Auna S.A. Class A (AUNA)
NYSE:AUNA
Earnings Data
Report Date
May 27, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.23Last Year’s EPS
0.2Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a constructive financial and operational reset: the company strengthened liquidity and capital structure through a sizable refinancing, delivered strong free cash flow and a marked increase in adjusted net income, and highlighted robust, scalable performance in Peru alongside early signs of stabilization and targeted growth initiatives in Mexico (notably oncology and new commercial wins). However, near-term profitability was pressured by a decline in consolidated EBITDA and margin compression driven largely by Mexico underperformance and one-off/extraordinary refinancing costs, as well as receivable impairments and payor-related risk management in Colombia. Management provided confident 2026 guidance (12% revenue and EBITDA growth) and outlined clear mitigation levers, indicating the positives outweigh the transitory challenges.Company Guidance
Consolidated Revenue Growth
Consolidated revenue grew 6% FX-neutral in Q4 2025 and 4% for the full year 2025, driven by strong performance in Peru (+11% in the quarter) and Colombia (+6% in the quarter).
Material Improvement in Adjusted Net Income
Adjusted net income rose to PEN 136 million in Q4 2025 from PEN 36 million a year earlier (more than 3x increase in the quarter) and reached PEN 336 million for the full year 2025, supported by noncash FX gains and improved financial discipline.
Peru Outperformance and Margin Expansion
Peru delivered strong results: quarterly revenue +11%, adjusted EBITDA +14% (quarter and full year), Oncosalud revenues +10%, planned memberships up ~4%, and oncology medical loss ratio (MLR) improved to a record low of 48.5% (down ~4.4 percentage points).
Free Cash Flow and Liquidity Strengthening
Free cash flow grew 35% to PEN 582 million and year-end cash increased 42% to PEN 335 million, improving liquidity to fund strategic initiatives and deleveraging.
Debt Refinancing and Capital Structure Improvement
Executed an approximately $825 million equivalent refinancing that extended maturities, increased short-term liquidity, freed revolver capacity, lowered blended interest costs by over 100 basis points versus the old structure, and left leverage at 3.6x with a medium-term target of 3.0x net debt/EBITDA.
Positive 2026 Guidance
Management guided to 12% FX-neutral revenue growth and 12% FX-neutral adjusted EBITDA growth for 2026, with CapEx expected around 4% of revenue, reflecting confidence in recovery initiatives and disciplined cost management.
Mexico Operational Stabilization and Oncology Momentum
Mexico operations were described as stabilized: revenues were flat sequentially (Q4 vs Q3) though down 3% YoY in local currency; oncology revenues increased 35% quarter-over-quarter, out-of-pocket revenues reached 12% of Mexico revenues in December (up from 8% in Q3), and new commercial wins (preferred provider tiers, ISSSTELEON award) should drive volumes and pricing in 2026.
Strategic Growth Opportunity — Centro Ambulatorio Trecca (Torre Trecca)
Signed a PPP to refurbish/operate a 600,000 sq ft ambulatory facility for EsSalud in Lima (serving ~3 million patients). Construction expenditures are reimbursed via progress certificates reducing capital risk; operations expected to commence H2 2028 and the asset could represent ~20–25% of Peru business at maturity.
AUNA 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
AUNA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 10, 2026 | $4.80 | $5.20 | +8.33% |
Nov 20, 2025 | $4.83 | $4.73 | -2.07% |
Aug 19, 2025 | $6.30 | $6.31 | +0.16% |
May 20, 2025 | $7.00 | $6.84 | -2.29% |
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 Auna S.A. Class A (AUNA) report earnings?
Auna S.A. Class A (AUNA) is schdueled to report earning on May 27, 2026, After Close (Confirmed).
What is Auna S.A. Class A (AUNA) earnings time?
Auna S.A. Class A (AUNA) earnings time is at May 27, 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 AUNA EPS forecast?
AUNA EPS forecast for the fiscal quarter 2026 (Q1) is 0.23.