After the acquisition of Solistica by Grupo Traxión was closed on July 1 , the results for the third quarter of 2025 (3Q25) once again show positive territory , after a drop in results in 2Q25.

In 3Q25, Traxión announced that its consolidated results reached eight billion 623 million pesos (mdd), which translated into an increase of 14.5% compared to the same period in 2024, according to the report sent to the investment community.

“It’s important to mention that the integration of Solistica into our platform is 100% complete, and that our 100-day post-acquisition plan was successfully concluded, reinforcing operational and financial continuity, as well as the retention of talent and key customers,” Aby Lijtszain, co-founder and CEO of Traxión, told investors.

Meanwhile, growth is based, according to Lijtszain, “mainly due to a 51.1% increase in revenues from the logistics and technology segment , which were mostly driven by the integration of Solistica and which represented more than 45% of consolidated revenues, in line with the plan to grow our asset-light businesses .”

In contrast to the “Logistics and Technology” division’s reporting, the “Freight Mobility” division saw a 14.7% contraction compared to 3Q24, “mainly due to a temporary reduction in demand levels, particularly import and export volumes, from clients operating in sectors that have been affected by tariff uncertainty, with the most visible effects in the automotive and steel industries,” Traxión’s quarterly report states.

 

The argument for the contraction in the cargo segment is based on the uncertainty generated by tariff tensions in several countries, specifically in North America. “However, preliminary discussions to revise the USMCA began a few weeks ago, and there is a positive tone among governments, so we believe the adversity we have experienced in the last two quarters is temporary and we expect a period of normalization.”

Traxión reported that among the most significant news is that the leverage level remains stable even with the recent acquisition of Solistica, which, in its statement, further improves the profitability of this transaction.

BEHAVIOR BY SEGMENT

Reviewing the performance of the different divisions that comprise Traxión, the Logistics and Technology segment achieved revenues of 3.882 billion pesos in 3Q25, an increase of 51.1% compared to the comparison period, due to the impact generated by the acquisition of Solistica.

With this performance, this division now represents 45% of Traxión’s consolidated revenue. As a reference, in 2Q25, this segment reached 30.07%, trailing behind People Mobility.

In the case of People Mobility, it achieved revenues of 2,798 mpd in 3Q25 , an increase of 4.2% compared to 3Q24. During this period, this division contributed 32.45% of Traxion’s total revenues.

The Freight Mobility division totaled 1.943 billion pesos, the only segment to experience a decline of 14.7% compared to the same period in 3Q24. This segment thus represented 22.53% of total revenue.

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El cargo Solistica returns to growth at Traxion; reverse freight mobility apareció primero en T21.

At the close of trading in Mexico, Grupo Traxión announced its quarterly results, reporting a decline in both revenue and EBITDA for the first time.

In the second quarter of 2025 (2Q25), Traxión reported consolidated revenues of six thousand 864 million pesos (mdp) , this level is a drop of 6.9% compared to the same quarter of 2024, this quarterly revenue is the lowest recorded since 1Q24.

Regarding EBITDA , Traxión announced that they recorded 1,204 million pesos, a contraction of 4.4% compared to 2Q24.

A review of the segments comprising Traxión reveals that Logistics and Technology reached 2.061 billion pesos, a 24% decrease compared to 2Q24. The report justified the decline as “primarily due to a temporary reconfiguration in the movement of goods from several clients, resulting from tariff uncertainty, which resulted in a drop in the segment’s operating volumes; and the adjustment in revenue from last-mile retail (B2C) operations, which continued into 2Q24.”

Regarding the reduction in costs and expenses in the segment , this is justified by the decrease in operating volume in general, and the effects of the efficiency plan implemented in 2Q24, which includes the adjustment of last mile retail operations (B2C) in 2Q24.

“However, we believe this decline in volume is temporary and short-term, as we began to see signs of normalization during the first weeks of the third quarter,” said Aby Lijtszain, co-founder and CEO of Traxión, in his message to investors.

The other divisions performed differently. The Passenger Mobility segment recorded revenues of 2.744 billion pesos , a 4.5% increase over the previous quarter.

