Ferrovial Isn't What It Used To Be, And That's A Good Thing |
Ferrovial SE is executing a strategic pivot, focusing on margin discipline, high-return assets, and sectors with long-term pricing power, especially in North America. Recent divestments and reinvestments, notably in the 407 ETR and JFK Terminal 1, highlight a shift toward inflation-protected, cash-generative infrastructure and future mobility bets. Despite headline valuation concerns, the underlying earnings strength and discounted blended P/E suggest FER stock is attractively priced relative to its historical average. |
seekingalpha.com |
2025-05-15 13:28:48 |
Czytaj oryginał (ang.) |
Ferrovial SE (FER) Q1 2025 Earnings Call Transcript |
Ferrovial SE (NASDAQ:FER ) Q1 2025 Earnings Conference Call May 14, 2025 9:00 AM ET Company Participants Silvia Ruiz - Investor Relations Director Ignacio del Pino - Corporate Finance Director Ernesto López Mozo - Chief Financial Officer Conference Call Participants Luis Pietro - Kepler Graham Hunt - Jefferies Ruairi Cullinane - RBC Elodie Rall - JPMorgan Marcin Wojtal - Bank of America Dario Maggiore - BNP Jose Manuel Arroyo - Grupo Santander Nicolas Mora - Morgan Stanley Nicolo Pessina - Mediobanca Silvia Ruiz Good afternoon, everybody. This is Silvia Ruiz speaking, and I would like to welcome you to Ferrovial's Conference Call to discuss the Financial Results for the First Quarter of 2025. |
seekingalpha.com |
2025-05-14 19:12:03 |
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Ferrovial's quarterly core profit rises 19% led by US highways business |
Spanish construction giant Ferrovial posted a 19% rise in first-quarter core earnings on Tuesday, driven by strong performance in its toll highway business in the United States. |
reuters.com |
2025-05-14 06:12:17 |
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Ferrovial announces a 2025 interim scrip dividend |
AMSTERDAM , May 13, 2025 /PRNewswire/ -- Ferrovial SE ("Ferrovial", Ticker: "FER") declares an interim scrip dividend of in aggregate EUR 228 million, payable in cash or shares at the election of Ferrovial's shareholders, against Ferrovial's reserves. The dividend per Ferrovial share will be determined based on the number of the shares outstanding on the relevant ex-dividend date and is expected to be announced on 21 May 2025. |
prnewswire.com |
2025-05-13 21:30:00 |
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Ferrovial starts 2025 with solid results |
Highways in North America delivered strong revenue performance Construction reported growth in order book and profitability AMSTERDAM , May 13, 2025 /PRNewswire/ -- Ferrovial, a leading global infrastructure company, delivered significant growth in the first quarter of 2025, boosted by strong performance in all business divisions. Both revenue and adjusted EBITDA increased, mainly driven by U.S. highways. |
prnewswire.com |
2025-05-13 20:12:00 |
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Best Momentum Stock to Buy for April 28th |
BWB, NOMD and FER made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on April 28, 2025. |
zacks.com |
2025-04-28 15:00:41 |
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Best Income Stocks to Buy for April 28th |
KALU, NOMD and FER made it to the Zacks Rank #1 (Strong Buy) income stocks list on April 28, 2025. |
zacks.com |
2025-04-28 10:11:10 |
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Ferrovial holds Shareholders Meeting after a year of strong operating performance and asset rotation |
The shareholders approved the re-election of Rafael del Pino, Chairman of the Board of Directors, as executive director, and of Óscar Fanjul, Vice-Chairman of the Board, as non-executive director AMSTERDAM , April 24, 2025 /PRNewswire/ -- Ferrovial held its Shareholders Meeting this Thursday after a year marked by strong operating results and intensive asset rotation, during which the company's shares also started trading on Nasdaq. "2024 has been an important year for Ferrovial. |
prnewswire.com |
2025-04-24 16:16:00 |
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DXC Announces AI Workbench; Ferrovial to Serve as Anchor Client |
DXC's AI Workbench combines industry and AI expertise to scale outcomes for global customers ASHBURN, Va. , April 22, 2025 /PRNewswire/ - DXC Technology (NYSE: DXC), a leading Fortune 500 global technology services provider, introduced today DXC AI Workbench, a generative AI offering which combines consulting, engineering, and secure enterprise services to help businesses worldwide integrate and scale responsible AI into their operations. |
prnewswire.com |
2025-04-22 10:00:00 |
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Ferrovial agrees to acquire up to 5.06% of 407 ETR from AtkinsRéalis |
With this transaction, Ferrovial would increase its ownership in 407 ETR to 48.29% AMSTERDAM , March 13, 2025 /PRNewswire/ -- Ferrovial, a leading global infrastructure company, has reached an agreement to acquire up to a 5.06% stake in 407 ETR from AtkinsRéalis for approximately CAD $2.09 billion. The transaction is structured in two tranches, with 3.30% to be acquired at closing and 1.76% deferred for up to 18 months post-closing through a put and call option agreement. |
prnewswire.com |
2025-03-13 11:26:00 |
