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Quadient (QDT) investor relations material
Quadient Q2 2027 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q2 bookings for the Digital business grew over 20% year-over-year on a like-for-like basis, reflecting strong global demand for automation and e-invoicing solutions.
Growth was driven by major customer wins in regulated industries, including financial services and healthcare, and significant expansion in enterprise accounts.
Financial highlights
Bookings for e-invoicing in France increased more than ten-fold year-over-year in Q2, including a multi-million euro white-label deal and numerous enterprise and SMB contracts.
Outlook and guidance
Customer and partner adoption is accelerating ahead of France's e-invoicing mandate effective 1 September 2026, with hundreds of thousands already registered and transacting.
The e-invoicing reform is expected to further drive adoption of financial automation solutions.
- Q1 2026 saw Digital ARR up 16%, Mail decline easing, and subscription revenue at 77% of total.QDT
Q1 2027 TU - Digital and Lockers growth offset Mail decline; dividend up 7%, margin targets confirmed.QDT
Q4 2026 - Digital and Lockers drove double-digit subscription growth as overall revenue declined slightly.QDT
Q3 2026 TU - Digital and Lockers growth offset US Mail decline, with stable margins and revised 2025 outlook.QDT
Q2 2026 - Digital and Lockers drove growth, with 72% recurring revenue and guidance reaffirmed.QDT
Q3 2024 - H1 revenue up 3.2%, Digital margin surged, guidance confirmed, and €30M buyback launched.QDT
Q2 2024 - 2030 strategy targets €1bn+ subscription revenue, €250m EBIT, and strong ESG focus.QDT
CMD 2024 - Strong Digital and Lockers growth drove recurring revenue and profitability in 2024.QDT
Q4 2024 - Digital and Lockers growth offset Mail decline; guidance and digital suite strengthened.QDT
Q1 2025
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