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Quadient (QDT) investor relations material
Quadient Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary24 Sep, 2025
Executive summary
H1 2025 revenue was €517 million, down 3.2% year-over-year (3.0% organic), with strong Digital and Lockers growth offsetting a temporary US Mail hardware decline.
Subscription-related revenue grew to €384 million, now 74% of total revenue, with double-digit growth in Digital and Lockers.
Current EBIT/EBITDA remained stable at €60 million, with a margin of 11.5%, and net income was €21 million.
Major acquisitions (Serensia, Package Concierge) contributed to segment growth and digital compliance offerings.
Digital and Lockers segments delivered robust growth and profitability, while Mail faced headwinds but maintained profitability through cost controls.
Financial highlights
Revenue for H1 2025: €517 million, down 3% organically year-over-year; EBITDA margin: 21.0%.
Net income: €21 million; EPS: €0.60 (diluted €0.59); free cash flow: -€8 million.
Net debt: €712 million; leverage ratio: 2.9x (including leasing), improved from January.
Equity stood at €1,069 million as of July 2025.
Subscription revenue: 74% of total, with Digital at 84.5%, Mail at 71.6%, Lockers at 64.9%.
Outlook and guidance
H2 2025 revenue expected to improve, driven by Digital and Lockers, with Mail rebounding in the US.
FY 2025 guidance: low single-digit organic revenue decline, current EBIT/EBITDA stable or slightly down.
2026 EBITDA margin targets: Digital >20%, Mail >25%, Lockers >10%; 2030 ambitions reaffirmed.
2030 targets: >€1.3B revenue, >€1B from subscriptions, EBIT ~€250M; climate strategy: net zero by 2050.
Suspension of detailed Digital and Lockers guidance for 2023-2026 due to US Mail market uncertainty.
Mail segment's path to 2030 revenue target?
Digital & Lockers 2026 EBITDA margin path?
Future free cash flow impact from tariff inventory?
How does U.S. Mail uncertainty impact 2026 revenue outlook?
What drives the Lockers' EBITDA margin improvement?
How does Digital's AI strategy create value?
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Q3 202626 Nov, 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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