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Earnings Data
Report Date
Jul 28, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.81Last Year’s EPS
1.49Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call was constructive: the company demonstrated strong traffic recovery, notable commercial and diversification revenue growth, high EBITDA margins and conservative leverage, supported by the approval of a disciplined MXN 16 billion MDP that should improve capital efficiency. Headwinds include a sizable noncash increase in major maintenance provisions tied to the MDP, cost pressures (contracted services, maintenance and utilities), and FX-related revenue impacts from peso appreciation, plus lingering airline fleet constraints. On balance the operational and financial positives and clear investment plan outweigh the challenges, with management providing visibility on tariff pass-through and expectations for continued growth.Company Guidance
Approval of 2026-2030 Master Development Program (MDP)
Federal Civil Aviation Agency approved an MDP with an investment commitment of approximately MXN 16 billion (December 2024 pesos) focused on capacity expansion, terminal and airside works, equipment upgrades, pavement rehabilitation, and sustainability; approval provides long-term regulatory visibility and is comparable in real terms to the 2021-2025 cycle, implying improved capital efficiency per passenger.
Strong Full-Year Passenger Growth
Total passengers reached 28.8 million in 2025, up 8.5% year-over-year; domestic passengers +8% and international passengers +12%; seat capacity increased nearly 11% during 2025; 35 new routes opened (24 domestic, 11 international).
Commercial and Diversification Revenue Strength
Full-year commercial lines showed robust growth: restaurants +22%, VIP lounges +30%, parking +13%; industrial park (diversification) revenues +44% and OMA Carga +9% for the year, demonstrating successful commercial mix optimization and diversification execution.
Balanced Aeronautical and Non-Aeronautical Revenue Growth
Aeronautical and non-aeronautical revenues each grew approximately 12% year-over-year in 2025, reflecting recovery in traffic and stronger commercial performance.
High Profitability and EBITDA Margins
Adjusted EBITDA for full year 2025 was MXN 10.2 billion with an adjusted EBITDA margin of 74.5%; fourth quarter adjusted EBITDA was MXN 2.6 billion (up ~6% YoY) with a margin of 73.6%.
Quarterly Operational Highlights (4Q25)
4Q25 passenger traffic totaled 7.5 million (+6% YoY) with seat capacity +8% in the quarter; commercial revenue per passenger was MXN 62 and commercial space occupancy was 93% at quarter end; Volaris traffic +17% (24% of total) and Viva +5% (51% of total) in the quarter.
Solid Balance Sheet and Cash Generation
4Q operating cash flow MXN 1.9 billion; cash balance at quarter end MXN 3.1 billion; total debt MXN 13.6 billion and leverage (net debt / adjusted EBITDA) at a conservative 1.0x; financing expense decreased 12.7% to MXN 290 million in the quarter.
Planned Commercial Upside from Monterrey Investments
Opening expanded commercial areas in Monterrey expected mid-next year with management guidance of a 10%-15% increase in spending per passenger in Monterrey (real, annualized) once new stores/outlets are fully open, with full-year impact reflected by 2028.
OMAB 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
OMAB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 27, 2026 | $111.04 | $105.87 | -4.66% |
Feb 23, 2026 | $130.77 | $126.99 | -2.89% |
Oct 23, 2025 | $100.36 | $100.60 | +0.24% |
Jul 28, 2025 | $105.29 | $100.31 | -4.73% |
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 Grupo Aeroportuario Del Centro (OMAB) report earnings?
Grupo Aeroportuario Del Centro (OMAB) is schdueled to report earning on Jul 28, 2026, After Close (Confirmed).
What is Grupo Aeroportuario Del Centro (OMAB) earnings time?
Grupo Aeroportuario Del Centro (OMAB) earnings time is at Jul 28, 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 OMAB EPS forecast?
OMAB EPS forecast for the fiscal quarter 2026 (Q2) is 1.81.