bpost SA (BPOSY)
OTHER OTC:BPOSY
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Earnings Data
Report Date
Aug 07, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
<0.01Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: clear operational progress (locker expansion, reorganization, cash generation, Paxon EBIT resilience and Landmark volume growth) and active cost discipline are offset by meaningful top-line pressure (group revenue down 5%), sharp mail volume declines, contract terminations (Radial/679), and a material operational and financial hit from the five-week April strike in Belgium (estimated EUR 15 million direct EBIT impact and substantial backlog/volume losses). Management maintained 2026 adjusted EBIT guidance but signaled increased exposure to the lower end of the range and highlighted ongoing mitigation actions.Company Guidance
Operational cash generation and financial items
Net cash inflow for Q1 of EUR 110 million (vs EUR 91 million last year). Adjusted net profit benefited from a EUR 12 million improvement in financial results driven by favorable noncash FX effects and higher net income from treasury investments (partially offset by higher interest expense).
Paxon delivered EBIT growth despite top-line pressure
Paxon adjusted EBIT increased by EUR 4 million to EUR 11 million in Q1. Total operating expenses (including D&A) fell 10.4% (EUR 44 million), reflecting strong cost discipline in North America and productivity gains in Europe while maintaining a solid variable contribution margin.
Landmark Global revenue growth and expanding lanes
Landmark Europe revenues rose EUR 8 million (+10% YoY) driven by inbound volume from Asia; overall Landmark Global operating income increased by EUR 5 million (+3.4% YoY). Growth into U.S., Belgium and new European lanes (Spain, Netherlands) was highlighted.
Parcel volume growth and rapid locker roll-out
bpost parcel revenue increased EUR 7 million (+5.8% YoY) with reported parcel volume growth of 9.1% (underlying ~5% after adjusting for last year's strike). Installed 155 parcel lockers/bbox in Q1, secured 200+ future locations, and reported >2,700 lockers installed (up from ~1,250 end-2024), doubling parcels delivered via bbox vs prior year; APM network target +35% by year-end.
Reorganization and headcount reductions progressing
bpost executed ~40 reorganizations in Q1; reduction of approximately 1,260 FTEs (~5% within the bpost business unit) year-to-date reflecting transformation; rollout of new distribution rounds started (5 offices implemented, target ~50 by year-end), and a full-year plan targeting ~1,150 FTE reductions.
Maintained 2026 adjusted EBIT guidance
Management maintained the full-year adjusted EBIT guidance of EUR 165–195 million despite Q1 headwinds and the April strike, noting the company is more exposed to the lower end of the range while emphasizing cost measures and mitigation levers.
BPOSY Earnings History
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 |
|---|---|---|---|
May 06, 2026 | $2.04 | $2.00 | -1.87% |
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% |
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 Aug 07, 2026, TBA (Confirmed).
What is bpost SA (BPOSY) earnings time?
bpost SA (BPOSY) earnings time is at Aug 07, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is BPOSY EPS forecast?
Currently, no data Available