Comment / DSV, Kuehne, Mærsk & DHL – make your (hedged) bets

AMAN
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Earnings season is upon us, all eyes are on the 2026 outlook, geopolitical risk* and the like drawing from the Top Four in Europe’s transport and logistics (T&L) sector.

Trailing Q1 26 figures, however?

Worth a thought?

(*This is the world we live in, as Tariff Man takes it to the next level: “China calls US blockade of the Strait of Hormuz ‘dangerous and irresponsible’“)

Well… 

Mixed feelings are plentiful out there about what to expect after what was a difficult Q1 26 stint in ...

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