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Mexican (IPC) Industrials Sector Analysis

UpdatedDec 02, 2025
DataAggregated Company Financials
Companies15
  • 7D0.9%
  • 3M-1.5%
  • 1Y9.0%
  • YTD11.2%

Over the last 7 days, the Industrials industry has remained flat, although notably Impulsora del Desarrollo y el Empleo en América Latina. de gained 10.0%. As for the the longer term, the industry is up 9.0% over the past 12 months. Earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

Has the Mexican Industrials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 02 Dec 2025Mex$1.2tMex$585.9bMex$70.4b14.8x17.7x2.1x
Thu, 30 Oct 2025Mex$1.2tMex$588.3bMex$72.7b15.4x16.9x2.1x
Sat, 27 Sep 2025Mex$1.3tMex$584.6bMex$64.8b15x19.7x2.2x
Mon, 25 Aug 2025Mex$1.2tMex$585.3bMex$64.8b15.5x19.1x2.1x
Wed, 23 Jul 2025Mex$1.2tMex$573.4bMex$67.1b13.9x18x2.1x
Fri, 20 Jun 2025Mex$1.1tMex$550.7bMex$59.6b15.3x18.4x2x
Sun, 18 May 2025Mex$1.1tMex$551.9bMex$59.6b16x19x2.1x
Tue, 15 Apr 2025Mex$1.2tMex$571.7bMex$72.0b15.9x16.2x2x
Thu, 13 Mar 2025Mex$1.2tMex$735.2bMex$70.4b14.7x16.9x1.6x
Sat, 08 Feb 2025Mex$1.4tMex$888.5bMex$64.2b16x21.7x1.6x
Mon, 06 Jan 2025Mex$1.3tMex$885.9bMex$63.5b16x21x1.5x
Wed, 04 Dec 2024Mex$1.3tMex$857.1bMex$55.3b18.1x22.9x1.5x
Fri, 01 Nov 2024Mex$1.3tMex$880.8bMex$63.0b15x20.2x1.4x
Sun, 29 Sep 2024Mex$1.3tMex$862.4bMex$62.2b17.1x20.8x1.5x
Tue, 27 Aug 2024Mex$1.2tMex$861.4bMex$62.2b16.8x19.9x1.4x
Thu, 25 Jul 2024Mex$1.2tMex$855.9bMex$58.7b16.2x21.2x1.5x
Sat, 22 Jun 2024Mex$1.3tMex$858.0bMex$58.1b16x21.8x1.5x
Mon, 20 May 2024Mex$1.2tMex$825.9bMex$50.5b18x24.5x1.5x
Wed, 17 Apr 2024Mex$1.3tMex$871.0bMex$54.8b20.9x23.1x1.5x
Fri, 15 Mar 2024Mex$1.3tMex$864.5bMex$54.4b24.3x23.2x1.5x
Sun, 11 Feb 2024Mex$1.3tMex$888.5bMex$62.0b20.3x21.3x1.5x
Tue, 09 Jan 2024Mex$1.4tMex$909.2bMex$69.9b18x20.1x1.5x
Thu, 07 Dec 2023Mex$1.3tMex$910.6bMex$69.9b16.9x18.5x1.4x
Sat, 04 Nov 2023Mex$1.1tMex$910.2bMex$69.8b16x16.2x1.2x
Mon, 02 Oct 2023Mex$1.2tMex$940.1bMex$76.5b16x16.1x1.3x
Wed, 30 Aug 2023Mex$1.3tMex$938.1bMex$76.5b16x16.7x1.4x
Fri, 28 Jul 2023Mex$1.3tMex$963.6bMex$80.7b15x15.7x1.3x
Sun, 25 Jun 2023Mex$1.2tMex$952.9bMex$81.3b14x15.3x1.3x
Tue, 23 May 2023Mex$1.2tMex$955.1bMex$80.3b14.8x15.2x1.3x
Thu, 20 Apr 2023Mex$1.2tMex$923.0bMex$81.5b14.8x15.3x1.3x
Sat, 18 Mar 2023Mex$1.2tMex$941.5bMex$85.1b14.9x14.3x1.3x
Mon, 13 Feb 2023Mex$1.2tMex$936.0bMex$79.3b15.3x15.6x1.3x
Wed, 11 Jan 2023Mex$1.2tMex$918.2bMex$73.4b15.5x16.2x1.3x
Fri, 09 Dec 2022Mex$1.2tMex$919.9bMex$73.4b15.2x16.1x1.3x
Price to Earnings Ratio

16.1x


Total Market Cap: Mex$1.2tTotal Earnings: Mex$73.4bTotal Revenue: Mex$919.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Industrials Sector Price to Earnings3Y Average 18.8x202320242025
Current Industry PE
  • Investors are relatively neutral on the Mexican Industrials industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 18.8x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have declined 14% per year.
  • This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Trends

Which industries have driven the changes within the Mexican Industrials sector?

