Aeroméxico Reports Record 4Q & Full Year 2025 Profitability, Provides Strong 2026 Outlook
AERO is trading near its 52-week low of $16 (13% above the low) on elevated volume (2.2× avg).
Summary
Grupo Aeroméxico reported record Adjusted EBITDAR and Operating Income margins for both Q4 and full-year 2025, driven by strong demand and operational discipline, and provided a positive outlook for 2026.
Key Events · Earnings and Guidance · AERO
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Record Profitability Achieved
The company reported its highest-ever Adjusted EBITDAR margin of 34.9% in 4Q25 and 31.2% for the full year 2025, alongside a record 4Q25 Operating Income margin of 21.1%.
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Strong Liquidity Position
Grupo Aeroméxico ended the full year 2025 with $1.0 billion in cash and cash equivalents, bringing total liquidity to $1.2 billion.
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Positive 2026 Outlook
Management provided guidance for full year 2026, forecasting total revenue growth of 7.5% to 9.5% year-over-year and an Adjusted EBITDAR margin of 28.5% to 30.5%.
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Operational Excellence Recognized
Aeroméxico was recognized by CIRIUM as the world's most on-time airline for the second consecutive year, highlighting its sustained operational discipline.
Analysis · AERO · Energy & Transportation
Grupo Aeroméxico delivered robust financial results for the fourth quarter and full year 2025, achieving record Adjusted EBITDAR and Operating Income margins. This performance was supported by strong demand recovery in the second half of 2025 and disciplined operational execution, including being recognized as the world's most on-time airline. The company also strengthened its liquidity position and provided an optimistic outlook for 2026, projecting significant revenue growth and continued strong margins. Investors should note the extraordinary income from the TechOps sale which boosted 2025 results, and monitor the capacity adjustments and domestic passenger trends.
At the time of this filing, AERO was trading at $18.00 on NYSE in the Energy & Transportation sector, with a market capitalization of approximately $2.6B. The 52-week trading range was $16.00 to $23.05. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.