Selected analysis
A closer look at the developments behind freight markets and logistics businesses.
Company intelligence · Reviewed 19 October 2026
Heavier Express traffic explains the acceleration in operating profit. Shipment counts, ocean margins and German mail tell a more uneven story.
DHL Group · Global operations · H1 and Q2 2026 · Selected analysis
Read the sampleWe publish when the evidence supports a useful argument, with the actual observation periods attached.
A shift that matters for demand, costs, supply or commercial conditions.
The evidence behind the interpretation, including meaningful alternatives.
A contrast that adds context without pretending unlike measures are equivalent.
What would reinforce or challenge the assessment as new evidence arrives.
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