OMA reported solid passenger traffic and revenue growth, with a notable increase in EBITDA. However, cost pressures from SG&A and utility costs, as well as a decline in commercial revenue per passenger, present challenges. The company is exploring international expansion opportunities, which could be promising for future growth.
Company Guidance
During the OMA Third Quarter 2025 Earnings Call, several key metrics were highlighted regarding the company's performance and financial guidance. Passenger traffic totaled 7.6 million, marking an 8% year-over-year increase, with seat capacity rising by 11%. Domestic passenger growth was driven by the Monterrey Airport, contributing to a 7% increase in domestic traffic, while international traffic rose by 11%. Aeronautical revenues increased by 11%, with revenue per passenger up by 3%. Commercial revenues experienced a 7% growth, with an occupancy rate for commercial space at 96%. Diversification revenues rose by 8%, led by Industrial Services. OMA's adjusted EBITDA for the quarter was MXN 2.7 billion, reflecting a 9% increase and a margin of 74.8%. Capital expenditures, including various investments, totaled MXN 472 million. The company submitted its proposed Master Development Program for 2026-2030, with expectations of maintaining investment levels similar to the previous period and a low single-digit tariff increase. Looking ahead, OMA anticipates overall traffic growth to end the year between 7% and 8%, with expectations for 2026 traffic growth in the low to mid-single digits.
Passenger Traffic Increase
OMA's passenger traffic totaled 7.6 million passengers, an 8% increase year-over-year. Seat capacity increased by 11% during the quarter.
Revenue Growth
Aeronautical revenues increased 11%, and commercial revenues grew by 7% compared to the third quarter of '24.
Strong EBITDA Performance
OMA's third quarter adjusted EBITDA increased by 9% to MXN 2.7 billion with a margin of 74.8%.
International Expansion Considerations
The company is looking for opportunities to expand internationally, although no concrete transactions were shared during the call.
Grupo Aeroportuario del Centro Norte SAB de CV (GAERF) 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
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
GAERF Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 23, 2025
$13.80
$13.80
0.00%
Jul 28, 2025
$12.49
$12.49
0.00%
Apr 28, 2025
$10.78
$10.45
-3.06%
Feb 24, 2025
$9.65
$9.34
-3.21%
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 Norte SAB de CV Class B (GAERF) report earnings?
Grupo Aeroportuario del Centro Norte SAB de CV Class B (GAERF) is schdueled to report earning on Feb 12, 2026, After Close (Confirmed).
What is Grupo Aeroportuario del Centro Norte SAB de CV Class B (GAERF) earnings time?
Grupo Aeroportuario del Centro Norte SAB de CV Class B (GAERF) earnings time is at Feb 12, 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.