What does Aeromexico do and what are its main business segments?

What is the market's earnings forecast for Aeromexico next quarter?

Did Aeromexico beat or miss consensus estimates last quarter?

What is the revenue and EPS growth rate for Aeromexico year over year?

What is Aeromexico's latest dividend and current dividend yield?

What were the key takeaways from Aeromexico’s earnings call?

What is Aeromexico's gross profit margin?

What were the key takeaways from Aeromexico's earnings call?

- **Record Margins**: 31% EBITDAR margin, highest in company history, with 17% operating margin.
- **Premium Dominance**: 42% of revenue from premium products, up 17pts vs pre-pandemic.
- **2026 Growth**: 7.5-9.5% revenue growth, 28.5-30.5% EBITDAR margin, and 15-17% operating margin.
- **Operational Excellence**: World's most on-time airline, 25M passengers, and IATA safety certification.
- **Liquidity Strength**: $1.2B total liquidity, $200M shareholder returns, and 1.8x net debt/EBITDA.
- **FX Boost**: Stronger peso driving 10-12% Q1 2026 revenue growth, despite currency headwinds.


**【Management Opening Remarks】**
- Lucero Medina provided standard disclaimers regarding unaudited financials and forward-looking statements, emphasizing caution around risks and uncertainties.

**【CEO Commentary】**
- **Record Financial Performance**: Full-year 2025 Adjusted EBITDAR margin of 31%, highest on record, with operating margin at 17%, second-highest annual performance.
- **Operational Excellence**: Named world's most on-time airline for 2025, with 25 million passengers transported and 165 aircraft fleet (up 17 from 2024).
- **Fleet Expansion**: Added 17 MAX aircraft, enabling future capacity growth with 4% planned increase in 2026.
- **Premium Strategy**: Premium revenue now 42% of total, up 17pts vs pre-pandemic, driven by new app features and loyalty program expansion.
- **Safety Recognition**: First Latin American airline to achieve IATA's highest safety management systems assessment.

**【CCO Commentary】**
- **Revenue Recovery**: Passenger revenue down 4.4% YoY in 2025 but Q4 up 4.3%, with unit revenue growth of 6.2% YoY.
- **Demand Strength**: Q4 2025 saw highest weekly revenue sales in history, with 10-12% YoY growth in Q1 2026.
- **Premium Growth**: Premium unit revenue outperformed main cabin by 6pts YoY, supported by 7% loyalty program participation increase.
- **New Initiatives**: Launching new credit card partnerships and app enhancements for check-in and trip management.

**【CFO Financial Commentary】**
- **2025 Results**: $5.4B total revenue (+2% ex-nonrecurring items), $1.7B Adjusted EBITDAR, $928M operating income.
- **2026 Guidance**: Revenue growth 7.5-9.5%, EBITDAR margin 28.5-30.5%, operating margin 15-17%.
- **Liquidity**: $1B cash, $1.2B total liquidity (23% of LTM revenue), with $200M returned to shareholders in 2025.
- **Debt Management**: Reduced net debt by $156M in 2025, targeting 1.8x net debt/EBITDA.
- **Cost Control**: CASM ex-fuel up 1.8% YoY, offset by fuel efficiency gains.

**【Q&A Highlights】**
- **FX Impact**: Stronger peso boosting demand, with Q1 2026 revenue up 10-12% YoY despite FX headwinds.
- **Regulatory Update**: U.S. route restrictions expected to resolve soon, with minimal impact on 2026 growth.
- **Capacity Utilization**: 9-hour average narrowbody utilization vs 10-hour 2024 levels, room for 2-3 years of incremental growth.
- **Deleveraging**: Natural hedge limits margin impact, with lease amortization reducing leverage over time.
- **MRO JV Sale**: $71M gain from TechOps divestment, no material impact on maintenance costs.


Actual	0.71	0.48
Forecast		0.4776
Surprise	0.00%	+0.50%

Actual	1.43B	1.44B
Forecast	--	1.42B
Surprise	0.00%	+1.12%

AERO

AERO fundamentals

AERO Q4 2025 Earnings

Earnings Call

You can ask Aime

AERO

AERO fundamentals

AERO Q4 2025 Earnings

Earnings Call

AERO Earnings Call Summary for Q4/20258:00 AM on Feb 17, 2026

AERO Earnings Call Summary for Q3/2025 Mar 26, 2026

You can ask Aime