ID Logistics Group（1ID）株式概要ID Logistics Group SA はフランス国内および国際的にコントラクト・ロジスティクス・サービスを提供している。 詳細1ID ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長3/6過去の実績5/6財務の健全性3/6配当金0/6報酬収益は年間17.3%増加すると予測されています 過去1年間で収益は19.8%増加しました アナリストらは、株価が33.5%上昇するだろうとほぼ一致している。 リスク分析リスクチェックの結果、1ID 、リスクは検出されなかった。すべてのリスクチェックを見る1ID Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€356.0017.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture06b2016201920222025202620282031Revenue €5.8bEarnings €98.2mAdvancedSet Fair ValueView all narrativesID Logistics Group SA 競合他社LogwinSymbol: XTRA:TGHNMarket cap: €783.1mDeutsche PostSymbol: XTRA:DHLMarket cap: €53.4bMüller - Die lila LogistikSymbol: XTRA:MLLMarket cap: €37.2mDeufolSymbol: HMSE:DE10Market cap: €37.5m価格と性能株価の高値、安値、推移の概要ID Logistics Group過去の株価現在の株価€356.0052週高値€463.5052週安値€300.00ベータ1.031ヶ月の変化3.94%3ヶ月変化-11.99%1年変化-10.44%3年間の変化37.19%5年間の変化46.20%IPOからの変化1,688.94%最新ニュースBoard Change • 17hLess than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2026ID Logistics Group SA, Annual General Meeting, Jun 03, 2026. Location: 55 chemin des engrenauds, orgon Franceお知らせ • Jan 26ID Logistics Group SA to Report Fiscal Year 2025 Results on Mar 11, 2026ID Logistics Group SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026お知らせ • Jul 23ID Logistics Group SA to Report First Half, 2025 Results on Aug 27, 2025ID Logistics Group SA announced that they will report first half, 2025 results on Aug 27, 2025お知らせ • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2025ID Logistics Group SA, Annual General Meeting, Jun 03, 2025. Location: 55 chemin des engrenauds, orgon Franceお知らせ • Apr 23ID Logistics Group SA to Report Q2, 2025 Results on Jul 23, 2025ID Logistics Group SA announced that they will report Q2, 2025 results After-Market on Jul 23, 2025最新情報をもっと見るRecent updatesBoard Change • 17hLess than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2026ID Logistics Group SA, Annual General Meeting, Jun 03, 2026. Location: 55 chemin des engrenauds, orgon Franceお知らせ • Jan 26ID Logistics Group SA to Report Fiscal Year 2025 Results on Mar 11, 2026ID Logistics Group SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026お知らせ • Jul 23ID Logistics Group SA to Report First Half, 2025 Results on Aug 27, 2025ID Logistics Group SA announced that they will report first half, 2025 results on Aug 27, 2025お知らせ • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2025ID Logistics Group SA, Annual General Meeting, Jun 03, 2025. Location: 55 chemin des engrenauds, orgon Franceお知らせ • Apr 23ID Logistics Group SA to Report Q2, 2025 Results on Jul 23, 2025ID Logistics Group SA announced that they will report Q2, 2025 results After-Market on Jul 23, 2025お知らせ • Jan 28ID Logistics Group SA to Report Fiscal Year 2024 Results on Mar 12, 2025ID Logistics Group SA announced that they will report fiscal year 2024 results After-Market on Mar 12, 2025New Risk • Sep 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risk Shareholders have been diluted in the past year (6.3% increase in shares outstanding).お知らせ • Sep 07ID Logistics Group SA announced that it expects to receive €135 million in fundingID Logistics Group SA announced a private placement of 375,000 new shares at a price of €360 per share for the gross proceeds of €135,000,000 on September 5, 2024. The company has agreed to a lock-up period of 180 calendar days following the settlement and delivery date of the capital increase, subject to customary exceptions. The transaction is expected to close on September 9, 2024.Reported Earnings • Aug 30First half 2024 earnings releasedFirst half 2024 results: Revenue: €1.52b (up 18% from 1H 2023). Net income: €16.8m (up 4.8% from 1H 2023). Profit margin: 1.1% (down from 1.2% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe.Reported Earnings • Apr 26Full year 2023 earnings released: EPS: €8.77 (vs €7.96 in FY 2022)Full year 2023 results: EPS: €8.77 (up from €7.96 in FY 2022). Revenue: €2.75b (up 11% from FY 2022). Net income: €52.1m (up 15% from FY 2022). Profit margin: 1.9% (up from 1.