Guidance 2026 (published February 13, 2026)
Posti is expecting its net sales to be within the range of EUR 1,400–1,500 million, and adjusted EBIT to be within the range of EUR 63–79 million in 2026. In 2025, Posti’s net sales were EUR 1,447.6 million and adjusted EBIT was EUR 69.3 million.
Background for the guidance 2026 (updated Q3/2026)
The operating environment in the logistics sector has strengthened in recent months; however, economic uncertainty remains. Economic activity has continued to improve, while geopolitical tensions, trade uncertainties and volatility in energy and financial markets continue to create risks to the outlook. In Finland, economic growth has gradually begun to recover, while economic activity in Sweden and the Baltics has strengthened.
Posti serves a broad customer base, making the Group’s business and financial performance sensitive to both GDP growth and confidence indicators. In Finland, the economy has started to recover, however, consumer demand remained constrained due to weakened consumer confidence. Given the uncertainty around recent consumer confidence, visibility into the peak season is limited. Tightening trade policies, geopolitical tensions, financial market volatility, and potential additional fiscal adjustment measures may impact Finland’s economic recovery.
Growth in ecommerce, both domestically and internationally, is expected to continue to support the expansion of the parcel market. This growth is driven in particular by increased recommerce activity and the rising number of smaller parcels. Competition in the parcel market in Finland and the Baltics is expected to remain intense.
Digitalization of letter mail is expected to continue to accelerate, and postal volumes are expected to decline further. Posti continues to develop its delivery models for paper mail and offers digital mail solutions to support customers in their transition to digital services. Legislation that came into effect in April 2026 changed the delivery of official government communications to primarily digital channels, further accelerating the decline in letter mail volumes. In these changing market conditions, Posti remains committed to customer centricity and continuously develops its services in response to evolving customer needs.
Demand in the warehousing market is expected to be influenced by ongoing economic uncertainty. Companies are expected to continue focusing on inventory optimization and cost efficiency, which is likely to keep the demand at a moderate level.
The Group’s business is characterized by seasonality, and net sales and adjusted EBIT are not accrued evenly throughout the year. The fourth quarter is typically the strongest quarter. Posti continues to improve its operational efficiency to support profitability. Concrete examples include the renewal program to strengthen our synergies and the further development of self-service points.
Mid-term financial targets
The Board of Directors of Posti Group has set the following mid-term financial targets 2026 onwards:
Average organic net sales growth (3–5-year period) of at least 2% at Group level and at least 5% outside Postal Services compared to 2025
Baseline for 2025 at Group level of EUR 1,447.6 million
Baseline for 2025 outside Postal Services of EUR 917.1 million
Average adjusted operating result (adjusted EBIT) growth (3–5-year period) over 5% compared to 2025
Net debt/adjusted EBITDA less than 2.5x
Posti Group’s target is to pay continuously increasing ordinary dividends, and a payout ratio of at least 60 percent of net income based on Board of Directors approved dividend policy.
