Grupo Aeromexico
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Grupo Aeromexico (AERO) investor relations material

Grupo Aeromexico Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q4 2025 earnings summary17 Feb, 2026

Executive summary

  • Achieved record or near-record financial results in Q4 and full year 2025, with strong recovery momentum in the second half amid a challenging environment.

  • Recognized globally for operational excellence, including being named the world's most on-time airline for two consecutive years and receiving top industry awards.

  • Premium revenue mix reached 42% in 2025, reflecting a focus on higher-yield segments.

  • Safely transported approximately 25 million passengers in 2025, with the fleet growing to 165 aircraft.

  • Enhanced customer experience through new app rollout, VIP lounge upgrades, and fleet modernization.

Financial highlights

  • Full-year 2025 total revenue was $5.4 billion, down 4.6% year-over-year; Q4 revenue was $1.4 billion, up 0.2% year-over-year.

  • Adjusted EBITDAR/EBITDA margin reached a record 31% for the year and 35% in Q4; operating margin was 17% for the year and 21% in Q4.

  • FY25 net income was $352 million (6.6% margin); Q4 net income was $165 million (11.5% margin).

  • Premium revenue represented 42% of total revenues, up 17 points from pre-pandemic levels.

  • Passenger revenue declined 4.4% year-over-year, but Q4 saw a rebound with passenger revenue up 4.3% and unit revenue up 6.2% year-over-year.

Outlook and guidance

  • FY26 revenue guidance is $5.77–$5.88 billion, with capacity expected to grow 3–5% and operating income margin guidance of 15–17%.

  • Q1 2026 revenue expected to be $1.3–$1.33 billion, with Adjusted EBITDAR margin 26–28% and operating margin 11–13%.

  • Adjusted net leverage targeted at ~1.6x for FY26.

  • FX assumption for 2026 is 18.3 pesos per USD; jet fuel price assumption is $69 per barrel.

  • Growth of 3–5% in ASM capacity expected for 2026, with similar growth possible through 2028 without significant new aircraft additions.

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