)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Grupo Aeroportuario del Pacífico (GAPB) investor relations material
Grupo Aeroportuario del Pacífico Status Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Status Update summary4 Nov, 2025
Strategic rationale and transaction overview
Integration of Cross Border Xpress (CBX) and internalization of the Technical Assistance Agreement (TAA) accelerate growth, diversify revenues, and simplify ownership structure.
CBX provides direct U.S. market exposure, 100% USD-denominated, non-aeronautical revenues, and strong free cash flow, enhancing portfolio diversification.
Transaction involves merging five holding entities, issuing ~90 million new Series B shares (18% increase), and acquiring 100% of CBX ownership.
Strategic shareholders receive all consideration in shares, subject to a 365-day lock-up, with partial early release options, reinforcing long-term alignment.
The deal is supported by independent advisors and is part of a broader growth and diversification plan.
Financial impact and synergies
Transaction is immediately accretive to free cash flow per share and expected to deliver mid-teens annual EBITDA growth.
Pro forma EBITDA increases by ~$139 million (14.3%), reaching ~$1.1 billion, with a 12.2x 2026 EBITDA multiple pre-synergies.
CBX delivers high margins (66.7% EBITDA), strong free cash flow (63.6% margin), and low net leverage (0.4x).
Internalizing the TAA yields annual savings of ~$50.8 million, improving margins and profitability.
Additional cross-synergies from CBX integration expected in the high single-digit millions of USD.
CBX asset profile and growth opportunities
CBX is a U.S.-based binational terminal connected to Tijuana Airport, serving over 25 million passengers since 2015.
Revenue mix: 69% ticket sales, 21% parking, 10% ancillary services; all unregulated and dollarized.
CBX offers a 20-minute crossing, serving ~32% of Tijuana Airport passengers, and is favored for convenience and connectivity to 35+ Mexican destinations.
60 acres of adjacent U.S. land included, enabling future development (hotels, parking, cargo facilities).
CBX traffic has grown at a 14.6% CAGR (2016-2024), outpacing regional airports.
CBX land: potential for non-airport border crossing?
Beyond savings, TAA internalization's strategic benefits?
How does CBX impact GAP's USD revenue exposure?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Grupo Aeroportuario del Pacífico earnings date
Q4 202524 Feb, 2026
Next Grupo Aeroportuario del Pacífico earnings date
Q4 202524 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (GAP) is an airport operator headquartered in Guadalajara, Mexico. The company specializes in managing, operating, and developing airport facilities. It holds concessions for approximately 12 airports across Mexico's Pacific region, serving major cities such as Guadalajara and Tijuana, and key tourist destinations including Puerto Vallarta and Los Cabos. GAP's operations extend beyond Mexico, with an international airport in Jamaica also under its management. Grupo Aeroportuario del Pacífico is focused on enhancing airport infrastructure and services, ensuring efficient and high-quality experiences for passengers and airlines alike. The company is headquartered in Guadalajara, Jalisco, Mexico, and its shares are listed on the New York Stock Exchange (NYSE) under the ticker symbol "PAC" and on the Bolsa Mexicana de Valores (BMV) as "GAP".
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage