Coca-Cola FEMSA obtained revenues of 70 billion 925 million pesos (mdp) in the first quarter of 2026 (1Q26), a growth of 1.1% compared to the same period in 2025.

“Our first-quarter results reflected the resilience of our business and the advantages offered by geographic diversification. Consolidated volume growth was driven by most of our operations, including strong performance in Argentina, Brazil, Colombia, and Guatemala, which helped offset a volume decline in Mexico,” said Ian Craig, CEO of Coca-Cola FEMSA.

According to the report, gross profit was MXN 33.255 billion in Q1 2026 , representing a 4.5% increase compared to Q1 2025, and the gross margin expanded 150 basis points to 46.9% , driven by lower sweetener and PET costs, as well as the appreciation of operating currencies. However, the result was limited by higher fixed labor costs and other expenses.

Consolidated operating profit decreased by 2.3% to 9,032 million pesos during Q1 2026. Meanwhile, net profit attributable to majority shareholders closed at 4,342 million pesos, representing a year-on-year reduction of 15.5 percent.

In the Mexico and Central America region (Mexico, Guatemala, Costa Rica, Panama, and Nicaragua), Coca-Cola FEMSA reported a 1.4% drop in revenue, totaling 39,117 million pesos during Q1 2026 compared to 39,669 million pesos in Q1 2025. Gross profit was 19,020 million pesos, a year-on-year increase of 0.7 percent.

Conversely, operating profit fell 17.4% to 4,461 million pesos in the cycle, mainly affected by weak consumption and the Special Tax on Production and Services (IEPS).

In the South America division (Brazil, Argentina, Colombia and Uruguay) the company recorded 31,809 million pesos in revenue in Q1 2026, an increase of 4.3% compared to the same period in 2025. Gross profit grew 10% and operating profit rose 18.8% year-on-year.

For the remainder of the year, Coca-Cola FEMSA seeks to strengthen its position through revenue management initiatives and sustainable volume growth.

The strategy includes leveraging the 2026 FIFA World Cup platform in its operating markets to boost sales. The operational focus will be on capturing efficiencies and savings to protect long-term profitability.

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El cargo Coca-Cola FEMSA’s revenue increases in Q1 2026; net profit declines apareció primero en T21.

Grupo Aeroméxico reported a 13.3% increase in its revenue during the first quarter of the year, compared to the same period last year, despite the increase in fuel prices as a result of geopolitical events recorded since the end of February.

In its report sent to the Mexican Stock Exchange (BMV), it indicated that the cost of fuel per liter increased 13.1% compared to the aforementioned period, averaging 77 cents of a dollar per liter versus 68 cents of a dollar per liter internationally.

Therefore, total operating expenses – including fuel, labor, maintenance, passenger and aircraft services, aircraft leases, depreciation and amortization – reached $1.2 billion , reflecting a 15.1% increase compared to the same period in 2025.

However, total revenue for the first quarter of 2026 amounted to $1.341 billion, representing a 13.3% increase compared to the same period of the previous year, driven by premium revenue, the sustained recovery of demand that began in the second half of 2025, and the appreciation of the Mexican peso, which allowed for a solid revenue performance during the quarter.

“Aeromexico started the year on a solid footing, building on the momentum of the second half of 2025. Demand remained strong throughout the quarter, driving good revenue performance, even in a dynamic environment with temporary disruptions in some specific domestic markets. We maintained high levels of profitability, despite the pressure on margins generated by the increase in fuel prices,” said Andrés Conesa, CEO of the airline.

During the period, Aeromexico’s capacity, measured in available seat miles (ASMs), decreased 1.2% year over year, adjusted EBITDA totaled $335.8 million, with a margin of 25%, representing an increase of 5% compared to the same period of the previous year.

Meanwhile, net income totaled $10.7 million, with a margin of 0.8 percent. As of March 31, Grupo Aeroméxico’s operating fleet consisted of 166 aircraft, with an average age of 8.8 years.

