Earnings Data
Report Date
Jul 17, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.18Last Year’s EPS
0.18Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Mixed but resilient. The company delivered full-year revenue growth and a record FY EBITDA (MXN 50.2 billion), maintained a strong balance sheet (net debt/EBITDA 0.7x), and showed clear operational momentum in key markets (Mexico profitability improvement, U.S. transaction growth, Peru recovery) while accelerating digital capabilities and hedging. Offsetting these positives are persistent volume declines, a Q4 EBITDA contraction, regional softness in parts of South America (notably Ecuador), challenges in the Snacks business, and near-term cost/interest pressures. Overall, execution and financial discipline limited downside, leaving the company positioned to navigate 2026, but material headwinds remain that temper the outlook.Company Guidance
Full-Year Revenue Growth
Consolidated revenues increased 4.6% year-over-year to MXN 247.9 billion for FY2025 (currency-neutral: +3.6% FY), demonstrating top-line resilience despite a volatile environment.
Record Annual EBITDA
Full-year consolidated EBITDA rose 3% to a record MXN 50.2 billion, surpassing MXN 50 billion for the first time in company history and underscoring sustained profitability.
Strong Balance Sheet and Capital Actions
Cash & equivalents of MXN 28.6 billion, total debt MXN 62.3 billion, resulting in net debt-to-EBITDA of 0.7x; completed MXN 9,500 million local bond issuance to improve debt profile and distributed MXN 8.62 per share in dividends (payout ratio 75%, yield 4.3%).
Mexico Profitability and Pricing Execution
Mexico Q4 EBITDA increased 5.1% with a 23.9% margin; average price per case (ex-jug) up ~5% in the quarter and Q4 net sales up 1.2%, reflecting effective revenue growth management and portfolio optimization.
Coca‑Cola Zero Momentum
Coca‑Cola Zero showed strong performance across markets: achieved a 15.8% 5-year CAGR overall and grew >18% in Mexico in Q4, contributing to sparkling beverage stabilization and higher-value mix.
U.S. Operational Strength and Growth
U.S. volumes grew 2.2% in Q4 with transactions +3.5%; Q4 net sales +4.9% and average price per case +2.8%. Full-year U.S. EBITDA increased 4.2% with a 17.2% margin—the highest full-year margin since acquisition in 2017.
Peru: Strong Finish and Distribution Expansion
Peru Q4 total volume +3% (highest quarterly volume since 2015) and FY volume +0.5%; water +10% in Q4; nearly 44,000 cold drink units installed in 2025, expanding market coverage.
Digital and Analytics Investment
Accelerated deployment of digital platforms and analytics (TUALI, Suggested Order, pricing copilot, AI-driven inventory planning) to drive commercial capabilities, execution and productivity.
Hedging and Input Coverage
Extensive hedging in place: 100% LME aluminum hedged in Mexico (97% in U.S.), 50% MWP hedged in U.S., 90% of Peru sugar needs hedged at levels below 2025, 71% HFCS in Mexico—measures that mitigate input-cost volatility.
Targeted, Value‑Accretive M&A
Seamless integration of adjacent U.S. franchise (Idabel, Oklahoma) commenced Nov 1 — small, adjacent deal that strengthens footprint and adds Dr Pepper & Monster distribution upside with low integration risk.
EMBVF 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
EMBVF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2026 | $11.74 | $12.20 | +3.88% |
Feb 12, 2026 | $11.74 | $11.71 | -0.26% |
Oct 23, 2025 | $9.45 | $9.63 | +1.91% |
Jul 17, 2025 | $9.80 | $10.22 | +4.24% |
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 Jul 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 Jul 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 2026 (Q2) is 0.18.