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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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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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ASUR (NYSE: ASR) reported June 2026 total passenger traffic of 5.64 million, down 5.8% year-on-year. Mexico traffic fell 8.5%, San Juan (Puerto Rico) 4.6%, and Colombia 1.1%.

Domestic passengers declined 3.4% while international traffic dropped 10.0%. Year-to-date, total passengers were 36.2 million, a 0.3% decrease versus the prior-year period.

Year-to-date, Colombia traffic rose 7.3%, including 8.0% domestic and 4.7% international growth.

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Grupo Aeroportuario del Sureste (NYSE:ASR) plans to internalize the outsourced technical assistance and technology transfer services currently provided by ITA via a merger of one or more entities into ASUR. If approved, about 7,251,000 new shares would be issued.

The Board also approved proposing two extraordinary cash dividends of Ps.10.00 each, payable in November and December 2026 from the share repurchase reserve, and amendments to the bylaws to align with current regulations and the internalization structure.

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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 $235.08.

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 $6.9B.