Similarly, he indicated that he expects an increase of between 12.5% ​​and 15.5% in his revenue for the second quarter of the year.

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El cargo Grupo Aeroméxico reports increased revenue in the first quarter of 2026 apareció primero en T21.

JB Hunt Transport Services  reported a 5% increase in its operating revenue during the first quarter of 2026 (1Q26) compared to the same period in 2025, driven mainly by the intermodal segment.

According to its financial report, in 1Q26 the company earned three billion 060 million dollars (mdd) compared to the two billion 920 million dollars of the first quarter of 2025 (1Q25).

“We started the year with strong financial results, building on the momentum we achieved in 2025, and once again, we executed well on safety performance, setting a record in the first quarter. While the operating environment remains dynamic, we continue to leverage our investments in people, technology, and capacity, positioning the company to generate long-term value for our shareholders,” said Shelley Simpson, president and CEO of the firm.

The increase in revenue, excluding fuel surcharges, was primarily driven by increased cargo volumes in intermodal (JBI) , full truckload (JBT) and Integrated Capacity Solutions (ICS), higher revenue and increased productivity in Dedicated Contractual Services (DCS).

“The increase in operating income was primarily due to higher revenue, the execution of our initiative to eliminate structural costs and the improvement of productivity across the organization, partially offset by higher transportation expenses for purchases, especially in our ICS and JBT segments,” he said.

He detailed that intermodal revenue in the first quarter of the year was $1.5 billion , 2% more than in the same period of 2025; while volume increased 3% year-on-year.

Cargo volumes on the transcontinental network remained stable, while domestic volumes increased by 7 percent. “Overall demand for our domestic intermodal services remained strong during the quarter, delivering the highest volume in our company’s history and a record-breaking week in March,” Shelley Simpson noted.

Regarding revenue from dedicated services, the company stated that it earned $841 million, a 2% year-over-year increase, driven by increased productivity, excluding fuel surcharge revenue.

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El cargo Intermodal boosts JB Hunt’s revenue in Q1 2026 apareció primero en T21.

Grupo Aeroportuario del Pacífico (GAP) reported a 2.8% increase in its total revenue during the fourth quarter of 2025 (4Q25), while Grupo Aeroportuario del Centro Norte (OMA) registered no change compared to the same period in 2024

Based on data from its reports submitted to the Mexican Stock Exchange (BMV) , GAP stated that its revenues showed an increase driven mainly by the application in Mexico of the airport fees approved for the period 2025-2029, as well as by the opening of new routes.

Similarly, income from non-aeronautical services, that is, businesses operated directly by the company, grew by 262.9 million pesos (mdp), a 28.3% increase compared to the same period in 2024, driven by the consolidation of the cargo and bonded warehouse business , which contributed 129.2 million pesos, representing an increase of 37.4 percent.

Meanwhile, its net profit fell 17.4% year-on-year as a result of an increase in financial expenses, accrued interest, a loss due to currency fluctuations and an increase in taxes.

In Q4 2025, the 14 airports (including two in Jamaica) operated by GAP recorded a decrease of 0.9% compared to the fourth quarter of 2024.

GAP recorded a 23.2% increase in its total revenue during 2025 compared to 2024. Its net profit grew 12.7% during the past year, while passenger traffic increased 2.5%.

By 2026, the company expects an increase in passenger traffic of between 2% and 5%, as well as total revenue growth of between 8% and 11%, and EBITDA with an upward range of between 8% and 11%.

For its part, OMA detailed that its total revenues in the fourth quarter of 2025 amounted to 4,113 million pesos , compared to 4,115 million pesos in the same period last year.

Regarding OMA Cargo’s revenue, he specified that this segment increased 14.2% year-on-year .

Consolidated net profit in Q4 2025 was 1,223 million pesos, an increase of 3.6% compared to the same quarter of 2024.

Total passenger traffic was 7.5 million, a 6% year-on-year increase , due to the flow of domestic (85.2%) and international (14.8%) travelers

For the year 2025, OMA reported revenues of 15.964 billion pesos, a 5.9% increase compared to 2024. Adjusted EBITDA was 10.167 billion pesos in 2025, a 12.1% increase compared to 2024. Net income totaled 5.365 billion pesos, representing an 8.7% year-over-year increase.

