ID Logistics revenue rises 22.4% in Q2 2026, led by North America
ID Logistics reported Q2 2026 revenue of €1,093.9 million, up 22.4%, with H1 revenue reaching €2,084.6 million, an 18.3% increase. Growth was driven by strong performance in North America and new contract wins. The company expanded into Australia and launched 17 new projects in H1 2026.

*this image is generated using AI for illustrative purposes only.
ID Logistics reported revenues of €1,093.9 million for the second quarter of 2026, representing a 22.4% increase compared to the same period in 2025. This growth was driven by strong performance across all geographic regions, with North America showing particularly robust momentum. The company's first-half revenues reached €2,084.6 million, an increase of 18.3% year-over-year.
Financial Performance
The company's revenue growth was broad-based, with like-for-like growth reaching 22.6% in the second quarter and 20.0% for the first half. Adjusted for currency effects, the performance remained solid despite a slightly unfavorable currency impact during the quarter. The prior-year comparison was notably high, with like-for-like growth of 16.5% in Q2 2025.
| Period | 2026 (€m) | 2025 (€m) | Change | Change (like-for-like) |
|---|---|---|---|---|
| 2nd quarter | 1,093.9 | 893.9 | +22.4% | +22.6% |
| 1st half | 2,084.6 | 1,761.7 | +18.3% | +20.0% |
Regional Breakdown
Revenue growth varied by region, with North America posting the highest gains. Business activity in France remained strong, while Europe excluding France also contributed significantly to the overall performance.
- France: Revenues up 6.5%, accounting for 24% of Group revenues.
- Europe (excluding France): Revenues up 22.0% on a like-for-like basis, representing 46% of Group revenues.
- North America: Revenues up 51.5% on a like-for-like basis, accounting for 22% of Group revenues.
- Other geographical areas: Revenues up 18.4% on a like-for-like basis, representing 8% of Group revenues.
Operational Developments
During the second quarter of 2026, ID Logistics started 12 new projects, bringing the total number of new operations launched in the first half to 17. This figure is slightly higher than the number of projects started in the first half of 2025. The company expanded its partnership with a global leader in animal nutrition and launched new facilities in Canada and the United States.
Strategic Expansion
ID Logistics expanded into Australia, its 20th country, by supporting a global e-commerce leader client. The new operation is based in Melbourne at an 86,000-square-meter facility and employs 550 people. The company intends to continue its organic growth strategy throughout 2026, focusing on the smooth start of recently awarded operations and operational excellence through innovative solutions.
The next publication of the company's 2026 Half-Year Results is scheduled for August 26, 2026, after market close.
Can the 51.5% like-for-like growth in North America be sustained for the remainder of 2026 given the current economic backdrop?
How will the recent expansion into Australia impact the company's profit margins and capital allocation strategy in the near term?
What specific operational challenges does ID Logistics face in integrating the 17 new projects launched in the first half?


