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 14Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.75b (up 11% from FY 2022). Net income: €52.1m (up 15% from FY 2022). Profit margin: 1.9% (up from 1.8% in FY 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe.お知らせ • Jan 25ID Logistics Group SA to Report Fiscal Year 2023 Results on Mar 13, 2024ID Logistics Group SA announced that they will report fiscal year 2023 results After-Market on Mar 13, 2024New Risk • Aug 31New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risk Shareholders have been diluted in the past year (8.4% increase in shares outstanding).Reported Earnings • Aug 31First half 2023 earnings releasedFirst half 2023 results: Revenue: €1.29b (up 9.2% from 1H 2022). Net income: €16.1m (down 12% from 1H 2022). Profit margin: 1.2% (down from 1.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 26ID Logistics Group SA to Report First Half, 2023 Results on Aug 30, 2023ID Logistics Group SA announced that they will report first half, 2023 results on Aug 30, 2023New Risk • Jul 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (94% net debt to equity). Shareholders have been diluted in the past year (8.4% increase in shares outstanding).お知らせ • Jun 01ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Spedimex Sp Z O O from Marcin Bak and others.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Spedimex Sp Z O O from Marcin Bak and others for an enterprise value of PLN 350 million on March 22, 2023. Spedimex increased its turnover to reach PLN 510 million in 2022. The transaction remains subject to the approval of the competent Polish antitrust authorities and is expected to be completed by June 2023. The payment terms allow ID Logistics to maintain a solid financial structure post-acquisition, with a debt ratio as of December 31, 2022 unchanged at 1.9x the EBITDA pre-IFRS 16. Tomasz Zak, Jean-Marc Franceschi, Piotr Skurzynski, Marcin Czaprowski of Hogan Lovells (Paris) LLP acted as legal advisor to ID Logistics Group SA ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Spedimex Sp Z O O from Marcin Bak and others on May 31, 2023.Board Change • Mar 22Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Mar 17Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.48b (up 30% from FY 2021). Net income: €45.2m (up 36% from FY 2021). Profit margin: 1.8% (in line with FY 2021). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Logistics industry in Europe.お知らせ • Jan 28ID Logistics Group SA to Report Fiscal Year 2022 Results on Mar 15, 2023ID Logistics Group SA announced that they will report fiscal year 2022 results After-Market on Mar 15, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Sep 03First half 2022 earnings releasedFirst half 2022 results: Revenue: €1.18b (up 32% from 1H 2021). Net income: €18.3m (up 43% from 1H 2021). Profit margin: 1.6% (up from 1.4% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17% compared to a 6.4% decline forecast for the Logistics industry in Germany.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 06ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Kane Logistics, Inc. from Harkness Capital Partners LLC.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Kane Logistics, Inc. from Harkness Capital Partners LLC for an enterprise value of approximately $240 million on February 13, 2022. The Kane team will continue with the Company post the closing of the investment and the group will rely on the management of Kane Logistics to manage all its North American activities. At closing, the transaction will be based on an enterprise value of $240 million and will be settled entirely in cash. ID Logistics will maintain a sound financial structure with a pre-IFRS16 debt ratio estimated at 2.6x post-acquisition proforma EBITDA. This acquisition will be accretive on the EBITDA of the ID Logistics group from the first year of consolidation. The transaction remains subject to the approval of the competent US antitrust authorities (Hart-Scott-Rodino Antitrust Improvement Act). The acquisition is expected to be completed before the summer of 