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El cargo GAP reports revenue increase in Q4 2025; OMA closes unchanged apareció primero en T21.

Canadian Pacific Kansas City (CPKC) reported a 4% growth in its total revenues for 2025 compared to the same period in 2024, despite macroeconomic and trade policy challenges in North America.

In its report, the railway company specified that in 2024 it obtained revenues of 14.5 billion dollars (USD), while last year they totaled 15.1 billion dollars (USD ) .

Keith Creel, president and CEO of CPKC, emphasized that the results achieved during the period demonstrate exceptional execution in a challenging market.

“Despite macroeconomic and trade policy headwinds in 2025, our Precision Scheduled Rail model once again enabled us to control costs and achieve a record adjusted basic operating index while capitalizing on our unique growth opportunities,” he noted.

In 2025, for the third consecutive year, CPKC led the industry with the lowest frequency of train accidents .

“Safety is at the heart of everything we do, and our performance reflects the dedication of our railroaders and their unwavering focus on operational excellence. Looking ahead to 2026, record grain harvests and a portfolio of unique growth opportunities position this company to continue delivering differentiated results,” Creel added.

For the fourth quarter of 2025 (4Q25), CPKC reported that its revenue growth was 1% , going from $3.874 billion to $3.923 billion.

During the cycle, the company also indicated that the operating margin decreased by 80 basis points to 58.9 percent.

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El cargo CPKC reports revenue growth in 2025 apareció primero en T21.

In reporting its third-quarter results, it specified that it also expects growth of between 5% and 7% in its volume, and 8% to 10% in its revenue.

Regarding the third quarter, GMXT indicated that total revenues were just over $871 million, 8.9% higher than in the same period last year and an EBITDA of $359 million, 8.1% year-on-year.

Transported volumes were 4.1% higher in ton-kilometers and the number of cars moved totaled 499,605, barely a 0.2% growth.

The growth in cargo is mainly due to the Automotive, Agricultural and Intermodal segments; the first saw an increase as a result of additional volume on longer routes and an increase in production, the second due to imports that increased to compensate for the decrease in local harvests, while the last due to the cross-border volume that has steadily increased and the increase in volume in Florida.

GMXT specified that the decreases occurred in segments such as Metals and Cement, which were affected by a market downturn and a slowdown in construction in the country.

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El cargo GMXT announces investment and growth for 2026 apareció primero en T21.

Grupo México Transportes (GMXT) announced an increase in its investment for this year, which will reach $580 million, representing a 41.3% increase compared to the $410.3 million projected last February.

In presenting its second-quarter 2025 (2Q25) results, GMXT detailed that the funds will be used to purchase 60 locomotives, railway equipment, and new network projects, as well as for yards and terminals.

The company stated that this investment contributes to the execution of expansion, safety, and efficiency projects, improves service and productivity, and enables the capture of new market opportunities .

“At the close of the first half of 2025, GMXT shows a significant improvement in its operating metrics compared to the same period of the previous year, which was marked by extraordinary conditions that severely impacted network performance. In 2024, the network faced severe disruptions due to the impact of migrants and robberies, which affected up to 95% of daily trains in the most critical months, in addition to an unfavorable cost environment due to the price of diesel in Mexico, 55% higher than that of the United States,” he explained.

According to the report, the company’s revenue in Q2 2025 increased 10% compared to the same period in 2024, totaling 16.672 billion pesos (mdp), the result of a combination of operational, commercial, and growth factors in some segments, coupled with the exchange rate effects of the peso against the dollar.

However, the transported volume registered a drop of 2.7% , going from 17.35 billion ton/kilometer in the second quarter of 2024, to 16.876 billion ton/kilometer in the same cycle of 2025, mainly in the agricultural segment, which was affected in the first quarter of the year by frosts in the United States, but recovered in 2Q25, although it will continue to compensate throughout the year.

