View ValuationInPost 将来の成長Future 基準チェック /56InPost利益と収益がそれぞれ年間40%と14.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に30.9% 39%なると予測されています。主要情報40.0%収益成長率38.97%EPS成長率Logistics 収益成長17.1%収益成長率14.5%将来の株主資本利益率30.86%アナリストカバレッジGood最終更新日16 May 2026今後の成長に関する最新情報Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2022The 9 analysts covering InPost previously expected the company to break even in 2021. New consensus forecast suggests the company will make a profit of €211.7m in 2022. Average annual earnings growth of 29% is required to achieve expected profit on schedule.Breakeven Date Change • Sep 23Forecast to breakeven in 2021The 11 analysts covering InPost expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €163.4m in 2021. Earnings growth of 35% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesReported Earnings • May 14First quarter 2026 earnings released: EPS: zł0.23 (vs zł0.37 in 1Q 2025)First quarter 2026 results: EPS: zł0.23 (down from zł0.37 in 1Q 2025). Revenue: zł3.86b (up 31% from 1Q 2025). Net income: zł114.6m (down 38% from 1Q 2025). Profit margin: 3.0% (down from 6.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 14InPost S.A., Annual General Meeting, May 15, 2026InPost S.A., Annual General Meeting, May 15, 2026, at 12:00 W. Europe Standard Time. Location: nh hotel luxembourg airport 1, route de treves, 2633 senningerberg, LuxembourgReported Earnings • Mar 18Full year 2025 earnings released: EPS: zł1.11 (vs zł2.50 in FY 2024)Full year 2025 results: EPS: zł1.11 (down from zł2.50 in FY 2024). Revenue: zł14.7b (up 35% from FY 2024). Net income: zł551.9m (down 56% from FY 2024). Profit margin: 3.8% (down from 11% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% 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 23% per year whereas the company’s share price has increased by 26% per year.Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €15.29, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Logistics industry in Europe. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €27.35 per share.New Risk • Jan 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (163% net debt to equity). Share price has been volatile over the past 3 months (4.9% average weekly change). Profit margins are more than 30% lower than last year (6.6% net profit margin).Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improves as stock rises 38%After last week's 38% share price gain to €14.29, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Logistics industry in Europe. Total returns to shareholders of 70% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €27.09 per share.お知らせ • Jan 06An undisclosed buyer submitted indicative proposal to acquire InPost S.A. (ENXTAM:INPST) for an estimated enterprise value of €6 billion.An undisclosed buyer submitted indicative proposal to acquire InPost S.A. (ENXTAM:INPST) for an estimated enterprise value of €6 billion on January 6, 2026. The valuation is based on industry speculation as reported by Private Equity Insights. The Board of Directors of InPost S.A. formed a special committee for the transaction.お知らせ • Dec 11+ 3 more updatesInPost S.A. to Report First Half, 2026 Results on Aug 31, 2026InPost S.A. announced that they will report first half, 2026 results on Aug 31, 2026New Risk • Nov 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.6% Last year net profit margin: 9.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (163% net debt to equity). Profit margins are more than 30% lower than last year (6.6% net profit margin).Reported Earnings • Sep 03Second quarter 2025 earnings released: EPS: zł0.27 (vs zł0.67 in 2Q 2024)Second quarter 2025 results: EPS: zł0.27 (down from zł0.67 in 2Q 2024). Revenue: zł3.53b (up 34% from 2Q 2024). Net income: zł133.3m (down 60% from 2Q 2024). Profit margin: 3.8% (down from 13% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €10.75, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Logistics industry in Europe. Total returns to shareholders of 79% over the past three years.