ID Logistics Group SA (EPA:IDL) Released Earnings Last Week And Analysts Lifted Their Price Target To €465

Last week, you might have seen that ID Logistics Group SA (EPA:IDL) released its full-year result to the market. The early response was not positive, with shares down 6.2% to €366 in the past week. It was an okay result overall, with revenues coming in at €3.3b, roughly what the analysts had been expecting. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on ID Logistics Group after the latest results.

View our latest analysis for ID Logistics Group

Taking into account the latest results, the current consensus from ID Logistics Group's six analysts is for revenues of €3.64b in 2025. This would reflect a solid 11% increase on its revenue over the past 12 months. Before this earnings report, the analysts had been forecasting revenues of €3.67b and earnings per share (EPS) of €10.94 in 2025. Overall, while the analysts have reconfirmed their revenue estimates, the consensus now no longer provides an EPS estimate. This implies that the market believes revenue is more important after these latest results.

The average price target rose 6.7% to €465, with the analysts clearly having become more optimistic about ID Logistics Group'sprospects following these results. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on ID Logistics Group, with the most bullish analyst valuing it at €498 and the most bearish at €441 per share. This is a very narrow spread of estimates, implying either that ID Logistics Group is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. It's pretty clear that there is an expectation that ID Logistics Group's revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 11% growth on an annualised basis. This is compared to a historical growth rate of 16% over the past five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 6.3% per year. Even after the forecast slowdown in growth, it seems obvious that ID Logistics Group is also expected to grow faster than the wider industry.

The Bottom Line

The most important thing to take away is that the analysts reconfirmed their revenue estimates for next year, suggesting that the business is performing in line with expectations. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

At least one of ID Logistics Group's six analysts has provided estimates out to 2027, which can be seen for free on our platform here.

And what about risks? Every company has them, and we've spotted 1 warning sign for ID Logistics Group you should know about.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.