aena

aena barajas3CM

Aena to impose restrictions on air traffic at near-capacity Barajas and over-capacity El Prat

Report by Link Securities The airport operator will limit growth at Spain’s two main airports for the first time for the coming summer season. As reported by *Expansión*, Barcelona has already exceeded its theoretical maximum of 55 million passengers, and Madrid is approaching its optimal capacity of 70 million; whilst the expansions planned for the coming decade are underway, measures will be implemented to allow traffic to be managed during…


bolsa madrid 1CM

AENA: only company in Ibex 35 without treasury shares

The value of treasury shares soared by 32.7% to €9,489 million at the end of 2025, as a result of the sharp rise in share prices. The aggregate treasury shares of the 35 companies in the index (AENA is the only one that did not hold any treasury shares) remained stable at around 0.9% of their market capitalisation. By the Consejeros Editorial Team Of the 34 IBEX 35 companies holding…


aena barajas3CM

Competition authority calls on government to ensure Aena reduces airport charges until 2031

Report by Renta 4 The Spanish Competition and Markets Authority (CNMC) has published its proposal for the upcoming regulatory period 2027–2031, DORA III. This proposal forecasts an average growth in air traffic of 2.2% (compared to 1.3% forecast by Aena and 3.6% forecast by the airlines), which would result in traffic of 366.7 million passengers by 2031, in line with our forecast. Furthermore, the regulator proposes a lower growth in…


aena

Aena’s net profit reaches €319 million in Q1 2026, up 9.3% on last year

Link Securities | Aena (AENA) presented its results for the first quarter of the financial year (Q1 2026), from which we highlight the following aspects: AENA’s total consolidated revenue in Q1 2026 stood at €1,479.9 million, representing an increase of 11.6% compared to the first quarter of the previous year (up 4.9%; FactSet analyst consensus): aviation revenue was €719.4 million; and commercial revenue, €465.4 million.AENA’s passenger traffic (Spain, London-Luton and…


aena airport

Aena Q1 2026 Preview: EBITDA up 8%, little impact from war so far

Intermoney | Q1 2026 results on Wednesday 29 April – EBITDA is expected to have risen by 8% to around €700 million. Aena (AENA) (Hold, Target Price €24) will announce its Q1 26 results next Wednesday 29 April before the market opens, with a conference call expected to take place on the same day, likely at 13:00. Following the traffic figures for Spain as of March (up 3%), which continue…


aena airport

Tensions in Middle East could attract more tourists to Spain

Bankinter | Aena’s (AENA) fundamentals are improving, against a backdrop of solid demand, where tensions in the Middle East could even attract more tourists to Spain, and with a more favourable tariff framework. The company has proposed an annual increase of 3.8% for the period 2027–2031, although in our base case scenario we assume some reduction by the National Commission on Markets and Competition (CNMC) of up to 2.5% annually….


aena el prat

Total of 24.7 million passengers pass through Aena’s airports in March, 65.6 million in first quarter of 2026

Alphavalue/ Divacons | Aena’s network of airports in Spain recorded a total of 24.7 million passengers in March, 3.9% more than in the same month of 2025, although at a slower growth rate than the 4.2% recorded a year earlier. During the month, 216,024 aircraft movements were also handled (up 6.8% year-on-year) and 114,194 tonnes of cargo were transported, virtually in line with March 2025 (up 0.1%). In the first…


Aena nuevo

Aena moves to final stage of tender process to manage Rio de Janeiro-Galeão International Airport

Alphavalue/Divacons | Aena (AENA) has advanced to the final stage of the tender to manage Rio de Janeiro-Galeão International Airport (GIG), consolidating its expansion in Brazil. The company is competing with Vinci (buy, target price €190/share) and Zurich Airport for this second Rio airport, seeking to strengthen its network, which already includes 17 airports in the country. Meanwhile, Aena’s airport network expects to handle 70,505 flights between this Friday and…


Aena nuevita

Despite geopolitical climate, Aena maintains forecast of 1.3% growth across network of airports in Spain

Link Securities | Aena (AENA) is, for the time being, maintaining its forecast of 1.3% growth across its network of airports in Spain in 2026 compared to the previous year, reaching approximately 326 million passengers, despite the current geopolitical context marked by the conflict in the Middle East, according to the newspaper elEconomista. This was stated by its chairman and CEO, Maurici Lucena, who highlighted that the Spanish listed company…


Aena

Estimated €9.991 billion capex proposed by Aena for 2027-31 could jeopardise dividend

Intermoney | Aena (Hold, PO €24) yesterday presented its proposal for DORA III to the markets, the document that will govern investments in airports in Spain in 2027-31, as well as the remuneration that Aena will receive for them. The operator estimates the planned regulated capex at €9.991 billion, concentrated in Barajas and El Prat, among other assets. To finance this effort, Aena is asking for its revenue per passenger…