MX Market0.81%
Industrials0.90%
Airlines14.90%
Construction9.89%
Transportation4.70%
Commercial Services3.63%
Infrastructure1.05%
Trade Distributors0.32%
Building-0.22%
Industrials-4.89%
Industry PE
  • Investors are most optimistic about the Industrials industry even though it's trading below its 3-year average PE ratio of 56.3x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Airlines industry, expecting annual earnings growth of 118% over the next 5 years.
  • In contrast, the Infrastructure industry is expected to see its earnings grow by 8.5% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
IDEAL B-1 Impulsora del Desarrollo y el Empleo en América Latina. deMex$44.0010.0%
+Mex$11.4b		n/aPE14.6x
GMXT * GMéxico Transportes. deMex$33.294.9%
+Mex$6.7b		6.1%PE15.4x
KUO B Kuo. deMex$54.803.4%
+Mex$783.3m		37.0%PS0.7x
VOLAR A Controladora Vuela Compañía de Aviación. deMex$13.425.1%
+Mex$746.8m		-15.8%PS0.3x
PASA B Promotora Ambiental. deMex$38.863.6%
+Mex$178.0m		2.3%PE13.9x

Latest News

TRAXION A
Mex$13.96
Grupo Traxión. de
7D
-0.07%
1Y
-22.3%

TRAXION A Expansion Into US Market Will Be Driven By Cross-Border Acquisitions

Analysts have slightly lowered their price target for Grupo Traxión, decreasing it from $27.89 to $27.67. This reflects modest adjustments to growth and profitability expectations.
IDEAL B-1
Mex$44.00
Impulsora del Desarrollo y el Empleo en América Latina. de
7D
10.0%
1Y
n/a

Returns Are Gaining Momentum At Impulsora del Desarrollo y el Empleo en América Latina. de (BMV:IDEALB-1)

Nov 27
Returns Are Gaining Momentum At Impulsora del Desarrollo y el Empleo en América Latina. de (BMV:IDEALB-1)
VOLAR A
Mex$13.42
Controladora Vuela Compañía de Aviación. de
7D
5.1%
1Y
-15.8%

Controladora Vuela Compañía de Aviación, S.A.B. de C.V.'s (BMV:VOLARA) Share Price Could Signal Some Risk

Nov 26
Controladora Vuela Compañía de Aviación, S.A.B. de C.V.'s (BMV:VOLARA) Share Price Could Signal Some Risk
LAMOSA *
Mex$103.00
Grupo Lamosa. de
7D
0.01%
1Y
-8.4%
KUO B
Mex$54.80
Kuo. de
7D
3.4%
1Y
37.0%
PINFRA *
Mex$246.00
Promotora y Operadora de Infraestructura S. A. B. de C. V
7D
-0.8%
1Y
33.6%

Are Investors Undervaluing Promotora y Operadora de Infraestructura, S. A. B. de C. V. (BMV:PINFRA) By 48%?

Nov 19
Are Investors Undervaluing Promotora y Operadora de Infraestructura, S. A. B. de C. V. (BMV:PINFRA) By 48%?
ASUR B
Mex$552.21
Grupo Aeroportuario del Sureste S. A. B. de C. V
7D
-1.9%
1Y
5.3%
PASA B
Mex$38.86
Promotora Ambiental. de
7D
3.6%
1Y
2.3%
GCARSO A1
Mex$123.97
Grupo Carso. de
7D
-3.5%
1Y
-2.0%

GCARSO A1 Revenue Will Slow While Margins Face Further Pressure Ahead

Analysts have raised their price target for Grupo Carso from $101 to $115. This adjustment is due to updated expectations for lower revenue growth and profit margins, along with a higher long-term valuation multiple.
GMXT *
Mex$33.29
GMéxico Transportes. de
7D
4.9%
1Y
6.1%
OMA B
Mex$245.20
Grupo Aeroportuario del Centro Norte. de
7D
-1.3%
1Y
48.6%
POCHTEC B
Mex$6.29
Grupo Pochteca. de
7D
0.2%
1Y
-4.6%
GAP B
Mex$434.87
Grupo Aeroportuario del Pacífico. de
7D
-0.08%
1Y
16.6%
AGUA *
Mex$12.91
Grupo Rotoplas. de
7D
-1.1%
1Y
-29.1%