Grupo Aeroportuario del Centro Norte SAB de CV Sponsored ADR Class B Stock News

Grupo Aeroportuario del Centro Norte reported 11.3% YoY passenger growth in Q2 2025, led by Monterrey's 23.8% surge, confirming its role as northern Mexico's industrial and business hub. Commercial revenue per passenger reached MX$62.4 (+7.5% YoY), supported by strong demand in restaurants (+41%), VIP lounges (+35%), and retail (+27%), showing OMAB's ability to monetize beyond traffic. Adjusted...

Grupo Aeroportuario del Centro Norte remains my top pick among Mexican airport operators, thanks to its strong business mix and exposure to industrial hubs like Monterrey. The reshoring trend and Mexico's manufacturing boom, especially in Monterrey, are fueling robust traffic and non-aeronautical revenue growth for OMAB. Despite a 40% stock price run-up, the company is still reasonably valued, ...

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (NASDAQ:OMAB ) Q2 2025 Earnings Conference Call July 29, 2025 10:00 AM ET Company Participants Luis Emmanuel Camacho Thierry - Investor Relations Officer Ricardo Duenas Espriu - Chief Executive Officer Ruffo Perez Pliego del Castillo - Chief Financial Officer Conference Call Participants Alan Macias - BofA Securities, Research Division Albert...

Strategic airport network in Mexico's north, led by Monterrey, positioned to benefit from nearshoring and logistics growth. Dual revenue model ensures stability, with strong growth in non-aeronautical income. Exceptional margins and cash flow, with EBITDA margin near 75% and solid free cash generation.

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (NASDAQ:OMAB ) Q1 2025 Earnings Conference Call April 29, 2025 10:00 AM ET Company Participants Emmanuel Camacho - IR Officer Ricardo Dueñas - CEO Ruffo Pérez Pliego - CFO Conference Call Participants Alan Macías - Bank of America Pablo Monsivais - Barclays Jens Spiess - Morgan Stanley Alberto Valerio - UBS Pablo Ricalde - Itaú Jay Singh - Ci...

OMA Airports' stock has surged 29.4% since November, outperforming the S&P 500, despite trade tensions between the US and Mexico. Monterrey's nearshoring potential and capacity cap at Mexico City present growth opportunities, but trade turmoil and GDP growth concerns pose risks. Operating income remains stable despite a 9.4% rise in costs and an 81.8% increase in concession taxes, with strong E...