Fibra Macquarie revenue reaches $75.5 million in third quarter, up 6.9%
Key Facts
Fibra Macquarie reported record consolidated revenue of $75.5 million in the third quarter of 2026, up 6.9% year over year, according to a company disclosure published on the Mexican Stock Exchange. These results are for Fibra Macquarie itself and do not represent the consolidated results of Fibra Mty. The disclosure also reported record industrial net operating income of $53.4 million, up 4.8% from the same period. Earnings before interest, taxes, depreciation and amortization were $55.8 million, a 3.0% year-over-year increase. The figures are presented separately as Fibra Mty began consolidating Fibra Macquarie’s results during the year.
In Fibra Mty’s latest available figures, included in its second-quarter presentation, revenue was 1,197.6 million pesos, up 41.7% compared with the second quarter of 2025. Net operating income was 1,060.0 million pesos, up 38.2% year over year. But these figures are for the second quarter and do not establish the company’s revenue growth in the third quarter. Fibra Mty began consolidating Fibra Macquarie’s results on May 29, 2026, so the second-quarter figures included only one month of its operations. This means those results must be read with the consolidation effect distinguished from Fibra Mty’s performance before the other company’s operations were added.
Fibra Mty’s consolidated portfolio in the second quarter comprised 383 properties, with total leasable area of 5,576,600 square meters. Occupancy was 93.9%, down 1.5 percentage points from the second quarter of 2025. This figure is for the second quarter and does not represent occupancy at the end of the third quarter, as stated in the previous draft. In Fibra Macquarie’s portfolio during the third quarter, industrial rents rose 5.6% year over year and retail rents increased 3.8%. Industrial leasing volume was about 1.6 million square feet, according to the company disclosure.
Regarding the transaction, Fibra Mty launched a second public offer on September 30, 2026, to acquire up to 100% of Fibra Macquarie certificates it does not already own. The disclosure does not say the offer was completed, so it cannot be described as a concluded tender offer. On August 11, Fibra Macquarie certificate holders approved Macquarie’s resignation as manager and the appointment of Administrador FIBRA MTY as the replacement manager. The appointment takes effect upon completion of the internal transfer of management. Fibra Macquarie’s technical committee then issued its opinion on the offer on October 13, 2026.
In trading, Fibra Mty shares were priced at 14.71 pesos on October 23, 2026, up 0.20% on the day from the previous session’s close, according to the investor relations page. This price is a snapshot for that day and does not describe the shares’ performance in subsequent sessions. The available third-quarter disclosures for Fibra Macquarie show its standalone performance, while the detailed Fibra Mty figures cited here are for the second quarter. The companies’ growth and operating indicators should therefore be kept separate when reading the results. The next documented development concerns the public offer and the technical committee’s opinion issued on October 13, without establishing that the offer was completed.