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Mexican (IPC) Industrials Sector Analysis

UpdatedJun 11, 2026
DataAggregated Company Financials
Companies13
  • 7D-2.4%
  • 3M-1.6%
  • 1Y-5.0%
  • YTD-5.5%

Over the last 7 days, the Industrials industry has dropped 4.0%, driven by Grupo Aeroportuario del Pacífico. de declining 5.6%. Overall the industry is down 5.5% in 12 months. As for the next few years, earnings are expected to grow by 10% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 11 Jun 2026Mex$964.5bMex$490.8bMex$49.1b15.2x19.7x2x
Sat, 09 May 2026Mex$1.2tMex$518.5bMex$56.9b16.1x20.3x2.2x
Mon, 06 Apr 2026Mex$1.2tMex$526.0bMex$56.3b17.7x20.8x2.2x
Wed, 04 Mar 2026Mex$1.1tMex$522.0bMex$47.4b18x24.2x2.2x
Fri, 30 Jan 2026Mex$1.2tMex$526.6bMex$61.4b16.1x18.8x2.2x
Sun, 28 Dec 2025Mex$1.3tMex$584.6bMex$70.5b15.8x18.2x2.2x
Tue, 25 Nov 2025Mex$1.2tMex$586.5bMex$70.4b14.7x17x2x
Thu, 23 Oct 2025Mex$1.2tMex$586.2bMex$65.7b16.2x18.2x2x
Sat, 20 Sep 2025Mex$1.3tMex$584.7bMex$64.8b14.9x19.6x2.2x
Mon, 18 Aug 2025Mex$1.3tMex$585.7bMex$64.8b15.2x19.3x2.1x
Wed, 16 Jul 2025Mex$1.2tMex$573.8bMex$68.4b13.4x18x2.2x
Fri, 13 Jun 2025Mex$1.1tMex$550.4bMex$59.6b16.1x18.9x2x
Sun, 11 May 2025Mex$1.2tMex$575.5bMex$68.4b14.7x18x2.1x
Tue, 08 Apr 2025Mex$1.2tMex$736.8bMex$70.9b14.8x16.7x1.6x
Thu, 06 Mar 2025Mex$1.2tMex$740.9bMex$69.2b15.3x17.8x1.7x
Sat, 01 Feb 2025Mex$1.4tMex$889.8bMex$64.4b15.7x22x1.6x
Mon, 30 Dec 2024Mex$1.3tMex$884.9bMex$63.5b16.6x21.1x1.5x
Wed, 27 Nov 2024Mex$1.2tMex$858.1bMex$55.4b17.1x22.4x1.4x
Fri, 25 Oct 2024Mex$1.3tMex$861.7bMex$63.2b16.1x19.9x1.5x
Sun, 22 Sep 2024Mex$1.3tMex$861.5bMex$62.2b17.1x20.7x1.5x
Tue, 20 Aug 2024Mex$1.2tMex$859.2bMex$62.1b17.1x20x1.4x
Thu, 18 Jul 2024Mex$1.3tMex$861.2bMex$58.3b16.5x21.5x1.5x
Sat, 15 Jun 2024Mex$1.2tMex$832.0bMex$50.8b17.5x22.8x1.4x
Mon, 13 May 2024Mex$1.3tMex$854.0bMex$58.0b16.6x23.1x1.6x
Wed, 10 Apr 2024Mex$1.3tMex$863.6bMex$54.4b24.1x24.1x1.5x
Fri, 08 Mar 2024Mex$1.2tMex$864.6bMex$53.4b23.8x23.4x1.4x
Sun, 04 Feb 2024Mex$1.3tMex$910.4bMex$63.1b20.1x21.3x1.5x
Tue, 02 Jan 2024Mex$1.4tMex$909.6bMex$69.9b17.6x20.5x1.6x
Thu, 30 Nov 2023Mex$1.2tMex$910.7bMex$69.9b16.2x17.4x1.3x
Sat, 28 Oct 2023Mex$1.1tMex$911.2bMex$67.5b15.4x16.4x1.2x
Mon, 25 Sep 2023Mex$1.3tMex$939.3bMex$76.5b16.4x16.6x1.3x
Wed, 23 Aug 2023Mex$1.2tMex$938.5bMex$76.5b16x16.3x1.3x
Fri, 21 Jul 2023Mex$1.3tMex$952.0bMex$81.4b14.8x15.6x1.3x
Sun, 18 Jun 2023Mex$1.3tMex$952.5bMex$81.3b14.8x15.7x1.3x
Price to Earnings Ratio

