América Móvil, S.A.B. de C.V.

NYSE:AMX 주식 리포트

시가총액: US$77.5b

América Móvil. de 과거 순이익 실적

과거 기준 점검 4/6

América Móvil. de의 수입은 연평균 -7.9%의 비율로 감소해 온 반면, Wireless Telecom 산업은 수입이 연평균 19.6% 증가했습니다. 매출은 연평균 2.6%의 비율로 증가해 왔습니다. América Móvil. de의 자기자본이익률은 21.3%이고 순이익률은 9.2%입니다.

핵심 정보

-7.87%

순이익 성장률

-5.86%

주당순이익(EPS) 성장률

Wireless Telecom 산업 성장률23.12%
매출 성장률2.58%
자기자본이익률21.33%
순이익률9.23%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

Seeking Alpha • Jan 23

America Movil Not Getting Its Due, But Also Lacks Obvious Buyers

Summary America Movil remains undervalued, with over 20% upside, but lacks a clear investor base due to modest growth and payouts. Lower capex spending, market consolidation in Colombia and the Southern Cone, and stable margins support mid-teens FCF growth for several years. AMX's dominant positions in Mexico and Brazil, coupled with potential M&A, offer incremental upside, but regulatory and competitive risks persist. I recommend AMX for patient investors, though rerating may be slow given limited catalysts and emerging market risk profile. Read the full article on Seeking Alpha
Seeking Alpha • Mar 14

America Movil Is Finally Turning A Corner

Summary Business performance and cash flow have improved, alongside a stock price decline, supporting a new price target of $23.72, a 65% upside potential. Postpaid growth, ARPU improvements, and EBITDA expansion signal the success of management's strategy, while reduced peso volatility and declining interest rates are easing financial risks. Rising trade protectionism poses a potential challenge, but América Móvil's reduced capital expenditures and localized market strategies help offset this risk, supporting a 'Buy' rating. Read the full article on Seeking Alpha
Seeking Alpha • Jul 18

America Movil: Slow And Steady Can Still Win Some Races

Summary America Movil delivered reasonably good Q2'24 results, with inline revenue and outperformance in both service revenue and EBITDA. Core mobile and broadband performance was fine in both Mexico and Brazil, and there was evidence of improving market conditions in Argentina, Chile, and Colombia. Management's Investor Day guidance for capex was reassuring, with intended spending down 10% from the prior 3-year plan despite an ongoing focus on service quality differentiation. Mid-single-digit growth may not make America Movil the most exciting name out there, but it can support a fair value in the low/mid-$20's. Read the full article on Seeking Alpha
Seeking Alpha • Apr 18

America Movil: Disappointing Q1 Earnings, Downgrading To Sell

Summary Q1 earnings for America Movil were disappointing, with revenue and EBITDA growth falling below my expectations. AMX's strategy is not gaining momentum, with ARPU falling below inflation and unimpressive volume gains in nearly every market. Management's inability to make any headway on margin expansion and the negative impact of macro factors on net income have led me to lack of confidence in a financial turnaround. With a price target of $15, 15% downside from today, I am lowering my rating from hold to sell. Read the full article on Seeking Alpha
Seeking Alpha • Jan 06

I'm Waiting For América Móvil's Margin Expansion

Summary América Móvil's Q3 2023 earnings show strength in volume drivers at the expense of rate. The company is facing headwinds with volatility in FX and macroeconomic factors impacting its performance. While the stock price has decreased, concerns about long-term value and the need for margin expansion remain, leading to a hold rating. Read the full article on Seeking Alpha
Seeking Alpha • Oct 19

America Movil: Strong LTV Trends Encouraging

Summary America Movil has continued to see encouraging growth in LTV - or lifetime value trends. The company's reduction in long-term debt has also been encouraging. I take a bullish view on America Movil. Read the full article on Seeking Alpha
Seeking Alpha • Jul 06

América Móvil Struggling With Consistency

Summary América Móvil, a Mexican telecommunications corporation, has seen strong growth, with its stock price up 8% over the past year and 25% in the past five years. The company's strong Q1 performance was driven by growth in Brazil, but it faces inconsistency in performance across different countries and struggles to maintain ARPU with high churn rates. Despite the company's growth, investors should be cautious due to long-term telecom industry headwinds in Latin America and valuation multiples reflecting non-operating fluctuations. Read the full article on Seeking Alpha
Seeking Alpha • Feb 16

América Móvil GAAP EPS of $0.22 misses by $0.25, revenue of Mex$215.97b

América Móvil (NYSE:AMX): Q4 GAAP EPS of $0.22 misses by $0.25. Revenue of Mex$215.97b (-2.4% Y/Y).
Seeking Alpha • Oct 28

