Revenue per transaction climbed sharply across the Texas assets, with NTE up 18.3%, LBJ up 11.5%, and NTE 35W up 17.3%. López Mozo said the increase was driven by a favorable traffic mix with higher heavy vehicle volumes, supported by camera-recognition technology enhancements implemented through 2025 and 2026 that improved vehicle classification. He also cited an increase in "mandatory mode events" at NTE and NTE 35W. In response to analyst questions, López Mozo said technology was "the main driver" of rev ...

Ferrovial (NasdaqGS:FER) Q1 2026 Earnings call May 08, 2026 09:00 AM ET Company Participants Ernesto López Mozo - CFO Silvia Ruiz - Global Head of Investor Relations Conference Call Participants Cristian Nedelcu - Analyst Dario Maglione - Analyst Elodie Rall - Analyst Graham Hunt - Analyst Harishankar Ramamoorthy - Analyst José Manuel Arroyas - Analyst Luis Prieto - Analyst Marcin Wojtal - Analyst Mark Ip - Analyst Nicolas Mora - Analyst Silvia Ruiz Good morning or good afternoon, everyone. This is Silvia R ...

Ferrovial (NasdaqGS:FER) Q1 2026 Earnings call May 08, 2026 09:00 AM ET Company ParticipantsErnesto López Mozo - CFOSilvia Ruiz - Global Head of Investor RelationsConference Call ParticipantsCristian Nedelcu - AnalystDario Maglione - AnalystElodie Rall - AnalystGraham Hunt - AnalystHarishankar Ramamoorthy - AnalystJosé Manuel Arroyas - AnalystLuis Prieto - AnalystMarcin Wojtal - AnalystMark Ip - AnalystNicolas Mora - AnalystSilvia RuizGood morning or good afternoon, everyone. This is Silvia Ruiz speaking, a ...

Thank you, Silvia. Good morning, good afternoon, everyone. Thank you for joining us today to review Ferrovial's results for the first quarter of 2026. Starting, I mean, overall, the first quarter was a solid start to the year with a strong growth across our core businesses, particularly in North American highways. Also continued progress at the New Terminal One at JFK. A stable construction margins despite higher up from bidding and IT investments to support future growth. From a financial perspective, net ...

业绩总结 - Q1 2026公司总收入为€2,098M，同比增长10.2%[9] - 调整后EBITDA为€321M，同比增长15.0%[9] - 调整后EBIT为€198M，同比增长10.6%[9] - Q1 2026的建设运营现金流（不包括税款和股息支付）为€144M[11] - Q1 2026的EBITDA调整后为€58M，同比增长16.1%[24] - Q1 2026总收入为3000万美元，较Q1 2025增长7.6%[25] - Q1 2026调整后EBITDA为1500万美元，较Q1 2025下降11.9%[25] - 建筑部门Q1 2026收入为16.25亿欧元，较Q1 2025增长2.6%[35] - 建筑部门Q1 2026调整后EBITDA为9500万欧元，增长9.1%[35] 用户数据 - DFW管理车道的每笔交易收入增长显著，NTE、LBJ和NTE35W的收入分别增长了13.1%、9.8%和18.3%[19] - I-66的交易量为8M，同比增长8.3%，收入为€72M，同比增长13.6%[24] - Q1 2026交易量为900万，较Q1 2025下降5.6%[25] - Q1 2026每笔交易收入为3.3美元，较Q1 2025增长14.2%[28] - 达拉曼机场Q1 2026乘客量为30万，增长9.8%[32] - 达拉曼机场Q1 2026收入为300万欧元，增长2.3%[32] 财务状况 - 净债务（不包括基础设施项目）为-€1,218M[8] - Q1 2026净债务为-13.41亿欧元，较FY 2025的-12.18亿欧元增加[41] 未来展望 - Q2 2026宣布分红为CAD500M[17] - 高速公路业务在北美资产中实现强劲收入增长[11]