Analysts anticipate Ferrovial SE will report Q1 2026 revenue of $2.31 billion and EPS of $0.30, with the $68.17 stock price currently trailing the $73.12 average analyst target.
Investors are zeroed in on the performance of North American toll roads, specifically the 407 ETR in Canada and Managed Lanes in the United States. Recent growth reflects robust pricing power and traffic resilience in the U.S., which helped mitigate early-year weather challenges.
Markets are also closely monitoring the record €17.6 billion construction backlog and progress on JFK Airport's New Terminal One ahead of the company's strategic update on May 27.