TRAXION Announces First Quarter 2026 Results

The figures presented in this report have been prepared in accordance with International Financial Reporting Standards (IFRS) and are expressed in nominal millions of Mexican Pesos (MXN), unless otherwise stated.

• Consolidated revenues reached Ps. 9,062 million, a 24.5% increase compared to 1Q25.
• Consolidated EBITDA totaled Ps. 1,242 million, a 7.5% decrease compared to the same period last year.
• Revenues from the Logistics and Technology segment increased 73.9% during the period, representing 49.2% of consolidated revenues.
• Net operating cash flow reached Ps. 678 million.
• CapEx reached Ps. 594 million during the period, in line with the Company’s investment plan.
• The net debt to EBITDA ratio stood at 2.46x for the period.
• Average fleet in operation during 1Q26 was 11,162 units.

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Investor Relations Contact Details

Antonio Tejedo

a.tejedo@traxion.global

Elba Salcedo

e.salcedo@traxion.global

Tel: +52 55 5046 7900 ext. 3215

About TRAXIÓN 

TRAXIÓN is the leading transportation and logistics company in Mexico. It offers integrated solutions through the broadest and most diverse service portfolio in the country. TRAXIÓN’s platform operates three business segments: cargo mobility, logistics and technology, and personnel mobility. The Company has 10 brands recognized for their leadership in the different business niches in which they operate. TRAXIÓN was established in 2011 and closed 2Q25 with an average fleet of 11,185 power units, 694,802 square meters of 3PL logistics warehouse space, national footprint, a portfolio of more than 1,300 clients, and over 22,000 employees. Among TRAXIÓN’s most important competitive advantages are an experienced and committed management team, the use of cutting-edge technologies, being the only consolidator in a highly fragmented sector, being the only institutional company in an industry dominated by family-owned businesses, a diversified premium service portfolio, long-term relationships with clients and suppliers, and a forward-looking market vision.

Logistics and Technology

In this segment, TRAXION provides logistics solutions across the entire supply chain through digital platforms and technological applications with an asset-light focus. The services offered include integrated 4PL logistics solutions, 3PL warehouse management, last-mile services, freight brokerage, and intermodal rail services, among others. By the end of 1Q26, the Company operated more than 925,684 square meters of 3PL warehouse space and a last-mile fleet of 281 units.

Mobility of Cargo

The Mobility of Cargo segment provides comprehensive cargo solutions. The Company’s services include dedicated freight, less-than-truckload, intermodal freight, refrigerated freight, international cargo, and border crossings, as well as petrochemical transportation, moving services, and specialized transportation. We operate a platform with five highly recognized brands: Transportadora EGOBA, Muebles y Mudanzas MYM, Grupo SID, Auto Express Frontera Norte, and Autotransportes El Bisonte. TRAXION has one of the most modern, diverse, and flexible fleets in the industry, with an average of 2,287 power units at the close of 1Q26.

Mobility of Personnel

The school and personnel transportation segment provides services for transporting personnel to corporations, industrial parks, and hotels, as well as student transportation to schools and universities, and group tourism services. Through its subsidiary LIPU, TRAXION operates a centralized platform under dedicated contracts or spot services, and the largest and most modern fleet in Mexico, consisting of an average of 8,594 power units at the close of 1Q26.

Disclaimer

The information presented in this press release may contain forward-looking statements regarding Grupo Traxión, S.A.B. de C.V. and its subsidiaries (collectively “Traxión” or the “Company”), which are not historical facts and represent the current view of Traxión’s management, based on the information available to the Company. Such statements are subject to certain risks and factors based on assumptions. The words “anticipated,” “believe,” “estimate,” “expect,” “plan,” and other similar expressions, whether related to the Company or not, are intended to provide estimates or forecasts. Various factors may cause the results implied in the statements to differ materially from any future result or event of, or related to, Traxión that may be expressly or implicitly included in such statements. Additionally, if the assumptions used in the statements turn out to be incorrect, the actual results may differ materially from those described herein as anticipated, believed, estimated, or expected. Traxión assumes no obligation to update the statements or information presented in this release.