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Grupo Aeromexico, S.A.B. de C.V (AERO) Stock Analysis

Industrials

Grupo Aeromexico, S.A.B. de C.V

$16.45

+$0.44 (+2.75%)

Last Updated: May 26, 2026

Price History

Analysis

Company Overview

Grupo Aeromexico, S.A.B. de C.V. operates as a public air carrier delivering scheduled passenger, cargo, and loyalty program services for both passengers and goods. The company functions within the Industrials sector, specifically under the Airlines industry, a classification that reflects its core reliance on capital-intensive aviation assets and regulatory compliance to facilitate global mobility. Its market capitalization stands at $1.80B, while its annual revenue over the trailing twelve months reaches $5.36B; however, the specific employee count is not disclosed in the available data. These valuation and revenue figures indicate that the entity maintains a significant operational footprint within the competitive aviation landscape, though its market cap relative to revenue suggests a valuation structure typical for capital-heavy infrastructure businesses rather than high-growth technology firms.

Financial Health

The company reported revenue of $5.36B, net income of $352.00M, and EBITDA of $1.58B for the trailing twelve months. The substantial gap between revenue and net income reveals a cost structure where operating expenses, including fuel, labor, and maintenance, consume a significant portion of top-line earnings before reaching the bottom line. Free cash flow stands at $686.88M, which indicates a robust capacity to generate liquidity from operations despite heavy capital expenditures, thereby providing financial flexibility for debt servicing or asset maintenance. The company maintains a gross margin of 38.4%, an operating margin of 16.1%, and a profit margin of 6.6%; the lower profit margin relative to operating and gross margins highlights the impact of non-operating expenses or tax structures on the final earnings. On the balance sheet, total cash of $1.02B is significantly lower than total debt of $4.06B, and the debt-to-equity ratio is not disclosed, suggesting a leveraged capital structure common in the airline industry. The current ratio is 0.64, indicating that current liabilities exceed current assets, which points to potential short-term liquidity constraints that must be managed through operating cash flows. Return on assets is 7.8%, while return on equity is not disclosed; the ROA metric suggests that management generates nearly 8 cents of profit for every dollar of assets employed, though the absence of ROE data limits the assessment of shareholder-specific capital efficiency.

Valuation Assessment

The trailing twelve-month P/E ratio is 5.13, while the forward P/E ratio is 5.76. The difference between these two metrics implies that the market expects earnings to grow at a rate that would necessitate a slightly higher multiple in the coming year, reflecting anticipated improvements in profitability or a re-rating of the stock. The price-to-book ratio stands at -2.85, a negative figure that indicates the market values the company's equity at a significant discount to its book value, often seen in sectors with heavy depreciation schedules or where intangible assets dominate the balance sheet. Alternative valuation metrics show a price-to-sales ratio of 0.34 and an EV/EBITDA of 12.61; the low P/S ratio suggests the stock trades at a fraction of its sales, while the EV/EBITDA indicates a valuation based on enterprise value relative to cash flow that is moderate for the airline sector. The 52-week high is $23.05 and the 52-week low is $12.26. Without a specific current share price provided in the facts, the trading range establishes a volatility band where the stock has demonstrated significant movement, trading between these established extremes over the last year. The beta value is not disclosed, which prevents a direct comparison of the stock's price volatility relative to the broader market index.

Growth & Income

Revenue growth year-over-year is 0.1%, while earnings growth year-over-year is 137.7%. Earnings are growing significantly faster than revenue, implying a leveraged earnings model where small changes in volume or cost efficiency lead to disproportionately large swings in net income, likely driven by a one-time event or a return to profitability after a prior period of loss. As a non-dividend payer, the company does not distribute a dividend yield or maintain a payout ratio, indicating that the firm retains all earnings to reinvest into the business, reduce debt, or fund operational improvements rather than returning cash to shareholders. The overall growth and income profile is characterized by flat revenue expansion paired with explosive earnings recovery, alongside a capital retention strategy that forgoes shareholder distributions in favor of internal funding mechanisms.

Peer Comparison

Grupo Aeromexico, S.A.B. de C.V (AERO) operates in the Airlines industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
Grupo Aeromexico, S.A.B. de C.V AERO $2.40B 0.7
Delta Air Lines, Inc. DAL $52.16B 11.6
United Airlines Holdings, Inc. UAL $34.38B 9.5
Ryanair Holdings plc RYAAY $31.36B 12.7

The Airlines industry average P/E ratio is 21.6x. Grupo Aeromexico, S.A.B. de C.V trades at a P/E of 0.7.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About Grupo Aeromexico, S.A.B. de C.V

Grupo Aeroméxico, S.A.B. de C.V., through its subsidiaries, provide public air carrier services for passengers and goods. It offers scheduled passenger air carrier services, cargo air carrier services, and other services. The company also offers loyalty program management, training, franchise systems, and investment management services. Its network of destinations includes Mexico, the United States, South America, Central America, the Caribbean, Canada, Europe, and Asia. The company was founded in 1934 and is based in Mexico City, Mexico.

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Key Statistics

Market Cap
$2.40B
P/E Ratio
0.73
52-Week High
$23.05
52-Week Low
$12.26
Avg Volume
483.90K

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Industry
Airlines
Exchange
NYSE
Country
Mexico