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'Very good performance of North American assets' in 2024, says Ferrovial CEO |
Ignacio Madridejos, the CEO of Ferrovial, discusses the Spanish company's full-year financial results. |
youtube.com |
2025-03-03 02:53:56 |
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Ferrovial CEO message to employees and shareholders |
Reflects on a pivotal year for the company and looks ahead to 2025 AMSTERDAM , Feb. 28, 2025 /PRNewswire/ -- Ferrovial, a leading global infrastructure company, today released a letter to employees and shareholders from its CEO, Ignacio Madridejos. Dear employees and shareholders, 2024 was a pivotal year for Ferrovial. |
prnewswire.com |
2025-02-28 16:02:00 |
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Ferrovial SE (FER) Q4 2024 Earnings Call Transcript |
Ferrovial SE (NASDAQ:FER ) Q4 2024 Earnings Conference Call February 28, 2025 9:00 AM ET Company Participants Silvia Ruiz - Director, IR Rafael del Pino - Chairman Ignacio Madridejos - CEO Ernesto López Mozo - CFO Conference Call Participants Luis Prieto - Kepler Cheuvreux Elodie Rall - JPMorgan Graham Hunt - Jefferies Jose Manuel Arroyas - Santander Gregor Kuglitsch - UBS Augustin Cendre - Stifel Silvia Ruiz Good afternoon, everybody. This is Silvia Ruiz speaking. |
seekingalpha.com |
2025-02-28 14:57:08 |
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Ferrovial increased adjusted EBITDA by 38.9% in 2024 |
Company completes an outstanding year, with strong operating performance and assets rotation Toll roads in North America experience significant growth in revenue per transaction Construction reports record order book and exceeds profitability target for the year AMSTERDAM , Feb. 27, 2025 /PRNewswire/ -- Ferrovial, a leading global infrastructure company, reported an adjusted EBITDA of $1.5 billion in 2024, a 38.9% increase year over year in like-for-like terms boosted by robust performance in all business areas, while revenue amounted to $9.9 billion, a 6.7% growth on a like-for-like basis. Net profit amounted to $3.5 billion in 2024, thanks to capital gains from assets rotation. |
prnewswire.com |
2025-02-27 23:03:00 |
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Ferrovial recognized as a sustainability leader in Dow Jones Sustainability Index World |
The company achieves top ranking in the construction and engineering sector for 23rd consecutive year AMSTERDAM , Dec. 23, 2024 /PRNewswire/ -- Ferrovial today announced its 23rd consecutive inclusion in the Dow Jones Sustainability Index (DJSI) World, a globally recognized benchmark for evaluating the sustainability performance of over 2,500 publicly traded companies. The company achieved top ranking in the construction and engineering sector, emphasizing its leadership in implementing responsible practices that promote business resilience. |
prnewswire.com |
2024-12-23 14:17:00 |
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Ferrovial closes the sale of a 19.75% stake in Heathrow for 2,000 million euros |
AMSTERDAM , Dec. 12, 2024 /PRNewswire/ -- Reference is made to the press release communication dated 14 June 2024 regarding the sale by Ferrovial and certain other shareholders of FGP Topco Ltd (FGP Topco), parent company of Heathrow Airport Holdings Ltd. (the Tagging Shareholders) of 37.62% of the share capital of FGP Topco to Ardian and PIF. |
prnewswire.com |
2024-12-12 16:47:00 |
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András Szakonyi named CEO of Ferrovial's Digital Infrastructure Division |
This division targets the high-growth data center market, building on a decade of successful projects for industry leaders AMSTERDAM , Nov. 14, 2024 /PRNewswire/ -- Ferrovial, a leading global infrastructure company, announces the appointment of András Szakonyi as CEO of Digital Infrastructure. Szakonyi brings deep sector expertise, both in data centers and sustainable AI cloud solutions. |
prnewswire.com |
2024-11-14 16:34:00 |
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Ferrovial SE (FER) Q3 2024 Earnings Call Transcript |
Ferrovial SE. (NASDAQ:FER ) Q3 2024 Earnings Conference Call October 30, 2024 10:00 AM ET Company Participants Silvia Ruiz - Investor Relations Director Ignacio del Pino - Corporate Finance Director Ernesto López Mozo - Chief Financial Officer Conference Call Participants Graham Hunt - Jefferies Elodie Rall - JPMorgan Augustin Cendre - Stifel Gregor Kuglitsch - UBS Marcin Wojtal - Bank of America Sathish Sivakumar - Citi Nicolo Pessina - Mediobanca Augustin Cendre - Stifel Silvia Ruiz Good afternoon or good morning, depending on where you are, everybody. |
seekingalpha.com |
2024-11-02 05:47:08 |
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Ferrovial increased adjusted EBITDA by 50% in the first nine months of the year |
The company reported robust performance in all business areas and growing dividends from infrastructure assets Toll roads in North America experienced strong growth in revenue per transaction, while Heathrow served a record number of passengers Higher profitability in Construction, placing the unit on track for 2024 target AMSTERDAM , Oct. 29, 2024 /PRNewswire/ -- Ferrovial, a leading global infrastructure company, reported adjusted EBITDA of $1.1 billion in the first nine months of 2024, a 50% increase year over year in like-for-like terms. Revenue amounted to $7.2 billion in the period, a 6.2% growth on a like-for-like basis. |
