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Grupo Aeroportuario Del Sureste (ASR)
NYSE:ASR
Earnings Data
Report Date
Apr 27, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
6.35Last Year’s EPS
5.97Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call highlighted material strategic progress—completion of a U.S. acquisition, a signed large Motiva deal, strong full‑year revenue growth, healthy cash and low leverage, and solid commercial expansion—while simultaneously signaling near‑term operational and profitability headwinds: rising operating costs (+25%), a Q4 EBITDA decline (~5%) and notable FX and accounting impacts that reduced net income. Regional performance was mixed (strong Colombia, weakness in Cancun, Puerto Rico and South America). Given the balance between clear strategic/scale gains and meaningful short‑term margin and income pressures, the tone is cautious but constructive.Company Guidance
Completion of ASUR U.S. Acquisition
Closed acquisition of URW Airports (renamed ASUR U.S.) on Dec 11 at an enterprise value of $295 million; ASUR U.S. contributed approximately $133 million of revenues and $86 million of EBITDA from Dec 11–31. Adds dollar‑denominated commercial exposure, diversification beyond regulated income, and a scalable U.S. platform.
Signed Motiva Airports Purchase Agreement
Agreed to acquire Motiva's stake for BRL 5 billion (~$936 million). If closed, would add ~45 million annual passengers, bringing pro forma network traffic to over 116 million; expected close in H1 2026 and planned to be debt‑funded.
Full‑Year Revenue and EBITDA Growth
FY 2025 total revenues rose nearly 19% to MXN 37.0 billion, and EBITDA increased 2% to MXN 20.2 billion (adjusted EBITDA margin 67.8% vs. 69.7% in 2024).
Shareholder Returns
Returned value to shareholders via dividends totaling MXN 24 billion in 2025 while maintaining financial flexibility for selective expansion.
Passenger Traffic and Regional Strength
Handled 17.9 million passengers in Q4 (+~1% YoY) and ~72 million passengers for the full year. Colombia was the strongest market with Q4 traffic up nearly 6% to 4.7 million and solid international growth; Canada and Europe passenger volumes increased 12.9% and 1.1%, respectively.
Commercial Revenue Momentum and Retail Expansion
Commercial revenue per passenger rose 1% YoY to MXN 132. Opened 41 new retail/service units in the year (31 in Colombia, 8 in Puerto Rico, 6 in Mexico); Colombia posted a 12% increase in commercial revenue.
Healthy Balance Sheet and Low Leverage
Ended year with MXN 11 billion cash and MXN 16 billion net debt, equivalent to 0.8x LTM EBITDA—described as conservative versus peers, supporting regulatory CapEx and growth.
CapEx Investment and Operational Improvements
Invested MXN 3.9 billion in Q4 (MXN 3.5 billion in Mexico) and MXN 7.8 billion for the full year under master development programs; expect Terminal 1 reopening in Cancun in Q3 2026 to rebalance flows and support commercial spending.
ASR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ASR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $355.18 | $366.35 | +3.14% |
Oct 22, 2025 | $295.39 | $297.27 | +0.64% |
Jul 22, 2025 | $287.91 | $292.19 | +1.49% |
Apr 22, 2025 | $256.64 | $271.32 | +5.72% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Grupo Aeroportuario Del Sureste (ASR) report earnings?
Grupo Aeroportuario Del Sureste (ASR) is schdueled to report earning on Apr 27, 2026, After Close (Confirmed).
What is Grupo Aeroportuario Del Sureste (ASR) earnings time?
Grupo Aeroportuario Del Sureste (ASR) earnings time is at Apr 27, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ASR EPS forecast?
ASR EPS forecast for the fiscal quarter 2026 (Q1) is 6.35.