Ferrovial SE Stock Price, News & Analysis

Ferrovial (FER) reported strong H1 2025 results with net profit rising 30% to €540 million. The company achieved revenue of €4.5 billion (up 5% like-for-like) and adjusted EBITDA of €655 million (up 9.2% like-for-like).

Key highlights include robust performance in U.S. highways with significant revenue per transaction growth, and Construction division reaching an all-time high order book of €17.3 billion. The company maintains a solid financial position with €3.7 billion in liquidity. Notable transactions include the sale of 50% stake in AGS Airports for €533 million and acquisition of 5.06% stake in 407 ETR for €1.3 billion.

The Highways division saw 14.9% revenue growth to €676 million, while Construction achieved a 3.5% adjusted EBIT margin. The New Terminal One at JFK Airport project is progressing as planned with 72% construction completion.

Ferrovial (FER) has announced three key leadership appointments within its Highways division, Cintra. Alberto González has been appointed as Director of Business Development, Javier Tamargo as U.S. CEO, and Ricardo Bosch as Director of Strategy. All executives will be based in Austin, TX and report to Cintra CEO Andrés Sacristán.

The appointments strengthen Cintra's leadership team with experienced executives: González brings over 20 years of infrastructure development experience, Tamargo has extensive experience managing highway assets in North America, and Bosch contributes 25 years of international experience in public-private partnerships. These strategic appointments aim to support Ferrovial's expansion in the U.S. and global markets.

Ferrovial (NASDAQ: FER), a global infrastructure leader, has scheduled its Q2 and H1 2025 earnings announcement for July 29, 2025, after U.S. market close. CEO Ignacio Madridejos will lead a conference call on July 30, 2025, at 9:00 a.m. ET to discuss the company's financial and operating performance.

Investors and interested parties can participate via webcast or conference call, with registration available through Ferrovial's IR website.

Ferrovial has completed the acquisition of a 5.06% stake in Canada's 407 ETR highway for CAD $1.99 billion, increasing its total ownership from 43.23% to 48.29%. The transaction involves purchasing 3.30% for CAD $1.353 billion and exercising a call option for an additional 1.76% for CAD $637 million from AtkinsRéalis Group. Following concurrent transactions involving CPP Investments and PSP Investments, the highway's ownership structure is now: Ferrovial (48.29%), CPP Investments and other institutional investors (44.20%), and PSP Investments (7.51%). The 407 ETR is a 108-kilometer electronic toll highway in the Greater Toronto Area, serving over three million travelers weekly and playing a crucial role in reducing regional congestion.

Ferrovial (FER) has announced details of its interim scrip dividend totaling EUR 228 million, with a dividend per share of EUR 0.3182. Shareholders can choose to receive the dividend in either shares or cash, with a default option of shares if no election is made. The key dates include: ex-dividend date of May 22, 2025, for Spanish and Euronext exchanges and May 23, 2025, for Nasdaq, dividend record date of May 23, 2025, and election periods running from May 26 to June 6, 2025. The dividend payment and new share delivery are scheduled to begin from June 25, 2025.

Ferrovial SE (FER) has announced an interim scrip dividend totaling EUR 228 million, offering shareholders the choice between cash or shares. The dividend per share will be announced on May 21, 2025. Shares will trade ex-dividend on May 22, 2025, for European exchanges and May 23, 2025, for Nasdaq, with a record date of May 23, 2025.

Shareholders can elect their preference between May 26-June 6, 2025 (for Euroclear/Iberclear participants) or May 27-June 6, 2025 (for DTC participants). If no election is made, shareholders will automatically receive shares. The conversion ratio will be determined based on the volume-weighted average price during June 4-6, 2025. Payment and share delivery will commence from June 25, 2025.

The dividend is subject to 15% Dutch withholding tax for cash distributions, while share distributions will incur tax only on the nominal value (EUR 0.01 per share), which Ferrovial will bear.

Ferrovial reported strong Q1 2025 results with significant growth across all business divisions. Revenue increased 7.4% to €2.1 billion, while adjusted EBITDA grew 19.1% to €309 million, primarily driven by U.S. highways performance. The Highways division saw 14.1% revenue growth to €324 million, with U.S. Express Lanes showing robust revenue per transaction growth. The 407 ETR in Canada demonstrated strong performance with double-digit EBITDA growth. The Construction division achieved a 3.3% adjusted EBIT margin and reached a record order book of €17.2 billion. The company maintains a solid financial position with €5.3 billion in liquidity and completed the sale of a 50% stake in AGS Airports for €538 million. Ferrovial allocated €156 million to shareholder distributions and €152 million to equity injections in the New Terminal One at JFK International Airport.

Ferrovial held its Shareholders Meeting following a strong 2024 performance, marked by significant asset rotation and its Nasdaq listing debut. The company reported an adjusted EBITDA of €1.3 billion, up 38.9% year-over-year, and revenue of €9.1 billion, growing 6.7% from 2023. Net profit reached €3.2 billion, boosted by strategic divestments.

Key transactions included selling a 19.75% stake in Heathrow Airport for €2 billion and a 5% stake in IRB Infrastructure Developers for €211 million. The company distributed €831 million to shareholders in 2024 and plans to distribute €570 million in 2025, plus an additional share buyback program of up to €500 million.

The company's stock appreciated 23% in 2024, outperforming the IBEX 35. Shareholders approved the re-election of Rafael del Pino as Chairman and executive director, along with several board appointments.

DXC Technology (NYSE: DXC) has launched DXC AI Workbench, a comprehensive generative AI solution combining consulting, engineering, and secure enterprise services. Ferrovial (NASDAQ: FER), a global infrastructure company, is the anchor client implementing this technology across its 24,000-employee operations.

The AI Workbench deployment at Ferrovial features over 30 AI agents making real-time decisions, integrated with their back-office systems including Workday, ServiceNow, and Microsoft Teams on the Azure platform. The implementation aims to optimize field operations, enhance safety measures, manage business knowledge, analyze competition, and assess regulatory impacts.

According to Howard Boville, President of DXC Consulting & Engineering Services, the solution emphasizes secure deployment and regulatory compliance through human oversight and customization. Ferrovial's CIIO Dimitris Bountolos reported improved operational efficiency, reduced risks, and enhanced decision-making capabilities through the implementation.