2022. Stéphane Vanbergue and Pierre-David Forterre of Eight Advisory acted as financial due diligence and Guillaume Rembry and Hubert Christophe of Eight Advisory Avocats acted as tax due diligence advisors to ID Logistics. Jean-Marc Franceschi, Ashlee Sawyer Gilson, Michel Quéré, Eric Paroche, Ludovic Geneston, Mark Weinstein, Carin Carithers, Robert Baldwin, Brian Curran, Sophie Lok and Nathan Cooper of Hogan Lovells acted as legal advisor for ID Logistics. BofA Securities Europe SA acted as financial advisor to ID Logistics Group SA. Frank Mountcastle and Jonathan Meredith of The Harris Williams Transportation & Logistics Group acted as financial advisor to Kane Logistics. As on April 4, 2022, Stan Schrader, Chief Commercial Officer of Kane Logistics, has been appointed CEO of ID Logistics US. ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Kane Logistics, Inc. from Harkness Capital Partners LLC on April 4, 2022.お知らせ • Apr 04ID Logistics Appoints Stan Schrader as CEO of ID Logistics USID Logistics announcing the completion of the acquisition of 100% of Kane Logistics in the United States. Stan Schrader, Chief Commercial Officer of Kane Logistics, has been appointed CEO of ID Logistics US with the objective of maintaining a high level of organic growth and implementing the commercial synergies offered by this merger. Stan is particularly attentive to the quality of service delivered to his customers.Reported Earnings • Mar 17Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €1.91b (up 16% from FY 2020). Net income: €33.1m (up 31% from FY 2020). Profit margin: 1.7% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 22%, compared to a 4.6% growth forecast for the industry in Germany.お知らせ • Jan 30ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Colisweb SAS.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Colisweb SAS for an enterprise value of €24 million on December 14, 2021. The consideration is in cash. A price supplement of up to a maximum of €14 million may be paid in 2023 and 2024 depending on the achievement of development objectives for Colisweb's activities. The transaction is expected to close in early 2022. Jean-Marc Franceschi, Eric Paroche and Arnaud Deparday of Hogan Lovells acted as legal advisors to ID Logistics. Damien Barenne and Cyril Couplet of Septentrion Finance SARL acted as financial advisors to Ze 12th Player and Alexandre Ghesquière and Sebastien Roy of Bignon, Lebray & Associes acted as legal advisors to Ze 12th Player. Stéphane Vanbergue, Pierre-David Forterre and Charles Frassaint of Eight Advisory conducted financial due diligence of Colisweb for ID Logistics and Guillaume Rembry, Hubert Christophe and Jérémy Cosma of Eight Advisory Avocats conducted tax due diligence of Colisweb for ID logistics. ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Colisweb SAS on January 28, 2022.お知らせ • Dec 17ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of GVT Transport & Logistics B.V. from GVT Group of Logistics B.V.ID Logistics Group SA (ENXTPA:IDL) agree to acquire GVT Transport & Logistics from Gvt Group Of Logistics B.V for an enterprise value of €80 million on November 9, 2021. Consideration will be fully paid in cash. The division named BTT, which offers multimodal container solutions, is not part of the transaction and will remain operated separately by GVT Group of Logistics. ID Logistics will keep a sound financial structure with a leverage ratio of 1.2x proforma EBITDA post-acquisition. The transaction remains subject to the approval of Dutch competent regulatory authorities in merger & acquisition monitoring control. Closing is expected by the end of 2021. ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of GVT Transport & Logistics B.V. from GVT Group of Logistics B.V. on December 16, 2021.お知らせ • Dec 14ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Colisweb SAS for an enterprise value of €24 million.