15.7x


Total Market Cap: Mex$1.3tTotal Earnings: Mex$81.3bTotal Revenue: Mex$952.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Industrials Sector Price to Earnings3Y Average 19.6x202420252026
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 19.6x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have declined 16% per year over the last three years,
  • Revenues have also declined 20% 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 Market-2.57%
Industrials-2.36%
Industrials2.66%
Building0.30%
Trade Distributors0%0
Commercial Services0%0
Construction-0.15%
Infrastructure-5.05%
Airlines-6.15%
Transportation-15.92%
Industry PE
  • Investors are most optimistic about the Industrials industry even though it's trading below its 3-year average PE ratio of 61.5x.
    • Analysts are expecting annual earnings growth of 12.9%, which is higher than its past year's earnings decline of 40.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Airlines industry, expecting annual earnings growth of 68% over the next 5 years.
  • In contrast, the Infrastructure industry is expected to see its earnings grow by 7.0% 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$135.852.9%
+Mex$8.6b		5.8%PE40.3x
AGUA * Grupo Rotoplas. deMex$13.191.9%
+Mex$115.2m		-8.3%PE133.3x

Latest News

TRAXION A
Mex$8.98
Grupo Traxión. de
7D
-15.9%
1Y
-54.6%
AGUA *
Mex$13.19
Grupo Rotoplas. de
7D
1.9%
1Y
-8.3%
Narrative Update • Jun 07

AGUA *: Higher Fair Value And Profitability Assumptions Will Support Future Upside

Analysts now set a refreshed price target of MX$26.33 for Grupo Rotoplas, compared with the previous MX$25.80. They cite updated assumptions around discount rate, revenue growth, profit margin and future P/E in their valuation work.
GCARSO A1
Mex$135.85
Grupo Carso. de
7D
2.9%
1Y
5.8%
Narrative Update • Jun 06

GCARSO A1: Higher Discount Rate Will Sustain Overvaluation Risk Ahead

Analysts have adjusted their fair value price target for Grupo Carso to MX$115. This reflects updated assumptions around the stock's discount rate, revenue growth, profit margin, and future P/E outlook.
OMA B
Mex$208.85
Grupo Aeroportuario del Centro Norte. de
7D
-4.9%
1Y
-16.7%
Narrative Update • Jun 05

OMA B: Traffic Resilience And Route Expansion Will Support Higher P/E Discipline

The analyst price target for Grupo Aeroportuario del Centro Norte has been revised slightly to MX$261.96. This reflects updated assumptions for growth, margins and P/E in the context of recent upgrades from several firms to more positive ratings on the stock.
GAP B
Mex$386.05
Grupo Aeroportuario del Pacífico. de
7D
-6.5%
1Y
-12.4%
Narrative Update • May 30

GAP B: Recent Traffic Weakness Will Set Up Future Upside Potential

Analysts have nudged their price target for Grupo Aeroportuario del Pacífico slightly lower to MX$476.46 from MX$480.57, reflecting updated assumptions that combine a modestly adjusted revenue growth outlook with a slightly higher profit margin and a small change in the assumed forward P/E multiple. What's in the News April 2026 traffic update: Total Terminal Passengers were 5,113,400, compared with 5,531,000 in April 2025, with load factors moving from 80.8% to 81.5% for the month (company announcement of operating results).
VOLAR A
Mex$12.66
Controladora Vuela Compañía de Aviación. de
7D
-6.2%
1Y
41.9%
PINFRA *
Mex$268.69
Promotora y Operadora de Infraestructura S. A. B. de C. V
7D
-1.5%
1Y
20.9%
Analysis Article • May 25

Is Now The Time To Put Promotora y Operadora de Infraestructura S. A. B. de C. V (BMV:PINFRA) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
ASUR B
Mex$479.72
Grupo Aeroportuario del Sureste S. A. B. de C. V
7D
-5.3%
1Y
-20.1%
LAMOSA *
Mex$96.00
Grupo Lamosa. de
7D
0%
1Y
-15.8%
GMD *
Mex$6.69
Grupo Mexicano de Desarrollo
7D
-0.1%
1Y
-25.7%