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Grupo Aeroportuario del Sureste, S.A. de C.V. (ASR) Stock News

ASR NYSE

Grupo Aeroportuario del Sureste, S.A.B. de C.V. operates an international airport concession business across Mexico, Colombia and Puerto Rico. ASUR operates nine airports in southeastern Mexico, including Cancún Airport, six airports in northern Colombia, including Medellín international airport at Rionegro, and holds a 60% interest in Aerostar Airport Holdings, operator of Luis Muñoz Marín International Airport in San Juan.

Recurring ASR news covers monthly passenger traffic by country and by domestic and international routes, quarterly operating results, commercial revenue per passenger, EBITDA and leverage measures, and shareholder meeting actions. Company updates also cover ASUR US Airports and airport retail concessions at major U.S. hubs such as Los Angeles International, Chicago O'Hare and John F. Kennedy International.

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Grupo Aeroportuario del Sureste (NYSE: ASR) reported October 2026 passenger traffic of 9.3 million, down year over year across its airport operations. Total traffic declined 0.9%, with international passengers down 4.4% and domestic passengers up 0.4%.

Mexico traffic fell 5.4%, including a 7.6% international decline. Puerto Rico rose 4.8% and Colombia gained 2.8%. Brazil increased 0.9% and Ecuador edged up 0.2%, while Costa Rica fell 6.6% and Curazao declined 3.5%. Cancun passenger traffic decreased 7.7% to 1,893,436.

Year-to-date traffic totaled 66,433,574 passengers, down 0.7% against 2025. Domestic traffic increased 1.2%, while international traffic fell 4.1%. Mexico declined 3.3% and Puerto Rico fell 2.4%; Colombia increased 6.1%. The combined Brazil and Others category rose 0.6% year to date, despite a 0.2% October decline.

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Grupo Aeroportuario del Sureste (ASR) reported third-quarter 2026 revenue of Ps.10,420.5 million, up from the same quarter a year earlier. Revenue rose 18.9%, or 12.6% excluding construction services. Net income increased 4.4% to Ps.2,307.904 million, while earnings per share rose 2.1% to Ps.7.1960.

Passenger traffic fell 1.2%, with declines in Mexico and Puerto Rico partly offset by Colombia and Brazil & Others. Results included one month of CPC Aeroportos operations following its September 1 acquisition. EBITDA, an earnings measure before financing, taxes, depreciation and amortization, rose 1.7% to Ps.4,719.3 million; adjusted EBITDA margin excluding construction accounting fell to 60.3% from 66.7%. Cash reached Ps.20,091.8 million, while net debt increased to Ps.49,878.072 million and net debt relative to trailing 12-month EBITDA rose to 2.6 times from 0.2 times.

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ASUR (ASR) completed two senior note offerings through its subsidiary Aeropuerto de Cancún, with settlement on October 8, 2026.

Each offering raised U.S.$900 million in principal. One carries annual interest of 6.711% and matures October 8, 2031; the other carries 7.491% and matures October 8, 2036. The notes received ratings of BBB from S&P Global Ratings and BBB+ from Fitch Ratings.

ASUR intends to use net proceeds to repay or refinance in full two acquisition-related senior unsecured bridge facilities: Ps.6.39 billion dated December 5, 2025, and U.S.$1.299 billion dated August 14, 2026. Remaining proceeds may fund other financial liabilities or general corporate purposes. The notes are expected to be listed on the Singapore Exchange Securities Trading Limited.

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ASUR (ASR) reported September 2026 passenger traffic of 8.6 million, unchanged from September 2025 across its airport operations.

The figures include the first full month of operations in Brazil, Costa Rica, Curacao and Ecuador following the completed acquisition of CPC Aeroportos. Those operations accounted for 3.9 million passengers. September traffic rose year over year in Colombia by 5.7%, Puerto Rico by 3.1%, Brazil by 2.6% and Ecuador by 1.7%. Traffic fell 6.1% in both Mexico and Costa Rica and 0.9% in Curacao.

Across the group, domestic traffic increased 1.8%, while international traffic declined 4.9%. Mexico's international traffic fell 9.8%, compared with a 3.7% domestic decline. Reported year-to-date passenger traffic totaled 57,151,121, down 0.7% from the corresponding 2025 period.

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Grupo Aeroportuario del Sureste (ASR) reported that total passenger traffic in August 2026 was 5.9 million, a 2.1% decline versus August 2025.

