Grupo Aeroportua Stock Price, News & Analysis

ASUR (NYSE:ASR) has announced a strategic acquisition of URW Airports, LLC from Unibail-Rodamco-Westfield (URW) for an enterprise value of $295 million. The deal marks ASUR's significant expansion into the U.S. airport retail concessions market.

The acquisition includes commercial programs management at major terminals in three key U.S. airports: Los Angeles International Airport (LAX), Chicago O'Hare International Airport (ORD), and John F. Kennedy International Airport (JFK). The transaction, funded through cash on hand and JPMorgan Chase financing, is expected to close in H2 2025.

Grupo Aeroportuario del Sureste (NYSE: ASR) reported mixed Q2 2025 results with total passenger traffic declining marginally by 0.1% year-over-year. While Puerto Rico and Colombia saw increases of 3.2% and 1.0% respectively, Mexico experienced a 1.7% decrease.

The company's revenues grew 17.9% YoY to Ps.8,715.4 million, with a 4.8% increase excluding construction services. Commercial revenue per passenger improved by 6.3% to Ps.135.9. Consolidated EBITDA rose 2.3% to Ps.5,024.9 million, though the adjusted EBITDA margin decreased to 67.6% from 69.2% in 2Q24.

ASUR maintains a strong financial position with Ps.19,815.9 million in cash and a low Debt to LTM Adjusted EBITDA ratio of 0.1x. The company approved a Ps.80.00 per share dividend, with Ps.50.00 paid in May 2025 and two Ps.15.00 extraordinary payments scheduled for September and November 2025.

Grupo Aeroportuario del Sureste (NYSE: ASR) reported total passenger traffic of 6.0 million for June 2025, marking a 1.8% decrease compared to June 2024. The performance varied across regions with Colombia showing 1.7% growth, while Mexico and Puerto Rico experienced declines of 2.8% and 3.3% respectively.

Colombia's growth was driven by a 13.3% increase in international traffic, offsetting a 1.4% decrease in domestic traffic. Mexico saw declines in both international (3.4%) and domestic (2.1%) traffic. Puerto Rico reported mixed results with 9.2% growth in international traffic but a 5.1% decrease in domestic passengers.

Year-to-date total traffic remained flat at 36.3 million passengers, with domestic traffic up 1.8% while international traffic declined 2.7%.

ASUR reported mixed passenger traffic results for May 2025, with total traffic decreasing 2.2% year-over-year to 5.7 million passengers. Puerto Rico showed positive growth with a 1.3% increase, driven by strong international traffic (+10.5%). However, Mexico and Colombia experienced declines of 3.0% and 3.4% respectively. Mexico's performance was impacted by decreases in both international (-5.6%) and domestic (-0.4%) traffic, with Cancun seeing a notable 4.2% decline. Colombia's international traffic grew 6.7%, but was offset by a 6.1% domestic traffic decline. Year-to-date figures show overall stability with a 0.4% increase, though international traffic remains challenged with a 3.1% decrease across all regions.

ASUR reported total passenger traffic of 6.0 million for April 2025, marking a 3.8% increase from April 2024. Growth was led by Puerto Rico with 13.5%, followed by Colombia with 4.8%, and Mexico with 0.5%. Puerto Rico showed strong performance with international traffic up 29.6% and domestic up 11.6%. Colombia's growth was driven by international traffic (+15.6%) and domestic traffic (+2.0%). Mexico saw mixed results with domestic traffic increasing 5.1% but international traffic declining 3.3%. Year-to-date total traffic reached 24.6 million passengers, up 1.0% compared to the same period in 2024.

Grupo Aeroportuario del Sureste (ASR) held its General Annual Ordinary Shareholders' Meeting on April 23rd, 2025, where several key resolutions were approved. The company announced a significant dividend distribution plan consisting of:

- An ordinary cash dividend of Ps. 50.00 per share payable in May 2025
- Two extraordinary cash dividends of Ps. 15.00 each, payable in September and November 2025

Other notable approvals included the company's financial statements for 2024, appointment of Ms. Isabel Prieto Prieto as new independent board member following Mr. Ricardo Guajardo Touché's resignation, and compensation structure for board members. The meeting also approved setting aside Ps. 6.00 from 2024 net profits for legal reserves.

Grupo Aeroportuario del Sureste (ASR) reported mixed Q1 2025 results with overall passenger traffic increasing 0.2% YoY. While Mexico saw a 4.8% decrease, Puerto Rico and Colombia showed growth of 10.6% and 6.4% respectively.

Financial highlights include:

• Revenue increased 18.2% YoY to Ps.8,787.5 million
• Commercial revenue per passenger up 17.5% to Ps.146.8
• EBITDA grew 11.7% to Ps.5,724.8 million
• Net income rose 14.2% to Ps.3,638.2 million
• Strong cash position of Ps.22,681.2 million
• Negative Debt to LTM Adjusted EBITDA ratio of 0.5x

The company's Adjusted EBITDA margin declined slightly to 70.0% from 71.4% in Q1 2024.

Grupo Aeroportuario del Sureste (ASR), an international airport operator with presence in Mexico, the U.S., and Colombia, has announced two significant regulatory and sustainability milestones. The company has successfully filed its 2024 Form 20-F with the U.S. Securities and Exchange Commission and simultaneously released its 2024 Sustainability Report.

The Form 20-F contains the company's annual financial reporting for the year ended December 31, 2024, while the Sustainability Report outlines ASUR's environmental, social, and governance (ESG) performance. Both documents are accessible in PDF format through ASUR's Investor Relations website at www.asur.com.mx. Additionally, investors can request printed copies of the report at no cost by contacting The Bank of New York Mellon.

ASUR (NYSE: ASR) reported total passenger traffic of 6.5 million for March 2025, marking a 1.2% increase compared to March 2024. The performance varied across regions:

- Puerto Rico showed strongest growth with 13.7% increase (13.8% domestic, 12.0% international)
- Colombia grew 3.1% (1.6% domestic, 8.4% international)
- Mexico declined 3.0% (1.1% domestic growth, 5.7% international decrease)

Key Mexican airports showed mixed results: Cancun, the largest hub, saw a 4.4% decline, while Merida and Oaxaca posted gains of 3.0% and 10.6% respectively. Year-to-date total traffic remains relatively flat at 0.2% growth compared to 2024.