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Grupo Aeroportuario del Centro Norte is my current favorite among the Mexican airport operators. OMAB continues to benefit from nearshoring trends favoring its business-focused airports. The company is on pace for a solid 2026, and the valuation is undemanding at the current entry point.
Matson (NYSE: MATX - Get Free Report) and Grupo Aeroportuario del Centro Norte (NASDAQ: OMAB - Get Free Report) are both mid-cap transportation companies, but which is the better business? We will contrast the two businesses based on the strength of their analyst recommendations, risk, valuation, profitability, earnings, institutional ownership and dividends. Risk and Volatility Matson has
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q4 2025 Earnings Call Transcript
Grupo Aeroportuario del Centro Norte (NASDAQ: OMAB - Get Free Report) and PS International Group (NASDAQ: PSIG - Get Free Report) are both transportation companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, valuation, dividends, profitability, institutional ownership, analyst recommendations and risk. Volatility and Risk Grupo
Here is how Grupo Aeroportuario del Centro Norte (OMAB) and Southwest Airlines (LUV) have performed compared to their sector so far this year.
Here is how Grupo Aeroportuario del Centro Norte (OMAB) and ZTO Express (Cayman) Inc. (ZTO) have performed compared to their sector so far this year.
Grupo Aeroportuario del Centro Norte (NASDAQ: OMAB - Get Free Report) and Schneider National (NYSE: SNDR - Get Free Report) are both mid-cap transportation companies, but which is the better business? We will compare the two businesses based on the strength of their dividends, profitability, valuation, analyst recommendations, institutional ownership, earnings and risk. Institutional and Insider Ownership
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Passenger traffic rose 7.7% YoY to 7.6 million, led by Monterrey's 14% growth and new international routes, confirming Grupo Aeroportuario del Centro Norte's position as Mexico's most dynamic hub. Adjusted EBITDA increased 9% YoY to MX$2.65 B with a 74.8% margin (77.9% ex-tax), showing its remarkable ability to turn revenue into sustainable cash flow. Net income grew 9.1% YoY while operating cash flow rose 10.7%, lifting cash reserves to MX$4.45 B and supporting continued investment without adding leverage.
Envestnet Asset Management Inc. reduced its stake in Grupo Aeroportuario del Centro Norte S.A.B. de C.V. (NASDAQ: OMAB) by 3.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 30,505 shares of the transportation company's stock after selling 1,162 shares during the
AGF Management Ltd. purchased a new stake in shares of Grupo Aeroportuario del Centro Norte S.A.B. de C.V. (NASDAQ: OMAB) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 8,267 shares of the transportation company's stock, valued at approximately
Ethic Inc. acquired a new position in Grupo Aeroportuario del Centro Norte S.A.B. de C.V. (NASDAQ: OMAB) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 2,130 shares of the transportation company's stock, valued at approximately $223,000. Other hedge funds and
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (NASDAQ:OMAB ) Q3 2025 Earnings Call October 24, 2025 12:00 PM EDT Company Participants Emmanuel Camacho - Investor Relations Officer Ricardo Duenas - Chief Executive Officer Ruffo Pérez del Castillo - Chief Financial Officer Conference Call Participants Pablo Ricalde Martinez - Itaú Corretora de Valores S.A.
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 EBITDA rose 18.8% to MX$2.56B, with a 74.6% margin, one of the highest in global infrastructure, translating three-fourths of revenues into operating cash flow.
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, with solid EBITDA growth and a compelling dividend policy supporting long-term returns.
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 Alberto Valerio - UBS Investment Bank, Research Division Federico Galassi - Unidentified Company TRG Management LP - Unidentified Company Gabriel Himelfarb Mustri - Scotiabank Global Banking and Markets, Research Division Guilherme G.
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.
Here is how Grupo Aeroportuario del Centro Norte (OMAB) and Ryanair (RYAAY) have performed compared to their sector so far this year.