Q4 2025 Controladora Vuela Compania de Aviacion SAB de CV Earnings Call Transcript

Feb 25, 2026 / 03:00PM GMT

Transcript

Key Points

Positve

Controladora Vuela Compania de Aviacion SAB de CV (VLRS) achieved a full year EBITDA margin of 32.5% for 2025, indicating strong financial performance.
The company reported a 5.6% capacity growth in the fourth quarter, demonstrating operational expansion.
Ancillary revenues comprised 56% of total operating revenues, reinforcing the structural advantages of their ultra low-cost carrier model.
The company maintained a healthy level of cash as a percentage of revenues at 25.5%, showcasing strong liquidity management.
Controladora Vuela Compania de Aviacion SAB de CV (VLRS) successfully initiated targeted capacity growth in the US, with routes maturing as planned.

Negative

Weather-related disruptions, including severe fog, led to temporary cancellations and lower quarterly capacity growth than expected.
The company faced a significant number of aircraft on the ground due to engine-related issues, impacting fleet productivity.
The net debt to EBITDA ratio stood at 3.1 times, indicating a relatively high leverage level.
The company experienced a net loss of $104 million for the full year 2025.
There are ongoing challenges related to engine availability, which are expected to continue impacting operations into 2026.

Operator

Good morning everyone.

Thank you for joining Valeris 4th quarter and full year 2025 financial results conference call. All lines are currently in a listen-only mode. After the company's remarks, we'll open the call for questions. Please note that today's event is being recorded and webcast live on Valeris website. At this time, I'll turn the call over to Lion Juarez, investor relations manager. Please go ahead.

Liliana JuÃ;rez

Controladora Vuela Compania de Aviacion SAB de CV - Investor Relations Manager

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Welcome to our fourth quarter 2025 earnings call. Joining us today, our President and CEO Enrique Veltranena, our airline executive Vice President Holber Blankenstein, and our CFO Jaimepo.

They will be discussing the company's results followed by a Q&A session.

This call is for investors and analysts only. Please note that this call may include forward-looking statements on their applicable securities laws.

These are subject to several factors that could cause the company's results to differ

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