Mexico traffic fell 4.0% to 3.16 million passengers, with domestic traffic up 4.1% to 1.86 million but international traffic down 13.6% to 1.30 million. San Juan, Puerto Rico traffic decreased 5.1% to 1.13 million, while Colombia traffic rose 4.0% to 1.61 million, driven by a 5.8% increase in domestic passengers and a 1.2% decline in international. Year to date through August, total system traffic was 48.5 million passengers, down 0.8%, with domestic up 1.2% and international down 4.0%.

On September 1, 2026, ASUR closed the acquisition of Motiva Airports, adding 17 airports in Brazil and one each in Costa Rica, Curaçao, and Ecuador; traffic from these assets will be included starting with the September 2026 report.

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Grupo Aeroportuario del Sureste (NYSE: ASR) closed the acquisition of Motiva Infraestrutura de Mobilidade’s entire equity interest in Companhia de Participações em Concessões (CPC) on September 1, 2026. According to ASUR, the transaction was completed after all conditions under the November 18, 2025 agreement were satisfied.

The purchase price was R$5.1 billion (approximately US$992.2 million), subject to customary closing adjustments, and was financed through a loan facility arranged when ASUR submitted its offer to Motiva. As a result, ASUR adds 20 airports across Brazil, Ecuador, Costa Rica and Curaçao to its existing portfolio of airport concessions in Mexico, Colombia and Puerto Rico.

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Grupo Aeroportuario del Sureste (NYSE: ASR) reported that its Ordinary and Extraordinary General Shareholders' Meeting on August 20, 2026 approved several key resolutions, including amendments to the bylaws and a merger with its current strategic partner Inversiones y Técnicas Aeroportuarias.

As part of the merger, ASUR expects to issue approximately 7.2 million new shares, increasing shares in circulation from 300 million to about 307.2 million. Shareholders also approved two extraordinary cash dividends of Ps. 10.00 per share each, payable in November and December 2026, funded from the share buyback reserve, with detailed payment mechanics via S.D. Indeval. The meeting also authorized publication of the dividend payment notice and appointed special delegates to formalize all resolutions.

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ASUR (NYSE: ASR) reported that total passenger traffic across its airports reached 6.38 million in July 2026, a 1.9% decrease versus July 2025. According to the company, traffic in Mexico fell 4.0%, Puerto Rico declined 5.1%, while Colombia grew 5.8% year-on-year.

Domestic traffic for the consolidated portfolio increased 2.3% to 4.20 million passengers, whereas international traffic decreased 9.1% to 2.19 million. Year-to-date through July 2026, total traffic was 42.60 million passengers, down 0.6% from the same 2025 period, with domestic up 1.0% and international down 3.2%.

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Grupo Aeroportuario del Sureste (NYSE: ASR) reported 2Q26 results for the quarter ended June 30, 2026. Total passenger traffic fell 2.7% YoY, with declines of 5.0% in Mexico and 3.5% in Puerto Rico, partly offset by 3.6% growth in Colombia.

Total revenue rose 9.9% YoY to Ps.9,579.0 million, but was broadly flat excluding construction services (-0.3%). 2Q26 includes Ps.443.8 million from ASUR US Airports, acquired in December 2025. Commercial revenue per passenger increased 12.6% to Ps.153.0.

Consolidated EBITDA declined 8.7% YoY to Ps.4,589.9 million, and Adjusted EBITDA margin (excluding IFRIC 12) narrowed to 62.0% from 67.6%. Net income increased 5.0% to Ps.2,384.6 million, with majority net income up 7.1% and EPS at Ps.7.6547. Cash stood at Ps.11,641.4 million and net debt at Ps.15,138.3 million, for a net debt-to-LTM EBITDA ratio of 0.9x.

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Grupo Aeroportuario del Sureste (NYSE: ASR) called an Ordinary and Extraordinary General Shareholders' Meeting for 10:00 a.m. on August 20, 2026, at its Mexico City offices. Shareholders will vote on amendments to the bylaws, a proposed merger with Inversiones y Técnicas Aeroportuarias, S.A.P.I. de C.V., related matters such as a capital increase and amendment of Article Six, and potential bylaw changes resulting from the merger. The agenda also includes a proposal to declare two extraordinary net dividends and the appointment of delegates to implement approved resolutions. Admission procedures require share deposit and registration according to Mexican law.

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FAQ

What is the current stock price of Grupo Aeroportuario del Sureste, S.A. de C.V. (ASR)?

Grupo Aeroportuario del Sureste, S.A. de C.V. (ASR) last closed at $270.16.

What is the market cap of Grupo Aeroportuario del Sureste, S.A. de C.V. (ASR)?

The market cap of Grupo Aeroportuario del Sureste, S.A. de C.V. (ASR) is approximately $8.1B.