Financial Performance - Profits jumped 30%, largely driven by the highways business, especially in North America [1] - Tollways in the US experienced an EBITDA growth of 14% in the first half of the year [2] - The construction business maintains a long-term average EBIT margin of 35% [2][3] Strategic Initiatives & Infrastructure Development - The company is making 72% physical progress on a project slated to open next year [2] - Increased Tifia funding, moving eligible CapEx from 33% to 49%, is viewed as positive for large infrastructure projects in the US [4] - Streamlining environmental regulations and permits is expected to reduce project timing and costs [4][5] - The company invested over 1 billion in building a new world-class terminal at JFK airport, expected to open next year [8] Market Trends & Opportunities - Traffic growth is historically above GDP, and this trend is expected to continue [7] - There is a need for airport expansion in the US, presenting opportunities for private partners [9] - The company sees positive developments from the current administration's actions [4] External Factors - The exchange rate affects the dividends given in euros, but the company is mitigated by its US assets [10][11]