TRAXION Announces Fourth Quarter 2025 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. 11,051 million, a 45.7% increase compared to 4Q24.
  • Consolidated EBITDA totaled Ps. 1,392 million, remaining at similar levels as in the same period last year.
  • Revenues from the Logistics and Technology segment represented 58.4% of consolidated revenues, bringing consolidated EBITDA margin to 12.6%.
  • Net operating cash flow reached Ps. 2,358 million, an increase of more than 100% compared to 4Q24.
  • CapEx reached Ps. 391 million in 4Q25 and Ps. 2,349 million for the full year, in line with the Company’s investment plan.
  • Net income for 4Q25 reached Ps. 159 million, an 18.0% decrease compared to 4Q24.
  • The net debt to EBITDA ratio stood at 2.23x for the period.
  • Average fleet in operation during 4Q25 was 11,041 units.
  • With these results, the Company meets its 2025 guidance.

 

2026 GUIDANCE

  • For 2026, TRAXION expects revenue and EBITDA growth of approximately 10%, with an EBITDA margin of around 16%.
  • In terms of investment, the Company plans to deploy CapEx of approximately Ps. 2,400 million, primarily allocated to organic growth, fleet and equipment renewal, as well as technology investments.

 

Miranda Newswire – Full Press Release: Download PDF

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 
TRAXION is the leading transportation and logistics company in Mexico. It offers integrated solutions through the broadest and most diverse service portfolio in the country. TRAXION’s platform operates three business segments: cargo mobility, logistics and technology, and personnel mobility. The Company has 12 brands recognized for their leadership in the different business niches in which they operate. TRAXION was established in 2011 and closed 4Q25 with an average fleet of 11,041 power units, 1,031,746 square meters of 3PL logistics warehouse space, national footprint, a portfolio of more than 1,300 clients, and over 25,000 employees. Among TRAXION’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 4Q25, the Company operated more than 1,031,746 square meters of 3PL warehouse space and a last-mile fleet of 320 units.
Mobility of Cargo
The cargo mobility 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 2,322 power units at the close of 4Q25.
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 8,399 power units at the close of 4Q25.
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 “TRAXION” or the “Company”), which are not historical facts and represent the current view of TRAXION’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, TRAXION 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. TRAXION assumes no obligation to update the statements or information presented in this release.

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