France's ID Logistics slightly beats 2025 revenue estimates on contract wins

Id Logistics SAS

11/03/2026 16:56

Overview

France contract logistics firm's 2025 revenue grew 14%, slightly beating analyst expectations

Underlying EBITDA for 2025 rose 13% yr/yr, driven by strong business growth

Group share of net income for 2025 rose 20%, supported by higher operating income

Outlook

ID Logistics expects strong growth in 2026 supported by new projects and tenders

Company aims for productivity improvements at new sites and successful 2026 start-ups

ID Logistics remains attentive to external growth opportunities in North America and Europe

Result Drivers

CONTRACT QUALITY AND NEW PROJECTS - Co said improved results reflected the quality of contracts won and effective management of start-up costs for new projects

REGIONAL GROWTH - Strong revenue growth in North America, France, and other regions contributed to overall performance

AI AND TECHNOLOGY INVESTMENT - Ongoing investment in artificial intelligence and technology supported productivity, particularly for e-commerce logistics

Company press release: ID:nBw2NJQNma

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Slight Beat*
EUR 3.74 bln
EUR 3.73 bln (6 Analysts)
FY Underlying EBITDA
EUR 581.1 mln
FY Underlying EBIT
EUR 165.2 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the courier, postal, air freight & land-based logistics peer group is "hold."

Wall Street's median 12-month price target for ID Logistics SAS is €502.50, about 31.4% above its March 10 closing price of €382.50

The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 31 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)