お知らせ • Sep 02InPost S.A. (ENXTAM:INPST) acquired an unknown minority stake in Bloq.it.InPost S.A. (ENXTAM:INPST) acquired an unknown minority stake in Bloq.it on September 1, 2025. The agreement combines a multi-year commercial commitment to deploy more than 20,000 Bloq.it NEXT locker units across Europe. The partnership marks a major milestone for Bloq.it on its path to become the independent infrastructure layer for the Parcel Locker industry. InPost S.A. (ENXTAM:INPST) completed the acquisition of an unknown minority stake in Bloq.it on September 1, 2025.Reported Earnings • May 15First quarter 2025 earnings released: EPS: zł0.37 (vs zł0.51 in 1Q 2024)First quarter 2025 results: EPS: zł0.37 (down from zł0.51 in 1Q 2024). Revenue: zł2.95b (up 22% from 1Q 2024). Net income: zł183.7m (down 28% from 1Q 2024). Profit margin: 6.2% (down from 11% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 36% per year.お知らせ • Apr 15InPost S.A., Annual General Meeting, May 15, 2025InPost S.A., Annual General Meeting, May 15, 2025, at 09:30 W. Europe Standard Time. Location: at hotel le royal, 12 boulevard royal, l-2449 luxembourg LuxembourgReported Earnings • Mar 28Full year 2024 earnings released: EPS: zł2.50 (vs zł1.30 in FY 2023)Full year 2024 results: EPS: zł2.50 (up from zł1.30 in FY 2023). Revenue: zł10.9b (up 24% from FY 2023). Net income: zł1.25b (up 93% from FY 2023). Profit margin: 11% (up from 7.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 36% per year.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €13.90, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Logistics industry in Europe. Total returns to shareholders of 164% over the past three years.お知らせ • Dec 12+ 1 more updateInPost S.A. to Report First Half, 2025 Results on Sep 05, 2025InPost S.A. announced that they will report first half, 2025 results on Sep 05, 2025お知らせ • Nov 15InPost S.A. (ENXTAM:INPST) announces an Equity Buyback for €46 million worth of its shares.InPost S.A. (ENXTAM:INPST) announces a share repurchase program. Under the program, the company will repurchase up to € 46 million worth of its shares. The shares will repurchased due to company's commitments regarding employee incentive program. The program is to end by January 31, 2025.Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: zł0.51 (vs zł0.50 in 3Q 2023)Third quarter 2024 results: EPS: zł0.51 (up from zł0.50 in 3Q 2023). Revenue: zł2.54b (up 23% from 3Q 2023). Net income: zł254.5m (up 1.6% from 3Q 2023). Profit margin: 10.0% (down from 12% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 16InPost S.A. (ENXTAM:INPST) acquired remaining 70% stake in Menzies Distribution Group Limited for £60.4 million.InPost S.A. (ENXTAM:INPST) acquired remaining 70% stake in Menzies Distribution Group Limited for £60.4 million on October 15, 2024. The deal will not have a material impact on InPost's debt-to-equity ratio. InPost S.A. (ENXTAM:INPST) completed the acquisition of the remaining 70% stake in Menzies Distribution Group Limited on October 15, 2024.Reported Earnings • Sep 08Second quarter 2024 earnings released: EPS: zł0.67 (vs zł0.26 in 2Q 2023)Second quarter 2024 results: EPS: zł0.67 (up from zł0.26 in 2Q 2023). Revenue: zł2.62b (up 23% from 2Q 2023). Net income: zł336.4m (up 163% from 2Q 2023). Profit margin: 13% (up from 6.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 25Inpost Launches First 100 Machines At One-Stop Network in UkInPost has launched the first 100 machines at its One-Stop network in the UK, InPost CEO Rafal Brzoska announced on X platform.Reported Earnings • May 16First quarter 2024 earnings released: EPS: zł0.51 (vs zł0.23 in 1Q 2023)First quarter 2024 results: EPS: zł0.51 (up from zł0.23 in 1Q 2023). Revenue: zł2.43b (up 22% from 1Q 2023). Net income: zł256.3m (up 121% from 1Q 2023). Profit margin: 11% (up from 5.