ID Logistics Group (IDL) Q3 2026 TU earnings summary
Event summary combining transcript, slides, and related documents.
Q3 2026 TU earnings summary
21 Oct, 2026Executive summary
Q3 2026 revenue reached €1,177.9m, up 25.6% YoY; like-for-like growth accelerated to 25.0% from 22.6% in Q2 and 17.2% in Q1.
Nearly 80% of revenue was generated outside France; 27 new operations launched since January.
Financial highlights
9M 2026 revenue was €3,262.5m, up 20.9% reported and 21.7% like-for-like YoY.
Q3 revenue growth was 25.6% reported and 25.0% like-for-like; no scope effects occurred in the periods presented.
Outlook and guidance
Confidence remains high for another year of strong growth in 2026; priorities are ramping recently opened sites and executing new projects.
Preparing for Q4 peak activity, particularly Black Friday and the holiday season; strong commercial momentum supports growth foundations for 2027.
Latest events from ID Logistics Group
- Q2 2024 revenues surged 19.7% year-over-year, led by robust North American and European growth.IDL
Q2 2024 TU - Revenue up 18.3% to €2,085m, with double-digit profit growth and global expansion.IDL
H1 2026 - Q2 2026 revenues surged 22.4% year-over-year, led by robust growth in North America and new projects.IDL
Q2 2026 TU - Q1 2026 revenues grew 14.2% year-over-year, led by strong gains in Europe and North America.IDL
Q1 2026 TU - 2025 revenues rose 16% like-for-like, net income up 19.9%, and AI innovation accelerated.IDL
H2 2025 - Record 2025 revenues up 14.2%, driven by robust global growth and new project launches.IDL
Q4 2025 TU - Q3 2025 revenue grew 13.4% to €937.8M, driven by robust growth across all regions.IDL
Q3 2025 TU - Revenue up 16%, net income up 23%, leverage at 0.9x EBITDA, and Canada market entry achieved.IDL
H1 2025 - Revenue up 18.7% to €1,518.6m, with margin gains and stable leverage at 1.7x EBITDA.IDL
H1 2024