Business UpdateJul 31, 2026, 02:16 PM
Ferrovial Highlights Strong North American Infrastructure Growth
AI Summary
Ferrovial SE presented its Investor Presentation Equity Story & Fact Book, highlighting its strong position as a leading North American road and airport infrastructure company. The company reported a 255% Total Shareholder Return over the last decade and a $47 billion market cap as of December 2025, with 86% of its equity value in North America. The presentation emphasized the robust performance of its key assets like 407 ETR and US Express Lanes, along with a significant pipeline of new greenfield projects, underscoring its long-term value creation strategy and financial discipline.
Key Highlights
- Achieved 255% Total Shareholder Return (TSR) over 10 years, outperforming major indices.
- Reported a $47 billion Market Cap as of December 31, 2025.
- 86% of Ferrovial's equity value is concentrated in North America.
- Highways business contributes 86% to analysts' total equity valuation.
- 407 ETR generated C$1.7B revenue, C$1.5B EBITDA, and C$1.5B dividends in 2025.
- US Express Lanes (DFW) generated $935M revenue, $776M Adj. EBITDA, and $553M dividends in 2025.
- Identified a robust pipeline of 6 new greenfield projects in the US.
- Delivered €6.5B in dividends from infrastructure assets over the past 10 years.
Price Impact
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