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 17InPost S.A., Annual General Meeting, May 16, 2024InPost S.A., Annual General Meeting, May 16, 2024, at 09:00 Central European Standard Time. Location: Hotel Le Royal, 12 Boulevard Royal, L-2449 Luxembourg Luxembourg Luxembourg Agenda: To consider adoption of the Company's annual accounts 2023; to consider adoption of the consolidated financial statements 2023; to discharge of the Management Board; to discharge of the Supervisory Board; to consider Acknowledgement and approval of the Remuneration Report 2023; to consider Renewal of appointment of the independent auditor; to consider Re-appointment of Mr. Mark Robertshaw as member and chairperson of the Supervisory Board for a term of 2 years ;and to consider other matters.Reported Earnings • Mar 28Full year 2023 earnings released: EPS: zł1.30 (vs zł0.91 in FY 2022)Full year 2023 results: EPS: zł1.30 (up from zł0.91 in FY 2022). Revenue: zł8.86b (up 26% from FY 2022). Net income: zł647.4m (up 42% from FY 2022). Profit margin: 7.3% (up from 6.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Dec 15+ 1 more updateInPost S.A. to Report First Half, 2024 Results on Sep 06, 2024InPost S.A. announced that they will report first half, 2024 results on Sep 06, 2024New Risk • Nov 12New 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 Profit margins are more than 30% lower than last year (6.3% net profit margin).Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: zł0.50 (vs zł0.28 in 3Q 2022)Third quarter 2023 results: EPS: zł0.50 (up from zł0.28 in 3Q 2022). Revenue: zł2.07b (up 22% from 3Q 2022). Net income: zł250.4m (up 76% from 3Q 2022). Profit margin: 12% (up from 8.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Logistics industry in Europe.Reported Earnings • Sep 07Second quarter 2023 earnings released: EPS: zł0.26 (vs zł0.43 in 2Q 2022)Second quarter 2023 results: EPS: zł0.26 (down from zł0.43 in 2Q 2022). Revenue: zł2.14b (up 27% from 2Q 2022). Net income: zł128.0m (down 41% from 2Q 2022). Profit margin: 6.0% (down from 13% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat.Reported Earnings • May 16First quarter 2023 earnings released: EPS: zł0.23 (vs zł0.14 in 1Q 2022)First quarter 2023 results: EPS: zł0.23 (up from zł0.14 in 1Q 2022). Revenue: zł2.00b (up 30% from 1Q 2022). Net income: zł115.9m (up 67% from 1Q 2022). Profit margin: 5.8% (up from 4.5% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Logistics industry in Europe.Reported Earnings • Apr 02Full year 2022 earnings released: EPS: zł0.91 (vs zł0.98 in FY 2021)Full year 2022 results: EPS: zł0.91 (down from zł0.98 in FY 2021). Revenue: zł7.08b (up 55% from FY 2021). Net income: zł456.5m (down 7.1% from FY 2021). Profit margin: 6.4% (down from 11% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 2.2% decline forecast for the Logistics industry in Europe.お知らせ • Jan 05InPost S.A. to Report First Half, 2023 Results on Sep 06, 2023InPost S.A. announced that they will report first half, 2023 results on Sep 06, 2023Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: zł0.28 (vs zł0.30 in 3Q 2021)Third quarter 2022 results: EPS: zł0.28 (down from zł0.30 in 3Q 2021). Revenue: zł1.69b (up 15% from 3Q 2021). Net income: zł142.4m (down 6.1% from 3Q 2021). Profit margin: 8.4% (down from 10% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.6% decline forecast for the Logistics industry in Europe.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to €6.49, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 10x in the Logistics industry in Europe. Total loss to shareholders of 52% over the past year.Reported Earnings • Sep 02Second quarter 2022 earnings released: EPS: zł0.43 (vs zł0.18 in 2Q 2021)Second quarter 2022 results: EPS: zł0.43 (up from zł0.18 in 2Q 2021). Revenue: zł1.70b (up 100% from 2Q 2021). Net income: zł216.9m (up 140% from 2Q 2021). Profit margin: 13% (up from 11% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 18% compared to a 6.3% decline forecast for the Logistics industry in the United Kingdom.Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to €5.98, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 66% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €10.31 per share.Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €5.19, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 66% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €8.87 per share.Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to €6.09, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 59% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €10.51 per share.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €5.15, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 67% over the past year.Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2022The 9 analysts covering InPost previously expected the company to break even in 2021. New consensus forecast suggests the company will make a profit of €211.7m in 2022. Average annual earnings growth of 29% is required to achieve expected profit on schedule.Breakeven Date Change • Sep 23Forecast to breakeven in 2021The 11 analysts covering InPost expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €163.4m in 2021. Earnings growth of 35% is required to achieve expected profit on schedule.業績と収益の成長予測LSE:0A6K - アナリストの将来予測と過去の財務データ ( )PLN Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202823,3811,9511,7595,958512/31/202720,2051,5418084,336812/31/202617,3771,2791462,628123/31/202615,6224836862,539N/A12/31/202514,7115521,0352,869N/A9/30/202513,5908941,4343,015N/A6/30/202512,3569721,4403,064N/A3/31/202511,4781,1751,4482,943N/A12/31/202410,9451,2471,5572,957N/A9/30/202410,2251,0001,3142,613N/A6/30/20249,7719961,3432,484N/A3/31/20249,2757881,1792,222N/A12/31/20238,8446471,0562,076N/A9/30/20238,3345228811,859N/A6/30/20237,9604145451,546N/A3/31/20237,5115035221,552N/A12/31/20227,0604572311,346N/A9/30/20226,5826031721,339N/A6/30/20226,165590931,282N/A3/31/20225,329463561,141N/A12/31/20214,5824911641,100N/A9/30/20213,758459181932N/A6/30/20213,090425173818N/A3/31/20212,772392166747N/A12/31/20202,514352210740N/A9/30/20202,066244121619N/A12/31/20191,23254N/A293N/A12/31/2018726-5N/A-19N/A12/31/2017483-82N/A-44N/A3/31/2017420-160N/A-21N/A12/31/2016503-90N/A-55N/A9/30/2016928-58N/A-30N/A6/30/2016873-59N/A-63N/A3/31/20163281N/A-39N/A12/31/201529131N/A62N/A9/30/2015334-16N/A-56N/A6/30/2015443-9N/A-29N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 0A6Kの予測収益成長率 (年間40% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 0A6Kの収益 ( 40% ) はUK市場 ( 11.5% ) よりも速いペースで成長すると予測されています。高成長収益: 0A6Kの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 0A6Kの収益 ( 14.5% ) UK市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 0A6Kの収益 ( 14.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 0A6Kの 自己資本利益率 は、3年後には高くなると予測されています ( 30.9 %)成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance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2026/05/23 17:55終値2026/05/22 00:00収益2026/03/31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InPost S.A. 12 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。25 アナリスト機関Marco LimiteBarclaysBeata Szparaga-WasniewskaBiuro maklerskie mBankuPawel SzpigielBiuro maklerskie mBanku22 その他のアナリストを表示
Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2022The 9 analysts covering InPost previously expected the company to break even in 2021. New consensus forecast suggests the company will make a profit of €211.7m in 2022. Average annual earnings growth of 29% is required to achieve expected profit on schedule.
Breakeven Date Change • Sep 23Forecast to breakeven in 2021The 11 analysts covering InPost expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €163.4m in 2021. Earnings growth of 35% is required to achieve expected profit on schedule.