prnewswire.com |
2024-10-29 21:47:00 |
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10 Years of Progress: How the TEXpress Lanes are Shaping the Future of Infrastructure and Growth |
An open letter from Ferrovial CEO Ignacio Madridejos AUSTIN, Texas , Oct. 15, 2024 /PRNewswire/ -- As Ferrovial celebrates the 10-year anniversary of the TEXpress Lanes in Dallas-Fort Worth, we've been taking some time to reflect on the project, specifically, the impact of express lanes, public-private partnerships, and Ferrovial's integrated model on the rapidly growing city. Texas partnered with the Ferrovial-led consortium to finance, design, build and operate the North Tarrant Express (NTE), which officially opened in 2014. |
prnewswire.com |
2024-10-15 15:32:00 |
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Ferrovial reached $447 million net profit in the first half of the year |
Adjusted EBITDA increased by 56% and revenue improved 7.5% in like-for-like terms, driven by positive performance in all business areas Infrastructure assets in North America experienced strong growth in revenue per transaction, while Heathrow served a record-breaking number of passengers During the period, Ferrovial's shares were listed on Nasdaq and are now traded simultaneously in the Spanish, Dutch and U.S. markets AMSTERDAM, July 30, 2024 /PRNewswire/ -- Ferrovial (Nasdaq: FER), a leading global infrastructure company, reported a $447 million net profit for the first half of 2024, compared with $123 million in the same period of 2023, driven by strong operating performance across all business areas. "Ferrovial more than tripled net profit in the first half of the year, an extraordinary result driven by excellent performance across all business units and profitable divestments. |
prnewswire.com |
2024-07-31 01:15:00 |
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Ferrovial appoints Pepe Baraja to lead its construction division for the U.S. and Canada |
Ferrovial Construction expands leadership team to support next phase of growth AUSTIN, Texas , July 17, 2024 /PRNewswire/ -- Ferrovial, a leading global infrastructure company, today announced changes to its construction division's leadership team. Pepe Baraja has been appointed CEO for the U.S. and Canada, reporting to Ferrovial Construction CEO Ignacio Gastón. |
prnewswire.com |
2024-07-17 16:13:00 |
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3 Stocks That Should Have Replaced Sirius XM Holdings in the Nasdaq 100 (Rather Than ARM) |
When I first thought of the idea for this article, Sirius XM Holdings (NASDAQ: SIRI ) was still a part of the Nasdaq 100, a collection of 100 of the largest non-financial stocks listed on Nasdaq. However, there was speculation certain companies were Nasdaq 100 stock candidates to replace the satellite radio business. |
investorplace.com |
2024-06-28 10:00:00 |
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Frank Raha joins Ferrovial's Cintra to lead U.S. public affairs |
Raha brings federal, state and local government relations expertise as efforts to expand into new U.S. geographies intensify AUSTIN, Texas , June 3, 2024 /PRNewswire/ -- Ferrovial, a leading global infrastructure company, today announced the appointment of Frank Raha III as U.S. vice president of corporate affairs for Cintra, its highway business. Ferrovial's Cintra develops and operates express lanes across the U.S., providing road transportation infrastructure for communities as their populations grow. |
prnewswire.com |
2024-06-06 19:04:00 |
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DXC Technology and Ferrovial to Co-create New Generative Artificial Intelligence Platform |
Quercus will help organizations adopt Generative AI to accelerate innovation and optimize business processes ASHBURN, Va. , May 17, 2024 /PRNewswire/ - DXC Technology (NYSE: DXC), a leading Fortune 500 global technology services provider, will work with Ferrovial (NASDAQ: FER), one of the world's leading infrastructure companies, and Microsoft to jointly develop the generative Artificial Intelligence (AI) platform Quercus. |
prnewswire.com |
2024-05-17 11:22:00 |
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Ferrovial increased adjusted EBITDA by 37.6% in the first quarter |
Express Lanes in North America saw a significant increase in traffic, while Heathrow Airport surpassed its all-time passenger record Revenue increased by 3.5% to $2 billion, driven by Toll Roads and Construction divisions AMSTERDAM , May 13, 2024 /PRNewswire/ -- Ferrovial (Nasdaq: FER), a leading global infrastructure company, today announced Q1 results for the first time after being listed simultaneously in Spain, the Netherlands and the U.S. Adjusted EBITDA amounted $276 million in the first quarter of 2024, a 37.6% like-for-like growth versus Q1 2023, due to the solid growth of the Toll Roads and Construction divisions. Revenue increased by 3.5% in like-for-like terms to $2 billion in the period. |
prnewswire.com |
2024-05-13 21:42:00 |
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