TickerTalks
Browse all tickers →
TickerTalks›$AERO
AEAERO

Grupo Aeroméxico, S.A.B. de C.V.

$AERO·$2.3B·Airlines, Airports & Air Services·Industrials
$15.01-1.3%YTD-32.6%1Y-22.8%
Price updated 4h ago·X counts updated 1d ago
AEAERO
$AEROGrupo Aeroméxico, S.A.B. de C.V.
$15.01-1.25%923 posts1.2×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $AERO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

923X posts · last 7 days
Aug 28Sep 10
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $AERO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 76% of tracked names.

Neutral sentimentAI analysisGenerated by AI from underlying data98 posts analyzed · as of 2026-09-11

The $AERO cashtag is Aerodrome Finance on Base — DEX fee/volume boasts, tokenized-stock pairing announcements, 'Base ecosystem run' framing — not an equity. This window is 100% crypto sentiment on a ticker collision.

Read what X is saying about $AERO

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AERO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptStalledAI verdict · as of 2026-09-10

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

Post-Ch.11 Mexican flag carrier still cheap, still ignored — waiting on the buyback and the Delta ATI decision.

Grupo Aeroméxico is Mexico's flag airline, freshly re-listed after Chapter 11, running a scheduled passenger, cargo and loyalty business across a Delta-partnered joint venture network. Stock's down 29% YTD despite operational stability — the market is discounting the alliance uncertainty and the emerging-market discount.

The read:

  • The core business is running: revenue grew 14% YoY in Q1 to $1.34B and the business generated $131M of free cash flow last quarter, because the post-bankruptcy fleet and route network is now operating at target load factors without legacy pension drag.
  • Management just announced intent to submit a share-repurchase program for shareholder approval — the first buyback since re-listing signals the board thinks the equity is cheap at 0.5x sales, and typically bookends the post-restructuring recovery.
  • The Delta antitrust immunity was recently disputed by a court, which is the overhang — losing US-Mexico ATI would break the joint venture, disrupt code-share revenue, and materially widen the discount the market's already applying.

Tape is stalled at the 32nd percentile of the 52-week range on 1.1x volume with no fresh narrative — a classic 'nothing's happening' setup pre-catalyst. What unsticks it: shareholder approval of the buyback plus a favorable ATI ruling. What confirms the trap: an ATI reversal that forces a joint-venture renegotiation with Delta.

What to watch: The Delta-Aeromexico ATI court ruling and the buyback vote timing. Oct 12 Q3 earnings will show cash-flow durability but the trade hinges on those two regulatory items.

On the calendar: 2026-10-12 — Q3 earnings

ticker collisionpost bankruptcyregulatory risk

Read the AI verdict on $AERO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

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

Mexico's flagship airline providing scheduled passenger and cargo flights on domestic routes and international destinations.

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

US airlines face a bifurcated demand environment: premium/business travel healthy at major carriers, leisure ultra-low-cost pricing under pressure from consumer caution. Jet-fuel cost normalisation improves margins, but overcapacity in ultra-discount segment is deflationary.

What this means for $AERO

Neutral — limited data; airline/aerospace positioning unclear.

Industry benchmark

11-name peer basket
+0.1%YTD
-16.5%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
Q2 2026Jul 13, 2026$-0.40$-0.37-8.1%
Q1 2026Apr 21, 2026$0.07$0.070.0%
Q4 2025Feb 17, 2026$0.75$0.46+63.0%
Q3 2025Nov 12, 2025$0.71——
Next earningsMon, Oct 12·consensus EPS $0.42

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 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.0B$5.9B – $6.0B$0.94$0.51 – $1.384
FY27$6.2B$6.1B – $6.3B$2.23$1.68 – $2.775
FY28$6.4B$6.3B – $6.6B$2.88$2.77 – $2.961
FY29$6.3B$6.1B – $6.5B$2.50$2.41 – $2.582

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.1.5×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.27%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.-2.1%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.-10.9%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 today0.3% 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.β1.775-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.

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 173
AI summary

Form 3 initial statement of beneficial ownership filed on June 17, 2026 by Myriam Guadalupe De la Vega Arizpe, a newly appointed director of Grupo Aeromexico (AERO), based in Mexico City. As AERO is a foreign private issuer under Rule 3a12-3(b), the reporting person is exempt from Sections 16(b) and 16(c) of the Exchange Act. No securities are reported as beneficially owned. This is a routine compliance filing with no material investment implications.

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.

3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 20 other (9 3s · 7 6-Ks · 2 13Gs · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Aeroméxico August 2026 Traffic Resultsglobenewswire.com·9d agoDo Options Traders Know Something About Aeromexico Stock We Don't?zacks.com·16d agoAeroméxico Announces Intention to Submit Share Repurchase Program for Shareholder Approvalglobenewswire.com·19d agoAeromexico Announces Court Decision on Aeromexico-Delta ATIglobenewswire.com·22d ago4 Stocks With More Than 35% Upside to Buy After Q2 Earningszacks.com·28d ago

More in Airlines, Airports & Air Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$UP$JOBY$AAL$DAL$UAL$JBLU$ALK$LUV
Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport