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Provides contract logistics and warehousing services for retailers and industrial companies across Europe and the Americas.
Provides contract logistics and warehousing services for retailers and industrial companies across Europe and the Americas.
Runs warehouses for retailers and manufacturers under multi-year contracts, charging for space and handling, often in dedicated sites built to customers' needs, so profit depends on how well it uses staff and floor space against each contract's price. Founder Eric Hemar still runs the group.
Moat: narrow (switching costs, process know-how). Long-term logistics contracts embedded in customers' supply chains are costly and disruptive to switch.
Headquarters: Reau, France · Founded: 2001 · Employees: 34,760
Size ID Logistics (IDL.PA) is a France Industrials company (Air Freight/Couriers) with a market value of $2.80B, the 92nd largest of 206 France companies the cockpit tracks. Shares closed at €381.50 on 6 Nov 2026.
Performance Over six months the shares gained 6.7%, against -10.8% for the median peer and -0.4% for the France market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 15.5% over the last twelve months (peer median +6.3%); the operating margin is 4.2% (peer median 3.4%).
Valuation It trades at 30.3× forward earnings against a peer median of 12.4× (6th most expensive of 16).
Price implies For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is +18%, so the hurdle is -7 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.5 points below its cost of capital (8.5% WACC).
Next results Next results expected around 11 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | €4.06B | €3.74B | €3.27B | €2.75B | €2.48B |
| Revenue growth | — | +14% | +19% | +11% | — |
| Gross profit | €201M | €181M | €155M | €139M | €117M |
| EBITDA | €627M | €579M | €512M | €433M | €369M |
| Net income | €67.0M | €63.3M | €52.8M | €52.1M | €38.2M |
| Free cash flow | €416M | €320M | €361M | €334M | €262M |
| Capital expenditure | €190M | €166M | €96.9M | €74.9M | €67.5M |
| Total debt | n/a | €1.66B | €1.45B | €1.38B | €1.23B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| ID Logistics IDL.PA | $2.80B | +7% | +16% | 4% | 30.3× | 10.4% |
| XPO XPO | $20.6B | -13% | +9% | 11% | 26.6× | 26.2% |
| GXO Logistics GXO | $6.33B | +7% | +7% | 3% | 16.0× | 20.2% |
| Kuehne & Nagel International KNIN.SW | $34.3B | +35% | +1% | 5% | 25.4× | 3.2% |
| Dsv A/s DSV.CO | $51.5B | -3% | +37% | 8% | 23.5× | 3.9% |
| STEF STF.PA | $1.79B | +12% | +8% | 4% | 11.0× | 7.1% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | IDL.PA | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +21.1% | -1.9% | highest of 21 |
| 6-month return | +6.7% | -10.8% | 7th highest of 21 |
| Distance from 52-week high | -13.0% | -23.9% | 5th highest of 21 |
| Revenue growth (TTM) | +15.5% | +6.3% | 7th highest of 20 |
| Operating margin | 4.2% | 3.4% | 8th highest of 19 |
| Forward P/E | 30.3× | 12.4× | 6th most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | 10.4% | 4.4% | 5th most demanding of 14 |
| Growth delivered (Del g) | +17.9% | +7.2% | 2nd highest of 14 |
| Hurdle (Req g minus delivered) | -7.5 pp | -5.1 pp | 6th least demanding of 14 |
| ROIC minus cost of capital | -2.5 pp | -2.7 pp | 9th highest of 19 |
| EV / EBITDA | 6.3× | 12.0× | cheapest of 7 |
| Net debt / EBITDA | 2.3× | 2.3× | 3rd most indebted of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| ID Logistics IDL.PA | France | $2.80B | +7% | +16% | 4% | 30.3× | 10.4% | +17.9% |
| Yunda 002120.SZ | China | $2.74B | -20% | +7% | 4% | 9.7× | -13.2% | +9.0% |
| Aegis Vopak Terminals AEGISVOPAK.NS | India | $2.89B | +14% | +17% | 53% | 61.3× | n/a | n/a |
| Mitsubishi Logistics 9301.T | Japan | $2.67B | -15% | -1% | 6% | 16.0× | n/a | n/a |
| SENKO 9069.T | Japan | $2.45B | +23% | +7% | 4% | 15.2× | 4.4% | +9.5% |
| Jiayou International Logistics 603871.SS | China | $2.41B | -8% | -10% | 19% | 11.3× | -7.9% | +20.7% |
| China Railway Special Cargo Logistics 001213.SZ | China | $2.35B | -11% | -3% | 3% | n/a | 2.1% | +7.2% |
| Huaihe Energy 600575.SS | China | $3.38B | -12% | +38% | n/a | 12.2× | n/a | n/a |
| Delhivery DELHIVERY.NS | India | $3.40B | -11% | +24% | 0% | 81.8× | n/a | n/a |
| Liaoning Cheng Da 600739.SS | China | $2.29B | -16% | -27% | -17% | n/a | 4.4% | -10.1% |
| Xiamen C&D 600153.SS | China | $3.77B | -8% | -6% | 1% | 12.4× | 21.2% | +9.3% |
| Antong 600179.SS | China | $3.81B | -7% | +9% | 16% | n/a | -4.0% | +13.5% |
| Shanghai Zhonggu Logistics 603565.SS | China | $3.97B | +16% | +4% | 27% | 10.4× | -14.4% | +0.4% |
| Xiamen International Trade 600755.SS | China | $1.77B | -10% | +28% | 0% | 11.5× | n/a | n/a |
| Eastern Air Logistics 601156.SS | China | $4.70B | +23% | +20% | 14% | 10.9× | -16.0% | +9.9% |
| Compagnie de l'Odet ODET.PA | France | $4.74B | -30% | -83% | -8% | n/a | 24.3% | -29.4% |
| Yamato 9064.T | Japan | $4.83B | +26% | +2% | 2% | 34.5× | 8.9% | +1.9% |
| Fukuyama Transporting 9075.T | Japan | $1.51B | +18% | +6% | 4% | 11.6× | 12.0% | +2.2% |
| CMST Development 600787.SS | China | $1.49B | -12% | +23% | 0% | n/a | n/a | n/a |
| Hub HUBG | United States | $1.48B | -44% | n/a | n/a | 51.6× | n/a | n/a |
| Eternal Asia Supply Chain Management 002183.SZ | China | $1.48B | -32% | -25% | 0% | 54.3× | 29.9% | 0.0% |