View ValuationLogista Integral 향후 성장Future 기준 점검 2/6Logista Integral 의 수익은 연간 67% 감소할 것으로 예상되는 반면, 연간 수익은 5.7% 로 증가할 것으로 예상됩니다. EPS는 연간 5.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 43.5% 로 예상됩니다.핵심 정보5.7%이익 성장률5.18%EPS 성장률Logistics 이익 성장15.7%매출 성장률-67.0%향후 자기자본이익률43.51%애널리스트 커버리지Good마지막 업데이트04 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported Earnings • May 06Second quarter 2026 earnings released: EPS: €0.49 (vs €0.56 in 2Q 2025)Second quarter 2026 results: EPS: €0.49 (down from €0.56 in 2Q 2025). Revenue: €3.19b (up 2.0% from 2Q 2025). Net income: €65.0m (down 12% from 2Q 2025). Profit margin: 2.0% (down from 2.4% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 67% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to grow by 1.7%.Board Change • May 04Less than half of directors are independentThere are 8 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: 5 independent directors. 7 non-independent directors. Independent Director Marcella Panucci was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Upcoming Dividend • Feb 17Upcoming dividend of €1.24 per shareEligible shareholders must have bought the stock before 24 February 2026. Payment date: 26 February 2026. Payout ratio is on the higher end at 94%, however this is supported by cash flows. Trailing yield: 6.0%. Within top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (2.3%).Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €33.90, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Logistics industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €35.02 per share.Reported Earnings • Feb 08First quarter 2026 earnings released: EPS: €0.54 (vs €0.58 in 1Q 2025)First quarter 2026 results: EPS: €0.54 (down from €0.58 in 1Q 2025). Revenue: €3.40b (up 3.3% from 1Q 2025). Net income: €71.0m (down 7.8% from 1Q 2025). Profit margin: 2.1% (down from 2.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 75% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to grow by 2.5%.Board Change • Feb 02Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Cristina Ortega was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공지 • Jan 01+ 3 more updatesLogista Integral, S.A. to Report Q3, 2026 Results on Jul 24, 2026Logista Integral, S.A. announced that they will report Q3, 2026 results on Jul 24, 2026공지 • Dec 19Logista Integral, S.A., Annual General Meeting, Feb 04, 2026Logista Integral, S.A., Annual General Meeting, Feb 04, 2026. Location: calle trigo, 39, poligono industrial polvoranca, leganes, madrid SpainBoard Change • Dec 10Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Cristina Ortega was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Board Change • Oct 22Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Cristina Ortega was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Board Change • Oct 01Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Cristina Ortega was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Board Change • Aug 29Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Cristina Ortega was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Board Change • Aug 07Less 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, 2 were independent directors. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Cristina Ortega was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Board Change • Jun 27Less 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, 2 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Cristina Ortega was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Board Change • May 19Less 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, 2 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Cristina Ortega was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.이익 및 매출 성장 예측BIT:1LOG - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수9/30/20281,91030928940369/30/20271,85727229639879/30/20261,82826828534673/31/202613,705266585633N/A12/31/202513,643275N/AN/AN/A9/30/202513,536281547601N/A6/30/202513,443285N/AN/AN/A3/31/202513,204300323374N/A12/31/202413,112312N/AN/AN/A9/30/202412,986308350397N/A6/30/202412,758316N/AN/AN/A3/31/202412,69930616971N/A12/31/202312,608285N/AN/AN/A9/30/202312,428272403308N/A6/30/202312,202250N/AN/AN/A3/31/202311,945237187244N/A12/31/202211,683217N/AN/AN/A9/30/202211,464210606643N/A6/30/202211,344208N/AN/AN/A3/31/202211,101202358392N/A12/31/202110,940199N/AN/AN/A9/30/202110,817193-342-302N/A6/30/202110,875191N/AN/AN/A3/31/202110,573189551584N/A12/31/202010,653165N/AN/AN/A9/30/202010,408164792830N/A6/30/202010,430150N/AN/AN/A3/31/202010,3881563182N/A12/31/201910,329166N/AN/AN/A9/30/201910,148165N/A347N/A6/30/20199,936161N/A-413N/A3/31/20199,775160N/A-92N/A12/31/20189,591156N/AN/AN/A9/30/20189,476157N/A348N/A6/30/20189,403152N/A615N/A3/31/20189,433148N/A456N/A12/31/20179,497145N/A-172N/A9/30/20179,493154N/A4N/A6/30/20179,596154N/A397N/A3/31/20179,584158N/A408N/A12/31/20169,549153N/A131N/A9/30/20169,632132N/A389N/A6/30/20169,589129N/A263N/A3/31/20169,564114N/A470N/A12/31/20159,524114N/A431N/A9/30/20159,471109N/A231N/A6/30/20159,423106N/A353N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1LOG 의 연간 예상 수익 증가율(5.7%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1LOG 의 연간 수익(5.7%)이 Italian 시장(10.