MEXICO CITY, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Grupo Aeroméxico S.A.B. de C.V. (NYSE: AERO & BMV: AERO) (“Aeroméxico”) reports its January 2026 operational results: Grupo Aeroméxico transported 2 million and 53 thousand passengers in January 2026, a 1.8% year-over-year decrease. International passengers increased by 2.7%, while domestic passengers decreased by 4.2%.Aeroméxico's total capacity, measured in available seat miles (ASMs), decreased by 2.3% year-over-year. International ASMs decreased by 1.7%, wh ...

Core Insights - Aeroméxico (AERO) successfully listed its stock on the New York Stock Exchange in November 2025, achieving a valuation of $2.8 billion after a three-year delisting due to bankruptcy restructuring [1] Group 1: Company Overview - Aeroméxico's stock listing marks a significant recovery for the company following its bankruptcy restructuring [1] - The company is now positioned to leverage growth opportunities in the aerospace and airline industry [1] Group 2: Analyst Background - The analysis is conducted by Dhierin-Perkash Bechai, an experienced aerospace, defense, and airline analyst with a background in aerospace engineering [1] - The analyst aims to identify investment opportunities within the aerospace, defense, and airline sectors, providing data-informed insights [1]

Core Insights - Grupo Aeroméxico reported a 0.4% year-over-year increase in total passengers for December 2025, reaching 2,180,000 passengers, with international passengers increasing by 2.7% and domestic passengers decreasing by 0.9% [1][2] - The airline's total capacity, measured in available seat miles (ASMs), decreased by 0.4% year-over-year, with international ASMs increasing by 0.1% and domestic ASMs decreasing by 1.4% [1][2] - Demand, measured in revenue passenger miles (RPMs), increased by 1.3% year-over-year, with international demand up by 2.7% and domestic demand down by 1.9% [1][2] - Aeroméxico's load factor for December 2025 was 87.1%, a 1.4 percentage point increase compared to December 2024, with international load factor increasing by 2.2 percentage points and domestic load factor decreasing by 0.5 percentage points [1][2] Operational Performance - Domestic passenger traffic in December 2025 was 1,391,000, a slight decrease of 0.9% from December 2024, while international passenger traffic was 789,000, an increase of 2.7% [1][2] - Cumulatively, for the year 2025, total passengers reached 24,587,000, a decrease of 3.0% compared to 2024, with domestic passengers down by 5.5% and international passengers up by 2.4% [1][2] - The airline's operational discipline and strong demand contributed to the recovery trend observed in the second half of 2025, culminating in recognition as the world's most on-time airline for the second consecutive year [1] Capacity and Demand Metrics - Total ASMs for December 2025 were 3,088 million, a decrease of 0.4% year-over-year, with domestic ASMs at 897 million (down 1.4%) and international ASMs at 2,191 million (up 0.1%) [1][2] - Total RPMs for December 2025 were 2,690 million, reflecting a 1.3% increase year-over-year, with domestic RPMs at 795 million (down 1.9%) and international RPMs at 1,895 million (up 2.7%) [1][2] - The load factor for domestic flights was 88.6%, a decrease of 0.5 percentage points from the previous year, while the international load factor was 86.5%, an increase of 2.2 percentage points [1][2]

Core Viewpoint - Aero Energy Limited has successfully closed the second and final tranche of its non-brokered private placement, raising a total of $5,000,000 through the issuance of common shares and charity flow-through shares, aimed at funding exploration and advancement of its uranium properties in North America [1][2]. Group 1: Financial Details - The final tranche included the issuance of 5,367,173 common shares at $0.23 per share, generating gross proceeds of $1,234,450, and 7,142,857 charity flow-through common shares at $0.35 per share, generating gross proceeds of $2,500,000 [1]. - Combined with the first tranche, the total gross proceeds from the offering amounted to $5,000,000, consisting of 10,869,565 common shares and 7,142,857 charity flow-through shares [2]. Group 2: Use of Proceeds - The proceeds from the offering will be allocated to fund exploration and advancement of the company's uranium properties in Saskatchewan and Nevada, as well as for general working capital purposes [10]. - The gross proceeds from the charity flow-through shares will be used to incur eligible Canadian exploration expenses and flow-through mining expenditures related to the company's projects in Saskatchewan, with a deadline for these expenditures set for December 31, 2026 [10]. Group 3: Company Overview - Aero Energy Limited, following its merger with Kraken Energy Corp., has established a strong portfolio of uranium assets in North America, including significant projects in Saskatchewan's Athabasca Basin [5]. - The company controls a district-scale land package that includes the Strike and Murmac projects, which host numerous drill-ready targets, and also owns the Apex Uranium Property, Nevada's largest past-producing uranium mine [5].