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Colisweb SAS for an enterprise value of €24 million on December 14, 2021. The consideration is in cash. A price supplement of up to a maximum of €14 million may be paid in 2023 and 2024 depending on the achievement of development objectives for Colisweb's activities. The transaction is expected to close in early 2022.Reported Earnings • Aug 27First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €893.1m (up 15% from 1H 2020). Net income: €12.9m (up 142% from 1H 2020). Profit margin: 1.4% (up from 0.7% in 1H 2020). The increase in margin was driven by higher revenue.Executive Departure • Jun 07Independent Director Muriel Mayette-Holtz has left the companyOn the 1st of June, Muriel Mayette-Holtz's tenure as Independent Director ended after 6.0 years in the role. We don't have any record of a personal shareholding under Muriel's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years.Executive Departure • Jun 07Independent Director Michele Cyna has left the companyOn the 1st of June, Michele Cyna's tenure as Independent Director ended after 6.0 years in the role. We don't have any record of a personal shareholding under Michele's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years.Reported Earnings • Mar 20Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.64b (up 7.1% from FY 2019). Net income: €25.2m (up 70% from FY 2019). Profit margin: 1.5% (up from 1.0% in FY 2019). The increase in margin was driven by higher revenue.Is New 90 Day High Low • Jan 07New 90-day high: €223The company is up 21% from its price of €184 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €409 per share.Is New 90 Day High Low • Dec 17New 90-day high: €216The company is up 22% from its price of €176 on 18 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €402 per share.Is New 90 Day High Low • Oct 24New 90-day high: €203The company is up 12% from its price of €181 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €349 per share.Is New 90 Day High Low • Sep 23New 90-day low: €169The company is down 6.0% from its price of €180 on 25 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €319 per share.お知らせ • Jul 24ID Logistics Group SA to Report First Half, 2020 Results on Aug 26, 2020ID Logistics Group SA announced that they will report first half, 2020 results on Aug 26, 2020株主還元1IDDE LogisticsDE 市場7D1.0%-1.3%2.0%1Y-10.4%6.1%-0.1%株主還元を見る業界別リターン: 1ID過去 1 年間で6.1 % の収益を上げたGerman Logistics業界を下回りました。リターン対市場: 1IDは、過去 1 年間で-0.1 % のリターンを上げたGerman市場を下回りました。価格変動Is 1ID's price volatile compared to industry and market?1ID volatility1ID Average Weekly Movement6.0%Logistics Industry Average Movement5.0%Market Average Movement6.2%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: 1ID 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 1IDの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト200134,760Eric Hemarwww.id-logistics.comIDロジスティクス・グループSAはフランス国内および国際的にコントラクト・ロジスティクス・サービスを提供している。倉庫保管と付加価値、輸送と流れの組織化、サプライチェーンの最適化サービスを提供している。また、共同梱包や現場自動化サービスも提供している。さらに、ターンキー・プロジェクト・デリバリーやeコマース・ソリューションも提供している。同社は、FMCG、eコマース、ハイテク、化粧品・フレグランス、ヘルスケア、ファッション、産業、小売分野の顧客にサービスを提供している。同社は2001年に設立され、フランスのオルゴンに本社を置いている。もっと見るID Logistics Group SA 基礎のまとめID Logistics Group の収益と売上を時価総額と比較するとどうか。1ID 基礎統計学時価総額€2.36b収益（TTM）€63.27m売上高(TTM)€3.74b37.3xPER（株価収益率0.6xP/Sレシオ1ID は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1ID 損益計算書（TTM）収益€3.74b売上原価€3.13b売上総利益€603.34mその他の費用€540.07m収益€63.27m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）9.68グロス・マージン16.14%純利益率1.69%有利子負債／自己資本比率75.5%1ID の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 16:39終値2026/05/20 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ID Logistics Group SA 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Anna PatriceBerenbergPhilippe LorrainBernsteinEmmanuel MatotODDO BHF Corporate & Markets8 その他のアナリストを表示
Board Change • 17hLess than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2026ID Logistics Group SA, Annual General Meeting, Jun 03, 2026. Location: 55 chemin des engrenauds, orgon France
お知らせ • Jan 26ID Logistics Group SA to Report Fiscal Year 2025 Results on Mar 11, 2026ID Logistics Group SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026
