Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (PAC) AI Stock Analysis

NYSE: PACAI research summary: business, growth, valuation, analysts, bull and bear case.

PAC AI stock analysis summary

AI Research

Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (PAC) manages, operates, and develops 12 airports primarily across Mexico's Pacific region. Over the trailing twelve months, the company generated $33.25B in revenue with a strong operating margin of 44.2%. However, the stock has declined 22.7% year-to-date and faces a debt-to-equity ratio of 1.25 as of June 30, 2026.

Market cap
$12.13B
Revenue (TTM)
$33.25B
P/E
18.1x
fwd 15.2x
1Y return
-8.2%
S&P 500 16.8%
Avg. target
$244.77
20.0% vs last close

Bull case

  • Trailing twelve-month operating margin stands at 44.2%, well above the median of its US-listed Industrials peers of 11.7%.
  • Analyst consensus price target of $244.77 represents a 20.0% premium over the last closing price of $203.90.
  • Trailing P/E ratio of 18.1x and forward P/E of 15.2x both trade at discounts to the US-listed Industrials medians of 24.8x and 17.2x.

Bear case

  • Total debt stood at $65.67B as of June 30, 2026, resulting in net debt of $45.89B and a debt-to-equity ratio of 1.25.
  • Quarterly earnings fell 6.4% year-over-year in the latest quarter ended June 30, 2026.
  • The stock has declined 22.7% year-to-date and trades 14.6% below its 200-day moving average.

What Grupo Aeroportuario del Pacífico, S.A.B. de C.V. does

Founded in 1998 and headquartered in Guadalajara, Mexico, Grupo Aeroportuario del Pacífico, S.A.B. de C.V., oversees 12 airports in key cities such as Guadalajara, Puerto Vallarta, Tijuana, and San Jose del Cabo. The company provides aeronautical services, including passenger handling, aircraft landing, parking, boarding, and security. In addition, it offers non-aeronautical services such as leasing commercial space to retailers and restaurants, managing parking facilities, and handling advertising spaces. Grupo Aeroportuario del Pacífico also engages in diversification initiatives, including the lease and operation of industrial parks, real estate services, and logistics support for hotels and air cargo.

Growth and profitability

Revenue expanded from $19.01B in FY2021 to $32.53B in FY2025, delivering a 5-year revenue CAGR of 22.3% from FY2020 to FY2025. After a 19.4% revenue decline in FY2024 to $26.78B, top-line sales rebounded 21.4% in FY2025, while net income rose to $10.00B with a net margin of 30.7%. Operating margin reached 54.0% in FY2025 and stood at 44.2% over the trailing twelve months. In the latest quarter ended June 30, 2026, quarterly revenue grew 3.7% year-over-year, while quarterly earnings declined 6.4%.

PAC income statement →

Balance sheet and cash flow

As of June 30, 2026, the company held $19.77B in cash and short-term investments against total debt of $65.67B, leaving net debt at $45.89B. Shareholders' equity was $52.66B, yielding a debt-to-equity ratio of 1.25 and a current ratio of 0.84. In FY2025, operating cash flow reached $18.25B and free cash flow was $5.85B. Cash deployment in FY2025 included capital expenditures of $12.40B and dividends paid of $8.51B. Share count increased 16.1% over five years.

PAC balance sheet →

Valuation and performance

PAC closed at $203.90 on October 16, 2026, giving it a market capitalization of $12.13B and an enterprise value of $14.99B. It trades at a trailing P/E of 18.1x and a forward P/E of 15.2x, both below the median of its US-listed Industrials peers (24.8x trailing and 17.2x forward). Its EV to EBITDA multiple of 11.3x is also lower than the peer median of 13.9x. The stock has posted a 1-year return of -8.2%, trailing the S&P 500 (SPY) return of 16.8%, but its 5-year return of 88.2% outpaced the S&P 500 return of 83.0%.

What analysts expect

Consensus ratings show 4 Strong Buy ratings, 0 Buy ratings, 3 Hold ratings, and no Sell or Strong Sell ratings. The mean price target of $244.77 sits 20.0% above the last closing price of $203.90. For the fiscal year ending December 31, 2026, analysts estimate EPS of $11.38, representing a 1.1% decline, alongside revenue of $46.56B. For FY2027, 2 analysts project EPS of $12.66 on revenue of $51.33B. The company beat EPS estimates in 1 of the last 4 quarters, with its next earnings date scheduled for October 19, 2026.

PAC forecast and price target →

Key risks and what to watch

  • Liquidity is relatively tight with a current ratio of 0.84 as of June 30, 2026.
  • Capital expenditures were substantial at $12.40B in FY2025, which reduced free cash flow to $5.85B from $18.25B in operating cash flow.
  • Earnings consistency has been mixed, with EPS beating expectations in only 1 of the past 4 quarters.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this PAC AI stock analysis

This page is an AI-written research summary of Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (PAC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: PAC income statement, PAC balance sheet, PAC analyst forecast, PAC chart. See the PAC stock overview for the latest quote and news.

PAC AI stock analysis FAQ

What is PAC's revenue growth profile?

PAC generated $32.53B in revenue in FY2025, representing 21.4% growth over FY2024, and delivered a 5-year revenue CAGR of 22.3% from FY2020 to FY2025. In the quarter ended June 30, 2026, quarterly revenue rose 3.7% year-over-year.

How does PAC's valuation compare to its sector peers?

PAC trades at a trailing P/E of 18.1x and an EV to EBITDA of 11.3x. Both metrics are lower than the median of its US-listed Industrials peers, which stand at 24.8x and 13.9x, respectively.

What is PAC's debt situation?

As of June 30, 2026, PAC held $19.77B in cash and short-term investments against $65.67B in total debt, resulting in net debt of $45.89B and a debt-to-equity ratio of 1.25.

When is PAC's next earnings report?

PAC's next earnings date is October 19, 2026. For the current fiscal year ending December 31, 2026, analysts estimate EPS of $11.38.

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