The earnings call presented a strong financial performance with record revenues and growth, effective capital allocation, and significant sustainability achievements. However, concerns about economic deceleration in Mexico and specific market challenges like occupancy declines in Monterrey and Juarez were also noted.

Company Guidance

During FIBRA Macquarie's third quarter 2025 earnings call, the company reported robust financial results, with consolidated revenues increasing by 8.4% in U.S. dollar terms year-over-year. The quarterly U.S. dollar AFFO rose by 6.6%, and the quarterly distribution increased significantly by 17% compared to the previous year. The industrial portfolio exhibited strong performance, with average rental rates rising by 6.8% year-over-year and double-digit renewal spreads of 17% on negotiated leases. Additionally, the U.S. dollar same-store NOI for the year-to-date grew by 6.1%. The company highlighted its strategic acquisition of a 250,000 square foot logistics facility in Mexico City for $35 million, aiming to capture embedded rental rate growth. FIBRA Macquarie reaffirmed its FY '25 AFFO per certificate guidance of MXN 2.8 to MXN 2.85 and an AFFO range of $115 million to $119 million in U.S. dollar terms, indicating annual growth of up to 5%. The company's strong balance sheet includes a USD 375 million sustainability-linked credit facility, enhancing liquidity to approximately USD 625 million, and maintaining a debt service coverage ratio of 4.6x.

Record-Breaking Revenue and Growth

FIBRA Macquarie achieved record consolidated revenues, up 8.4% in underlying U.S. dollar terms over the prior year. Quarterly U.S. dollar AFFO increased 6.6% annually, and the quarterly distribution reflects a 17% increase from last year.

Industrial Portfolio Performance

Average rental rates in the industrial portfolio increased 6.8% year-over-year, with a 17% renewal spread on negotiated leases and a high quarterly retention of almost 90%.

Capital Allocation Success

Acquisition of a 250,000 square foot logistics facility in Mexico City for $35 million, expected to provide NOI and AFFO contribution and position the company for rental rate growth.

Retail Portfolio Recovery

Achieved post-pandemic record occupancy of 93.6%, with NOI growth of 4.1% annually, and strong operating cash flow.

Sustainability Achievements

Achieved 3 green stars in the 2025 credit assessment with a score of 94 points for the development benchmark, exceeding regional and global peers.

FIBRA Macquarie Mexico (DBMBF) 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

Daily Earnings Calendar >

DBMBF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 30, 2026	2025 (Q4)	0.04 / -	0.187	―	―	―
Oct 24, 2025	2025 (Q3)	0.04 / 0.04	0.193	-78.79% (-0.15)	―	―
Jul 25, 2025	2025 (Q2)	0.04 / -0.12	0.186	-166.93% (-0.31)	―	―
Apr 30, 2025	2025 (Q1)	0.05 / <0.01	0.038	-75.96% (-0.03)	―	―
Feb 13, 2025	2024 (Q4)	0.05 / 0.19	0.079	137.03% (+0.11)	―	―
Oct 24, 2024	2024 (Q3)	0.04 / 0.19	0.152	26.83% (+0.04)	―	―
Jul 26, 2024	2024 (Q2)	0.04 / 0.19	0.095	95.32% (+0.09)	―	―
Apr 26, 2024	2024 (Q1)	0.04 / 0.04	-0.057	167.34% (+0.09)	―	―
Feb 09, 2024	2023 (Q4)	0.04 / 0.08	-0.009	985.98% (+0.09)	―	―
Oct 27, 2023	2023 (Q3)	0.04 / 0.15	0.07	116.83% (+0.08)	―	―

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

DBMBF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Oct 24, 2025	$1.61	$1.64	+1.86%
Jul 25, 2025	$1.71	$1.71	0.00%
Apr 30, 2025	$1.46	$1.46	0.00%
Feb 13, 2025	$1.60	$1.60	0.00%

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 FIBRA Macquarie Mexico (DBMBF) report earnings?

FIBRA Macquarie Mexico (DBMBF) is schdueled to report earning on Jan 30, 2026, After Close (Confirmed).

What is FIBRA Macquarie Mexico (DBMBF) earnings time?

FIBRA Macquarie Mexico (DBMBF) earnings time is at Jan 30, 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 DBMBF EPS forecast?

DBMBF EPS forecast for the fiscal quarter 2025 (Q4) is 0.04.

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