The call presents a balanced picture: strong execution on transformation and cost-savings (upper-end full-year adjusted EBIT, EUR 50m Transport CoE savings, locker expansion, Fast Track revenue, Staci synergies and disciplined CapEx) provide a clear path to improved profitability. However, significant near-term challenges remain — reported net loss, major client churn and one-off charges at Radial U.S., a sharp decline in bpost Mail revenues and a 50% drop in bpost EBIT year-on-year, strike-related volume disruptions, weaker cash flow dynamics, and contract losses — which temper the near-term outlook. Management provided a constructive 2026 outlook with targeted EBIT improvement, but the recovery relies on successful execution of portfolio shifts and cost-savings while navigating tariff and competitive headwinds.

Company Guidance

Management's 2026 guidance targets group adjusted EBIT of EUR 165–195 million (after delivering EUR 179.7 million in FY2025 at the upper end of prior EUR 150–180 million guidance), driven by accelerated international logistics; Paxon is guided to low‑ to mid‑single‑digit total operating income growth (Europe mid‑ to high‑single‑digit, North America roughly flat) with Paxon EBIT margin rising from 3.5% in 2025 to 6–8% in 2026; Landmark Global is targeted to grow top line mid‑single‑digit with an EBIT margin of 10–12%; bpost is expected to see a low single‑digit revenue decline in 2026 as Mail volumes fall mid‑teens (partly offset by ~5–6% price/mix), Parcel volumes grow mid‑ to high‑single‑digit and bpost EBIT margin is expected around 1%; management cited efficiency levers and one‑time actions supporting the plan, noting EUR 50 million of Transport Center of Excellence savings in 2025, a planned locker network of ~3,400 bboxes (doubling locker parcel share), and continued CapEx discipline (EUR 147 million spent in 2025 vs an initial EUR 180 million guidance).

Full-Year Adjusted EBIT Delivered at Upper End of Guidance

Bnode delivered full-year adjusted EBIT of EUR 179.7 million, at the upper end of the EUR 150–180 million guidance range, demonstrating execution of the transformation despite top-line pressure.

2026 Outlook Targets Material EBIT Improvement

Management targets group adjusted EBIT of EUR 165–195 million for 2026 and expects Paxon EBIT margin to rise from 3.5% in 2025 to 6–8% in 2026, signaling expected profitability improvement next year.

Operational and Cost Efficiency Gains (Transport CoE and Synergies)

Realized EUR 50 million of group-wide savings via the Transport Center of Excellence and exceeded initial cost synergy targets from the Staci integration, supporting improved margins and restructuring benefits.

Landmark Global Momentum and EBIT Increase

Landmark Global reported higher operating income (increase of around EUR 7 million, +3.9% year-over-year) and EBIT rose to approximately EUR 85 million, aided by strong Asian volumes (notably China) and improved transport efficiencies.

Locker and Out-of-Home Expansion

bpost expanded its locker network to 2,500 Bbox installations, driving a 50% growth in locker volume in 2025 and launching Night Bbox Delivery pilots for time-critical deliveries, supporting parcel-channel diversification.

Paxon Commercial Progress and Fast Track

Paxon progressed in shifting to mid-market clients: 22 Fast Track clients onboarded representing EUR 38 million of in-year revenue; Staci successfully integrated and accelerated commercial capabilities in Europe.

Disciplined Capital Allocation

CapEx for the full year totaled EUR 147 million, below the initial guidance of EUR 180 million, reflecting disciplined spending focused on parcels, lockers and capacity expansion.

Quarterly Adjusted EBIT Stability

Group adjusted EBIT for Q4 was EUR 83 million, broadly in line with the prior year, reflecting the positive effects of reorganizations and margin actions that mitigated top-line pressures.

bpost SA (BPOSY) Earnings, Revenues Date & History

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BPOSY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 30, 2026	2026 (Q1)	- / -	-0.032	―	―	―
Feb 19, 2026	2025 (Q4)	- / -	-1.373	―	―	―
Nov 05, 2025	2025 (Q3)	- / -0.20	-0.122	-65.57% (-0.08)	―	―
Aug 08, 2025	2025 (Q2)	- / <0.01	0.17	-97.06% (-0.17)	―	―
May 09, 2025	2025 (Q1)	- / -0.03	0.226	-114.16% (-0.26)	―	―
Feb 28, 2025	2024 (Q4)	- / -1.37	0.173	-893.64% (-1.55)	―	―
Nov 08, 2024	2024 (Q3)	- / -0.12	-0.308	60.39% (+0.19)	―	―
Aug 02, 2024	2024 (Q2)	- / 0.17	0.239	-28.87% (-0.07)	―	―
May 03, 2024	2024 (Q1)	- / 0.23	0.247	-8.50% (-0.02)	―	―
Mar 01, 2024	2023 (Q4)	- / 0.17	0.396	-56.31% (-0.22)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BPOSY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 19, 2026	$2.63	$2.60	-0.76%
Nov 05, 2025	$2.32	$2.08	-10.10%
Aug 08, 2025	$2.57	$2.84	+10.47%
May 09, 2025	$1.54	$1.58	+2.60%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does bpost SA (BPOSY) report earnings?

bpost SA (BPOSY) is schdueled to report earning on Apr 30, 2026, TBA (Confirmed).

What is bpost SA (BPOSY) earnings time?

bpost SA (BPOSY) earnings time is at Apr 30, 2026, TBA (Confirmed).

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What is BPOSY EPS forecast?

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