America Movil: Impressive Revenue Growth, But Risks Remain

Summary America Movil has seen impressive growth in revenue and earnings in the most recent quarter. A significant portion of this growth is likely to have been driven by the uptake of 5G services. However, the current inflationary environment could potentially see a plateau in 5G demand going forward. Investment Thesis: While America Movil (AMX) has seen impressive growth in revenues and earnings, the current inflationary environment could potentially see a plateau in 5G demand going forward. In a previous article back in August, I made the argument that America Movil could see limited upside in the short to medium-term as a result of a rise in long-term debt as well as a weakening Mexican peso affecting revenue growth. The stock has weakened in price since my last article, but has started to see a significant recovery following the earnings release earlier this month. investing.com The purpose of this article is to assess America Movil's performance in light of its most recent earnings, and establish whether the recent rebound in price growth can continue going forward. Performance When looking at the company's most recent earnings, we can see that earnings per share is up by 16% to Mex$0.28 and EBITDA per share is up by over 5% to Mex$1.31: América Móvil's third quarter of 2022 financial and operating report Particularly, we can see that growth in service revenue has in turn been driving growth in EBITDA - with the company seeing a 3.8% growth in prepaid wireless subscribers, along with a 5.9% growth in ARPU (average revenue per user) and a slight drop in churn from 3.4% to 3.3%. América Móvil's third quarter of 2022 financial and operating report América Móvil's third quarter of 2022 financial and operating report In this regard, revenue and earnings has been encouraging and customer interest has continued to rise in spite of inflationary pressures. According to the company's most recent balance sheet, long-term debt is down by over 9% from Mex$418.8 billion in December 2021 to Mex$380.4 billion in September 2022. América Móvil's third quarter of 2022 financial and operating report From a short-term standpoint, the company's quick ratio (or current assets less inventories all over current liabilities) has decreased slightly from 71% in December 2021 to 63% in September 2022. December 2021 September 2022 Current Assets 404,157 376,582 Inventories 24,185 31,822 Current Liabilities 534,013 542,998 Quick Ratio 71.15% 63.49% Source: Figures sourced from América Móvil's third quarter of 2022 financial and operating report. Figures provided in millions of Mexican pesos (except quick ratio). Quick ratio calculated by author. The decline in the quick ratio indicates that America Movil is in a slightly less favourable position to fund its current liabilities than previously. While the reduction in long-term debt along with the boost in revenues and earnings has been encouraging, I take the view that investors will start to pay more attention to the quick ratio in subsequent earnings quarters - and will want to see evidence that America Movil can use revenue growth to fund its current liabilities as evidenced by growth in the quick ratio. Looking Forward Going forward, I take the view that while America Movil could have longer-term upside from here - investors will start taking a deeper look at whether the company can sustainably bolster its cash flow and further reduce long-term debt given the revenue growth it has seen to date.
Seeking Alpha • Oct 17

América Móvil Q3 2022 Earnings Preview

América Móvil (NYSE:AMX) is scheduled to announce Q3 earnings results on Tuesday, October 18th, after market close. The consensus EPS Estimate is $0.27 (+12.5% Y/Y) and the consensus Revenue Estimate is $10.81B (-95.7% Y/Y). Over the last 3 months, EPS estimates have seen 1 upward revision and 1 downward. Revenue estimates have seen 0 upward revisions and 3 downward.
Seeking Alpha • Aug 19

America Movil: Limited Upside In Short To Medium-Term

America Movil has shown improving performance in terms of churn and ARPU rates. However, long-term debt rates have been rising, and a weaker Mexican peso has affected revenue growth. I see limited upside in the short to medium-term. Investment Thesis: In spite of continued improvements in churn and ARPU rates, I take the view that the stock could see limited upside on a short to medium-term basis. In a previous article back in May, I made the argument that while America Movil (AMX) has shown strong performance to date - the stock could see some pressure going forward as a result of intensifying competition across the 5G space as well as a weakening of the Mexican peso relative to the dollar. Since then, the stock has seen significant downside: Investing.com The purpose of this article is to assess whether America Movil could see renewed upside from here - particularly taking recent performance into account. Please note that figures cited from America Movil's financial reports are provided in Mexican pesos. Performance When looking at operating data for Mexico - we can see that while there was a slight decrease in postpaid wireless subscribers from Q2 2021 to Q2 2022 - this was outweighed by a 4.1% increase in prepaid subscribers. Additionally, churn saw a 0.2% decrease along with a 5.2% increase in ARPU (average revenue per user). America Movil: Q2 2022 Financial and Operating Report When examining the company's income statement - while net income saw a slight fall of 0.3% compared to the same six-month period in 2021 - this was driven in significant part by lower foreign exchange losses last year. Over the same period, EBIT was up by 5% - driven by a 3.9% rise in service revenue. America Movil: Q2 2022 Financial and Operating Report From a balance sheet standpoint, the company has seen a slight decrease in its quick ratio (as measured by cash and cash equivalents plus accounts receivable all over total current liabilities) - but the company's cash levels remain stable overall. December 2021 June 2022 Cash and cash equivalents 156383 150756 Accounts receivable 212977 210479 Total current liabilities 534013 544449 Quick ratio 69.17% 66.35% Source: Figures sourced from America Movil Q2 2022 Financial and Operating Report. Quick ratio calculated by author. Moreover, S&P Global Ratings (SPGI) recently upgraded the company's credit rating to A-/Stable. With that being said, America Movil did see its long-term debt rise by 4.8% from December 2021 to over 439 billion pesos: America Movil Q2 2022 Financial and Operating Profit. In this regard, investors might become cautious of the stock if long-term debt must continue to rise in order to generate further revenue growth. Looking Forward Over the past quarter - investors seem to have shied away from America Movil not only due to concerns about inflation going forward but also as a result of a weakening peso lowering the company's overall earnings growth.
Seeking Alpha • May 29

