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AEAERO

Grupo Aeroméxico, S.A.B. de C.V.

$AERO·$2.5B·Airlines, Airports & Air Services·Industrials
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Mentions · last 7 days
2026-06-07: 493 posts2026-06-08: 365 posts2026-06-09: 154 posts2026-06-10: 199 posts2026-06-11: 262 posts2026-06-12: 191 posts2026-06-13: 133 posts1,834+6%
X counts updated 13h ago
AEAERO
Grupo Aeroméxico, S.A.B. de C.V.$AERO
——1.8k posts+6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AERO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersStalledAI verdict · as of 2026-06-14

The move has stalled — likely just drifts unless something new shows up.

Aeroméxico is the Mexican flag carrier re-listed post-Chapter 11 — Q1 was profitable, but the chatter is thin.

Grupo Aeroméxico is Mexico's flagship airline, recently re-listed after emerging from a 2020-2022 Chapter 11 restructuring. Last quarter revenue grew 14% YoY to $1.34B at a 10.7% operating margin — solid for an airline recovering from restructuring, and well above the industry average margin. At 0.5x sales the multiple is genuinely cheap, with a 2.7% FCF yield and a $2.5B market cap. The trailing P/E is undefined because recent earnings included one-time restructuring items, not because the business is unprofitable. No X chatter is in the corpus, and the structural data is thin (no 52-week range yet because the listing is recent). The bigger question for any reader: tariff cycles and U.S./Mexico cross-border policy directly affect demand. What changes the call: a Q2 print confirming the 10%+ operating-margin run-rate and pricing discipline holding through the summer travel season.

What to watch: July 22 Q2 earnings — needs operating margin holding above 8% and load-factor commentary positive through the summer. Any U.S./Mexico tariff or border-policy headline reducing cross-border demand, or a soft Q2 print, is the call-changer.

On the calendar: 2026-07-22 — Q2 2026 earnings

no sentiment data

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What it does

Plain-English summary of the business — what they sell and how they make money.

Grupo Aeroméxico, S.A.B. de C.V., along with its various subsidiaries, specializes in offering commercial air transport services for both individuals and cargo. Its primary services encompass scheduled passenger flights, dedicated air freight operations, and a range of supplementary offerings. The company also administers customer loyalty programs. Its extensive route network connects numerous destinations throughout Mexico, the United States, Canada, Central and South America, the Caribbean, Europe, and Asia. This entity was established in 1934 and maintains its corporate headquarters in Mexico City, Mexico.

Industry overviewAI analysisGenerated by AI from underlying data

Where Airlines, Airports & Air Services sits in its cycle right now — and what that implies for $AERO.

Airlines, Airports & Air Services · Industrials

Jet fuel cost absorption is the near-term operational pressure — airlines are internalizing elevated fuel costs with Alaska positioned as the best cost absorber given its fuel hedging discipline. eVTOL development (JOBY demonstrated in Manhattan) is the longer-duration structural story for urban air mobility.

See how Airlines, Airports & Air Services shapes $AERO

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $AERO's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Industry benchmark

6-name peer basket
-9.7%YTD
+13.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-6.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-44.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-28.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-12.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
42.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
1.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 21, 2026$0.07$0.070.0%
Q4 2025Feb 17, 2026$0.75$0.46+63.0%
Next earningsWed, Jul 22·consensus EPS $-0.25

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.3B+14.0%19.6%10.7%$0.08$131.3M
Q4 FY25$1.4B+0.2%36.3%14.7%$1.10$223.8M
Q3 FY25$1.4B-4.4%25.8%17.5%$0.67$123.2M
Q2 FY25$1.3B-3.4%26.0%17.7%$0.47$121.7M

Forward consensus

4-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.9B$5.8B – $6.0B$1.25$0.88 – $1.604
FY27$6.1B$6.0B – $6.2B$1.83$1.22 – $2.444
FY28$6.4B$6.1B – $6.6B$2.81$2.62 – $2.892
FY29$6.1B$5.7B – $6.2B$0.70$0.65 – $0.723

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 136.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.915-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Know if $AERO is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 33
AI summary

Sam Han filed a Form 3 as a new director of OceanFirst Financial Corp (note: ticker 'AERO' in the queue appears to be a mismatch for this filing), with an event date of June 1, 2026 and reporting zero common shares beneficially owned as of the event date. Routine initial Section 16 beneficial ownership disclosure for a newly appointed board director.

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