The earnings call highlighted several positive developments, such as successful transformation into a pure-play packaged food company, record sales in the United States, and significant insurance reimbursements in Europe. However, these were balanced by challenges such as rising raw material costs, particularly turkey prices, and EBITDA declines in Latin America. The sentiment of the call is balanced, with both positive achievements and notable challenges being discussed.

Company Guidance

During ALFA's Second Quarter 2025 Earnings Conference Call, significant guidance was provided reflecting the company's performance and future outlook. The second quarter marked a pivotal moment for ALFA|SIGMA as it transitioned to a pure-play packaged food company, resulting in a substantial improvement in valuation. SIGMA reported a strong performance with comparable EBITDA of $468 million, the second highest in its history, despite facing challenges such as higher turkey input costs due to avian flu. In Mexico, currency-neutral sales grew by 12%, although peso-denominated EBITDA decreased by 5% compared to the previous year. The U.S. achieved record quarterly volumes and revenues, with an EBITDA of $56 million, the highest for any second quarter in the region. Europe saw flat currency-neutral revenues year-on-year, with a nonrecurring gain of EUR 68 million from damage reimbursements following a plant flooding. ALFA|SIGMA maintained a consolidated net debt-to-EBITDA ratio of 2.6x, and shareholders received dividends totaling $84 million. The company remains focused on managing raw material cost pressures and is optimistic about sustaining positive trends into the second half of 2025.

Successful Transition to Pure-Play Packaged Food Company

ALFA|SIGMA completed its transformation into a pure-play packaged food company, leading to a significant improvement in company valuation and an expanded consumer-focused recognition.

Record Sales and EBITDA in the United States

The United States segment achieved record quarterly volume and revenues, with an EBITDA of $56 million, the highest second quarter figure in the region's history.

Currency-Neutral Sales Growth in Mexico

Mexico posted an outstanding 12% currency-neutral sales growth driven by targeted revenue management actions.

Significant Insurance Reimbursement in Europe

Europe received a nonrecurring gain of EUR 68 million from insurance reimbursements for property damage and business interruption related to the Torrente plant flooding.

Strong Financial Position

The company maintained a strong consolidated net debt-to-EBITDA ratio of 2.6x at the close of the second quarter.

Alfa SAB de CV (ALFFF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ALFFF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	0.01 / -	0.034	―	―	―
Jul 23, 2025	2025 (Q2)	0.02 / 0.00	0.008	―
Apr 23, 2025	2025 (Q1)	0.01 / 0.04	0.009	322.22% (+0.03)
Feb 18, 2025	2024 (Q4)	0.02 / -0.06	-0.108	46.30% (+0.05)
Oct 28, 2024	2024 (Q3)	0.02 / 0.03	-0.007	585.71% (+0.04)
Jul 24, 2024	2024 (Q2)	0.02 / <0.01	0.001	700.00% (<+0.01)
Apr 23, 2024	2024 (Q1)	0.01 / <0.01	-0.002	550.00% (+0.01)
Feb 20, 2024	2023 (Q4)	<0.01 / -0.11	0.008	-1450.00% (-0.12)
Oct 23, 2023	2023 (Q3)	0.01 / >-0.01	0.022	-131.82% (-0.03)
Jul 26, 2023	2023 (Q2)	0.01 / <0.01	0.038	-97.37% (-0.04)

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
Jul 23, 2025	$0.77	$0.74	-3.90%
Apr 23, 2025	$0.65	$0.70	+7.69%
Feb 18, 2025	$0.59	$0.54	-8.47%
Oct 28, 2024	$0.47	$0.50	+6.38%

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 Oct 28, 2025, TBA (Confirmed).

What is Alfa SAB de CV Class A (ALFFF) earnings time?

Alfa SAB de CV Class A (ALFFF) earnings time is at Oct 28, 2025, 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 2025 (Q3) is 0.01.

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