bpost SA (BPOSY)
OTHER OTC:BPOSY
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bpost SA
(OTC:BPOSY)
Select Model
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Rating:48Neutral
Price Target:
$2.00
▼(-3.38% Downside)
Action:ReiteratedDate:04/09/26
The score is held down primarily by weak financial performance (losses, sharp margin compression, and higher leverage), partially offset by still-positive cash generation and a moderately constructive earnings outlook. Technicals remain mixed with longer-term downtrend signals, while valuation is inconclusive due to negative earnings and no dividend.
Positive Factors
Revenue Growth
Growth in parcel revenue indicates strong demand in e-commerce logistics, supporting long-term revenue expansion and market position.
Negative Factors
High Leverage
High leverage indicates financial risk, limiting flexibility and potentially impacting long-term financial stability and investment capacity.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth
Growth in parcel revenue indicates strong demand in e-commerce logistics, supporting long-term revenue expansion and market position.
Read all positive factors
bpost SA (BPOSY) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$452.07M
Dividend YieldN/A
Average Volume (3M)0.00
Price to Earnings (P/E)―
Beta (1Y)0.75
Revenue Growth10.14%
EPS Growth-458.90%
CountryUS
Employees36,527
SectorIndustrials
Sector Strength72
IndustryIntegrated Freight & Logistics
Share Statistics
EPS (TTM)0.00
Shares Outstanding200,001,000
10 Day Avg. Volume0
30 Day Avg. Volume0
Financial Highlights & Ratios
PEG Ratio0.13
Price to Book (P/B)0.57
Price to Sales (P/S)0.09
P/FCF Ratio0.00
Enterprise Value/Market Cap4.78
Enterprise Value/Revenue0.49
Enterprise Value/Gross Profit21.85
Enterprise Value/Ebitda3.95
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
bpost SA Business Overview & Revenue Model
Company Description
bpost SA is a leading postal and logistics company based in Belgium, providing a wide range of services including mail delivery, parcel services, and logistics solutions. As a key player in the postal sector, bpost operates both domestic and inter...
How the Company Makes Money
bpost makes money primarily by charging fees for the collection, processing, transport, and delivery of mail and parcels, plus logistics services provided to businesses. Key revenue streams typically include: (1) Domestic and international parcel ...
bpost SA Earnings Call Summary
Earnings Call Date:Feb 19, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:Apr 30, 2026
Earnings Call Sentiment Neutral
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.Positive Updates
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.
Negative Updates
Reported Net Loss and Dividend Suspension
The group recorded a reported net loss of EUR 39 million for the year, and the Board will recommend no dividend distribution, driven largely by one-off charges at Radial U.S.
Read all updates
Q4-2025 Updates
Positive
Negative
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.
Read all positive updates
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).bpost SA Financial Statement Overview
Summary
Income Statement
34
Negative
Balance Sheet
27
Negative
Cash Flow
62
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 4.29B | 4.33B | 4.26B | 4.37B | 4.28B |
| Gross Profit | 94.90M | 220.00M | 688.30M | 550.90M | 570.00M |
| EBITDA | 516.67M | 551.30M | 475.20M | 608.30M | 622.50M |
| Net Income | -38.61M | -205.10M | 65.70M | 232.50M | 250.90M |
Balance Sheet | |||||
| Total Assets | 5.49B | 5.35B | 4.12B | 4.36B | 4.14B |
| Cash, Cash Equivalents and Short-Term Investments | 1.26B | 747.40M | 870.60M | 1.05B | 907.50M |
| Total Debt | 3.03B | 2.55B | 1.29B | 1.49B | 1.38B |
| Total Liabilities | 4.78B | 4.49B | 3.09B | 3.29B | 3.26B |
| Stockholders Equity | 708.80M | 859.50M | 1.03B | 1.07B | 884.80M |
Cash Flow | |||||
| Free Cash Flow | 290.85M | 388.30M | 221.50M | 258.00M | 226.10M |
| Operating Cash Flow | 410.92M | 534.90M | 376.20M | 422.40M | 398.20M |
| Investing Cash Flow | -137.07M | -1.42B | -152.40M | -19.20M | -145.00M |
| Financing Cash Flow | 247.43M | 758.60M | -428.70M | -262.10M | -309.10M |
bpost SA Technical Analysis
Neutral
2.07
Price Trends
2.38
Negative
2.34
Negative
2.46
Negative
Market Momentum
-0.05
Negative
55.07
Neutral
74.18
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BPOSY, the sentiment is Neutral. The current price of 2.07 is below the 20-day moving average (MA) of 2.12, below the 50-day MA of 2.38, and below the 200-day MA of 2.46, indicating a neutral trend. The MACD of -0.05 indicates Negative momentum. The RSI at 55.07 is Neutral, neither overbought nor oversold. The STOCH value of 74.18 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BPOSY.
bpost SA Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
69 Neutral | $21.25B | 31.73 | 16.33% | 0.89% | -1.60% | 4.87% | |
68 Neutral | $2.36B | 18.11 | 6.30% | 1.14% | -5.79% | -1.57% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
63 Neutral | $24.80B | 50.75 | 17.81% | ― | -0.30% | -11.02% | |
58 Neutral | $5.84B | 44.08 | 13.01% | 2.56% | -0.74% | -32.79% | |
58 Neutral | $1.65B | 12.64 | -22.82% | 2.82% | -35.52% | ― | |
48 Neutral | $452.07M | -10.44 | -32.13% | ― | 10.14% | -458.90% |
* Industrials Sector Average
BPOSY
bpost SA
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50.13%
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Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.