敦豪集团DHL Group （DPSGY）2025财年第二季度财务业绩演示报告「OTC」（英文版）（20页）.pdf

1、Q2 2025 RESULTSMELANIE KREIS,GROUP CFOMELANIE KREIS,GROUP CFOINVESTOR PRESENTATIONDHL Group Bonn,August 5,2025Impact of lower volume effectively managed Strategy 2030 sets the right fundamental prioritiesQ2 2025 RESULTS|DHL GROUP INVESTOR RELATIONS|5 AUGUST 20252Strategy 2030 initiatives well suited

2、 to current environment to ensure mid-term growth targeted investments in key identified GDP+growth opportunities:Life Sciences&Healthcare,New Energy,Geographic Tailwinds,E-commerce and Digital SalesStrong Q2 performance:increase in Group EBIT and continued strong cash generation Fit for Growth stru

3、ctural cost improvement complements effective capacity management Impact of lower volume effectively managed through cost actions and price discipline global trade highly volatile with international flows partly offsetting weaker US tradeHIGHLIGHTS3GLOBAL TRADE IS HIGHLY DIVERSIFIEDQ2 2025 RESULTS|D

4、HL GROUP INVESTOR RELATIONS|5 AUGUST 2025Source:S&P Global,2025DHL is well-positioned to support businesses in diversifying their global tradeGlobal trade mixBy destination,FY2024,in%Trade remains global:US tariffs impact the largest market,but it is only one of many destinationsRest of World(RoW)tr

5、ade continues,though tempered by uncertainty;general“wait-and-see”sentiment,particularly in US,slows down investmentsDHL is strongly positioned to support customers with efficient,compliant international supply chain solutions even in a volatile environment:Global reach across transportation modes&s

6、peedsDigital,AI-supported customs solutions:Product Classification Tool and DHL MyGTS in EXP,DHL TradeConnect in DGFFBroad tariff-compliant service portfolio:e.g.Free Trade Zones,Bonded Warehouses,Break-Bulk SolutionsOur observations on global trade14%9%6%4%3%3%3%3%3%2%50%United StatesChinaGermanyUn