EQS-News: AUSTRIAN POST IN Q1–3 2026: Challenging performance in the first three quarters; one-off effects in the third quarter positively impact earnings
EQS-News: Österreichische Post AG / Key word(s): 9 Month figures
AUSTRIAN POST IN Q1–3 2026: Challenging performance in the first three
quarters; one-off effects in the third quarter positively impact earnings
12.11.2026 / 07:30 CET/CEST
The issuer is solely responsible for the content of this announcement.
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AUSTRIAN POST IN Q1–3 2026:
Challenging performance in the first three quarters; one-off effects in
the third quarter positively impact earnings
Solid revenue growth Q1–3 2026 in a challenging market environment
• Group revenue up by 4.3 % to EUR 2,306.8m
• New logistics business: euShipments.com and FHB Group consolidated
since March/August 2026
• Positive parcel growth Q1–3 2026 in Austria – mail volumes continue to
decline
E‑Commerce revenue growth across all regions
• E‑Commerce & Logistics +11.1 % to EUR 1,372.3m: 7 % increase in
Austrian parcel volumes; new e-commerce fulfilment business brings
growth to Group Logistics Solutions
• Mail, Branch & Services with revenue of EUR 834.2m (–6.2 %) reflecting
a decline in letter mail and direct mail volumes as well as the
transformation of the telecommunications business
• Bank division generated a slight revenue increase to EUR 108.5m
(+0.9 %)
Earnings above the prior year, supported by one-off effects in the third
quarter
• EBITDA +11.1 % to EUR 328.0m
• EBIT increase of 1.8 % to EUR 137.7m including net positive one-off
effects in the third quarter of about EUR 25m
Strategic transformation consistently pursued
• Expansion of the integrated e-commerce logistics business through
euShipments.com and FHB Group
• bank99 shows a solid operating performance and significantly improved
earnings
• Mobile telephony brand YELLLOW on the market since April 2026
• Launch of “Post ENERGIE powered by VERBUND” in November 2026
Outlook for 2026
• Slight revenue increase expected for the full year 2026
• EBIT in 2026 is anticipated to be at the upper end of the range of
recent years due to the extraordinary earnings effect in the third
quarter: above the level of EUR 200m
Revenue growth despite structural and regulatory challenges
The market environment of the postal and logistics sector continues to be
shaped by geopolitical and economic uncertainties, ongoing digitisation as
well as new regulatory frameworks. Letter mail and direct mail volumes are
subject to a structural decline whereas e-commerce continues to grow.
However, national and international duties and fees are leading to subdued
and volatile trends in e-commerce parcel volumes – a negative trend that
is expected to persist over the coming quarters. Austrian Post is
responding to these changes by offering a broad range of services,
leveraging its strong position in the Austrian parcel market, and
strategically expanding its international e-commerce fulfilment business.
Positive revenue and earnings performance during the first three quarters
Austrian Post generated revenue of EUR 2,306.8m in the first three
quarters of 2026. This represents a 4.3 % increase from the prior-year
period. The E‑Commerce & Logistics division was once again the growth
driver, generating an 11.1 % revenue increase to EUR 1,372.3m. Revenue in
the parcel business in Austria climbed by 8.9 % to EUR 752.2m in the first
nine months, and parcel volumes rose by 7 %. Revenue growth was also
achieved in the Türkiye+ region and in Southeast and Eastern Europe. The
revenue of Group Logistics Solutions rose from EUR 40.5m to EUR 89.8m
year-on-year. This includes a revenue contribution of approx. EUR 45m from
the new E-fulfilment companies euShipments.com and FHB Group.
Revenue of the Mail, Branch & Services division fell by 6.2 % to
EUR 834.2m. Traditional letter mail volumes in Austria fell by 8.5 %,
while direct mail volumes decreased by 5.5 %. Product and pricing
adjustments for the Premium Mail in the third quarter softened the
negative impacts of electronic substitution.
The Bank division reported revenue of EUR 108.5m in the first three
quarters, comprising a slight increase of 0.9 % from the previous year.
The solid business performance and positive effects from the latest
increase in the ECB deposit rate provided additional support. “We have
stayed the course in a demanding market environment. The positive
development of the Austrian parcel business, the expansion of our
integrated logistics business for cross-border e-commerce and the
considerable earnings improvement of bank99 are particularly encouraging.
At the same time, we are consistently driving forward the transformation
of our business and addressing the structural decline in letter mail
through efficiency, innovation and new services”, says Walter Oblin, CEO
of Austrian Post.
EBITDA climbed 11.1 % to EUR 328.0m in the first three quarters of 2026.
Earnings before interest and taxes (EBIT) rose by 1.8 % to EUR 137.7m.
This was supported by net positive one-off effects in the third quarter
totalling about EUR 25m, particularly from the reversal of a provision
relating to compensation payments for social contributions for civil
servants. An impairment of non-current assets in Southeast and Eastern
Europe, among other factors, had a negative impact. The profit for the
period amounted to EUR 81.9m compared to EUR 93.7m in the prior-year
period. Earnings per share changed from EUR 1.35 to EUR 1.18 (–12.9 %).
Outlook for 2026
Developments over the past few months reinforce the existing outlook for a
slight increase in revenue for the full year 2026. For the Mail, Branch &
Services division, a mid single-digit revenue decline is still expected.