The Cargo Mobility segment reached revenues of 2.059 billion pesos , an increase of 1.3% compared to the 2.032 billion pesos that Traxión achieved in this segment during 2Q24.

Traxión’s operating indicators indicate that the total fleet in the Freight Mobility segment reached 2,279 units , while in the Passenger Mobility segment, 8,586 units were registered ; this represents a decrease of 3.2% and an increase of 4.2%, respectively.

In his report to investors, Aby Lijtszain announced that the acquisition of Solistica will allow Traxión to continue expanding its footprint in the country , better leveraging trade between Mexico and the United States.

At the close of 2Q25, Traxión reported a warehouse area of 694,802 square meters (m2) , which was -2.1% compared to 2Q24.

2025 RESULTS GUIDE

During its 2Q25 report, Traxión announced its 2025 earnings guidance, which it had not previously disclosed, noting that it does not include Solistica’s potential within the platform and that it will not be considered until its 2026 guidance.

“Traxión expects to grow its revenue by 14% to 16%, maintaining an EBITDA margin of between 16% and 17%,” the report states.

Meanwhile, a CapEx of approximately 2.4 billion pesos is planned for organic growth and equipment renewal.

“The company expects to end 2025 with a leverage level of around 2.2x net debt to EBITDA,” Traxión reported.

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In the second quarter of 2025 (2Q25), Traxión reported consolidated revenues of six thousand 864 million pesos (mdp) , this level is a drop of 6.9% compared to the same quarter of 2024, this quarterly revenue is the lowest recorded since 1Q24.

Regarding EBITDA , Traxión announced that they recorded 1,204 million pesos, a contraction of 4.4% compared to 2Q24.

A review of the segments comprising Traxión reveals that Logistics and Technology reached 2.061 billion pesos, a 24% decrease compared to 2Q24. The report justified the decline as “primarily due to a temporary reconfiguration in the movement of goods from several clients, resulting from tariff uncertainty, which resulted in a drop in the segment’s operating volumes; and the adjustment in revenue from last-mile retail (B2C) operations, which continued into 2Q24.”

Regarding the reduction in costs and expenses in the segment , this is justified by the decrease in operating volume in general, and the effects of the efficiency plan implemented in 2Q24, which includes the adjustment of last mile retail operations (B2C) in 2Q24.

“However, we believe this decline in volume is temporary and short-term, as we began to see signs of normalization during the first weeks of the third quarter,” said Aby Lijtszain, co-founder and CEO of Traxión, in his message to investors.

The other divisions performed differently. The Passenger Mobility segment recorded revenues of 2.744 billion pesos , a 4.5% increase over the previous quarter.

The Cargo Mobility segment reached revenues of 2.059 billion pesos , an increase of 1.3% compared to the 2.032 billion pesos that Traxión achieved in this segment during 2Q24.

Traxión’s operating indicators indicate that the total fleet in the Freight Mobility segment reached 2,279 units , while in the Passenger Mobility segment, 8,586 units were registered ; this represents a decrease of 3.2% and an increase of 4.2%, respectively.

In his report to investors, Aby Lijtszain announced that the acquisition of Solistica will allow Traxión to continue expanding its footprint in the country , better leveraging trade between Mexico and the United States.

At the close of 2Q25, Traxión reported a warehouse area of 694,802 square meters (m2) , which was -2.1% compared to 2Q24.

2025 RESULTS GUIDE

During its 2Q25 report, Traxión announced its 2025 earnings guidance, which it had not previously disclosed, noting that it does not include Solistica’s potential within the platform and that it will not be considered until its 2026 guidance.

“Traxión expects to grow its revenue by 14% to 16%, maintaining an EBITDA margin of between 16% and 17%,” the report states.

Meanwhile, a CapEx of approximately 2.4 billion pesos is planned for organic growth and equipment renewal.

“The company expects to end 2025 with a leverage level of around 2.2x net debt to EBITDA,” Traxión reported.

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El cargo Traxión’s revenue and EBITDA fall; logistics and technology, affected by tariffs, impact results apareció primero en T21.

Solistica was created within FEMSA and operated as its integrated logistics (3PL) division, with a presence in Mexico, Colombia, and Brazil. Its asset-lightmodel includes warehousing, distribution, and freight brokerage services.

