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

Arca Continental guided to mid‑single‑digit consolidated revenue growth year‑over‑year for 2026, saying growth will be driven by balanced contributions from volume, pricing and mix and that it will implement pricing actions to at least offset inflation while preserving affordability; the company plans to invest roughly 7% of total sales in capex to strengthen execution, production/distribution and digital initiatives, expects incremental demand upside from the FIFA World Cup (24 matches in two territories), aims to sustain profitability with consolidated EBITDA margins around the 20% range, and noted its balance‑sheet flexibility (net debt/EBITDA ~0.7x, cash MXN 28.6bn, total debt MXN 62.3bn) to support disciplined growth.

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.

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
Apr 23, 2026	2026 (Q1)	0.14 / -	0.142	―	―	―
Feb 12, 2026	2025 (Q4)	0.19 / 0.16	0.181	-11.61% (-0.02)	―
Oct 23, 2025	2025 (Q3)	0.19 / 0.18	0.176	3.54% (<+0.01)	―
Jul 17, 2025	2025 (Q2)	0.21 / 0.19	0.185	1.26% (<+0.01)	―
Apr 24, 2025	2025 (Q1)	0.15 / 0.14	0.129	10.41% (+0.01)	―
Feb 12, 2025	2024 (Q4)	0.18 / 0.18	0.154	17.42% (+0.03)	―
Oct 24, 2024	2024 (Q3)	0.19 / 0.18	0.154	14.39% (+0.02)	―
Jul 18, 2024	2024 (Q2)	0.18 / 0.19	0.159	16.48% (+0.03)	―
Apr 25, 2024	2024 (Q1)	0.13 / 0.13	0.126	1.84% (<+0.01)	―
Feb 08, 2024	2023 (Q4)	0.14 / 0.15	0.132	16.30% (+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
Feb 12, 2026	$11.98	$11.95	-0.25%
Oct 23, 2025	$9.65	$9.83	+1.91%
Jul 17, 2025	$10.00	$10.42	+4.25%
Apr 24, 2025	$10.68	$10.44	-2.33%

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 Apr 23, 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 Apr 23, 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?

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What is EMBVF EPS forecast?

EMBVF EPS forecast for the fiscal quarter 2026 (Q1) is 0.14.