ID Logistics Revenue Up 25.6% in Q3, North America Surges 48%

ID Logistics booked third-quarter 2026 revenue of €1.18 billion, up 25.6% from €937.8 million a year earlier, with North America delivering like-for-like growth of 48.1% to lead every region in the group's portfolio.

Like-for-like growth reached 25% in the quarter, accelerating from 22.6% in Q2 and 17.2% in Q1 — a steady build through the year that suggests the momentum is structural, not seasonal. Over the first nine months of 2026, revenue rose 20.9% to €3.26 billion, with like-for-like growth of 21.7%.

The company launched 10 new operations during the third quarter alone, bringing its 2026 total to 27 start-ups.

Where the growth is coming from

The regional split tells the story. North America generated €265.9 million in Q3 revenue, growing 48.1% like-for-like. Europe excluding France contributed €543.9 million, up 23.4% on the same basis.

France, the group's home market, added €272.3 million, an 8.3% like-for-like increase — solid but a fraction of the overseas pace. Other regions reported €95.8 million, up 35.9%, helped by the launch of operations in Australia.

Nearly 80% of ID Logistics' business is now generated outside France.

For shippers, that shift matters. A contract logistics operator scaling fastest in North America means more warehousing capacity, more automation investment and more dedicated-facility options in the market where e-commerce fulfillment demand is tightest.

What's in the new operations pipeline?

The quarter's wins are concrete. In the United States, ID Logistics secured a third operation for Nutrabolt, the sports nutrition and energy drinks company, to be run from a dedicated 60,000-square-meter facility in Jacksonville, Florida.

Canada is next. The group plans to open its third Canadian site before the end of 2026 — a mechanized facility in Eastern Canada that will handle apparel and footwear for an existing customer described as a global e-commerce leader. The site also marks ID Logistics' first fashion logistics operation in North America, a new vertical for the group on the continent.

"Our business model is scaling up," said Eric Hémar, Chairman and CEO of ID Logistics. Hémar pointed to the group's expanding international presence, investments in technology and continued growth in new operations as the drivers behind the numbers.

What happens next?

Management expects another year of strong growth in 2026. The immediate priorities are practical: increasing activity at recently opened facilities, implementing new customer projects and preparing for peak demand around Black Friday and the holiday season.

That peak-readiness focus is the short-term watch item for shippers using or evaluating the operator — new sites ramping into the busiest weeks of the year can either add capacity exactly when needed or strain service levels if volumes outpace onboarding.

Fourth-quarter revenue figures are scheduled for publication on January 26, 2027, which will show whether the Q3 acceleration held through peak season.