InPost (INPST) Q4 2025 TU earnings summary

Executive summary

• Achieved record parcel volumes in Q4 and full year 2025, reaching 1.4 billion parcels, a 25% year-on-year increase, driven by B2C growth and international marketplace momentum.

• Expanded network to over 61,000 automated parcel lockers, reinforcing leadership in European out-of-home delivery solutions.

• Completed strategic acquisitions of Yodel in the UK and Sending in Spain, expected to unlock significant synergies and strengthen market positions.

Financial highlights

• Q4 2025 parcel volumes reached 417.6 million, up 30% year-on-year, with peak day processing over 15 million parcels.

• In Poland, Q4 volumes hit 220.2 million (up 5% YoY), Eurozone 104.8 million (up 23% YoY), and UK 92.6 million (up 240% YoY).

• Full year 2025: Poland 763.1 million parcels (up 8% YoY), Eurozone 339.5 million (up 17% YoY), UK 262.1 million (up 181% YoY).

Outlook and guidance

• Focus for 2026 remains on innovation, enhancing customer experience, and unlocking network synergies for sustainable growth.