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GRGRFFF

Fibra Danhos

$GRFFF·$1.9B·REIT - Industrial·Real Estate
$1.200.0%1Y0.0%
Mentions · last 7 days
2026-07-20: 0 posts2026-07-21: 0 posts2026-07-22: 0 posts2026-07-23: 0 posts2026-07-24: 0 posts2026-07-25: 0 posts2026-07-26: 0 posts0
Price updated 8m ago·X counts updated 2d ago
GRGRFFF
$GRFFFFibra Danhos
$1.200.00%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $GRFFF, 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 numbersAcceleratingAI verdict · as of 2026-07-25

The move is getting stronger, with heavier trading behind it.

Fibra Danhos just landed Q2 in-line with 25% Q1 revenue growth — a $1.94B Mexican commercial-property REIT with sustained mid-twenties trajectory.

Fibra Danhos is a US-listed ADR of the Mexican commercial-property REIT (trust) developing, owning, leasing, and managing top-tier commercial real estate across Mexico — retail, mixed-use, and office assets. Shares are trading at $1.20 (no meaningful YTD baseline as the ticker has limited trading depth) with a $1.94B market cap, and October 22 Q3 earnings is the next scheduled catalyst.

  • Q2 2026 landed in line: EPS of $0.035 matched the $0.035 estimate per the July 21 print — a specific pattern of a well-guided Mexican commercial-property REIT with tight quarterly execution, and the July 22 Seeking Alpha earnings-call transcript publication provides institutional-transparency.
  • Revenue trajectory is strong and accelerating: Q1 2026 revenue grew 25% YoY to $107M with 73% gross margin — growth has held in the 13-25% range across the last four quarters, driven by continued rental-rate growth and portfolio-occupancy expansion in Mexican commercial real estate.
  • Earnings-surprise pattern is consistently positive: Q2 in line, Q1 beat 24.9%, Q4 fiscal 2025 by 44.1%, Q3 in line — a well-guided REIT with sustained modest-to-large positive surprises supporting the current 9x PE.
  • Estimates imply continued growth: FY26 revenue estimate of $457M growing to FY27 $474M implies continued mid-single-digit-to-low-double-digit growth trajectory reflecting the specific Mexican commercial-property cycle.

October 22 Q3 2026 earnings is the next real hurdle — a beat with continued 20%+ revenue growth plus commentary on Mexican-retail-and-office occupancy trajectory, rental-rate growth, and any capital-return update could support the tape near current levels; a specific Mexican-macro-cycle deceleration or peso-currency-volatility event is the near-term risk given the ADR-currency-translation exposure.

What to watch: October 22 Q3 2026 earnings — Q3 revenue growth continuation at 20%+, Mexican-retail-and-office occupancy trajectory, rental-rate growth, and capital-return update; Mexican-macro-cycle deceleration or peso-currency-volatility is the sell tell.

On the calendar: 2026-10-22 — Q3 2026 earnings

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  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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What it does

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

Fibra Danhos, a Mexican trust, specializes in the development, ownership, leasing, management, and acquisition of top-tier commercial properties across Mexico. Our core objective is to deliver appealing, risk-adjusted returns to our CBFI unitholders over the long run, achieved through consistent cash payouts and the increasing value of our real estate holdings. To accomplish this, we aim to sustain and expand our portfolio of exceptional properties, leveraging our unparalleled development expertise and strategically acquiring further iconic and premier-grade assets. For us, an 'iconic' property possesses a distinctive capacity to redefine its local environment. A 'premier quality' property, on the other hand, is characterized by its prime location, superior construction and design, tenancy by reputable businesses, high occupancy levels, and, for commercial sites, a significant influx of visitors.

Industry overviewAI analysisGenerated by AI from underlying data

Where REIT - Industrial sits in its cycle right now — and what that implies for $GRFFF.

REIT - Industrial · Real Estate

No material change from last week — Digital Realty's interconnection-dense campuses in Tier 1 cloud markets benefit directly as owned-DC capacity fills faster than new-build timelines allow.

Top industry ETF

$XLREReal Estate Select Sector SPDR
+13.9%YTD
+8.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
9.4How 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
6.6%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
66.4%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
13.2%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
6.0Same 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
7.7%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
70.3%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
0.0Total 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 21, 2026$0.04$0.040.0%
Q1 2026Apr 23, 2026$0.04$0.03+24.9%
Q4 2025Feb 23, 2026$0.06$0.04+44.1%
Q3 2025Oct 23, 2025$0.04$0.04+0.3%
Next earningsThu, Oct 22·consensus EPS $0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$107.2M+25.0%72.7%67.3%$0.04$40.5M
Q4 FY25$113.6M+23.1%72.7%65.9%$0.06$156.2M
Q3 FY25$103.6M+22.2%72.7%66.7%$0.05$48.6M
Q2 FY25$99.8M+13.3%100%66.5%$0.03$23.2M

Forward consensus

4-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$459.1M$451.9M – $471.6M$0.16$0.16 – $0.186
FY27$474.5M$453.7M – $512.7M$0.17$0.16 – $0.184
FY28$521.8M$506.1M – $550.4M$0.19$0.18 – $0.202
FY29$378.6M$367.2M – $399.4M$0.19$0.19 – $0.213

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.1.0×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.-0.0%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

FloatHigh float · 938.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.2% 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.β0.065-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.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

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

Fibra Danhos (GRFFF) Q2 2026 Earnings Call Transcriptseekingalpha.com·6d ago

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Voices on X · last 7 days

No standout posts about $GRFFF on X in the last 7 days.

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