The earnings call reflects a mix of positive achievements and significant challenges. While there were notable successes in the U.S. and digital advancements, volume declines and revenue challenges in key regions like South America and Mexico present concerns. Despite these challenges, the company demonstrated strong management capabilities, particularly in maintaining high EBITDA margins and executing strategic initiatives.

Company Guidance

In the third quarter of 2025, Arca Continental reported a consolidated revenue increase of 0.5%, despite a 1.8% decline in total consolidated volume, driven by effective portfolio mix and revenue management. Their EBITDA rose by 1.2% to a margin of 20.4%, marking the strongest third-quarter EBITDA margin since acquiring their U.S. operation in 2017. In Mexico, net sales grew 2.8%, with the average price per case (excluding jug water) up 6.4%, though EBITDA decreased by 3%, resulting in a 23.9% margin. South America saw a 0.6% volume decline, with total revenue down 13.6% and EBITDA down 1% at an 18% margin. Peru's volume increased by 2%, while Ecuador's declined by 1.2%. In the U.S., net revenues rose 3.5%, with a 9.7% increase in EBITDA, representing a 17.2% margin. The company's balance sheet showed cash and equivalents at MXN 32.3 billion, with a net debt-to-EBITDA ratio of 0.62x. Total CapEx was MXN 11.8 billion, representing 6.4% of sales.

U.S. Operations Excellence

The U.S. beverage business delivered its 30th consecutive quarter of EBITDA growth, with a notable 9.7% increase in EBITDA and a 17.2% margin. The U.S. team was also recognized as the best Coca-Cola bottler in the world, receiving the prestigious Candler Cup.

Digital and E-commerce Success

The company’s e-commerce business continued to deliver strong results, driven by enhancements in eB2B capabilities and outstanding execution in the e-retailer space.

Positive Momentum in Peru

Total volume in Peru increased by 2% in the quarter, supported by a stable economic environment and resilient consumer demand. Core brands like Coca-Cola, Inca Kola, and Sprite delivered strong growth.

Dividend Strategy

An additional dividend of MXN 1 per share was approved, resulting in a total dividend of MXN 8.62 per share, reflecting a payout ratio of 75% of retained earnings and a dividend yield of 4.3%.

Record EBITDA Margin

Consolidated EBITDA margin reached 20.4%, the strongest since the acquisition of the U.S. operation in 2017.

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
Feb 17, 2026	2025 (Q4)	0.20 / -	0.168	―	―	―
Oct 23, 2025	2025 (Q3)	0.18 / 0.17	0.164	3.54% (<+0.01)	―
Jul 17, 2025	2025 (Q2)	0.19 / 0.17	0.172	1.26% (<+0.01)	―
Apr 24, 2025	2025 (Q1)	0.14 / 0.13	0.12	10.41% (+0.01)	―
Feb 12, 2025	2024 (Q4)	0.17 / 0.17	0.143	17.42% (+0.02)	―
Oct 24, 2024	2024 (Q3)	0.18 / 0.16	0.143	14.39% (+0.02)	―
Jul 18, 2024	2024 (Q2)	0.17 / 0.17	0.148	16.48% (+0.02)	―
Apr 25, 2024	2024 (Q1)	0.12 / 0.12	0.118	1.84% (<+0.01)	―
Feb 08, 2024	2023 (Q4)	0.13 / 0.14	0.123	16.30% (+0.02)	―
Oct 26, 2023	2023 (Q3)	0.15 / 0.14	0.131	8.73% (+0.01)	―

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
Oct 23, 2025	$9.70	$9.88	+1.86%
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%

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 Feb 17, 2026, 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 Feb 17, 2026, 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 (Q4) is 0.2.

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