お知らせ • Jul 23ID Logistics Group SA to Report First Half, 2025 Results on Aug 27, 2025ID Logistics Group SA announced that they will report first half, 2025 results on Aug 27, 2025
お知らせ • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2025ID Logistics Group SA, Annual General Meeting, Jun 03, 2025. Location: 55 chemin des engrenauds, orgon France
お知らせ • Apr 23ID Logistics Group SA to Report Q2, 2025 Results on Jul 23, 2025ID Logistics Group SA announced that they will report Q2, 2025 results After-Market on Jul 23, 2025
Board Change • 17hLess than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2026ID Logistics Group SA, Annual General Meeting, Jun 03, 2026. Location: 55 chemin des engrenauds, orgon France
お知らせ • Jan 26ID Logistics Group SA to Report Fiscal Year 2025 Results on Mar 11, 2026ID Logistics Group SA announced that they will report fiscal year 2025 results After-Market on Mar 11, 2026
お知らせ • Jul 23ID Logistics Group SA to Report First Half, 2025 Results on Aug 27, 2025ID Logistics Group SA announced that they will report first half, 2025 results on Aug 27, 2025
お知らせ • May 01ID Logistics Group SA, Annual General Meeting, Jun 03, 2025ID Logistics Group SA, Annual General Meeting, Jun 03, 2025. Location: 55 chemin des engrenauds, orgon France
お知らせ • Apr 23ID Logistics Group SA to Report Q2, 2025 Results on Jul 23, 2025ID Logistics Group SA announced that they will report Q2, 2025 results After-Market on Jul 23, 2025
お知らせ • Jan 28ID Logistics Group SA to Report Fiscal Year 2024 Results on Mar 12, 2025ID Logistics Group SA announced that they will report fiscal year 2024 results After-Market on Mar 12, 2025
New Risk • Sep 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risk Shareholders have been diluted in the past year (6.3% increase in shares outstanding).
お知らせ • Sep 07ID Logistics Group SA announced that it expects to receive €135 million in fundingID Logistics Group SA announced a private placement of 375,000 new shares at a price of €360 per share for the gross proceeds of €135,000,000 on September 5, 2024. The company has agreed to a lock-up period of 180 calendar days following the settlement and delivery date of the capital increase, subject to customary exceptions. The transaction is expected to close on September 9, 2024.
Reported Earnings • Aug 30First half 2024 earnings releasedFirst half 2024 results: Revenue: €1.52b (up 18% from 1H 2023). Net income: €16.8m (up 4.8% from 1H 2023). Profit margin: 1.1% (down from 1.2% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe.
Reported Earnings • Apr 26Full year 2023 earnings released: EPS: €8.77 (vs €7.96 in FY 2022)Full year 2023 results: EPS: €8.77 (up from €7.96 in FY 2022). Revenue: €2.75b (up 11% from FY 2022). Net income: €52.1m (up 15% from FY 2022). Profit margin: 1.9% (up from 1.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 14Full year 2023 earnings releasedFull year 2023 results: Revenue: €2.75b (up 11% from FY 2022). Net income: €52.1m (up 15% from FY 2022). Profit margin: 1.9% (up from 1.8% in FY 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe.
お知らせ • Jan 25ID Logistics Group SA to Report Fiscal Year 2023 Results on Mar 13, 2024ID Logistics Group SA announced that they will report fiscal year 2023 results After-Market on Mar 13, 2024
New Risk • Aug 31New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risk Shareholders have been diluted in the past year (8.4% increase in shares outstanding).
Reported Earnings • Aug 31First half 2023 earnings releasedFirst half 2023 results: Revenue: €1.29b (up 9.2% from 1H 2022). Net income: €16.1m (down 12% from 1H 2022). Profit margin: 1.2% (down from 1.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 26ID Logistics Group SA to Report First Half, 2023 Results on Aug 30, 2023ID Logistics Group SA announced that they will report first half, 2023 results on Aug 30, 2023
New Risk • Jul 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 8.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (94% net debt to equity). Shareholders have been diluted in the past year (8.4% increase in shares outstanding).
