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FERBullishEarningsnews
High materiality7/10

Ferrovial delivers strong 9M 2026 with record backlog and US PPP wins

Oct 27, 2026, 6:35 PM EDT2 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Strong beat across revenue and EBITDA, record order book, and visible dividends from key assets; likely to lift sentiment and consensus estimates in the near term.

AI summary

What happened, with direct paths to the underlying reporting

Ferrovial reported robust 9M 2026 results, with revenue up 10.8% like-for-like and Adjusted EBITDA up 21.8% to €1.2B, led by North American highways and U.S. Express Lanes. The company's order book reached a record €19B, with North America the largest contributor, and Construction margins exceeded the long-term target at 4.1%. Progress on JFK’s New Terminal One and other PPPs supports longer-term visibility and potential cash returns through dividends.

  • Adjusted EBITDA €1.2B, up 21.8% YoY on a like-for-like basis.
  • Revenue €7.4B, up 10.8% LfL; North America highways driving growth.
  • Construction margin 4.1%, above long-term target of 3.5%.
  • Order book reachs an all-time €19B; NA accounts for 51%.
  • CAD 1.050B 407 ETR dividend approved for Q4 2026; JFK NTO progress continues.

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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.

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