Street Calls of the Week
MEXICO CITY - Grupo Aeroportuario del Sureste (NYSE:ASR; BMV:ASUR), a $10.15 billion market cap airport operator with impressive gross profit margins of 60.3%, announced Monday that its total passenger traffic reached 6.0 million passengers in August 2025, representing a 0.6% increase compared to the same month last year.
The airport operator, which manages facilities in Mexico, Colombia, and Puerto Rico, reported mixed results across its regions. Puerto Rico led growth with a 4.6% increase in passenger traffic, followed by Colombia with 2.7% growth, while Mexico experienced a 1.6% decrease. According to InvestingPro analysis, ASR maintains strong financial health with a "GREAT" overall score, supported by robust revenue growth of 21.26% in the last twelve months.
In Puerto Rico, the positive performance was driven by a 13.7% surge in international traffic and a 3.3% rise in domestic passengers at San Juan’s Luis Muñoz Marín International Airport.
Colombia’s traffic growth was primarily attributed to a 12.8% increase in international passengers, which offset a slight 0.2% decline in domestic travel. The Rionegro airport near Medellín, Colombia’s second-busiest, saw a 2.6% overall increase in passengers.
Mexico, ASUR’s largest market, experienced declines in both domestic and international segments, with domestic traffic falling 2.6% and international traffic decreasing 0.4%. Cancun, the company’s busiest airport, reported a 3.1% drop in total passengers.
For the year-to-date period through August, ASUR’s total passenger traffic across all regions stands at 48.9 million, representing a modest 0.3% increase compared to the same period in 2024.
The traffic figures exclude transit and general aviation passengers in Mexico and Colombia, according to the company’s press release statement.
In other recent news, Grupo Aeroportuario del Sureste (ASUR) announced an agreement to acquire URW Airports, LLC from Unibail-Rodamco-Westfield for $295 million. This acquisition will grant ASUR control over commercial programs at significant U.S. airport terminals. The deal includes six terminals at Los Angeles International Airport, Terminal 5 at Chicago O’Hare International Airport, and Terminals 8 and New Terminal One at John F. Kennedy International Airport in New York. These developments mark a substantial expansion of ASUR’s operations in the United States. The transaction is expected to enhance ASUR’s portfolio by integrating major airport retail concessions. Investors may note this move as a strategic effort to increase ASUR’s market presence in the U.S. airport sector. This acquisition is part of ASUR’s broader strategy to strengthen its commercial operations.
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