CFE closed 2025 with the strongest financial performance in its recent history, reporting a record net profit of MX$139.03 billion (US$7.823 billion), according to its 4Q25 results.

Total revenues reached MX$679.46 billion, representing annual growth of 1.8% and a compound annual growth rate of 3.1% since 2018. Electricity sales, which account for 76.9% of total revenues, grew 2.3% year-over-year, driven by increased consumption across key segments: the residential sector expanded 7.2%, services grew 4.3%, and the commercial sector rose 3.8%. This performance reflects a broad, stable, and diversified customer base that continues to support the company’s operational cash flow.

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CFE Posts Record Net Profit of MX$139 Billion in 2025

On the operational profitability front, CFE achieved an EBITDA of MX$208.42 billion, equivalent to a 30.7% margin, a level the company positioned as comparable to leading electricity utilities worldwide.

The balance sheet also showed meaningful improvement. Total assets grew 2.8%, while total liabilities declined 4.2%, bringing the asset-to-liability ratio to 1.4x. Short-term debt was reduced by 36%, easing liquidity pressures, and the overall financial leverage ratio fell 5%, strengthening the company’s capital structure.

Mexico Ranks Among OECD’s Lowest Users of Renewable Energy

Mexico is the fourth-lowest user of renewable energy among the 38 member countries of the Organisation for Economic Co-operation and Development (OECD), according to the organization’s 2026 Economic Survey of Mexico, released in late February.

Less than 20% of Mexico’s electricity was generated from renewable sources in 2024, a stark contrast to the OECD average of over 50%. Only South Korea, Israel, and the Czech Republic rank lower. At the opposite end of the spectrum, Iceland, Norway, Luxembourg, and Denmark all generate more than 80% of their electricity from renewables. Notably, the Latin America and Caribbean regional average exceeds 60%, well above Mexico’s share.

The electricity sector is one of Mexico’s largest sources of greenhouse gas emissions, with more than 60% of the country’s energy currently produced from imported natural gas, primarily methane. The OECD attributed part of Mexico’s declining clean energy share to regulatory changes that have discouraged private investment, as successive administrations have prioritized state-owned companies CFE and Pemex over private sector players.

CFE Deploys STATCOM Technology to Strengthen Grid Reliability Across Northern and Western Mexico

CFE has activated two Static Synchronous Compensators (STATCOMs) to regulate voltage levels and reinforce grid reliability across the northern, northwestern, and western regions of the country.

The two units entered service on February 12, 2026, one at the Seri substation and another at the Mazatlan Dos substation, both operated by CFE’s Northwest Transmission Regional Management. Together, they are designed to reduce the risks associated with voltage fluctuations, directly benefiting more than 9.97 million users across the states of Sonora, Sinaloa, Chihuahua, Durango, and Nayarit.

STATCOM technology allows for dynamic, real-time regulation of voltage flows along electricity transmission corridors, helping ensure that power reaches homes and businesses more efficiently. This is particularly relevant in the targeted regions, which host a mix of agricultural, service-sector, and industrial loads, all of which present distinct and variable electricity consumption patterns that require flexible grid management.

US‑Israel Strikes on Iran Disrupt Global Shipping, Energy Routes

The US–Israel military campaign against Iran has disrupted two critical maritime chokepoints: the Strait of Hormuz and the Bab el-Mandeb Strait, threatening roughly 20% of global oil flows and significant volumes of LNG and containerized cargo. Prolonged instability could raise energy prices, increase shipping costs, and delay supply chains, affecting manufacturing, energy, and logistics sectors. Gulf states and regional shipping hubs face operational and security uncertainties, while global energy markets monitor potential disruptions to Middle East export routes.

The ongoing US–Israel military campaign against Iran has heightened risks to global energy and shipping markets by threatening two of the world’s most critical maritime chokepoints: the Strait of Hormuz and the Bab el-Mandeb Strait. Experts agree that any prolonged disruption could choke energy exports and ripple through containerized cargo flows between Asia, Europe and North America.