Ferrovial SE is expected to report Q1 2026 revenue of $2.43 billion and an EPS of $0.22, while the current stock price of $41.78 remains approximately 14% below the average analyst price target of $48.50. Investors are primarily focused on the traffic recovery and toll revenue performance of the 407 ETR highway in Toronto. This key asset remains the core driver of the company’s cash flow and valuation following its strategic pivot to the U.S. market. Analysts will also be monitoring passenger growth at Heathrow Airport and updates on the construction progress of the New Terminal One at JFK International Airport.