Core Viewpoint - Aero Energy Limited will consolidate its common shares on a 10-for-1 basis effective December 23, 2025, while retaining its name and stock symbol [1][4]. Share Consolidation Details - The current number of issued and outstanding shares is 181,516,273, which will reduce to approximately 18,151,638 shares post-consolidation [2]. - No fractional shares will be issued; any resulting fractions will be rounded to the nearest whole share [3]. - Outstanding incentive stock options, warrants, and convertible securities will also be adjusted on a 10:1 basis, including proportional adjustments to exercise prices [3]. Trading Information - Post-consolidation shares are expected to begin trading on the TSX Venture Exchange on or about December 23, 2025 [4]. Shareholder Instructions - Registered shareholders will receive letters of transmittal and must send their pre-consolidation share certificates to the company's transfer agent, Computershare Investor Services Inc., to receive post-consolidation share certificates [5]. Company Overview - Aero Energy Limited has a robust portfolio of uranium assets in North America, including projects in Saskatchewan's Athabasca Basin and Nevada [6]. - The company aims to capitalize on the growing global demand for uranium following its merger with Kraken Energy Corp., which enhances its asset base [6].

Core Viewpoint - Aero Energy Limited has announced a definitive agreement to sell its Chilean gold projects to Batik Resources Ltd for a total consideration of $3,600,000, which includes cash and shares [1][8]. Transaction Details - The transaction involves the sale of 100% of the issued and outstanding shares of RIO Explorations SpA, which holds the Dorado and Cordillera gold projects in Chile's Atacama Region [1]. - The payment structure includes $700,000 in cash payable on closing, expected around December 17, 2025, and $2,900,000 in common shares of Batik, to be issued upon Batik's public listing [8]. Listing Requirements - Batik is required to complete a public listing by October 31, 2026. If this is not achieved, Aero retains the right to reclaim the RIO Shares at no cost [2]. Share Consolidation - The company plans to consolidate its outstanding common shares on a basis of one post-consolidation share for every ten pre-consolidation shares, pending Exchange approval [3]. Corporate Update - On the same date, Aero Energy issued 295,750 warrants to an eligible finder related to a previous non-brokered private placement, with an exercise price of $0.11 until November 14, 2026 [4]. Company Background - Following a merger with Kraken Energy Corp, Aero Energy has developed a significant portfolio of uranium assets in North America, including a 250,000-acre land package in Saskatchewan's Athabasca Basin [5]. - The company aims to capitalize on the growing global demand for uranium through its strategic assets and experienced technical team [5].

Core Insights - Grupo Aeroméxico reported a continued sequential improvement in operational results for November 2025, driven by strong demand and operational discipline, maintaining its status as the world's most punctual carrier in 2025 [1][4] Passenger Metrics - In November 2025, Aeroméxico transported 1,995 thousand passengers, reflecting a 2.0% decrease year-over-year, with domestic passengers down by 2.3% and international passengers down by 1.3% [4] - Year-to-date, total passengers reached 22,408 thousand, a 3.3% decrease compared to the same period in 2024 [1][4] Capacity and Demand - Total capacity, measured in available seat miles (ASMs), decreased by 4.0% year-over-year in November 2025, with domestic ASMs down by 2.3% and international ASMs down by 4.7% [4] - Demand, measured in revenue passenger miles (RPMs), decreased by 1.5% year-over-year, with domestic RPMs down by 3.0% and international RPMs down by 0.8% [4] Load Factor - The load factor for November 2025 was 87.5%, representing a 2.3 percentage point increase compared to November 2024, with international load factor increasing by 3.6 percentage points and domestic load factor decreasing by 0.6 percentage points [4]

Core Viewpoint - The Eleventh Circuit Court has granted a stay on the U.S. Department of Transportation's order that would have terminated the antitrust immunity for the Joint Cooperation Agreement between Aeroméxico and Delta, allowing the agreement to remain in effect while judicial review is pending [1][2]. Group 1 - Aeroméxico and Delta Air Lines jointly requested the stay from the Eleventh Circuit regarding the DOT's final order issued on September 15, 2025 [1]. - The DOT's termination of antitrust immunity was set to take effect on January 1, 2026, but the stay prevents this from happening until the judicial review is resolved [2].

