percent Intra-RegionalGoods TradeLess Regional,Longer DistancesGreenfield FDILess Regional,Longer DistancesIntra-regional share of goods trade fell to a new record low of 50.7%in 2025 H1Average distanc

5、e rose to a new high of 4,990 kilometers4,0004,1004,2004,3004,4004,5004,6004,7004,8004,9005,0005,10046%48%50%52%54%56%58%60%01030507091113151719212325H1KilometersPercent Within RegionsPercent Within Regions(left scale)Average Distance(km,right scale)Data sources:IMF IMTS Database,CEPII Gravity Datas

6、etTOP-LINE GROWTH ACCELERATORS4GLOBAL TRADE DIVERSIFICATION VISIBLE IN DHL NUMBERSQ3 2025 RESULTS|DHL GROUP INVESTOR RELATIONS|6 NOVEMBER 2025Supply chain shifts in line with Geographic Tailwinds are happeningNo directional change in trade momentum vs Q2Trade remains global:US tariffs reduce partici