Ferrovial S.E.
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+ FollowMarket Cap$39.87B
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Earnings Call Q4 2025
February 28, 2026 - AI Summary
Solid Financial Performance: Ferrovial reported revenue of EUR 9.6 billion for 2025, an 8.6% year-over-year increase, driven primarily by strong growth in highways and construction segments. Adjusted EBITDA rose 12.2% to EUR 1.5 billion, reflecting robust performance from Managed Lanes in the U.S. and a solid construction outlook.
Strength in North American Assets: The company's focus on North American infrastructure has yielded a record construction order book of EUR 17.4 billion, with nearly 50% derived from this market. Highways revenue grew 13.7% like-for-like, with notable growth in EBITDA from U.S. assets. The airport project at JFK (NTO) is progressing towards operational readiness, bolstering future revenue streams.
Challenges in Traffic Revenue: Although overall traffic numbers remain strong, fourth-quarter revenue per transaction grew only 6% due to seasonal factors and potential demand erosion from toll increases. There is concern about a continued impact from unfavorable conditions in 2026, particularly regarding heavy vehicle traffic and congestion.
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$49.08
16.7% downside
Current Fair Value
16.7% downsideOvervalued by 16.7% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $39.87 Billion |
|---|---|
| Enterprise Value | $48.74 Billion |
| Annual dividend | $1.65 |
| Dividend yield | 2.19% |
| Earnings per Share | $1.24 |
| Beta | 0.8 |
| Outstanding Shares | 720,626,181 |
Return
| Return on Equity | 17.47% |
|---|---|
| Return on Assets | 3.67% |
| Return on Invested Capital | 4.26% |
Valuation & Multiples
| P/E Ratio | 58.95 |
|---|---|
| PEG | 306.1 |
| Price to Sales | 4.53 |
| Price to Book Ratio | 5.9 |
| Enterprise Value to Revenue | 5.05 |
| Enterprise Value to EBIT | 53.12 |
| Enterprise Value to Net Income | 48 |
| Total Debt to Enterprise | 0.26 |
| Debt to Equity | 2.23 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 27, 2026
EPS Estimate
$0.28
Consensus analyst estimateRevenue Estimate
$3.12 B
Consensus analyst estimateNext Earnings Call
Expected Date
March 4, 2027
EPS Estimate
$-0.14
Consensus analyst estimateRevenue Estimate
$1.84 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 97.98% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 1.05%▼ 32.60% |
|---|---|
| Total Invested | $425.93M▼ 97.43% |
| Investors Holding | 78▼ 272.00% |
About Ferrovial S.E.
22,609 employees
CEO: Ignacio Madridejos
Ferrovial NV engages in the design, financing, construction, operation, and maintenance of infrastructure projects. It operates through the following segments: Construction, Highways, Airports, Energy, and Other. The Construction segment...