InPost Q2 profit falls 30%, cuts 2026 profit outlook as UK turnaround lags
InPost Group reported a 30% drop in Q2 net profit to PLN 93 million, citing UK turnaround delays and rising costs. Revenue grew 18% to PLN 4.18 billion, but adjusted EBITDA rose only 4.4% to PLN 1.04 billion. The company cut its 2026 profit outlook, expecting a mid-single-digit decline in adjusted EBITDA. CEO Rafal Brozka noted the UK business is still a work in progress.
How this was made
The 30-second read
Why it matters
The earnings miss and guidance cut suggest short-term downside risk, but acquisition interest may offset.
Market read
Earnings miss and lowered outlook are primary drivers for the stock's near-term movement.
What to watch
Potential takeover interest from FedEx consortium could provide a premium.
Background
InPost Group is a Polish-founded parcel delivery firm listed on NYSE under INPST.
Market effects
Parcel delivery sector may see broader scrutiny on UK turnaround risks.
Polish and broader European logistics stocks could be affected.
Limited to logistics and delivery industry investors.
Counterpoint
The UK turnaround may improve later, and cost cuts could restore margins.
Key entities
- CompanyInPost Group
Polish parcel delivery firm listed as INPST.
- Consortium LeadFedEx
Potential acquirer leading a takeover interest.


