Aramex has reported its Q3 2025 results, with group revenues holding steady at AED 1.6 billion while its Logistics segment surged 16 percent year-on-year. The results point to a deliberate strategic shift toward higher-margin domestic and regional services, underpinned by the company’s Accelerate28 transformation program.
Financial Highlights
Group revenues for Q3 2025 were flat at AED 1.6 billion, but the headline figure masks significant shifts beneath the surface. For the nine months to September, revenues edged up 1 percent to AED 4.66 billion, with domestic and regional logistics solutions accounting for a growing share of the total.
Key performance metrics for Q3 2025:
- Domestic Express revenues rose 5 percent (10 percent for 9M 2025)
- Freight Forwarding increased 4 percent (6 percent for 9M 2025)
- Logistics posted standout growth of 16 percent (20 percent for 9M 2025)
- Normalised EBIT climbed 9 percent year-on-year to AED 74 million
- Normalised net profit held steady at AED 27 million
The widening gap between EBIT growth (9 percent) and revenue growth (flat) suggests improved operational efficiency across the business, a core objective of the Accelerate28 initiative, which now encompasses more than 300 initiatives across nine workstreams.
Logistics Momentum
The Logistics segment was the standout performer, driven by expanding warehousing, fulfilment, and value-added logistics services. The 16 percent quarterly growth rate — accelerating to 20 percent over nine months — reflects strong regional demand for contract logistics and capacity expansion in key markets.
Domestic Express also contributed positively, with the 5 percent Q3 uplift supported by volume growth in e-commerce parcel deliveries. Freight Forwarding recorded a more modest 4 percent gain, consistent with the broader global freight market, which has seen muted rate recovery through 2025.
The composition of growth — led by logistics and domestic services rather than international freight — signals a portfolio that is becoming less exposed to volatile global trade lanes and more anchored in recurring, contract-based revenue.
Outlook for Australian Operations
While these results are reported at the global level, the trajectory is relevant for Australian shippers and 3PLs who use Aramex as a carrier or benchmark its performance against local competitors.
Aramex Australia has been investing in its domestic network throughout 2025, including the rural service point expansion announced earlier this year. The parent company’s emphasis on warehousing, fulfilment, and value-added logistics aligns with the competitive dynamics of the Australian market, where carriers are increasingly moving beyond simple parcel delivery into integrated supply chain services.
For Australian businesses evaluating their carrier mix, the key takeaway is that Aramex’s global strategy is tilting toward the same capabilities — regional fulfilment, contract logistics, and domestic express — that drive service quality at the local level. Whether that translates into improved on-the-ground performance will depend on continued investment in Australian infrastructure and last-mile reliability.
The Accelerate28 program is expected to deliver further operational improvements through 2026, with management signalling that the transformation is on track and gaining momentum across all business segments.