CTT-Correios de Portugal

CTT Correios de Portugal’s share rose 3.4% to €6.18 after the company confirmed receipt of an unsolicited, non‑binding expression of interest for its banking arm, Banco CTT. Media reports said BCC‑Grupo Cooperativo Cajamar had shown interest in a merger, after which CTT hired BNP Paribas to review strategic options. CTT stressed there is no formal sale process and it is premature to expect a deal, but the confirmation of interest prompted investors to reassess the stock, which had been trading near its 52‑week low. » More on de.investing.com

CTT reported receipt of a non-binding expression of interest for its banking arm Banco CTT, after which the share rose sharply. The company appointed a financial adviser to review strategic options but did not name the interested party or provide details of a potential transaction. It said it was too early to assess whether the interest would lead to a formal sale or partnership process. » More on de.investing.com

CTT reports Q1 2026 revenue of €128.7m, well below the €311m forecast. Recurring EBIT fell to €15.3m (-24% YoY) and net profit was €4.5m (-17.6%), while operating costs rose 17.7%. Positives: e‑commerce volumes grew strongly (April +30%) and Banco CTT’s loan book increased by 16%. Management confirms the annual guidance and expects margin improvements and a reduction in the net‑debt ratio after the planned joint venture with DHL; regulatory changes in Spain and operational bottlenecks remain risks. » More on de.investing.com

CTT reports 2025 revenue of €1,288m and recurring EBIT of €115m, thereby meeting the strategic targets set at the Capital Markets Day. The share, however, fell by around 10.8% after a missed Q4 earnings per share of €0.13 (analysts: €0.15), raising doubts about earnings quality and cost management during the transformation. The e‑commerce segment is driving growth (48.6% of revenue), while investments in capacity and expansion are putting pressure on costs. Analysts expect EPS of €0.56 for 2025 and €0.69 for 2026 with further revenue growth, though risks include higher operating costs, intensified competition and integration efforts. » More on de.investing.com

CTT reported Q4 2025 revenue of €377 million, beating estimates, while EPS of €0.13 missed the €0.15 forecast. Full-year 2025 revenue was €1.288 billion, above the top of guidance, supported by e‑commerce logistics and the acquisition of Cacesa. The share price fell 10.78% to €6.04 as investors feared the profit disappointment and potential cost pressure. CTT expects rising revenue and EPS for 2025/2026 and additional growth momentum from a planned joint venture with DHL and ongoing investments. » More on de.investing.com