“We also saw declines in the metals and cement segments, attributed to a slowdown in the construction industry at the change of administration,” he said.

GMXT reported that the automotive segment saw a 24% increase in revenue , driven by longer routes to Mexico’s northern border and improved equipment availability. “The improved network fluidity has allowed us to gain market share in exports to the United States compared to ships and other railroads.”

In the reference cycle, EBITDA (operating flow) reached seven thousand 370 million pesos, showing a growth of 17.2% compared to the same period in 2024, with a margin that improved 270 basis points year-on-year, due to a change in the traffic mix and a decrease in costs, mainly in diesel, labor, equipment leasing and car hire .

In terms of net income, GMXT increased from 2.79 billion pesos in the second quarter of last year to 3.498 billion pesos in 2Q25, a 25 percent increase.

The company highlighted that in the second quarter of the year  it achieved a 15% increase in train speed and improved car speed by 16% , reflecting greater efficiency in the use and availability of equipment, while the average distance traveled per locomotive increased by 18%, which positively contributed to the performance of diesel.

“In the second half of 2025, we will be focused on increasing our growth rate and improving the efficiency of our business processes to maintain the competitiveness of our service,” he said.

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El cargo GMXT increases investment in 2025 to improve its infrastructure and equipment apareció primero en T21.

In the document, the company detailed that its operating cash flow (EBITDA) was 29.589 billion pesos, which represented a 3.4% increase compared to the same period last year.

The increase in its revenue, the firm explained, was due to the expansion of its Proximity division ( Oxxo ), mainly in the United States.

“Among the positive aspects, several of our convenience and beverage operations outside of Mexico delivered solid results, which, combined with favorable foreign exchange momentum, helped mitigate the impact. Our retail operations outside of Mexico showed encouraging signs of dynamic progress while refining their value propositions and increasing their scale,” highlighted José Antonio Fernández Carbajal, FEMSA’s CEO.

FEMSA explained that after adjusting for the effects of the peso’s exchange rate against the dollar and mergers and acquisitions, its total revenue grew 2.2 percent.

“On July 1, 2025, FEMSA announced that it completed the previously announced transaction on October 10, 2024, to divest certain of its logistics operations operating under the Solistica name to Grupo Traxión , a transportation and logistics company in Mexico. The transaction includes FEMSA’s transportation management operations in Mexico and contract logistics operations in Mexico, Brazil, and Colombia. The transaction does not include FEMSA’s less-than-truckload (LTL) operations in Brazil,” the document detailed.

According to the earnings report, its operating profit was  17.832 billion pesos , representing a 1.2% increase over the reference period, which also benefited from exchange rate effects.

“At Proximidad Américas Mexico, average store traffic was again below our expectations, while most trends outside of Mexico were positive,” said José Antonio Fernández.

Store expansion, which was 6.3% in 2Q25, as well as the consolidation of operations in the United States, helped mitigate the impact and sustain growth in the second quarter of the year.

“During the quarter, Oxxo’s store base in Mexico, the United States, and Latin America expanded by 334 stores. This division had 1,500 net additions in the last 12 months, including 249 stores from our acquisition of Delek’s retail operation in the United States. As of June 30, 2025, Proximidad Américas had a total of 25,180 stores,” the report explained.

The company emphasized that Coca-Cola FEMSA ‘s total revenue and operating income grew 5% and 0.2%, respectively, in the second quarter of the year, compared to the same period in 2024.

Its digital financial service, Spin by Oxxo , had 9.4 million active users in the second quarter of 2025, representing 18.8% growth compared to the same period last year.

“During the second quarter, our results were mixed. In our core operations in Mexico, we faced the challenging combination of a weak consumer environment and adverse weather conditions, which pressured our retail operations and beverage volumes. On the bright side, several of our retail and beverage operations outside of Mexico delivered solid results, which, combined with favorable foreign exchange momentum, helped mitigate the impact,” said FEMSA’s CEO.

