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Grupo Aeroportuario Del Centro (OMAB)
NASDAQ:OMAB
US Market

Grupo Aeroportuario Del Centro (OMAB) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 29, 2026
After Close (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
1.89
Last Year’s EPS
1.41
Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 23, 2026|
% Change Since:
|
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
OMA guided that its 2026–2030 Master Development Program commits approximately MXN 16 billion (Dec‑2024 pesos), with roughly 17% of that amount earmarked for major maintenance (implying provisioning of the present value of those spends) and management forecasting a full‑year major‑maintenance provision of ~MXN 400 million in 2026 (non‑cash); the regulator approved a 6.9% real increase in maximum tariffs (effective April 10 — company referenced a ~6.1% nominal increase) that management expects to reach 100% of the maximum tariff in 2–3 years (about 93% by year‑end); traffic is guided to low‑ to mid‑single‑digit growth in 2026; about 20 new routes are already confirmed (17 domestic, 3 international, mostly starting in June), Monterrey’s new commercial area should open mid‑next year and Culiacán’s by year‑end, driving an expected 10–15% real increase in spend per passenger in Monterrey once fully ramped (full effect reflected in 2028), while near‑term commercial revenue per passenger is expected to remain around MXN 62; Q4 capex was MXN 755 million, construction revenues MXN 613 million, year‑end cash was MXN 3.1 billion, total debt MXN 13.6 billion and net debt/adjusted‑EBITDA stood at ~1.0x, with refinancings likely via the CEBURES market.
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.

Grupo Aeroportuario Del Centro (OMAB) 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

OMAB Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 29, 2026
2026 (Q1)
1.89 / -
1.414
Feb 23, 2026
2025 (Q4)
1.76 / 1.46
1.25416.59% (+0.21)
Oct 23, 2025
2025 (Q3)
1.69 / 1.72
1.39622.99% (+0.32)
Jul 28, 2025
2025 (Q2)
1.54 / 1.49
1.35210.50% (+0.14)
Apr 28, 2025
2025 (Q1)
1.25 / 1.41
1.25412.76% (+0.16)
Feb 24, 2025
2024 (Q4)
1.32 / 1.25
1.502-16.51% (-0.25)
Oct 24, 2024
2024 (Q3)
1.40 / 1.40
1.702-17.98% (-0.31)
Jul 25, 2024
2024 (Q2)
1.33 / 1.35
1.458-7.27% (-0.11)
Apr 24, 2024
2024 (Q1)
1.22 / 1.25
1.295-3.17% (-0.04)
Feb 22, 2024
2023 (Q4)
1.56 / 1.50
1.2817.34% (+0.22)
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
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%
Apr 28, 2025
$85.26$82.37-3.39%
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 Apr 29, 2026, After Close (Confirmed).
    What is Grupo Aeroportuario Del Centro (OMAB) earnings time?
    Grupo Aeroportuario Del Centro (OMAB) earnings time is at Apr 29, 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 (Q1) is 1.89.