The earnings call presented a mixed sentiment with strong revenue growth and profitability in the US and South America, offset by challenges in Mexico and Ecuador due to adverse weather and security concerns, respectively. Despite these challenges, the company remains optimistic about future recovery and growth, supported by sustainability efforts and strategic investments.

Company Guidance -

Q3 2025

In the Arca Continental Second Quarter 2025 Conference Call, the company provided robust guidance for the year despite facing challenges like softer consumer sentiment and adverse weather conditions in certain markets. Notably, for the first half of 2025, total consolidated volume declined by 2.9%, while consolidated revenue increased by 10.1%, driven by effective pricing strategies and favorable FX effects. The company's EBITDA rose by 9% year-to-date, with a margin of 19.8%. In Mexico, while unit case volume, excluding jug water, declined by 4.8%, the average price per case rose by 5.1%. In South America, EBITDA growth was significant, with a 29.2% increase in the quarter and a 33% rise year-to-date, driven by improvements in Peru, Ecuador, and Argentina. The U.S. operations also showed strong performance, with EBITDA increasing by 6.7% year-to-date. Arca Continental reiterated its full-year guidance, supported by strategic initiatives, disciplined cost management, and investment in growth platforms.

Revenue Increase Despite Volume Decline

Total consolidated revenue increased 8% in the quarter and 10.1% year-to-date despite a 2.7% decline in consolidated volume for the quarter and a 2.9% decline year-to-date, driven by effective pricing strategies and favorable FX effects.

Strong Performance in South America

South America delivered a strong performance with total revenue growing 11.8% in the quarter and EBITDA increasing 29.2%. Year-to-date, revenue was up 18.8% and EBITDA rose 33%, with Argentina showing a volume improvement of 11.6%.

US Operations Delivering Record Results

Coca-Cola Southwest Beverages in the US saw net revenues rise 3.9% in the quarter, with EBITDA increasing 9.1%, marking the 29th consecutive quarter of EBITDA growth and the most profitable second quarter since taking over the US beverage franchise.

Sustainability Achievements

Arca Continental achieved significant milestones in their sustainability agenda, including entering a partnership with Ecuador's National Recyclers Network and expanding the PET collection center in Mexico.

Arca Continental SAB de C V (EMBVF) 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 >

EMBVF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.19 / -	0.161	―	―	―
Jul 17, 2025	2025 (Q2)	0.19 / 0.17	0.169	1.26% (<+0.01)	―
Apr 24, 2025	2025 (Q1)	0.14 / 0.13	0.118	10.41% (+0.01)	―
Feb 12, 2025	2024 (Q4)	0.16 / 0.17	0.141	17.42% (+0.02)	―
Oct 24, 2024	2024 (Q3)	0.17 / 0.16	0.141	14.39% (+0.02)	―
Jul 18, 2024	2024 (Q2)	0.16 / 0.17	0.145	16.48% (+0.02)	―
Apr 25, 2024	2024 (Q1)	0.12 / 0.12	0.116	1.84% (<+0.01)	―
Feb 08, 2024	2023 (Q4)	0.13 / 0.14	0.121	16.30% (+0.02)	―
Oct 26, 2023	2023 (Q3)	0.14 / 0.14	0.129	8.73% (+0.01)	―
Jul 21, 2023	2023 (Q2)	0.14 / 0.15	0.129	12.81% (+0.02)	―

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

EMBVF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 17, 2025	$10.06	$10.48	+4.17%
Apr 24, 2025	$10.74	$10.49	-2.33%
Feb 12, 2025	$9.51	$9.90	+4.10%
Oct 24, 2024	$8.50	$8.40	-1.18%

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 Arca Continental SAB de C V (EMBVF) report earnings?

Arca Continental SAB de C V (EMBVF) is schdueled to report earning on Oct 23, 2025, Before Open (Confirmed).

What is Arca Continental SAB de C V (EMBVF) earnings time?

Arca Continental SAB de C V (EMBVF) earnings time is at Oct 23, 2025, Before Open (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 EMBVF EPS forecast?

EMBVF EPS forecast for the fiscal quarter 2025 (Q3) is 0.19.

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