お知らせ • Jun 01ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Spedimex Sp Z O O from Marcin Bak and others.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Spedimex Sp Z O O from Marcin Bak and others for an enterprise value of PLN 350 million on March 22, 2023. Spedimex increased its turnover to reach PLN 510 million in 2022. The transaction remains subject to the approval of the competent Polish antitrust authorities and is expected to be completed by June 2023. The payment terms allow ID Logistics to maintain a solid financial structure post-acquisition, with a debt ratio as of December 31, 2022 unchanged at 1.9x the EBITDA pre-IFRS 16. Tomasz Zak, Jean-Marc Franceschi, Piotr Skurzynski, Marcin Czaprowski of Hogan Lovells (Paris) LLP acted as legal advisor to ID Logistics Group SA ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Spedimex Sp Z O O from Marcin Bak and others on May 31, 2023.
Board Change • Mar 22Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Mar 17Full year 2022 earnings releasedFull year 2022 results: Revenue: €2.48b (up 30% from FY 2021). Net income: €45.2m (up 36% from FY 2021). Profit margin: 1.8% (in line with FY 2021). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Logistics industry in Europe.
お知らせ • Jan 28ID Logistics Group SA to Report Fiscal Year 2022 Results on Mar 15, 2023ID Logistics Group SA announced that they will report fiscal year 2022 results After-Market on Mar 15, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Sep 03First half 2022 earnings releasedFirst half 2022 results: Revenue: €1.18b (up 32% from 1H 2021). Net income: €18.3m (up 43% from 1H 2021). Profit margin: 1.6% (up from 1.4% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 17% compared to a 6.4% decline forecast for the Logistics industry in Germany.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Board Member Herve Francois Montjotin was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 06ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Kane Logistics, Inc. from Harkness Capital Partners LLC.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Kane Logistics, Inc. from Harkness Capital Partners LLC for an enterprise value of approximately $240 million on February 13, 2022. The Kane team will continue with the Company post the closing of the investment and the group will rely on the management of Kane Logistics to manage all its North American activities. At closing, the transaction will be based on an enterprise value of $240 million and will be settled entirely in cash. ID Logistics will maintain a sound financial structure with a pre-IFRS16 debt ratio estimated at 2.6x post-acquisition proforma EBITDA. This acquisition will be accretive on the EBITDA of the ID Logistics group from the first year of consolidation. The transaction remains subject to the approval of the competent US antitrust authorities (Hart-Scott-Rodino Antitrust Improvement Act). The acquisition is expected to be completed before the summer of 2022. Stéphane Vanbergue and Pierre-David Forterre of Eight Advisory acted as financial due diligence and Guillaume Rembry and Hubert Christophe of Eight Advisory Avocats acted as tax due diligence advisors to ID Logistics. Jean-Marc Franceschi, Ashlee Sawyer Gilson, Michel Quéré, Eric Paroche, Ludovic Geneston, Mark Weinstein, Carin Carithers, Robert Baldwin, Brian Curran, Sophie Lok and Nathan Cooper of Hogan Lovells acted as legal advisor for ID Logistics. BofA Securities Europe SA acted as financial advisor to ID Logistics Group SA. Frank Mountcastle and Jonathan Meredith of The Harris Williams Transportation & Logistics Group acted as financial advisor to Kane Logistics. As on April 4, 2022, Stan Schrader, Chief Commercial Officer of Kane Logistics, has been appointed CEO of ID Logistics US. ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Kane Logistics, Inc. from Harkness Capital Partners LLC on April 4, 2022.
お知らせ • Apr 04ID Logistics Appoints Stan Schrader as CEO of ID Logistics USID Logistics announcing the completion of the acquisition of 100% of Kane Logistics in the United States. Stan Schrader, Chief Commercial Officer of Kane Logistics, has been appointed CEO of ID Logistics US with the objective of maintaining a high level of organic growth and implementing the commercial synergies offered by this merger. Stan is particularly attentive to the quality of service delivered to his customers.
Reported Earnings • Mar 17Full year 2021 earnings: Revenues exceed analyst expectationsFull year 2021 results: Revenue: €1.91b (up 16% from FY 2020). Net income: €33.1m (up 31% from FY 2020). Profit margin: 1.7% (up from 1.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 22%, compared to a 4.6% growth forecast for the industry in Germany.
