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Mar 12, 2026 at 1:07 PM
The structural trends in the international letter and parcel market will continue into 2025. According to Österreichische Post, digitalization and cost pressure among private and public customer groups have led to a decline in letter and advertising volumes. In contrast, the parcel market remains characterized by intense competition. Against this backdrop, Österreichische Post has expanded its service offerings. In Austria, services are available at nearly 3,000 post offices, while internationally, around 14,400 out-of-home locations are added. Additionally, the company plans to launch its own mobile brand YELLLOW in April 2026. In the international parcel business, further steps have been taken through two acquisitions, including a parcel service provider in Hungary and an e-commerce service provider in CEE/SEE.
Walter Oblin, CEO of Österreichische Post, commented on the company’s operational development: „Despite a challenging market environment and the positive special effects from the previous year, Österreichische Post showed solid operational development in the fiscal year 2025.“ He emphasized that the Post successfully maintained its leading market position in the private customer parcel market with a share of 63%.
Revenue and Earnings Development
In 2025, Österreichische Post recorded revenues of EUR 3,043.3 million, representing a decline of 2.6% compared to 2024, but 11.0% above the level of 2023. In the Letter & Advertising division, revenue decreased by 6.8% compared to 2024 and by 3.0% compared to 2023. This decline is attributed to electronic substitution and the absence of positive special effects from the previous year. Additionally, a cautious investment climate and lower advertising expenditures from companies are evident.
In the Parcel & Logistics division, revenues increased by 1.2% compared to the previous year and by 21.4% compared to 2023. In Austria, revenues developed positively with an increase of 5.8%. However, there was a decline in the Southeast and Eastern European region, particularly in Turkey, where high inflation and exchange rate developments significantly impacted business.
EBITDA decreased by 2.2% compared to the previous year to EUR 413.3 million, while earnings before interest and taxes (EBIT) fell by 5.0% to EUR 196.9 million. However, both figures remain above the values of 2023. A decline in the letter business and lower profitability in Southeast and Eastern Europe contrast with an improvement in results in the Branch & Bank division. bank99, established in 2020, has positively contributed to the overall result with around 300,000 customers in Austria.
The net income for 2025 amounts to EUR 134.0 million, representing a decline of 8.1%. The proposal for the Annual General Meeting on April 15, 2026, includes a dividend of EUR 1.83 per share, corresponding to a dividend yield of 5.9% based on the closing price on December 31, 2025.
Outlook for 2026
Österreichische Post expects that the challenging baseline trends in the international letter and parcel markets will persist in 2026. A slight increase in revenue is forecasted for the current year, while inflation-related cost increases are still anticipated. To secure the level of results, comprehensive initiatives are being undertaken. The Post aims for a largely stable earnings development, supported by bank99 and the transition to its own mobile brand YELLLOW.
Walter Oblin emphasized the importance of employees for the quality of services: „The top quality we provide is primarily thanks to our employees, who work with great dedication and professionalism day in and day out. Our special thanks go to them.“
Facts at a Glance (As of March 2026)
- Revenue 2025: EUR 3,043.3 million (–2.6% vs. 2024 / +11.0% vs. 2023).
- Earnings: EBITDA EUR 413.3 million (–2.2%), EBIT EUR 196.9 million (–5.0%), net income EUR 134 million (–8.1%), earnings per share EUR 1.96.
- Segments: Letter & Advertising EUR 1,155.2 million (–6.8% / –3.0%); Parcel & Logistics EUR 1,719.9 million (+1.2% adjusted / +21.4%); Branch & Bank EUR 183.8 million (–8.8% / +9.0%).
- Cash Flow/Balance Sheet: Operating Free Cash Flow EUR 280.1 million (+10.3%), equity EUR 767.6 million (+0.8%).
- Dividend: Proposal EUR 1.83 per share (yield 5.9%).
- Market Environment: Decline in letter volumes, heterogeneous parcel markets, inflation, exchange rate effects; parcel market share 63% in Austria.
- Strategy/Transactions: Preparation for mobile brand YELLLOW starting April 2026; two acquisitions in the international parcel business.
- Outlook 2026: Slight revenue increase, stable earnings development, weaker first half and stronger second half expected.
