The earnings call revealed a mixed performance with notable revenue growth and strong passenger traffic in Puerto Rico and Colombia. However, significant challenges such as declining Mexican passenger traffic, a substantial foreign exchange loss, and increasing costs affected overall profitability. While there are positive developments, such as dividend payments and commercial expansions, the negative aspects weigh heavily.
Company Guidance
During the second quarter of 2025, ASUR reported serving 17.7 million passengers, with traffic largely flat year-on-year. Passenger traffic growth was strongest in Puerto Rico, up 3%, while Colombia saw a 1% increase, driven by a 12% rise in international travel despite a slight domestic decline. In contrast, Mexico experienced a nearly 2% decline in total traffic, with international travel down 4.5%, partly due to the new Tulum airport diverting passengers. Financially, ASUR's total revenues increased by 5% to MXN 7.4 billion, with notable growth in Colombia (15.4%) and Puerto Rico (high teens), while Mexico had a modest increase of 0.7%. The company reported a slight 2% rise in consolidated EBITDA to MXN 5 million, with Puerto Rico and Colombia achieving double-digit growth in EBITDA, while Mexico saw a 1.6% decrease. The adjusted EBITDA margin was nearly 68%, slightly lower than the previous year. ASUR ended the quarter with a strong cash position of nearly MXN 20 billion, and a net debt-to-EBITDA ratio of 0.1x, reflecting a loan facility drawdown of MXN 9.5 billion. The board announced two extraordinary dividends of MXN 15 per share for September and November, following a MXN 50 per share dividend in May. Capital expenditures totaled MXN 1.4 billion, focusing on modernization and expansion projects, including work on Terminal 1 at Cancun Airport.
Revenue Growth
Total revenues increased 5% year-on-year to MXN 7.4 billion, driven by strong growth in Puerto Rico and Colombia.
Passenger Traffic Growth in Puerto Rico
Puerto Rico posted a 3% growth in passenger traffic, supported by domestic traffic and sustained strength in international traffic.
Commercial Expansion
Opened 47 new commercial spaces over the last 12 months, contributing to high single-digit growth in total commercial revenues.
Strong Cash Position
Maintained a strong cash position with nearly MXN 20 billion in cash and cash equivalents, up 32% year-on-year.
Dividend Payments
Paid a MXN 50 per share cash dividend in May and plans to pay two extraordinary dividends of MXN 15 per share each in September and November.
Grupo Aeroportuario del Sureste SA de CV (ASRMF) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
ASRMF Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 22, 2025
$30.45
$31.41
+3.15%
Apr 22, 2025
$24.87
$24.87
0.00%
Feb 24, 2025
$26.24
$25.12
-4.27%
Oct 22, 2024
$27.11
$25.37
-6.42%
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 SA de CV Class B (ASRMF) report earnings?
Grupo Aeroportuario del Sureste SA de CV Class B (ASRMF) is schdueled to report earning on Oct 27, 2025, After Close (Confirmed).
What is Grupo Aeroportuario del Sureste SA de CV Class B (ASRMF) earnings time?
Grupo Aeroportuario del Sureste SA de CV Class B (ASRMF) earnings time is at Oct 27, 2025, 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.