Quadient Initiates Strategic Review of Its Lockers Division
On July 20, 2026, Quadient announced the initiation of a strategic review of its Lockers division to explore all options to maximize shareholder value. This review follows several years of sustained growth and the achievement of operational profitability in this business segment.
The Lockers business recorded revenue of €114 million in 2025, accounting for 11% of the group's total. Its installed base grew from about 2,000 parcel lockers in 2018 to over 28,000 worldwide today, with leading positions in the United States, Japan, and the United Kingdom.
Over four years, recurring revenues from subscriptions have grown by double digits, reaching two-thirds of the business's revenue in 2025 and 80% in the first quarter of 2026. EBITDA turned positive in 2024, with a margin reaching 5.0% in 2025 and expected to exceed 10% in 2026.
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As part of this review, Quadient will examine various options: maintaining ownership and continuing investments, forming strategic or financial partnerships, selling certain geographic areas, or proceeding with a total sale. The group specifies that there is no certainty regarding the outcome, structure, or timing of a potential transaction.
This approach is in line with the legal and operational alignment of each solution within the group and supports the overall strategy 'Elevate to 2030'. Quadient plans to provide an update on this review during the announcement of its first semester 2026 results on September 23, 2026. Rothschild & Co, Société Générale, and Darrois Villey Maillot Brochier have been appointed as advisors in the process.
SectorLogiciels d'entreprise · Services IT et conseil · Services numériques›Équipements de Bureau Électroniques
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Context
Period
Period: 1T2026
Key reported figures
Revenue: 243M€
Guidance from the release
Au premier trimestre 2026, nous avons une nouvelle fois démontré la richesse, la solidité et la pertinence de la plateforme d’automatisation digitale de premier plan de Quadient.
La dynamique de croissance annuels récurrents est solide malgré un léger repli du chiffre d'affaires global.
Risks mentioned
Baisse organique de 1,9 % du chiffre d'affaires par rapport au 1er trimestre 2025.
Recul organique de 11,3 % des revenus non récurrents par rapport au 1er trimestre 2025.
Diminution des services professionnels liés à des stratégies d'externalisation.
Opportunities identified
Forte accélération de l’ARR Digital en hausse de 16 % en rythme annualisé.
Meilleure performance en Amérique du Nord pour l’activité Mail.
Croissance des revenus liés aux souscriptions atteignant 188 millions d’euros.
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.
