Ferrovial SE

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.

Ferrovial N.V. reported weekly transactions under its ongoing share repurchase program, which commenced on December 15, 2025. Between June 29 and July 17, 2026, the company repurchased a total of 150,000 shares across three weekly periods. As of July 17, 2026, the cumulative total of shares repurchased under the program reached 5,780,574 for a total expenditure of €336,164,220.66.

Ferrovial reported strong H1 2026 results with revenue increasing 11.3% like-for-like to EUR 4,701 million and Adjusted EBITDA growing 21.6% like-for-like to EUR 746 million, driven by robust performance in its U.S. assets and Construction. However, net profit attributed to the parent company decreased to EUR 258 million from EUR 540 million in H1 2025. The company maintained a solid financial position with EUR 1,307 million in net cash for ex-infrastructure projects and continued strategic bidding for new projects.

Ferrovial N.V. announced changes to its Board of Directors. Mr. José Fernando Sánchez-Junco resigned as an Independent Non-Executive Director after 17 years, citing a desire to contribute to board renewal. The company expressed gratitude for his long-standing service. Concurrently, Mr. Sanjay E. Sarma was appointed as a new Independent Non-Executive Director. The Board believes Mr. Sarma's extensive experience in technology, innovation, and advanced engineering will strengthen its capabilities and support Ferrovial's long-term strategy.

Ferrovial SE announced the release date for its second quarter and first half 2026 financial and operating results. The company will publish these results on Tuesday, July 28, 2026, after the U.S. market closes. Management will host a conference call to present the results on Wednesday, July 29, 2026, at 3:00 PM CEST.

Ferrovial N.V. has provided weekly updates on its ongoing share repurchase program, which commenced on December 15, 2025. As of June 12, 2026, the company has repurchased a cumulative total of 5,530,574 shares for an aggregate amount of 321,437,433.76 euro. The updates detail transactions carried out from May 25 to June 12, 2026, across various trading venues.

Ferrovial N.V. announced the ratio and number of shares to be delivered for its interim scrip dividend, totaling EUR 400 million or EUR 0.5578 per share. The ratio is one Ferrovial Share for every 103.5826 existing shares, based on a volume weighted average price of EUR 57.7784. The company will deliver 5,230,564 shares from treasury, ensuring no change to total issued share capital. Payment and share delivery will commence from June 15, 2026.

Ferrovial reported transactions under its ongoing share repurchase program, which began on December 15, 2025. The company disclosed weekly updates on share purchases made between April 27 and May 22, 2026. As of May 17, 2026, Ferrovial has cumulatively repurchased 4,650,374 shares for a total amount of €270,847,997.18 under the program.

The filing primarily details forward-looking statements and associated risks, including those related to the main steps of a scrip dividend. Ferrovial highlights significant uncertainties such as economic conditions, regulatory changes, and operational challenges across its diverse global infrastructure projects. The company also provides an overview of its business model, global presence, and key projects, particularly in North America.

Ferrovial SE, a leading North American road and airport infrastructure company, presented its investor factbook highlighting strong performance and growth. The company achieved a 13% 10-year CAGR Total Shareholder Return and a $47 billion market capitalization as of December 31, 2025. Its equity value from infrastructure assets quadrupled to €43.3 billion between 2016 and 2025, driven by unique assets like 407 ETR and DFW Express Lanes. Ferrovial also emphasized its robust pipeline of new greenfield projects in North America and its commitment to shareholder distributions.