By Lawrence Lim 11 August 2026In a nutshell: DHL’s Express turnaround is being built on a multi-year pivot away from parcels and toward heavier, AI-linked (smart) industrial cargo, data-centre logistics, semiconductors, batteries, backed by a new run of division-by-division investor briefings rather than one company-wide event. The complication: a real chunk of second quarter’s (Q2 26) strength came from temporary airfreight capacity tightness that was already easing in the data tracked through the end of July. DHL Express has spent the past several quarters ...