Grupo Aeroportua Stock Price, News & Analysis

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.

Grupo Aeroportuario del Sureste (ASR) has announced its General Annual Ordinary Shareholders' Meeting, scheduled for April 23rd, 2025, at 10:00 AM in Mexico City. The agenda includes:

• Review of 2024 operations, financial statements, and auditor's report
• Proposed dividend distribution: ordinary dividend of MXN 50.00 per share (payable May 2025) and two extraordinary dividends of MXN 15.00 each (payable September and November 2025)
• Ratification of Board administration and appointments
• Approval of legal reserve increase

Shareholders must be registered by April 18th, 2025, and obtain an admission pass to attend. They can attend personally or through authorized representatives.

ASUR (NYSE: ASR) reported mixed passenger traffic results for February 2025, with a total of 5.6 million passengers, marking a 2.6% decrease compared to February 2023. The performance varied significantly across regions:

- Puerto Rico showed strong growth with an 8.6% increase, driven by 19.2% growth in international traffic and 7.5% in domestic traffic.
- Colombia posted a 3.3% increase, with international traffic up 11.3% and domestic traffic rising 1.1%.
- Mexico experienced a decline of 7.5%, with international traffic down 10.6% and domestic traffic falling 2.9%.

The comparison period spans February 1-28, 2025, versus February 1-29, 2024, with February 2025 having one less calendar day. Figures exclude transit and general aviation passengers for Mexico and Colombia.