Reported Earnings • May 14First quarter 2026 earnings released: EPS: zł0.23 (vs zł0.37 in 1Q 2025)First quarter 2026 results: EPS: zł0.23 (down from zł0.37 in 1Q 2025). Revenue: zł3.86b (up 31% from 1Q 2025). Net income: zł114.6m (down 38% from 1Q 2025). Profit margin: 3.0% (down from 6.2% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 14InPost S.A., Annual General Meeting, May 15, 2026InPost S.A., Annual General Meeting, May 15, 2026, at 12:00 W. Europe Standard Time. Location: nh hotel luxembourg airport 1, route de treves, 2633 senningerberg, Luxembourg
Reported Earnings • Mar 18Full year 2025 earnings released: EPS: zł1.11 (vs zł2.50 in FY 2024)Full year 2025 results: EPS: zł1.11 (down from zł2.50 in FY 2024). Revenue: zł14.7b (up 35% from FY 2024). Net income: zł551.9m (down 56% from FY 2024). Profit margin: 3.8% (down from 11% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% 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 23% per year whereas the company’s share price has increased by 26% per year.
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €15.29, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Logistics industry in Europe. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €27.35 per share.
New Risk • Jan 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (163% net debt to equity). Share price has been volatile over the past 3 months (4.9% average weekly change). Profit margins are more than 30% lower than last year (6.6% net profit margin).
Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improves as stock rises 38%After last week's 38% share price gain to €14.29, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Logistics industry in Europe. Total returns to shareholders of 70% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €27.09 per share.
お知らせ • Jan 06An undisclosed buyer submitted indicative proposal to acquire InPost S.A. (ENXTAM:INPST) for an estimated enterprise value of €6 billion.An undisclosed buyer submitted indicative proposal to acquire InPost S.A. (ENXTAM:INPST) for an estimated enterprise value of €6 billion on January 6, 2026. The valuation is based on industry speculation as reported by Private Equity Insights. The Board of Directors of InPost S.A. formed a special committee for the transaction.
お知らせ • Dec 11+ 3 more updatesInPost S.A. to Report First Half, 2026 Results on Aug 31, 2026InPost S.A. announced that they will report first half, 2026 results on Aug 31, 2026
New Risk • Nov 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.6% Last year net profit margin: 9.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (163% net debt to equity). Profit margins are more than 30% lower than last year (6.6% net profit margin).
Reported Earnings • Sep 03Second quarter 2025 earnings released: EPS: zł0.27 (vs zł0.67 in 2Q 2024)Second quarter 2025 results: EPS: zł0.27 (down from zł0.67 in 2Q 2024). Revenue: zł3.53b (up 34% from 2Q 2024). Net income: zł133.3m (down 60% from 2Q 2024). Profit margin: 3.8% (down from 13% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €10.75, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Logistics industry in Europe. Total returns to shareholders of 79% over the past three years.
お知らせ • Sep 02InPost S.A. (ENXTAM:INPST) acquired an unknown minority stake in Bloq.it.InPost S.A. (ENXTAM:INPST) acquired an unknown minority stake in Bloq.it on September 1, 2025. The agreement combines a multi-year commercial commitment to deploy more than 20,000 Bloq.it NEXT locker units across Europe. The partnership marks a major milestone for Bloq.it on its path to become the independent infrastructure layer for the Parcel Locker industry. InPost S.A. (ENXTAM:INPST) completed the acquisition of an unknown minority stake in Bloq.it on September 1, 2025.
Reported Earnings • May 15First quarter 2025 earnings released: EPS: zł0.37 (vs zł0.51 in 1Q 2024)First quarter 2025 results: EPS: zł0.37 (down from zł0.51 in 1Q 2024). Revenue: zł2.95b (up 22% from 1Q 2024). Net income: zł183.7m (down 28% from 1Q 2024). Profit margin: 6.2% (down from 11% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 36% per year.
お知らせ • Apr 15InPost S.A., Annual General Meeting, May 15, 2025InPost S.A., Annual General Meeting, May 15, 2025, at 09:30 W. Europe Standard Time. Location: at hotel le royal, 12 boulevard royal, l-2449 luxembourg Luxembourg
Reported Earnings • Mar 28Full year 2024 earnings released: EPS: zł2.50 (vs zł1.30 in FY 2023)Full year 2024 results: EPS: zł2.50 (up from zł1.30 in FY 2023). Revenue: zł10.9b (up 24% from FY 2023). Net income: zł1.25b (up 93% from FY 2023). Profit margin: 11% (up from 7.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 36% per year.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €13.90, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Logistics industry in Europe. Total returns to shareholders of 164% over the past three years.
お知らせ • Dec 12+ 1 more updateInPost S.A. to Report First Half, 2025 Results on Sep 05, 2025InPost S.A. announced that they will report first half, 2025 results on Sep 05, 2025
お知らせ • Nov 15InPost S.A. (ENXTAM:INPST) announces an Equity Buyback for €46 million worth of its shares.InPost S.A. (ENXTAM:INPST) announces a share repurchase program. Under the program, the company will repurchase up to € 46 million worth of its shares. The shares will repurchased due to company's commitments regarding employee incentive program. The program is to end by January 31, 2025.
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: zł0.51 (vs zł0.50 in 3Q 2023)Third quarter 2024 results: EPS: zł0.51 (up from zł0.50 in 3Q 2023). Revenue: zł2.54b (up 23% from 3Q 2023). Net income: zł254.5m (up 1.6% from 3Q 2023). Profit margin: 10.0% (down from 12% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 16InPost S.A. (ENXTAM:INPST) acquired remaining 70% stake in Menzies Distribution Group Limited for £60.4 million.InPost S.A. (ENXTAM:INPST) acquired remaining 70% stake in Menzies Distribution Group Limited for £60.4 million on October 15, 2024. The deal will not have a material impact on InPost's debt-to-equity ratio. InPost S.A. (ENXTAM:INPST) completed the acquisition of the remaining 70% stake in Menzies Distribution Group Limited on October 15, 2024.
Reported Earnings • Sep 08Second quarter 2024 earnings released: EPS: zł0.67 (vs zł0.26 in 2Q 2023)Second quarter 2024 results: EPS: zł0.67 (up from zł0.26 in 2Q 2023). Revenue: zł2.62b (up 23% from 2Q 2023). Net income: zł336.4m (up 163% from 2Q 2023). Profit margin: 13% (up from 6.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 25Inpost Launches First 100 Machines At One-Stop Network in UkInPost has launched the first 100 machines at its One-Stop network in the UK, InPost CEO Rafal Brzoska announced on X platform.
Reported Earnings • May 16First quarter 2024 earnings released: EPS: zł0.51 (vs zł0.23 in 1Q 2023)First quarter 2024 results: EPS: zł0.51 (up from zł0.23 in 1Q 2023). Revenue: zł2.43b (up 22% from 1Q 2023). Net income: zł256.3m (up 121% from 1Q 2023). Profit margin: 11% (up from 5.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 17InPost S.A., Annual General Meeting, May 16, 2024InPost S.A., Annual General Meeting, May 16, 2024, at 09:00 Central European Standard Time. Location: Hotel Le Royal, 12 Boulevard Royal, L-2449 Luxembourg Luxembourg Luxembourg Agenda: To consider adoption of the Company's annual accounts 2023; to consider adoption of the consolidated financial statements 2023; to discharge of the Management Board; to discharge of the Supervisory Board; to consider Acknowledgement and approval of the Remuneration Report 2023; to consider Renewal of appointment of the independent auditor; to consider Re-appointment of Mr. Mark Robertshaw as member and chairperson of the Supervisory Board for a term of 2 years ;and to consider other matters.
