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Mexican (IPC) Industrials Sector Analysis

UpdatedAug 02, 2026
DataAggregated Company Financials
Companies12
  • 7D1.6%
  • 3M-2.5%
  • 1Y-1.7%
  • YTD-2.5%

The Industrials industry is up 1.6% in the last week, with Grupo Carso. de up 4.9%. Overall in the last year, the industry is flat. Looking forward, earnings are forecast to grow by 8.4% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 02 Aug 2026Mex$977.2bMex$441.5bMex$52.0b15.5x18.8x2.2x
Tue, 30 Jun 2026Mex$1.0tMex$491.0bMex$49.1b16.8x21.1x2.1x
Thu, 28 May 2026Mex$1.0tMex$490.6bMex$49.1b16.1x20.6x2.1x
Sat, 25 Apr 2026Mex$1.2tMex$514.9bMex$56.0b16.9x20.8x2.3x
Mon, 23 Mar 2026Mex$1.1tMex$526.3bMex$46.3b16.4x23.8x2.1x
Wed, 18 Feb 2026Mex$1.2tMex$518.7bMex$61.4b18.6x19.4x2.3x
Fri, 16 Jan 2026Mex$1.3tMex$583.9bMex$70.5b15x17.9x2.2x
Sun, 14 Dec 2025Mex$1.3tMex$585.0bMex$70.4b15.1x17.8x2.1x
Tue, 11 Nov 2025Mex$1.2tMex$586.1bMex$70.4b14.9x17.4x2.1x
Thu, 09 Oct 2025Mex$1.2tMex$584.5bMex$64.8b15.3x19x2.1x
Sat, 06 Sep 2025Mex$1.3tMex$585.7bMex$64.8b15.4x19.7x2.2x
Mon, 04 Aug 2025Mex$1.2tMex$586.2bMex$64.8b15.2x18.7x2.1x
Wed, 02 Jul 2025Mex$1.2tMex$573.7bMex$68.4b13.6x17.8x2.1x
Fri, 30 May 2025Mex$1.1tMex$551.3bMex$59.6b16x19x2.1x
Sun, 27 Apr 2025Mex$1.2tMex$571.9bMex$71.6b15.2x17.4x2.2x
Tue, 25 Mar 2025Mex$1.2tMex$734.8bMex$70.4b15.9x17.5x1.7x
Thu, 20 Feb 2025Mex$1.4tMex$886.0bMex$63.5b15.8x22.5x1.6x
Sat, 18 Jan 2025Mex$1.4tMex$886.4bMex$63.5b15.9x21.8x1.6x
Mon, 16 Dec 2024Mex$1.3tMex$856.5bMex$55.3b17.5x22.8x1.5x
Wed, 13 Nov 2024Mex$1.2tMex$857.9bMex$55.3b18.1x22.1x1.4x
Fri, 11 Oct 2024Mex$1.3tMex$856.9bMex$62.0b15.3x20.2x1.5x
Sun, 08 Sep 2024Mex$1.2tMex$863.4bMex$62.2b16.9x19.6x1.4x
Tue, 06 Aug 2024Mex$1.2tMex$861.6bMex$62.2b16.6x19.7x1.4x
Thu, 04 Jul 2024Mex$1.2tMex$858.0bMex$58.1b15.2x20.8x1.4x
Sat, 01 Jun 2024Mex$1.2tMex$827.1bMex$50.6b18x23.6x1.4x
Mon, 29 Apr 2024Mex$1.3tMex$854.9bMex$58.9b17x22.4x1.5x
Wed, 27 Mar 2024Mex$1.3tMex$864.4bMex$54.4b23.9x23.3x1.5x
Fri, 23 Feb 2024Mex$1.3tMex$868.1bMex$51.3b19.6x25.1x1.5x
Sun, 21 Jan 2024Mex$1.3tMex$910.9bMex$69.9b17.8x18.9x1.5x
Tue, 19 Dec 2023Mex$1.4tMex$910.2bMex$69.9b17.1x19.9x1.5x
Thu, 16 Nov 2023Mex$1.2tMex$909.7bMex$69.8b16x16.8x1.3x
Sat, 14 Oct 2023Mex$1.2tMex$942.0bMex$76.4b15.1x15.4x1.3x
Mon, 11 Sep 2023Mex$1.3tMex$940.6bMex$76.5b16.6x16.8x1.4x
Wed, 09 Aug 2023Mex$1.3tMex$948.1bMex$76.5b16x16.5x1.3x
Price to Earnings Ratio

