EarningsQ2 2026 Earnings Report
MXCHF Q2 2026 EPS Results
Actual EPS<$0.01
Consensus EPS$0.04
Beat/MissMissed by -$0.03
One Year Ago EPS-$0.06
MXCHF Q2 2026 Revenue Results
Actual Revenue$2.41B
Expected Revenue$2.35B
Beat/MissBeat by +$68.23M
YoY Revenue Growth+6.52%
Earnings Announcement Details
QuarterQ2 2026
Date07/22/2026
TimeAfter Close
Conference CallWednesday, July 22, 2026
MXCHF Upcoming Earnings
Orbia Advance SAB de CV's next earnings date is estimated for October 27, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MXCHF Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call reported broad-based revenue and margin improvements across all business groups with substantial EBITDA growth, meaningful margin expansion in key segments (notably fluor and polymer solutions), and progress on deleveraging. Offsetting challenges include negative free cash flow, a sizable seasonal working capital build amplified by Middle East market dynamics, higher input/logistics costs, adverse currency effects, and a notable one-time contribution in fluor that may not recur. Management reiterated disciplined capital allocation and a cautious view for the second half while raising full-year EBITDA guidance to at least $1.2 billion.Company Guidance
Consolidated Revenue Growth
Net revenues of approximately $2.4 billion for Q2 2026, up 20% year-over-year, driven by growth across all business groups.
Strong EBITDA Expansion
Quarterly EBITDA of $467 million, an increase of 56% year-over-year, reflecting margin expansion from pricing, favorable mix, and cost actions.
Improved Operating Cash Flow and FCF Progress
Operating cash flow of $62 million (up $15 million year-over-year); free cash flow of -$73 million improved by $9 million year-over-year, showing cash generation improvement despite seasonality.
Deleveraging Progress
Net debt-to-EBITDA improved from 3.64x to 3.28x quarter-over-quarter; adjusted net debt-to-adjusted-EBITDA improved from 3.55x to 3.24x, and management targets leverage near ~3x for the year.
Polymer Solutions Outperformance
Polymer solutions revenue $773 million (+25% YoY) and EBITDA $144 million (+82% YoY) with an EBITDA margin of 18.6%, driven by elevated resin prices and advantaged feedstock exposure.
Building & Infrastructure Margin Recovery
Building & infrastructure revenue $725 million (+15% YoY) and EBITDA $113 million (+79% YoY) with margin 15.7%, supported by proactive commercial actions, favorable mix, and cost reductions.
Fluor & Energy Materials Strength
Fluor & energy materials revenue $329 million (+33% YoY) and EBITDA $114 million (+58% YoY); EBITDA margin expanded by 554 basis points to 34.7% due to strong commercial performance and favorable product mix.
Connectivity and Precision Agriculture Momentum
Connectivity solutions revenue $319 million (+30% YoY) with EBITDA +33% to $54 million (margin 16.9%); Precision agriculture revenue $325 million (+13% YoY) with EBITDA +19% to $47 million (margin 14.5%).
Upgraded Full-Year EBITDA Outlook
Company now expects full-year 2026 EBITDA of at least $1.2 billion and plans disciplined FY capital expenditures of approximately $400 million focused on maintenance and selective growth.
MXCHF 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