Reported Earnings • Mar 28Full year 2023 earnings released: EPS: zł1.30 (vs zł0.91 in FY 2022)Full year 2023 results: EPS: zł1.30 (up from zł0.91 in FY 2022). Revenue: zł8.86b (up 26% from FY 2022). Net income: zł647.4m (up 42% from FY 2022). Profit margin: 7.3% (up from 6.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Dec 15+ 1 more updateInPost S.A. to Report First Half, 2024 Results on Sep 06, 2024InPost S.A. announced that they will report first half, 2024 results on Sep 06, 2024
New Risk • Nov 12New 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 Profit margins are more than 30% lower than last year (6.3% net profit margin).
Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: zł0.50 (vs zł0.28 in 3Q 2022)Third quarter 2023 results: EPS: zł0.50 (up from zł0.28 in 3Q 2022). Revenue: zł2.07b (up 22% from 3Q 2022). Net income: zł250.4m (up 76% from 3Q 2022). Profit margin: 12% (up from 8.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Logistics industry in Europe.
Reported Earnings • Sep 07Second quarter 2023 earnings released: EPS: zł0.26 (vs zł0.43 in 2Q 2022)Second quarter 2023 results: EPS: zł0.26 (down from zł0.43 in 2Q 2022). Revenue: zł2.14b (up 27% from 2Q 2022). Net income: zł128.0m (down 41% from 2Q 2022). Profit margin: 6.0% (down from 13% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat.
Reported Earnings • May 16First quarter 2023 earnings released: EPS: zł0.23 (vs zł0.14 in 1Q 2022)First quarter 2023 results: EPS: zł0.23 (up from zł0.14 in 1Q 2022). Revenue: zł2.00b (up 30% from 1Q 2022). Net income: zł115.9m (up 67% from 1Q 2022). Profit margin: 5.8% (up from 4.5% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Logistics industry in Europe.
Reported Earnings • Apr 02Full year 2022 earnings released: EPS: zł0.91 (vs zł0.98 in FY 2021)Full year 2022 results: EPS: zł0.91 (down from zł0.98 in FY 2021). Revenue: zł7.08b (up 55% from FY 2021). Net income: zł456.5m (down 7.1% from FY 2021). Profit margin: 6.4% (down from 11% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 2.2% decline forecast for the Logistics industry in Europe.
お知らせ • Jan 05InPost S.A. to Report First Half, 2023 Results on Sep 06, 2023InPost S.A. announced that they will report first half, 2023 results on Sep 06, 2023
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: zł0.28 (vs zł0.30 in 3Q 2021)Third quarter 2022 results: EPS: zł0.28 (down from zł0.30 in 3Q 2021). Revenue: zł1.69b (up 15% from 3Q 2021). Net income: zł142.4m (down 6.1% from 3Q 2021). Profit margin: 8.4% (down from 10% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.6% decline forecast for the Logistics industry in Europe.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to €6.49, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 10x in the Logistics industry in Europe. Total loss to shareholders of 52% over the past year.
Reported Earnings • Sep 02Second quarter 2022 earnings released: EPS: zł0.43 (vs zł0.18 in 2Q 2021)Second quarter 2022 results: EPS: zł0.43 (up from zł0.18 in 2Q 2021). Revenue: zł1.70b (up 100% from 2Q 2021). Net income: zł216.9m (up 140% from 2Q 2021). Profit margin: 13% (up from 11% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 18% compared to a 6.3% decline forecast for the Logistics industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to €5.98, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 66% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €10.31 per share.
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €5.19, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 66% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €8.87 per share.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to €6.09, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 59% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €10.51 per share.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €5.15, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Logistics industry in Europe. Total loss to shareholders of 67% over the past year.
Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2022The 9 analysts covering InPost previously expected the company to break even in 2021. New consensus forecast suggests the company will make a profit of €211.7m in 2022. Average annual earnings growth of 29% is required to achieve expected profit on schedule.
Breakeven Date Change • Sep 23Forecast to breakeven in 2021The 11 analysts covering InPost expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of €163.4m in 2021. Earnings growth of 35% is required to achieve expected profit on schedule.