ID Logistics Group (IDL) Q4 2025 TU earnings summary

Executive summary

• Achieved record annual revenues of €3,737.0 million in 2025, up 14.2% year-over-year and 16.0% like-for-like, with Q4 revenues surpassing €1 billion for the first time.

• Launched 27 new projects in 2025, including expansion into Canada and new contracts in the UK, Portugal, and Brazil.

Financial highlights

• Q4 2025 revenues reached €1,037.5 million, up 12.2% (14.7% like-for-like) compared to Q4 2024.

• Full-year 2025 revenues were €3,737.0 million, up 14.2% (16.0% like-for-like) from 2024.

• North America posted the highest growth, with full-year revenues up 26.3% (31.9% like-for-like).

Outlook and guidance

• Growth in 2025, driven by 27 new operations and entry into Canada, is expected to support further expansion.

• Focus remains on increasing productivity at new sites and pursuing external growth opportunities.