In the E-commerce & Logistics division, revenue growth in the upper
single-digit range is forecast, supported by the integration of the newly
acquired subsidiaries. An improvement in revenue and earnings is also
expected in the Bank division.
Due to the extraordinary earnings effects in the third quarter, EBIT
in 2026 is expected to be at the upper end of the range of recent years,
thus surpassing the level of EUR 200m. The key uncertainties continue to
include an accelerated decline in mail volumes as well as the
unpredictable short-term trend in parcel volumes, which is being
negatively affected in particular by new national and international duties
and fees. Investments in property, plant and equipment (CAPEX) are
expected to be in the range of EUR 120m to EUR 130m. “We are consistently
investing in the future and performance capabilities of our logistics
network. Our focus is on the expansion and modernisation of the logistics
centres in Salzburg, Budapest and Žilina, the further development of our
24/7 parcel collection network, particularly in Southeast and Eastern
Europe and the electrification of our delivery fleet. In doing so, we are
establishing the infrastructural foundation for further growth while
simultaneously strengthening the efficiency and sustainability of our
logistics operations,” concludes CEO Walter Oblin.
Vienna, 12 November 2026
CONTACT
Austrian Post Austrian Post
Press Team Harald Hagenauer, Head of Investor Relations
Tel.: +43 (0) 57767-32010 Tel.: +43 (0) 57767-30400
presse@post.at investor@post.at
KEY FIGURES
Change
Q1–3 Q1–3 Q3 Q3
EUR m 2025^1,2 2026 % EUR m 2025^1,2 2026
Revenue 2,212.4 2,306.8 4.3 % 94.5 724.2 762.8
Mail, Branch & Services 889.4 834.2 –6.2 % –55.2 278.3 268.1
E‑Commerce & Logistics 1,235.1 1,372.3 11.1 % 137.2 418.1 461.5
Bank 107.5 108.5 0.9 % 1.0 34.2 37.2
Corporate/Consolidation –19.6 –8.1 58.5 % 11.4 –6.4 –3.9
Other operating income 87.3 148.7 70.3 % 61.4 27.2 83.4
Raw materials, consumables
and services used –649.0 –728.0 –12.2 % –78.9 –219.5 –249.7
Expenses from financial
services –30.6 –26.0 14.8 % 4.5 –8.0 –8.6
Staff costs –1,028.3 –1,056.4 –2.7 % –28.2 –329.2 –333.3
Other operating expenses –304.1 –326.9 –7.5 % –22.8 –101.4 –116.8
Results from financial
assets accounted for using
the equity method 3.0 1.1 –64.8 % –1.9 1.1 –0.3
Net monetary gain 4.5 8.7 94.1 % 4.2 1.3 2.7
EBITDA 295.2 328.0 11.1 % 32.8 95.7 140.3
Depreciation, amortisation
and impairment losses –160.0 –190.3 –19.0 % –30.3 –54.6 –75.9
EBIT 135.3 137.7 1.8 % 2.4 41.2 64.4
Mail, Branch & Services 97.5 96.0 –1.5 % –1.5 27.7 47.3
E‑Commerce & Logistics 47.7 43.6 –8.5 % –4.1 15.4 16.1
Bank 2.4 7.0 >100 % 4.6 0.6 2.8
Corporate/Consolidation^3 –12.3 –8.9 27.5 % 3.4 –2.5 –1.8
Financial result –10.0 –17.8 –78.2 % –7.8 –4.8 –7.8
Profit before tax 125.3 119.9 –4.3 % –5.4 36.4 56.6
Income tax –31.6 –38.0 –20.3 % –6.4 –7.8 –19.8
Profit for the period 93.7 81.9 –12.6 % –11.8 28.5 36.9
Earnings per share (EUR)^4 1.35 1.18 –12.9 % –0.17 0.41 0.53
Gross cash flow 244.7 216.8 –11.4 % –27.8 86.3 77.8
Cash flow from operating
activities 88.4 99.2 12.3 % 10.9 59.8 88.5
CAPEX 84.3 76.6 –9.2 % –7.8 43.0 31.8
Free cash flow 33.7 –3.4 <–100 % –37.1 4.1 28.3
Operating free cash flow^5 235.4 173.0 –26.5 % –62.4 85.2 56.4
^1 Retrospective adjustment, recognised outside profit or loss, of
measurement effects on liabilities arising from acquisition obligations
previously recognised in profit or loss
^2 Adjusted to reflect the new segment structure effective 1 January 2026
^3 Includes the intra-Group cost allocation procedure
^4 Undiluted earnings per share in relation to 67,552,638 shares
^5 Free cash flow before acquisitions, money market investments, growth
CAPEX, CBA and cash held temporarily
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12.11.2026 CET/CEST This Corporate News was distributed by [1]EQS Group
View original content: [2]EQS News
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Language: English
Company: Österreichische Post AG
Rochusplatz 1
1030 Vienna
Austria
Phone: +43 577 67 – 30400
E-mail: investor@post.at
Internet: www.post.at
ISIN: AT0000APOST4
WKN: A0JML5
Listed: Vienna Stock Exchange (Official Market)
LEI Code: 529900MVUWACNUTK8467
EQS News ID: 2432088
End of News EQS News Service
2432088 12.11.2026 CET/CEST
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