America Movil: Strong Performance To Date, But Competition Could Intensify

America Movil has shown strong financials to date and growth across the Latin American market appears strong. However, a potential weakening of the Mexican peso as well as intensifying competition across the 5G space remain potential risk factors. More specifically, America Movil could face significant competition from Movistar and AT&T Mexico to expand its 5G customer base.
Seeking Alpha • Oct 13

The Simple Logic Of América Móvil Spin Off

Growth of the telco business of América Móvil is back after a temporary deceleration in the pandemic. Big news is that the spin-off of 36,000 cell towers in a separate tower company was approved in an extraordinary general shareholder meeting on September 29th. The América Móvil shareholders will receive the same number of shares in the new infra company named Sitios Latinoamérica. In general, tower companies have higher valuation multiples than telcos. The upcoming cell tower spin-off offers capital gains potential and América Móvil is an attractive diversification over the Latin American geographies.

매출 및 비용 세부 내역

América Móvil. de가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NYSE:AMX 매출, 비용 및 순이익 (MXN Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 26948,44487,517207,1630
31 Dec 25943,63882,819224,2700
30 Sep 25935,68267,759218,9500
30 Jun 25926,22151,486216,1420
31 Mar 25897,96128,111208,9720
31 Dec 24869,22122,902200,6330
30 Sep 24832,99336,890191,1860
30 Jun 24813,37732,491187,0110
31 Mar 24810,38459,459186,2170
31 Dec 23816,01376,111186,5750
30 Sep 23831,26281,149187,8510
30 Jun 23838,21394,183189,0340
31 Mar 23847,93582,244191,5730
31 Dec 22844,50182,878191,8310
30 Sep 22833,31979,830190,2590
30 Jun 22833,29775,711189,8610
31 Mar 22854,742102,906195,0830
31 Dec 21830,68768,187187,9550
30 Sep 21703,75868,455174,9300
30 Jun 21753,19976,413183,0450
31 Mar 21973,11074,301214,0210
31 Dec 20815,39935,265197,3120
30 Sep 201,024,99830,314228,5190
30 Jun 201,013,26124,455228,5970
31 Mar 201,011,75319,316228,1530
31 Dec 19851,48357,886206,8850
30 Sep 191,023,96261,442233,5280
30 Jun 191,023,42367,280230,9020
31 Mar 191,030,32353,353234,0900
31 Dec 181,038,20852,566237,1610
30 Sep 181,022,31126,787235,4730
30 Jun 181,018,564-1,642242,7320
31 Mar 181,011,01712,237244,1830
31 Dec 171,021,63429,326249,3570
30 Sep 171,027,11034,649253,0790
30 Jun 171,032,63146,319254,2410
31 Mar 171,016,58539,706249,1420
31 Dec 16975,4128,649237,2800
30 Sep 16936,51030,285223,7200
30 Jun 16910,23525,278213,5130
31 Mar 16896,68731,626207,6490
31 Dec 15893,73835,055207,0630
30 Sep 15892,61022,442219,5890
30 Jun 15890,05935,702224,7170

양질의 수익: AMX는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: AMX의 현재 순 이익률 (9.2%)은 지난해 (3.1%)보다 높습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: AMX의 수익은 지난 5년 동안 연평균 7.9% 감소했습니다.

성장 가속화: 지난 1년간 AMX 의 수익 증가율(211.3%)은 연간 평균(-7.9%)을 초과합니다.

수익 대 산업: AMX의 지난 1년 수익 증가율(211.3%)은 Wireless Telecom 업계의 -11.5%를 상회했습니다.

자기자본이익률

높은 ROE: AMX의 자본 수익률(21.33%)은 높음이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 07:40
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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산업 및 섹터 지표

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분석가 소스

América Móvil, S.A.B. de C.V.는 36명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Martín LaraActinver Case de Bolsa, S.A. de C.V.
William Noel MilnerArete Research Services LLP
Amir RozwadowskiBarclays