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Quadient (QDT) investor relations material
Quadient Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary2 Dec, 2025
Executive summary
Q3 2025 revenue was €248 million, down 3.5% organically year-over-year, with 9M 2025 revenue at €765 million, down 3.1% organically; Digital and Lockers segments delivered strong double-digit subscription growth and network expansion, while Mail remained weak, especially in US hardware.
Digital SaaS platform achieved #1 global ranking in customer communication management with 11% market share in 2024, recognized by IDC.
Lockers business expanded in Europe, launching an open network in Italy and growing rapidly in the UK and France, with a global installed base of over 27,100 units.
Major acquisitions included Cerenzia (Serensia) and the planned acquisition of CDP Communications, both reinforcing digital leadership and expected to be EBITDA accretive.
FY 2025 guidance reaffirmed, expecting a low single-digit organic revenue decline and stable to low single-digit decline in current EBIT.
Financial highlights
Digital revenue for 9M 2025 grew 7.9% organically to €206 million; Lockers revenue up 9.4% organically to €84 million; Mail revenue declined 9.0% organically to €476 million.
Subscription-related revenue for Digital and Lockers grew 10.0% and 16.1% organically, respectively, over 9M 2025, totaling €569 million and representing 74% of total sales.
Digital ARR reached €242 million, up 9.1% organically; Lockers subscription-related revenue at 65% of segment total.
Non-recurring revenue declined 13.0% organically, mainly due to lower product placements in North America.
Currency effects negatively impacted revenue by €19 million, offsetting positive scope effects from acquisitions.
Outlook and guidance
FY 2025 guidance reaffirmed: low single-digit organic revenue decline and flat to low single-digit decline in organic current EBIT.
EBITDA margin improvement expected in Digital and Lockers, with resilience in Mail; 2026 EBITDA margin targets by solution confirmed.
2030 ambitions confirmed, targeting group EBITDA margin of ~20% and over €1 billion revenue.
Invoicing: Mid-enterprise focus vs. low-end market?
Italy locker network: Key success factors?
Cross-selling benefits vs. carve-out potential?
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Q3 202610 Dec, 2025
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Frequently asked questions
Quadient S.A. is a French company that specializes in providing intelligent communication automation, mail-related solutions, and parcel locker services. The company's offerings are categorized into four main solution areas: Customer Experience Management, Business Process Automation, Mail-Related Solutions, and Parcel Locker Solutions. These solutions are designed to simplify and enhance the connection between businesses and their customers, helping organizations manage customer communications and automate various business processes. Quadient serves a wide range of industries, including financial services, healthcare, education, insurance, and retail, with operations spanning North America, Europe, and other international markets. The company is headquartered in Bagneux, France, and its shares are listed on the Euronext Paris.
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