Financial Data and Key Metrics Changes - Total revenue for Q3 2025 reached $1,400,000,000, with an adjusted EBITDAR margin of 31% and an operating margin of 18%, marking the second best third quarter in the company's history [10][26] - Adjusted EBITDA totaled $442,000,000, reflecting a margin of 31%, which is the second highest third quarter adjusted EBITDA on record [25][26] - Net income was $97,000,000 in Q3, representing a 7% net margin [26] - Total operating expenses increased by 2.5% year over year, primarily due to higher depreciation and amortization from fleet additions [24][25] Business Line Data and Key Metrics Changes - Passenger revenue decreased by 4.9% year over year, but showed a 1.7% improvement compared to Q2 2025 [15] - Domestic passenger unit revenue was flat, while international results were strong with profitability across all regions [16][17] - Premium unit revenue outperformed main cabin by five points year over year, indicating growing demand for premium products and services [19] Market Data and Key Metrics Changes - Domestic performance was impacted by currency, economic, and geopolitical headwinds, particularly in border cities due to changes in U.S. immigration policy [16] - U.S. capacity increased by 15% during the first half of 2025 but was flat for Q3, with expectations of continued improvement in passenger unit revenue [18][22] Company Strategy and Development Direction - The company remains focused on delivering high-quality, sustainable results, strengthening its competitive position, and creating lasting value for shareholders, customers, and employees [14][30] - Investment plans include modernization of the fleet and enhancing customer experience, with the addition of four Boeing 737 MAX aircraft during the quarter [13][30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to execute effectively in a challenging environment, with expectations for sequential improvement in passenger revenue and unit revenue performance in Q4 [22][30] - The company anticipates passenger revenue to increase by 3% to 5% year over year in Q4, supported by favorable industry capacity trends [21][29] Other Important Information - The company reported $934,000,000 in cash on hand, complemented by a $200,000,000 undrawn revolving credit facility, resulting in total liquidity of $1,100,000,000, which accounts for 21% of revenue over the past twelve months [27] - The company is committed to maintaining strong financial flexibility and evaluating opportunities for capital distribution to shareholders in the future [47][30] Q&A Session Summary Question: Guidance on RASM and regional performance - Management expects positive unit revenue on both domestic and international fronts, with strong performance anticipated in the domestic beach portfolio and the U.S. region [33][34] Question: Confidence in U.S.-Mexico resolution - Management is hopeful for a resolution regarding bilateral issues and is in close contact with government officials [36][38] Question: Capacity growth expectations for next year - Management indicated potential for growth in capacity, particularly in the summer IATA season, while not providing specific guidance for 2026 [42][44] Question: Capital allocation and shareholder distribution - Management mentioned strong free cash flow generation and the potential for evaluating additional opportunities for capital distribution to shareholders in the future [46][47] Question: Details on 2024 normalized results - Management clarified that 2024 included nonrecurring items, particularly related to unused tickets and Boeing compensation, which should be considered when comparing results [50][54]

Core Insights - Grupo Aeroméxico reported its financial results for the third quarter of 2025, highlighting a 4.4% decrease in total revenue year-over-year, amounting to $1.4 billion, attributed to non-recurring items from the previous year and softer passenger demand in certain markets [9][15][44] - The company maintained its position as the world's most punctual airline and received the Five Star Global Airline APEX Award for the seventh consecutive year, indicating strong operational performance [2][8] - Adjusted EBITDAR for the quarter was $441.6 million, with a margin of 31%, marking the second-best third quarter in the company's history [27][44] Financial Performance - Total revenue for 3Q25 was $1,425 million, down from $1,490 million in 3Q24, reflecting a 4.4% decline [12][39] - Adjusted EBITDAR decreased by 11.6% to $442 million compared to $500 million in 3Q24, with a margin of 31% [12][44] - Operating income for the quarter was $253 million, down 23.8% from $332 million in the same period last year, resulting in an operating margin of 18% [12][28][39] Operational Metrics - Available seat miles (ASMs) decreased by 0.7% year-over-year to 9,277 million, with international ASMs increasing by 4.2% and domestic ASMs decreasing by 11.3% [16][44] - The load factor for 3Q25 was 88.3%, a slight decrease of 0.7 percentage points compared to the previous year [16][44] - Aeroméxico transported 6,362 thousand passengers in 3Q25, representing a 5.1% decline from 3Q24 [19][44] Cost and Expenses - Total operating expenses reached $1 billion, reflecting a 2.5% increase year-over-year, driven by higher depreciation and labor costs [22][39] - Fuel cost per liter decreased by 3.7% to $0.66 in 3Q25, while total cost per ASM increased by 3.2% to 12.7 cents [23][44] - Cost per ASM excluding fuel (CASM-Ex) was 9.5 cents, up 6.1% from the previous year, influenced by higher ownership and labor costs [26][44] Guidance and Outlook - For 4Q25, the company expects total capacity to decrease by approximately 3.0% to 1.5%, with total revenue projected to decline by 2.0% to 0.0% year-over-year [6] - Full-year 2025 guidance indicates total revenue is expected to decline by 5.5% to 4.5% [6] - Adjusted EBITDAR margin for FY2025 is anticipated to be between 29.0% and 30.0% [6]