View ValuationInPost 향후 성장Future 기준 점검 5/6InPost (는) 각각 연간 40.2% 및 14.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 40.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 30.9% 로 예상됩니다.핵심 정보40.2%이익 성장률40.75%EPS 성장률Logistics 이익 성장17.2%매출 성장률14.5%향후 자기자본이익률30.86%애널리스트 커버리지Good마지막 업데이트26 May 2026최근 향후 성장 업데이트Breakeven 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.모든 업데이트 보기Recent 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.이익 및 매출 성장 예측LSE:0A6K - 애널리스트 향후 추정치 및 과거 재무 데이터 (PLN Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202823,3811,9511,7595,958512/31/202720,1191,4788084,336912/31/202617,3821,2201462,628123/31/202615,6224836862,539N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0A6K 의 연간 예상 수익 증가율(40.2%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: 0A6K 의 연간 수익(40.2%)이 UK 시장(11.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 0A6K 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 0A6K 의 수익(연간 14.5%)이 UK 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 0A6K 의 수익(연간 14.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0A6K의 자본 수익률은 3년 후 30.9%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/31 21:54종가2026/05/29 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스InPost S.A.는 25명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Marco LimiteBarclaysBeata Szparaga-WasniewskaBiuro maklerskie mBankuPawel SzpigielBiuro maklerskie mBanku22명의 분석가 더 보기
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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.