Grupo Aeroportua Stock Price, News & Analysis

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.

Grupo Aeroportuario del Sureste (ASR) reported mixed Q4 2024 results with overall passenger traffic declining 0.3% year-over-year. While Mexico saw an 8.0% decrease in traffic, Puerto Rico and Colombia posted strong growth of 9.6% and 14.1% respectively.

The company's financial performance showed significant improvement with revenues increasing 31.2% YoY to Ps.9,020.6 million. Excluding construction services, revenues grew 19.0%. Commercial revenue per passenger rose 9.4% to Ps.130.2. Consolidated EBITDA increased 22.5% to Ps.5,111.3 million, with adjusted EBITDA margin expanding to 69.7% from 67.7% in Q4 2023.

ASR maintained a strong financial position with a cash balance of Ps.20,083.4 million and a negative Debt to LTM Adjusted EBITDA ratio of 0.3x, indicating robust liquidity.

Grupo Aeroportuario del Sureste (ASR) reported total passenger traffic of 6.4 million for January 2025, marking a 1.7% increase compared to January 2024. The performance varied across regions, with Colombia showing strong growth of 12.3% and Puerto Rico increasing by 9.3%, while Mexico experienced a decline of 4.1%.

Colombia's growth was driven by increases in both international (+24.2%) and domestic (+8.7%) traffic. Puerto Rico saw significant gains in international (+20.5%) and domestic (+8.0%) passengers. However, Mexico faced decreases in both international (-6.5%) and domestic (-0.7%) traffic, with Cancun, its largest hub, experiencing a 5.5% overall decline.

Grupo Aeroportuario del Sureste (ASUR) reported total passenger traffic of 6.7 million for December 2024, representing a 2.3% increase compared to December 2023. The performance varied significantly across regions:

- Puerto Rico showed strong growth with a 16.2% increase (29.3% international, 14.7% domestic)
- Colombia demonstrated robust performance with 14.5% growth (26.6% international, 11.1% domestic)
- Mexico experienced a decline of 5.7% (5.6% international, 6.0% domestic)

For the full year 2024, ASUR's total passenger traffic reached 71.3 million, a modest 1.1% increase from 2023. The most significant yearly growth was seen in Colombia (11.8%), followed by Puerto Rico (8.6%), while Mexico showed a decline of 4.7%.

Grupo Aeroportuario del Sureste (ASUR) reported total passenger traffic of 5.8 million for November 2024, showing a 1.2% decrease compared to November 2023. The performance varied across regions with Puerto Rico growing 8.7% and Colombia increasing 7.7%, while Mexico declined 7.1%.

International traffic showed strong growth in Puerto Rico (+32.1%) and Colombia (+17.1%), while Mexico experienced declines in both domestic (-7.6%) and international (-6.8%) segments. Year-to-date figures show overall positive growth of 1.0% across all operations, with Colombia leading at 11.5% growth.

ASUR reported total passenger traffic of 5.3 million for October 2024, marking a 2.4% decrease compared to October 2023. Performance varied significantly across regions: Colombia showed strong growth with a 20.8% increase, Puerto Rico grew modestly by 1.8%, while Mexico experienced an 11.7% decline. Colombia's growth was driven by increases in both international (16.2%) and domestic (22.1%) traffic. Puerto Rico saw 24.8% growth in international traffic but a slight 0.9% decrease in domestic traffic. Mexico reported declines in both domestic (12.0%) and international (11.2%) traffic.

Grupo Aeroportuario del Sureste (NYSE: ASR) reported its 3Q24 results, showing 18.1% YoY revenue growth to Ps.7,483.3 million and a 12% increase in EBITDA to Ps.4,700.4 million. This growth occurred despite a 2.1% decline in total passenger traffic. Key highlights include:

- Mexico: 10.1% passenger traffic decline
- Puerto Rico: 4.6% passenger traffic increase
- Colombia: 15.5% passenger traffic increase
- Consolidated revenues per passenger up 7.2% to Ps.124.9
- Adjusted EBITDA Margin decreased to 68.3% from 69.6% in 3Q23
- Strong cash position of Ps.18,483.6 million with Debt to LTM Adjusted EBITDA at -0.3x

The company's performance varied across its operations, with Colombia showing the strongest growth in both revenue and passenger traffic.

Grupo Aeroportuario del Sureste (ASUR) reported a 1.5% decrease in total passenger traffic for September 2024, reaching 4.9 million passengers. The breakdown shows:

- Colombia: 14.7% increase (15.2% international, 14.5% domestic)
- Puerto Rico: 0.8% decrease (26.0% international growth, 3.9% domestic decline)
- Mexico: 8.1% decrease (12.4% international decline, 4.9% domestic decline)

Year-to-date figures show a 1.5% increase in total traffic across all regions. Domestic traffic grew by 0.7%, while international traffic decreased by 6.3% compared to the same period in 2023.

Grupo Aeroportuario del Sureste (ASUR) reported mixed passenger traffic results for August 2024. Total passenger traffic decreased by 2.8% year-over-year to 6.0 million passengers. Colombia saw a 16.3% increase, driven by strong growth in both international (24.8%) and domestic (14.1%) traffic. Puerto Rico experienced a 1.6% rise, with international traffic up 21.6% but domestic traffic down 0.7%. However, Mexico reported a 10.7% decline, with domestic traffic falling 9.1% and international traffic dropping 12.6%.

Year-to-date figures show a 1.9% overall increase in passenger traffic across ASUR's operations. Colombia leads with a 10.5% growth, followed by Puerto Rico at 9.1%, while Mexico shows a 3.1% decrease.