The transaction, valued at approximately 4.04 billion pesos —equivalent to approximately US$80 million—includes FEMSA’s transportation management operations in Mexico and contract logistics operations in Mexico, Brazil, and Colombia , but excludes FEMSA’s LTL (less-than-truckload) operations in Brazil.

According to the information shared, Traxión decided to simultaneously divest Solistica’s operations in Colombia and Brazil , which were acquired by a consortium of Latin American investors, as part of the company’s strategic focus.

With this, Traxión reaffirms its commitment to focusing on the Mexican market, optimizing its portfolio, and prioritizing profitability.

“This acquisition represents a unique opportunity for Traxión. It is one of the most significant integrations in the logistics sector in Mexico. It is extremely strategic and consolidates our leadership in the Mexican logistics market. Solistica is a well-known, institutional company with a successful track record and a robust market position that will complement Traxión’s service offering and operational infrastructure, creating new opportunities and opening a window for expansion at a key moment for the country,” said Aby Lijtszain, CEO and co-founder of Traxión.

With the integration of Solistica, Traxión adds more than 50% more square footage of logistics infrastructure, reaching a total of more than 1.1 million square meters under management.

The new facilities are located in key areas such as Monterrey, Guadalajara, León, and the metropolitan area of ​​the Valley of Mexico , which will allow the company to offer more robust solutions to industrial clients, especially those with cross-border operations.

In addition, the Traxporta digital platform , launched in 2021, will double its operating volume thanks to the integration of the Solistica system, which will increase responsiveness, route control, and operational efficiency.

With this transaction, Traxión’s combined client portfolio now exceeds 1,500 active contracts , many of them with operations between Mexico and the United States, consolidating the company as a key player in a regional context driven by the USMCA and the nearshoring phenomenon .

For its part, FEMSA confirmed the completion of the divestment, aligned with its strategy of focusing on priority business units, such as FEMSA Comercio, while abandoning its stake in comprehensive logistics services.

The integration of Solistica marks an important step in Traxión’s evolution toward an increasingly digital, scalable logistics company focused on flexible, high-value services for supply chains in Mexico and the region.

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El cargo Traxión formalizes the acquisition of Solistica; exceeds one million square meters of logistics infrastructure apareció primero en T21.

Francisco Javier Vera Lima , president of V Modal, emphasized that transporting cargo by rail is more economical than road transport, in addition to improving cargo and road safety by reducing road accidents, and also highlighting the reduction of polluting gases.

“At the end of the day, the customer is the one who will decide. Traxión has a thousand customers, plus those brought in by Solistica, will be subject to us reviewing their operations and supply chain. We will present them with options and say, ‘Yes, I change 20% of my logistics to rail and 80% to road.’ The end user is the one who will decide, and we will provide the options,” he said.

In an interview with T21, he said the acquisition  of Solistica, the comprehensive logistics division of Fomento Económico Mexicano (FEMSA) , will contribute to business growth.

“Solistica is a company with many clients and positive ways of operating. There will also be a great opportunity for conversion, so, once we adapt to the group’s current situation, I think that from here on out, there will be a cascade of major conversions, but ultimately it’s the client’s decision,” he commented.

It is worth remembering that last October, Grupo Traxión announced that it had signed an agreement for the acquisition of Solistica, a transaction estimated to close in the first quarter of 2025. The price agreed upon in the agreement is approximately  four thousand 60 million pesos (mdp) , on a debt-free and cash-free basis, and will be paid in cash.

Vera Lima mentioned that a successful case of intermodal conversion is a company that handles carbonated and non-carbonated beverages, which recorded savings of between 5% and 15%, in addition to improved cargo security.

“They’re moving toward the northern Pacific region, Chihuahua, Juárez, and recently they want to start with the southeast,” he explained.

He also said that a client has joined the company that moves empty bottles for packaging wines and tequila from Guadalajara, Jalisco, to California, in the United States, and also from Ensenada, Baja California.

The alliance with Grupo Traxión will celebrate its third anniversary next September, a period of adaptation between the two companies. Francisco Javier Vera emphasized that one of his goals remains converting more customers to intermodal transportation.

