Analysts' Opinions Are Mixed on These Industrial Goods Stocks: Grupo Aeroportuario del Sureste (NYSE: ASR), WillScot Mobile Mini Holdings (NASDAQ: WSC) and Trex Company (NYSE: TREX)We expect ASUR's traffic to continue underperforming its peers. According to flight schedules, ASUR's seat capacity is set to increase by 0.3% Y/Y in 4Q25 (vs. +9.5%), increase 0.1% in 1Q26 (vs. OMA's +6.0% and GAP's +3.7%), and decrease by 4.3% in 2Q26 (vs. GAP's +2.5%). While we acknowledge that this may be — at least partially — driven by late schedules from some airlines (e.g. Frontier, Spirit etc.), even If we assume flat Y/ Y capacity for these carriers in 2Q26, scheduled seats would suggest no growth for the quarter.