Grupo Traxión, S.A.B. de C.V. (GRPOF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Greetings. Welcome to Grupo Traxión 2Q26 conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. Please note this conference is being recorded. I will now turn the conference over to Aby Lijtszain, Executive President. Thank you. You may begin. Thank you. Good morning everyone. As you've seen in our results, the second quarter once again demonstrated something that has defined Traxión throughout its history. The resilience of our business model. Despite one of the most challenging trade markets in recent years, we continue to deliver solid results, generate strong cash flow, and make meaningful strategic progress. A weak trade market, volatile fuel prices, and heightened geopolitical uncertainty created significant headwinds for the transportation industry, particularly for asset-based businesses. That resilience comes from the diversification we have built over the years. While our cargo business continued to operate in a soft-trade market, our logistics division delivered healthy growth and profitability, and our mobility of people business remained stable. Together, these three business segments allowed us to perform well despite a very complex macroeconomic environment. Over the past several years, we have deliberately transformed Traxión from a transportation company into an integrated logistics and mobility platform. That transformation is making our business more diversified and resilient. There are three reasons why we remain confident about Traxión's future. First, the integration of Solistica continues to exceed our expectations and is accelerating our trans...