Grupo Aeroportuario del Pacífico, S.A.B. de C.V. is rated neutral due to macro headwinds and heightened oil price risks impacting forward visibility. PAC's Q4 2025 results showed resilient core operations, with revenue up 21.7% YoY, but profitability was pressured by higher costs and Jamaica's disruption. PAC stock trades at a forward P/E of 14.83x, below sector and historical averages, with 2026 guidance for 2–5% passenger growth and 8–11% EBITDA growth.
Grupo Aeroportuario del Pacifico (PAC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (PAC) Q4 2025 Earnings Call Transcript
Chipotle has filed to form a PAC, allowing the company to donate directly to federal candidates. The move is a departure from the Mexican Grill's prior "Government Affairs Engagement Policy.
Grupo Aeroportuario del Pacífico delivered another strong quarter, with MX$9.6 B in revenue (+16% YoY) and MX$5.1 B EBITDA (+12% YoY), supported by resilient domestic demand and diversified non-aeronautical income. Profitability remains outstanding: 60% EBITDA margin and 28% net margin, alongside a 48% ROE - well above sector averages, confirming its efficiency and financial discipline amid regulatory cost increases. The company maintains a solid balance sheet with MX$11.7B in cash, a covered 4% dividend yield, and a long-term investment plan exceeding MX$7B in 9M 2025.
Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (NYSE:PAC ) Q3 2025 Earnings Call October 22, 2025 11:00 AM EDT Company Participants Raul Musalem - Chief Executive Officer Saúl García - Chief Financial Officer Conference Call Participants Maria Barona - i-advize Corporate Communications Inc. Rodolfo Ramos - Banco Bradesco BBI S.A.
The new PAC, which is the second that Meta has unveiled in the last month, is aimed at backing those in support of the artificial intelligence industry.
Meta plans to launch a super PAC to support California candidates favoring a light-touch approach to AI regulation, Politico reports. The news comes as other Silicon Valley behemoths, like Andreessen Horowitz and OpenAI's Greg Brockman, pledge $100 million for a new pro-AI super PAC.
Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (NYSE:PAC ) Q2 2025 Earnings Conference Call July 23, 2025 11:00 AM ET Company Participants Raul Revuelta Musalem - Chief Executive Officer Saul Villarreal Garcia - Chief Financial Officer Conference Call Participants Abraham Fuentes Salinas - Santander Investment Securities Inc., Research Division Alan Macias - BofA Securities, Research Division Fernanda Recchia - Banco BTG Pactual S.A.
Grupo Aeroportuario del Pacífico offers exceptional profitability, with EBITDA margins near 65% and ROE above 38%, outperforming peers in the global infrastructure and industrial sectors. Valuation remains reasonable, trading at 18.75x P/E FWD and 11x EV/EBITDA, both below historical averages despite double-digit profit growth. Strong dividend yield near 5%, fully covered by FCF and supported by a conservative capital structure and efficient operations.
Investors with an interest in Transportation - Services stocks have likely encountered both Kuehne & Nagel International Ag (KHNGY) and Grupo Aeroportuario del Pacifico (PAC). But which of these two stocks presents investors with the better value opportunity right now?
Grupo Aeroportuario del Pacifico (PAC) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.