Alfa SAB de CV Class A (ALFFF)
OTHER OTC:ALFFF
Want to see ALFFF full AI Analyst Report?
Earnings Data
Report Date
Jul 22, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.02Last Year’s EPS
0Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive tone: the company reported double‑digit revenue (+13%) and comparable EBITDA (+18%) growth, record Q1 volume and strong regional performances (notably Mexico and improving Europe), strengthened financing (≈$580M local notes, extended tenor) and approved a $150M dividend. Management acknowledged headwinds — a soft U.S. consumer, margin mix pressures in Mexico, higher net debt driven by working capital and macro risks from the Iran conflict — but described these as manageable, cited hedges and raw‑material tailwinds, and kept 2026 guidance unchanged. On balance, highlights (growth, margin expansion, balance sheet actions, strategic progress) materially outweigh the lowlights (regional softness, one‑time tax effect, leverage slightly above target), supporting a positive outlook.Company Guidance
Record Q1 Volume and Revenue Growth
Company reported record first-quarter volume and revenues; total revenues increased 13% year‑over‑year, supported by volume growth and higher average prices in Mexico, Europe and Latin America.
Comparable EBITDA Expansion
Comparable EBITDA rose 18% year‑over‑year and management reported delivering $260 million in Q1 (described as in line with expectations), with the quarter noted as the second‑highest comparable EBITDA for the period.
Mexico Outperformance and Category Leadership
Mexico delivered record Q1 volume, revenues and EBITDA; strong performance driven by dairy (yogurt expansion and #1 nationwide position) and packaged meats in proximity retail. Value‑oriented brands grew faster than the rest of the portfolio.
Europe Progress — Volume and Profitability Recovery
Europe volume increased 4% year‑over‑year; fresh meat delivered double‑digit growth benefiting from temporarily lower live hog prices in Spain. Europe Q1 EBITDA was $25 million, the highest Q1 figure since 2021. Capacity recovery projects (La Bureba expansion nearly complete; Valencia packaged meats plant on track for 2027) are advancing.
Balance Sheet Strength and Attractive Financing
Maintains an investment‑grade balance sheet with no material debt maturities over the next two years. Successfully issued approximately $580 million in local notes, extended average debt tenor to 8 years, with demand ~3x initial target.
Shareholder Returns and Capital Allocation
Shareholders approved total cash dividends of $150 million for 2026, reflecting strong cash generation while management continues disciplined investment in high‑return strategic projects.
Working Capital and Inventory Positioning
Net working capital investments were 18% lower versus Q1 2025 (an improvement year‑over‑year). Management also opportunistically increased inventories early in the year (e.g., turkey and beef) at favorable prices to secure supply and expected working capital to normalize through the year.
Strategic Momentum and U.S. Brand Penetration
Progress on strategic initiatives: advancing regulatory approvals for the fresh meat transaction in Spain, U.S. Hispanic brands gaining traction in mainstream channels, and continued investments in yogurt and cheese capacity to support growth.
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 |
|---|---|---|---|
Apr 23, 2026 | $1.10 | $1.10 | 0.00% |
Feb 11, 2026 | $1.00 | $1.00 | 0.00% |
Oct 22, 2025 | $0.78 | $0.78 | -0.26% |
Jul 23, 2025 | $0.75 | $0.73 | -3.32% |
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 Jul 22, 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 Jul 22, 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 (Q2) is 0.02.