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Alfa SAB de CV Class A (ALFFF)
OTHER OTC:ALFFF
Earnings Data
Report Date
Apr 28, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.02Last Year’s EPS
0.04Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted a number of strong operational and financial achievements — record annual revenue, a second consecutive $1 billion comparable EBITDA year, robust Q4 top-line growth, European profitability improvement, and solid liquidity — while also acknowledging clear challenges: significant raw material cost pressure that required substantial price recovery actions, FX- and tax-driven earnings volatility, higher net debt driven by working capital and heavy CapEx, and lingering operational issues in Latin America and capacity impacts in Europe. Management provided a constructive 2026 outlook (volume +2%, revenue +4%, EBITDA +5%) and a clear capital allocation plan, balancing investment and dividends.Company Guidance
Record Annual Revenue
Full-year 2025 revenue reached $9.3 billion, the first time surpassing $9 billion and up 4% year-on-year, driven by favorable FX translation, selective pricing and stable volumes.
Strong Fourth Quarter Top Line Growth
Q4 2025 revenue was $2.5 billion, up 12% year-on-year and 2% sequentially, with Mexico (+21% in USD, +10% in MXN), Europe (+11% in USD, +2% in EUR), U.S. (+1%) and Latin America (+2%) contributing.
EBITDA and Comparable EBITDA Performance
Comparable EBITDA for the full year was $1.0 billion (in line with guidance and the second consecutive $1 billion year). Q4 comparable EBITDA was $284 million, up 34% year-on-year (reported EBITDA in Q4 was $278 million).
European Profitability Improvement
Europe showed clear upward trajectory in underlying profitability; comparable EBITDA in Europe surpassed $100 million for the first time since 2021, supported by branded volume growth and production reallocation after Torrente flooding.
Volume Resilience
2025 volume held steady at a record high despite pricing actions to offset raw material inflation, demonstrating demand resilience across regions and channels.
Balance Sheet and Liquidity Strength
Net debt was $2.7 billion (up 9% YoY) with net debt-to-EBITDA at 2.5x (in line with long-term target). Cash on hand was $643 million and total liquidity including committed credit lines was ~ $1.5 billion.
Active Capital Allocation and Shareholder Returns
Paid $35 million in dividends in Q4 and $119 million for the full year; Board will propose $150 million of cash dividends for 2026. CapEx totaled $362 million in 2025 (up 47% YoY) with 2026 CapEx guide of $460 million to support capacity expansion and modernization.
U.S. Business Momentum
U.S. delivered its second-highest EBITDA in history and a record Q4, driven by Hispanic brand penetration into mainstream national accounts and ongoing category revitalization efforts.
ALFFF 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
ALFFF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $1.02 | $1.02 | 0.00% |
Oct 22, 2025 | $0.79 | $0.79 | -0.25% |
Jul 23, 2025 | $0.76 | $0.74 | -3.28% |
Apr 23, 2025 | $0.64 | $0.69 | +7.76% |
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 Alfa SAB de CV Class A (ALFFF) report earnings?
Alfa SAB de CV Class A (ALFFF) is schdueled to report earning on Apr 28, 2026, TBA (Confirmed).
What is Alfa SAB de CV Class A (ALFFF) earnings time?
Alfa SAB de CV Class A (ALFFF) earnings time is at Apr 28, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ALFFF EPS forecast?
ALFFF EPS forecast for the fiscal quarter 2026 (Q1) is 0.02.