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El cargo FEMSA, with mixed results in 2Q25 apareció primero en T21.

Schneider, a company specializing in transportation and logistics services, reported 41% growth in net profit in the first quarter of 2025 (1Q25) , driven primarily by its multimodal platform amid growing economic uncertainty.

“We delivered quarterly results in line with our expectations while navigating a fluid operating environment. Revenue, excluding the fuel surcharge, of nearly $1.3 billion was the second-highest first-quarter revenue in our history, and all of our segments improved revenue, earnings, and margin year over year. As the quarter progressed, growing economic uncertainty dampened consumer confidence and market expectations,” said Mark Rourke, the company’s president and chief executive officer.

According to its quarterly report, net income for the period increased from $18.5 million to $26.1 million , despite economic and market challenges.

“At Truckload, we increased the number of dedicated trucks, including our recently acquired Cowan business, and continued to execute on our plan to restore Network to profitability. At Intermodal, we increased our volumes, and combined with our cost and productivity actions, this led to a third consecutive quarterly margin improvement year-over-year. In logistics, our diversified service offerings and effective net revenue management, thanks to our industry-leading technology, have enabled us to improve profit and margin year-over-year, despite lower volumes,” the executive stated.

Regarding its revenue from January to March, it reported an increase of 6% , from $1.401 billion to $1.319 billion in the same period last year. Corporate revenue was $42.1 million , an increase of $13.4 million , or 47%,  compared to the same quarter in 2024.

It said that truckload revenue (excluding fuel surcharge) for 1Q25 was $613.7 million , an increase of $75.6 million , or 14% , due to the acquisition of Cowan Systems and improved revenue per unit per week, partially offset by lower network volumes.

While intermodal (excluding fuel surcharge) was $260.4 million , a 5% year-over-year increase, primarily due to 4% volume growth and improved revenue per order.

Regarding logistics revenue for the first quarter of 2025, the firm reported that it totaled $332 million , a 2% increase  also derived from Cowan Systems, partially offset by lower brokerage revenue by order and volume.

“We are focused on delivering a superior portfolio of services, driving sustainable revenue growth, restoring margins, and enhancing long-term shareholder value,” Rourke added.

Darrell Campbell , Schneider’s executive vice president and chief financial officer, said that while the current macroeconomic environment is leading to declining consumer confidence and increased uncertainty for shippers, “we expect to deliver improved year-over-year results, albeit moderate compared to our prior outlook . ”

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El cargo Schneider’s multimodal platform boosts Q1 2025 results apareció primero en T21.

Hapag-Lloyd , one of the world’s leading liner shipping companies, announced a 17% increase in earnings before interest, taxes, depreciation and amortization (EBITDA) year-over-year to $1.1 billion .

Regarding its earnings before interest and taxes (EBIT) , the company experienced a growth of 24% , reaching $500 million , according to its first quarterly report of 2025 (1Q25).

This increase was mainly due to high demand, so the increase in transport volume reached 3.3 million 20-foot containers (TEU) and an average freight rate of $1,480 per TEU , both 9% higher than in the first quarter of 2024 (1Q24).

“We got off to a good start in the first quarter of 2025 , but the market is currently characterized by many uncertainties. Therefore, we continue to expect lower results for 2025 overall. We will rigorously implement our Strategy 2030 , set a new quality standard in the market for our customers with our Gemini Cooperation, and continue to expand Hanseatic Global Terminals,” stated Rolf Habben Jansen, CEO of Hapag-Lloyd AG.

Looking ahead to the rest of the year, the company estimates its EBITDA will range between $2.5 billion and $4 billion and its EBIT between $0 and $1.5 billion , although it acknowledged that there are key factors that could influence these results, such as market volatility and geopolitical challenges, including the current tense situation in the Red Sea and the global trade conflict.

He also announced that fleet efficiency will be increased and decarbonization will continue. Hapag-Lloyd indicated that it will continue working intensively to become even more digital and efficient.

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El cargo Hapag-Lloyd reports solid growth in the first quarter of 2025 apareció primero en T21.