Grupo Aeroportua (ASR) Stock News

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.

Grupo Aeroportuario del Sureste (NYSE: ASR) reported mixed Q2 2025 results with total passenger traffic declining marginally by 0.1% year-over-year. While Puerto Rico and Colombia saw increases of 3.2% and 1.0% respectively, Mexico experienced a 1.7% decrease.

The company's revenues grew 17.9% YoY to Ps.8,715.4 million, with a 4.8% increase excluding construction services. Commercial revenue per passenger improved by 6.3% to Ps.135.9. Consolidated EBITDA rose 2.3% to Ps.5,024.9 million, though the adjusted EBITDA margin decreased to 67.6% from 69.2% in 2Q24.

ASUR maintains a strong financial position with Ps.19,815.9 million in cash and a low Debt to LTM Adjusted EBITDA ratio of 0.1x. The company approved a Ps.80.00 per share dividend, with Ps.50.00 paid in May 2025 and two Ps.15.00 extraordinary payments scheduled for September and November 2025.

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.