“There has already been customer conversion, but it’s been more of an adaptation process, and more conversions are coming in cascades. We’ve already standardized almost everything,” he emphasized.

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El cargo Grupo Traxión and V Modal aim for a “cascade” of customers for intermodal transport apareció primero en T21.

The logistics sector in Mexico and Latin America is in constant evolution and is undergoing a moment of transformation marked by strategic business and sales that is redefining the panorama of transport and logistics , consolidating as an attractive market for international inversion.

In July, UPS , one of the largest logistics companies in the United States, recognized that it entered into an acquisition to acquire an Estafeta , a Mexican company in package services and logistics projects, an action that resulted in a key pieza in its strategy to be expanded his presence in Mexico.

In October, Grupo Traxión , the second largest transport group in Mexico, decided to contact the inversionist community that firmed an acquisition for the acquisition of Solistica , the logistics trading unit of FEMSA .

In this regard, Ricardo Kumar Dadoo, founder of Clarendon and founder of Logistics Dadoo , explained to T21 that these movements are due to different regions and strategies within globalization, as Walmart acquired the market in the market . of Libre Comercio del América Norte (TLCAN) , the same thing that transformed the minority distribution in Mexico.

Before this panorama, Sandra Aragonez, president of the National Council of Ejecutivos en Logística y Cadena de Suministro (ConaLog) , signals that these movements respond to marketing dynamics that reflect a continued process of consolidation and competition.

“These transactions have no sole impact on the companies involved, but they also reconfigure the Mexican and Latin American market”, comment.

Aldo López, vice-president of Commercial at Onest Smart Logistics , refuses this perspective to signal that Mexico is positioned as a highly attractive market for international inversionists.

“Large companies come to Mexico with a unique growth opportunity, so you can acquire stable businesses…

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El cargo Transformation and Consolidation in Mexico’s Logistics Sector apareció primero en T21.

The company Solistica , a division of FEMSA specialized in logistics solutions, signed a strategic alliance with Pierre Fabre , one of the leading brands in the dermocosmetic and pharmaceutical sectors, with the aim of optimizing logistics and expansion processes.

During the inauguration ceremony, Armando Carrillo, director of Contract Logistics of Solistica in Mexico, highlighted the importance of this project to improve logistics operations.

“This project symbolizes, in addition to mutual trust, our commitment to operational excellence, constant innovation and sharing a common vision of growth and success,” said Carrillo.

In that sense, Solistica will seek to implement innovations such as the Pick 2 light Omnichannel system , designed to optimize order preparation and offer real-time visibility.

For her part, Pierre Fabre’s Supply Chain Director, Marina Pauken, stressed that this collaboration will allow them to maintain their focus on the sale and expansion of products, while Solistica is in charge of logistics management with high quality standards.

“With Solistica at our side, we are well positioned to support the continued growth and expansion of Pierre Fabre,” noted Pauken.

The alliance also seeks to integrate inventory control processes and alignment of service expectations , essential for Pierre Fabre’s growth and success in the competitive Mexican market.

With this agreement, Solistica seeks its position as a key player in outsourced logistics, offering solutions adapted to the specific needs of its clients in critical sectors such as health and beauty.

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El cargo Solistica and Pierre Fabre Begin Their “Logistic Romance” in Mexico apareció primero en T21.

The records of the Ministry of Infrastructure, Communications and Transportation (SICT) indicate that, with data as of the first half of 2024, 97% of the vehicle fleet and economic units are concentrated in companies that have less than 30 units.

Faced with this reality, Solistica has designed the loyalty program called Círculo Naranja , in which nearly 300 transportation suppliers participate , of the more than 1,100 suppliers, where transport lines from various segments are found.

In the awards to transporters of the Orange Circle corresponding to the 2023 operations, awards were given in eight categories that recognize the companies that stood out in the performance indicators and that is a way to generate transport partners with the aim of satisfying the needs of its clients, considered Christian Guadiana Cereceda, director of Transportation at Solistica.

“One of the objectives of Círculo Naranja is to achieve better safety conditions for operators, regardless of financial results. Our goal is to share the value of the business, to continue growing with more opportunities,” added Christian Guadiana.

