OMAB Earnings

OMAB reported its FY2024Q2 earnings on 2024-07-25, showcasing a revenue of 3.50B against an estimate of 3.51B, resulting in a -0.4% surprise. The EPS was 1.45, surpassing the expected 1.24 by 16.94%. The stock experienced a -1.9% price change on the earnings day and a -2.31% change over the next five days, reflecting market reactions to the results.

Following OMAB's FY2024Q2 earnings announcement on 2024-07-25, the stock price moved by -1.9% on the day of the release. Over the subsequent five days, it saw a -2.31% change. Historically, OMAB's stock price tends to shift by an average of 0.79% in the 10 days leading up to earnings and 1.77% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate OMAB's annual revenue to reach 4.46B, while the EPS is projected at 1.48. These estimates reflect recent revisions, with revenue estimates revised downward by -0.25% and EPS estimates revised upward by 0.46% over the past three months, indicating analyst expectation in the company's performance.

The correlation between OMAB's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.25%, while EPS estimates moved revised upward by 0.46%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, OMAB's stock price typically moves by 0.79% in the 10 days before its earnings and 1.77% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 1.48 and revenue of 4.46B.

The company's earnings call summary and Q&A session provide a generally positive outlook. There is an optimistic guidance with a 6.9% tariff increase and new routes, despite some uncertainties in consolidation impacts. The MDP investments promise future revenue growth, and operations are normalizing post-violence in Jalisco. Although there's no new partnership, the overall sentiment is positive, with strong financial metrics and optimistic guidance. Given the market cap of approximately 3.2 billion, the stock is likely to experience a positive movement, aligning with the positive sentiment.