16.5x


Total Market Cap: Mex$1.3tTotal Earnings: Mex$76.5bTotal Revenue: Mex$948.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Industrials Sector Price to Earnings3Y Average 19.8x202420252026
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 19.8x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have declined 12% per year over the last three years,
  • Revenues have also declined 22% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

MX Market0.61%
Industrials1.61%
Transportation11.53%
Industrials4.30%
Commercial Services2.56%
Infrastructure0.39%
Construction0%0
Airlines0%0
Building-5.18%
Trade Distributors-8.16%
Industry PE
  • Investors are most optimistic about the Industrials industry even though it's trading below its 3-year average PE ratio of 62.9x.
    • Analysts are expecting annual earnings growth of 9.8%, which is higher than its past year's earnings decline of 18.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Transportation industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings decline of 33% per year.
  • In contrast, the Infrastructure industry is expected to see its earnings grow by 6.9% 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
GCARSO A1 Grupo Carso. deMex$148.264.9%
+Mex$15.7b		14.5%PE38.3x
ASUR B Grupo Aeroportuario del Sureste S. A. B. de C. VMex$479.632.2%
+Mex$3.1b		-16.6%PE14.5x
OMA B Grupo Aeroportuario del Centro Norte. deMex$231.332.2%
+Mex$2.0b		-6.9%PE16.5x
TRAXION A Grupo Traxión. deMex$11.8011.5%
+Mex$668.0m		-26.7%PE18.1x
VOLAR A Controladora Vuela Compañía de Aviación. deMex$13.561.5%
+Mex$229.9m		25.8%PS0.3x

Latest News

TRAXION A
Mex$11.80
Grupo Traxión. de
7D
11.5%
1Y
-26.7%
OMA B
Mex$231.33
Grupo Aeroportuario del Centro Norte. de
7D
2.2%
1Y
-6.9%
Analysis Article • Jul 30

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. Just Recorded A 13% Revenue Beat: Here's What Analysts Think

Investors in Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. ( BMV:OMAB ) had a good week, as its shares rose 2.4...
GCARSO A1
Mex$148.26
Grupo Carso. de
7D
4.9%
1Y
14.5%
Narrative Update • Jul 29

GCARSO A1: Lower Growth And P/E Assumptions Will Sustain Overvaluation Risk

Analysts have raised their price target for Grupo Carso from MX$115 to MX$130, citing updated assumptions around the discount rate, revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Grupo Carso There are no recent Grupo Carso specific news items available from the primary news source list as of 29 Jul 2026.
LAMOSA *
Mex$90.00
Grupo Lamosa. de
7D
-6.3%
1Y
-21.1%
ASUR B
Mex$479.63
Grupo Aeroportuario del Sureste S. A. B. de C. V
7D
2.2%
1Y
-16.6%
Analysis Article • Jul 26

Grupo Aeroportuario del Sureste, S. A. B. de C. V. Just Missed Earnings - But Analysts Have Updated Their Models

Grupo Aeroportuario del Sureste, S. A. B. de C. V. ( BMV:ASURB ) shareholders are probably feeling a little...
PINFRA *
Mex$273.49
Promotora y Operadora de Infraestructura S. A. B. de C. V
7D
-2.2%
1Y
18.8%
AGUA *
Mex$13.90
Grupo Rotoplas. de
7D
0.07%
1Y
-0.07%
VOLAR A
Mex$13.56
Controladora Vuela Compañía de Aviación. de
7D
1.5%
1Y
25.8%
Analysis Article • Jul 24

Here's What Analysts Are Forecasting For Controladora Vuela Compañía de Aviación, S.A.B. de C.V. (BMV:VOLARA) After Its Second-Quarter Results

Last week saw the newest second-quarter earnings release from Controladora Vuela Compañía de Aviación, S.A.B. de C.V...
PASA B
Mex$40.00
Promotora Ambiental. de
7D
2.6%
1Y
n/a
GAP B
Mex$376.53
Grupo Aeroportuario del Pacífico. de
7D
-0.1%
1Y
-12.6%
POCHTEC B
Mex$5.40
Grupo Pochteca. de
7D
-8.2%
1Y
-13.6%
KUO B
Mex$47.00
Kuo. de
7D
-5.1%
1Y
6.0%