The 2023 exercise is the third in this format that Solistica has carried out, and the feedback they have found with their transport partners is the ability to have a closer and long-term relationship.

The design of Solistica’s recognitions is focused on recognizing the results of each of the companies, to compare them equitably and to have an equally equitable comparative basis.

“In general, the recognition motivates our partners, but we also give them feedback regarding their performance, on key issues such as security, where data can be shared as knowledge so that they can adjust the areas of opportunity, generating better management of your company,” said Guadiana Cereceda.

“Círculo Naranja’s mission is to generate value for them, not just recognize the best, we like to help them in terms of security, monitoring the business that can be done with them, we are very factual and it is not just about being transactional. We would like companies that are starting to be able to double their fleet in five years, making it a success story,” highlighted Christian Guadiana.

One of the business partners that has followed the route that Guadiana defines is Juan Pablo Robles Guzmán, who with more than seven years of participating with Solistica, has allowed constant growth in his fleet, and in this edition of Círculo Naranja he was recognized as “Strategic Partner 2023”, the award that encompasses all areas of analysis.

The categories recognized in Círculo Naranja for the 2023 financial year were the following:

• Operation.
• Security.
• Travel development.
• Invoice development.
• Operational performance.
• Annual development.
• Strategic partner.

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El cargo Solistica Maintains Dynamic Development of Transport Providers; Awards Círculo Naranja Prizes apareció primero en T21.

Over the years and the growing demand for quality logistics and transportation services, companies have observed that the digitalization of processes helps them offer increasingly efficient services with a consequent reduction in operating costs and an increase in asset security. and road . The adoption and integration of digital technologies and advanced tools at all stages of the supply chain and fleet management are the natural step to continue competing in an increasingly demanding market.

Based on the principle that technology is an instrument for continuous improvement, Solistica integrated tools from an early age that have helped it eliminate deviations in its operation, as Carlos Alberto Lembo, head of risk management for Solistica, shared with T21.

“Something you don’t measure, you can’t control and what you don’t control you can’t improve. For this reason, in the company we have indicators to begin to control what happens with our units and with the operators, especially to take care of both safety and security risks,” said Lembo.

The company representative stressed that in recent years the transportation of goods and merchandise has experienced a significant increase in the crime of theft, “unfortunately crime goes one step beyond technology, it has become a race against theft , so Solistica has always sought best practices, partnering with technology providers that are capable of meeting our needs, such is the case of Motum , which at our request developed an automatic engine stop that works with geofences,” said Lembo.

This solution, combined with the incorporation of door opening sensors, backup GPS and locks to prevent the boxes from being unhooked, allowed Solistica to significantly reduce theft events that often ended in the loss of merchandise and property. unit. To date, the company averages 10 events a year, of which 50% have been frustrated due to the implementation of technology.

“We understood that if the vehicle and the operator are not protected in the first 60 seconds of the criminal act, the probability of successful recovery is zero percent. But the most important thing is that the vehicle is capable of activating automatically when a risk situation arises,” said the head of risk management for Solistica.

The risk management specialist explained that, although so far Solistica has found the formula to significantly reduce thefts and reinforce road safety, there is always room for improvement , which is why in coordination with Motum they are developing geofences with speed and cutting. accelerator that seeks to prevent road accidents. “At Solistica we seek to ensure that technology always works in favor of the operator to safeguard his integrity,” said Lembo.

Another area that Solistica has reinforced with Motum technology is the telemetry of the units to attend to preventive and corrective maintenance. “We need our trucks to be running in the best conditions and not to be stopped due to a failure. The moment a truck goes out onto the street, visibility is lost and only technology can help us know what is happening with the units ,” stated the manager.

Finally, the risk management specialist shared that to achieve efficient operations it is necessary to record what happens in the fleets. “To improve, it is crucial that companies have indicators, that they are not afraid to say if I was robbed or if I had an accident, because no one is immune, the important thing is to recognize that you have a problem, then attack it with the technologies that they are within reach and partner with a supplier that understands their needs and is capable of accompanying them at all times,” he stated.

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