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 1LOG 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 1LOG 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -67%).고성장 매출: 1LOG 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -67%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1LOG의 자본 수익률은 3년 후 43.5%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 15:53종가2026/05/07 00:00수익2026/03/31연간 수익2025/09/30데이터 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 소스Logista Integral, S.A.는 16명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullBanco de Sabadell. S.A.Ricardo Benevides FreitasBanco SantanderPallav MittalBarclays13명의 분석가 더 보기
Reported Earnings • May 06Second quarter 2026 earnings released: EPS: €0.49 (vs €0.56 in 2Q 2025)Second quarter 2026 results: EPS: €0.49 (down from €0.56 in 2Q 2025). Revenue: €3.19b (up 2.0% from 2Q 2025). Net income: €65.0m (down 12% from 2Q 2025). Profit margin: 2.0% (down from 2.4% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 67% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to grow by 1.7%.
Board Change • May 04Less than half of directors are independentThere are 8 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: 5 independent directors. 7 non-independent directors. Independent Director Marcella Panucci was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Upcoming Dividend • Feb 17Upcoming dividend of €1.24 per shareEligible shareholders must have bought the stock before 24 February 2026. Payment date: 26 February 2026. Payout ratio is on the higher end at 94%, however this is supported by cash flows. Trailing yield: 6.0%. Within top quartile of Italian dividend payers (4.6%). Higher than average of industry peers (2.3%).
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €33.90, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Logistics industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €35.02 per share.
Reported Earnings • Feb 08First quarter 2026 earnings released: EPS: €0.54 (vs €0.58 in 1Q 2025)First quarter 2026 results: EPS: €0.54 (down from €0.58 in 1Q 2025). Revenue: €3.40b (up 3.3% from 1Q 2025). Net income: €71.0m (down 7.8% from 1Q 2025). Profit margin: 2.1% (down from 2.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 75% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to grow by 2.5%.
Board Change • Feb 02Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Cristina Ortega was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공지 • Jan 01+ 3 more updatesLogista Integral, S.A. to Report Q3, 2026 Results on Jul 24, 2026Logista Integral, S.A. announced that they will report Q3, 2026 results on Jul 24, 2026
공지 • Dec 19Logista Integral, S.A., Annual General Meeting, Feb 04, 2026Logista Integral, S.A., Annual General Meeting, Feb 04, 2026. Location: calle trigo, 39, poligono industrial polvoranca, leganes, madrid Spain
Board Change • Dec 10Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Cristina Ortega was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Board Change • Oct 22Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Cristina Ortega was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Board Change • Oct 01Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Cristina Ortega was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Board Change • Aug 29Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Cristina Ortega was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Board Change • Aug 07Less 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, 2 were independent directors. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Cristina Ortega was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Board Change • Jun 27Less 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, 2 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Cristina Ortega was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Board Change • May 19Less 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, 2 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Director Cristina Ortega was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.