ID Logistics reported fourth-quarter 2025 revenue of €1,038 million, a figure that was 1% higher than analyst expectations and represented 12% growth compared with the same quarter a year earlier. On a like-for-like basis, fourth-quarter revenue rose 15%.
For the full year 2025, the French logistics group recorded revenue of €3,737 million, an increase of 16% from 2024 and in line with Kepler Cheuvreux estimates. Geographically, France accounted for 26% of annual sales while international markets made up the remaining 74%.
Breaking down the fourth-quarter results, revenues in France totaled €258 million, up 7% year-over-year and 2% above analyst forecasts. International operations generated €780 million in the quarter, a 14% increase versus the prior year and 1% ahead of estimates.
The U.S. market was a standout within the international mix. Fourth-quarter revenues in the United States reached €200 million, up 22% year-over-year and 32% on a like-for-like basis, beating expectations by 7%. Management attributed the U.S. acceleration to sustained demand from large e-commerce customers.
Company leadership highlighted ongoing commercial momentum, noting that 27 new projects were launched during 2025. Recent contract wins across the UK, Southern Europe and the Americas were cited as providing clear visibility into the company’s performance for 2026.
ID Logistics confirmed its operational priorities, focusing on raising productivity at recently opened sites. The company also reiterated its willingness to pursue external growth opportunities.
These results underline a revenue mix increasingly weighted toward international markets, with particularly strong contribution from the U.S. e-commerce sector. Management’s emphasis on productivity at new sites and potential external expansion frames the near-term execution agenda.