Grupo Aeroportua Stock Price, News & Analysis

Grupo Aeroportuario del Sureste (NYSE: ASR) called its Ordinary General Shareholders' Meeting for January 26, 2026 at 10:00 a.m. in Mexico City.

The agenda authorizes the board to: acquire all or part of shares and/or airport operators (including Companhia de Participações em Concessões) directly or via subsidiaries/SPVs; and contract any type of debt (bank loans, securities issuances or other financing) and enter related agreements. The meeting will also appoint delegates to enact resolutions.

Shareholders must be registered by January 21, 2026, obtain admission passes, and may review supporting materials at the company's offices or at asur.com.mx fifteen days before the meeting.

Grupo Aeroportuario del Sureste (NYSE:ASR) agreed to buy Motiva's subsidiary CPC for R$5,000 million (US$936 million), implying an enterprise value of R$13,700 million (US$2,566 million). CPC holds stakes in 20 airports across Brazil, Ecuador, Costa Rica and Curaçao, including Quito, Juan Santamaria, Curaçao and Confins.

The portfolio reported 12-month EBITDA of R$2,000 million (100%) and proportionate EBITDA of R$1,300 million; net financial debt was R$6,300 million as of Sept 30, 2025. The deal adds >45 million passengers to ASUR's 71 million (2024) and is expected to close in H1 2026, subject to customary conditions.

Grupo Aeroportuario del Sureste (NYSE: ASR) reported total passenger traffic of 5.3 million for October 2025, a 1.0% increase versus October 2024. Results by region were mixed: Colombia +5.1%, Mexico -0.2% and Puerto Rico -1.7% (comparisons Oct 1–31, 2025 vs Oct 1–31, 2024).

Key drivers: Colombia's growth was led by international traffic +14.8% and domestic +2.5%; Mexico saw domestic down 0.5% and international up 0.1%; Puerto Rico had international +10.8% offset by domestic -3.6%.

Grupo Aeroportuario del Sureste (NYSE: ASR; BMV: ASUR) announced on November 5, 2025 that, at the request of the Mexican Stock Exchange and in compliance with applicable issuer rules, it has submitted an offer to Motiva Infraestructura de Mobilidade S.A. for Motiva's participation in airports in Brazil, Ecuador, Curaçao, and Costa Rica. The company confirmed that, as of the announcement date, no agreements have been signed and only the offer has been submitted.

Grupo Aeroportuario del Sureste (NYSE: ASR) reported 3Q25 results for the period ended September 30, 2025. Total revenue rose 17.1% YoY to Ps.8,765.4 million while revenues excluding construction services increased 1.0% YoY. Consolidated EBITDA fell 1.3% YoY to Ps.4,639.4 million and adjusted EBITDA margin declined to 66.7% from 68.3% in 3Q24. Majority net income fell 37.5% YoY to Ps.2,114.6 million. Capex increased 79.7% YoY to Ps.1,872.8 million. Cash was Ps.16,259.3 million and Net Debt/LTM EBITDA was 0.2x. ASR announced a US$295 million agreement to acquire URW airport retail concessions; closing expected 4Q25.

Grupo Aeroportuario del Sureste (NYSE: ASR) reported total passenger traffic for September 2025 of 4.79 million, a 1.4% decline versus September 2024. Results by region: Mexico -4.5% (2.61M), Colombia +3.2% (1.40M) and Puerto Rico (San Juan) +1.6% (786k). International traffic rose in Colombia (+10.0%) and Puerto Rico (+16.1%) but fell in Mexico (-6.5%). Year-to-date total traffic was essentially flat at 53.66 million (+0.1%). All comparisons cover September 1–30, 2025 vs September 1–30, 2024 and exclude transit and general aviation in Mexico and Colombia.

Grupo Aeroportuario del Sureste (NYSE: ASR) reported total passenger traffic of 6.0 million for August 2025, marking a 0.6% increase compared to August 2024. The company experienced mixed performance across its regions:

In Puerto Rico, traffic grew 4.6%, driven by strong international (+13.7%) and domestic (+3.3%) travel. Colombia saw a 2.7% increase, with international traffic up 12.8% but domestic traffic down 0.2%. Mexico experienced a 1.6% decline, with domestic traffic falling 2.6% and international traffic decreasing 0.4%.

Year-to-date total traffic reached 48.9 million passengers, a slight increase of 0.3% compared to the same period in 2024.

Grupo Aeroportuario del Sureste (NYSE: ASR) reported total passenger traffic of 6.5 million for July 2025, marking a 1.5% increase compared to July 2024. The company saw varied performance across its regions: Colombia led growth with a 3.5% increase, driven by strong international traffic (+10.7%), while Mexico grew 2.0% with gains in both international (+3.7%) and domestic (+0.4%) segments.

However, Puerto Rico experienced a 1.9% decrease in total traffic, despite an 8.0% rise in international passengers, as domestic traffic declined by 3.5%. Year-to-date, total passenger traffic across all regions showed modest growth of 0.3%, reaching 42.8 million passengers.

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.