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ID Logistics: Growth Accelerates to 22.4% in the Second Quarter of 2026

In the second quarter of 2026, ID Logistics recorded a revenue of 1.094 billion euros, up by 22.4% in reported figures and 22.6% on a like-for-like basis. The growth significantly accelerated compared to the first quarter, where it was 14.2% in reported figures and 17.2% on a like-for-like basis. This momentum is particularly driven by North America, where activity increased by 51.5% on a like-for-like basis.


ID Logistics: Growth Accelerates to 22.4% in the Second Quarter of 2026

Significant Growth Acceleration in the Second Quarter

The revenue for the second quarter of 2026 reached 1,093.9 million euros, marking an increase of 22.4% in reported figures and 22.6% on a like-for-like basis. Thus, the growth accelerated by 8.2 points in reported figures and 5.4 points on a like-for-like basis compared to the first quarter. It also surpassed the pace of the second quarter of 2025, which was at 16.5% on a like-for-like basis. After a gradual slowdown observed throughout 2025, this release marks a clear reacceleration of activity.

North America Drives the Momentum

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In the second quarter, North America showed the strongest progression, with a revenue increase of 51.5% on a like-for-like basis. Europe excluding France grew by 22.0%, while other geographical areas advanced by 18.4%. France recorded a more moderate growth of 6.5%. Additionally, the group started 12 new projects during the quarter.

Semi-Annual Growth of 20% Excluding Currency Effects

Over the first six months of 2026, ID Logistics achieved a revenue of 2,084.6 million euros, up by 18.3% in reported figures and 20.0% excluding currency effects. The group launched 17 new projects since the beginning of the year, a slightly higher level than in the first half of 2025. ID Logistics also expanded into its twentieth country by supporting a global e-commerce client in Australia on a site of 86,000 square meters employing 550 people.



Sector Transports · Logistique Services de Livraison


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Context

Period
  • Period: 1T2026
Key reported figures
  • Revenue: 990.7M€
Guidance from the release
  • Dans la continuité de l’année 2025, ID Logistics réalise un bon début d’exercice 2026.
  • Poursuite de la bonne dynamique commerciale avec la signature de nouveaux dossiers.
Risks mentioned
  • pression réglementaire sur le secteur logistique
  • exposition aux variations de taux de change
Opportunities identified
  • signature de nouveaux dossiers
  • forte dynamique en Amérique du Nord avec +40,6% de croissance

The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.

Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.

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