お知らせ • Jan 30ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Colisweb SAS.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Colisweb SAS for an enterprise value of €24 million on December 14, 2021. The consideration is in cash. A price supplement of up to a maximum of €14 million may be paid in 2023 and 2024 depending on the achievement of development objectives for Colisweb's activities. The transaction is expected to close in early 2022. Jean-Marc Franceschi, Eric Paroche and Arnaud Deparday of Hogan Lovells acted as legal advisors to ID Logistics. Damien Barenne and Cyril Couplet of Septentrion Finance SARL acted as financial advisors to Ze 12th Player and Alexandre Ghesquière and Sebastien Roy of Bignon, Lebray & Associes acted as legal advisors to Ze 12th Player. Stéphane Vanbergue, Pierre-David Forterre and Charles Frassaint of Eight Advisory conducted financial due diligence of Colisweb for ID Logistics and Guillaume Rembry, Hubert Christophe and Jérémy Cosma of Eight Advisory Avocats conducted tax due diligence of Colisweb for ID logistics. ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of Colisweb SAS on January 28, 2022.
お知らせ • Dec 17ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of GVT Transport & Logistics B.V. from GVT Group of Logistics B.V.ID Logistics Group SA (ENXTPA:IDL) agree to acquire GVT Transport & Logistics from Gvt Group Of Logistics B.V for an enterprise value of €80 million on November 9, 2021. Consideration will be fully paid in cash. The division named BTT, which offers multimodal container solutions, is not part of the transaction and will remain operated separately by GVT Group of Logistics. ID Logistics will keep a sound financial structure with a leverage ratio of 1.2x proforma EBITDA post-acquisition. The transaction remains subject to the approval of Dutch competent regulatory authorities in merger & acquisition monitoring control. Closing is expected by the end of 2021. ID Logistics Group SA (ENXTPA:IDL) completed the acquisition of GVT Transport & Logistics B.V. from GVT Group of Logistics B.V. on December 16, 2021.
お知らせ • Dec 14ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Colisweb SAS for an enterprise value of €24 million.ID Logistics Group SA (ENXTPA:IDL) agreed to acquire Colisweb SAS for an enterprise value of €24 million on December 14, 2021. The consideration is in cash. A price supplement of up to a maximum of €14 million may be paid in 2023 and 2024 depending on the achievement of development objectives for Colisweb's activities. The transaction is expected to close in early 2022.
Reported Earnings • Aug 27First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €893.1m (up 15% from 1H 2020). Net income: €12.9m (up 142% from 1H 2020). Profit margin: 1.4% (up from 0.7% in 1H 2020). The increase in margin was driven by higher revenue.
Executive Departure • Jun 07Independent Director Muriel Mayette-Holtz has left the companyOn the 1st of June, Muriel Mayette-Holtz's tenure as Independent Director ended after 6.0 years in the role. We don't have any record of a personal shareholding under Muriel's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years.
Executive Departure • Jun 07Independent Director Michele Cyna has left the companyOn the 1st of June, Michele Cyna's tenure as Independent Director ended after 6.0 years in the role. We don't have any record of a personal shareholding under Michele's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 6.25 years.
Reported Earnings • Mar 20Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.64b (up 7.1% from FY 2019). Net income: €25.2m (up 70% from FY 2019). Profit margin: 1.5% (up from 1.0% in FY 2019). The increase in margin was driven by higher revenue.
Is New 90 Day High Low • Jan 07New 90-day high: €223The company is up 21% from its price of €184 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €409 per share.
Is New 90 Day High Low • Dec 17New 90-day high: €216The company is up 22% from its price of €176 on 18 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €402 per share.
Is New 90 Day High Low • Oct 24New 90-day high: €203The company is up 12% from its price of €181 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Logistics industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €349 per share.
Is New 90 Day High Low • Sep 23New 90-day low: €169The company is down 6.0% from its price of €180 on 25 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €319 per share.
お知らせ • Jul 24ID Logistics Group SA to Report First Half, 2020 Results on Aug 26, 2020ID Logistics Group SA announced that they will report first half, 2020 results on Aug 26, 2020
