America Movil S.A.B. De C.V. (AMX)
NYSE:AMX
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Earnings Data
Report Date
Jul 14, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.46Last Year’s EPS
0.43Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple clear operational strengths: resilient topline at constant exchange rates, strong equipment sales, accelerating postpaid and broadband growth, margin expansion to a 40% EBITDA margin, improved profitability (net income +25%) and a disciplined capital deployment plan (CapEx guidance ≈ $7bn, buybacks and deleveraging actions). Counterbalancing risks include FX volatility that compressed reported peso growth, working capital build from handset inventory and financing, deployment constraints in Buenos Aires, regulatory subscriber cleanup in Mexico, and uncertainty about competitive outcomes from Telefonica asset sales. On balance the company emphasized growth, margin improvement and active capital allocation while signaling opportunistic M&A, so positives outweigh the listed headwinds.Company Guidance
Revenue Growth (Constant FX)
Reported first-quarter revenue of MXN 237 billion, up 2.1% in Mexican peso terms; at constant exchange rates revenue rose 6.1% year-over-year, supported by service revenue (+4.6% CER) and equipment revenue (+11.3% CER).
Strong EBITDA Performance and Margin Expansion
EBITDA increased 3.8% in Mexican peso terms and expanded ~8% at constant exchange rates; adjusted EBITDA (excluding extraordinary Chile legal ruling) rose 7.0% CER. Consolidated EBITDA margin reached 40%, described as one of the highest levels seen.
Mobile and Broadband Subscriber Acceleration
Postpaid subscriber base increased 8.8% year-over-year and broadband accesses rose 6% YoY. Mobile service revenue grew 6.4% YoY overall, with postpaid revenue up 7.3% and prepaid revenue up 5%.
Profitability and Earnings
Operating profit of MXN 50.5 billion, up 12% YoY in peso terms. Net income increased 25% YoY to MXN 23.4 billion, equivalent to MXN 0.39 per share and $0.44 per ADR.
Leverage and Cash Flow Actions
Financial debt was MXN 527 billion (up MXN 2.5 billion vs. December) with net debt of MXN 437 billion, equivalent to 1.41x EBITDA after leases. First-quarter cash flow covered MXN 21.6 billion in CapEx, MXN 1.4 billion in share buybacks and reduced net debt by MXN 1 billion.
CapEx Guidance and Investment Focus
Management expects 2026 CapEx of approximately $7 billion (subject to FX), with continued investment across Latin America and Eastern Europe and emphasis on digitalization, 5G and fiber expansion.
Equipment Sales and Inventory Strategy
Equipment revenue rose 7.4% in peso terms (11.3% CER), with management intentionally increasing inventory to secure handset availability amid rising device prices; handset financing programs supporting equipment sales.
Commercial and Regional Progress
Notable country-level momentum: Brazil growth aided by NuCel partnership and portability gains; Colombia and Peru showing broadband and postpaid improvements; Eastern Europe expanding fixed-mobile convergence. Management closed acquisitions (Azteca network in Colombia and Desktop) and is pursuing further M&A opportunities.
AMX 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
AMX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2026 | $26.04 | $26.64 | +2.30% |
Feb 12, 2026 | $23.86 | $23.83 | -0.13% |
Oct 16, 2025 | $22.27 | $22.17 | -0.45% |
Jul 22, 2025 | $16.95 | $16.79 | -0.94% |
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 America Movil S.A.B. De C.V. (AMX) report earnings?
America Movil S.A.B. De C.V. (AMX) is schdueled to report earning on Jul 14, 2026, After Close (Confirmed).
What is America Movil S.A.B. De C.V. (AMX) earnings time?
America Movil S.A.B. De C.V. (AMX) earnings time is at Jul 14, 2026, After Close (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 AMX EPS forecast?
AMX EPS forecast for the fiscal quarter 2026 (Q2) is 0.46.