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Grupo Aeroportuario Centro Norte

106.77 USD
+1.24
1.18%
At close Updated Sep 17, 4:00 PM EDT
Pre-market
After hours
106.77
0.00
0%
1 day
1.18%
5 days
-0.22%
1 month
0.04%
3 months
4.79%
6 months
30.14%
Year to date
51.75%
1 year
45.34%
5 years
184.34%
10 years
155.49%
 

About: Grupo Aeroportuario del Centro Norte SAB de CV operates airports in the central region of Mexico. The airport is in Monterrey, which serves nearly half of the company's total passengers. In addition, the company manages two hotels and one industrial park. Its reportable segments include its airports, the Terminal 2 NH Collection Hotel, the Hilton Garden Inn Hotel and the OMA-VYNMSA Industrial Park, individually, and information about its holding company and other companies is combined in the Others.

Employees: 1,326

0
Funds holding %
of 7,463 funds
Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

43% more capital invested

Capital invested by funds: $355M [Q1] → $507M (+$152M) [Q2]

15% more funds holding

Funds holding: 117 [Q1] → 134 (+17) [Q2]

14% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $1.62M

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

9.91% more ownership

Funds ownership: 1.37% [Q1] → 11.28% (+9.91%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

Financial journalist opinion

Positive
Seeking Alpha
16 days ago
Grupo Aeroportuario del Centro Norte: Monterrey Hub, Cash Flow Machine
Grupo Aeroportuario del Centro Norte reported 11.3% YoY passenger growth in Q2 2025, led by Monterrey's 23.8% surge, confirming its role as northern Mexico's industrial and business hub. Commercial revenue per passenger reached MX$62.4 (+7.5% YoY), supported by strong demand in restaurants (+41%), VIP lounges (+35%), and retail (+27%), showing OMAB's ability to monetize beyond traffic. Adjusted EBITDA rose 18.8% to MX$2.56B, with a 74.6% margin, one of the highest in global infrastructure, translating three-fourths of revenues into operating cash flow.
Grupo Aeroportuario del Centro Norte: Monterrey Hub, Cash Flow Machine
Positive
Seeking Alpha
1 month ago
Grupo Aeroportuario del Centro Norte: Commercial Revenues Are Booming
Grupo Aeroportuario del Centro Norte remains my top pick among Mexican airport operators, thanks to its strong business mix and exposure to industrial hubs like Monterrey. The reshoring trend and Mexico's manufacturing boom, especially in Monterrey, are fueling robust traffic and non-aeronautical revenue growth for OMAB. Despite a 40% stock price run-up, the company is still reasonably valued, with solid EBITDA growth and a compelling dividend policy supporting long-term returns.
Grupo Aeroportuario del Centro Norte: Commercial Revenues Are Booming
Neutral
Seeking Alpha
1 month ago
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q2 2025 Earnings Call Transcript
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (NASDAQ:OMAB ) Q2 2025 Earnings Conference Call July 29, 2025 10:00 AM ET Company Participants Luis Emmanuel Camacho Thierry - Investor Relations Officer Ricardo Duenas Espriu - Chief Executive Officer Ruffo Perez Pliego del Castillo - Chief Financial Officer Conference Call Participants Alan Macias - BofA Securities, Research Division Alberto Valerio - UBS Investment Bank, Research Division Federico Galassi - Unidentified Company TRG Management LP - Unidentified Company Gabriel Himelfarb Mustri - Scotiabank Global Banking and Markets, Research Division Guilherme G.
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q2 2025 Earnings Call Transcript
Positive
Seeking Alpha
3 months ago
Grupo Aeroportuario del Centro Norte: A Strategic Player In The Mexican Sky
Strategic airport network in Mexico's north, led by Monterrey, positioned to benefit from nearshoring and logistics growth. Dual revenue model ensures stability, with strong growth in non-aeronautical income. Exceptional margins and cash flow, with EBITDA margin near 75% and solid free cash generation.
Grupo Aeroportuario del Centro Norte: A Strategic Player In The Mexican Sky
Positive
Zacks Investment Research
4 months ago
Is Grupo Aeroportuario del Centro Norte (OMAB) Outperforming Other Transportation Stocks This Year?
Here is how Grupo Aeroportuario del Centro Norte (OMAB) and Ryanair (RYAAY) have performed compared to their sector so far this year.
Is Grupo Aeroportuario del Centro Norte (OMAB) Outperforming Other Transportation Stocks This Year?
Neutral
Seeking Alpha
4 months ago
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q1 2025 Earnings Call Transcript
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (NASDAQ:OMAB ) Q1 2025 Earnings Conference Call April 29, 2025 10:00 AM ET Company Participants Emmanuel Camacho - IR Officer Ricardo Dueñas - CEO Ruffo Pérez Pliego - CFO Conference Call Participants Alan Macías - Bank of America Pablo Monsivais - Barclays Jens Spiess - Morgan Stanley Alberto Valerio - UBS Pablo Ricalde - Itaú Jay Singh - Citibank Operator Ladies and gentlemen, greetings and welcome to the Grupo Aeroportuario del Centro Norte, OMA First Quarter 2025 Earnings Conference Call.
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q1 2025 Earnings Call Transcript
Positive
Zacks Investment Research
5 months ago
Grupo Aeroportuario del Centro Norte (OMAB) Soars 6.0%: Is Further Upside Left in the Stock?
Grupo Aeroportuario del Centro Norte (OMAB) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Grupo Aeroportuario del Centro Norte (OMAB) Soars 6.0%: Is Further Upside Left in the Stock?
Negative
Seeking Alpha
6 months ago
OMA Airports: Significant Discount Due To Market Disruptions
OMA Airports' stock has surged 29.4% since November, outperforming the S&P 500, despite trade tensions between the US and Mexico. Monterrey's nearshoring potential and capacity cap at Mexico City present growth opportunities, but trade turmoil and GDP growth concerns pose risks. Operating income remains stable despite a 9.4% rise in costs and an 81.8% increase in concession taxes, with strong EBITDA margins.
OMA Airports: Significant Discount Due To Market Disruptions
Neutral
Seeking Alpha
6 months ago
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q4 2024 Earnings Call Transcript
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (NASDAQ:OMAB ) Q4 2024 Earnings Conference Call February 25, 2025 11:00 AM ET Company Participants Emmanuel Camacho – Investor Relations Officer Ricardo Dueñas – Chief Executive Officer Ruffo Pérez Pliego – Chief Financial Officer Conference Call Participants Rodolfo Ramos – Bradesco BBI Jens Spiess – Morgan Stanley Guillherme Mendes – JPMorgan Fernanda Recchia – BTG Pactual Pablo Ricalde – Itaú Pablo Monsivais – Barclays Andressa Varotto – UBS Federico Galassi – TRG Alan Macías – Bank of America Edson Murguia – SummaCap Operator Greetings, and welcome to the Grupo Aeroportuario del Centro Norte, OMA, Fourth Quarter 2024 Earnings Call.
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q4 2024 Earnings Call Transcript
Positive
Seeking Alpha
7 months ago
Grupo Aeroportuario del Centro Norte: My Favorite Mexican Airport Operator
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. aka OMAB has experienced much better operational results over the past quarter. I believe the sharp upturn in the company's traffic more than offsets the current risks from potential tariffs and a slowdown in the Mexican economy. It's my view that the analyst consensus is too low for the company's 2025 results, setting the stage for quarterly numbers that beat expectations.
Grupo Aeroportuario del Centro Norte: My Favorite Mexican Airport Operator
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