Grupo Aeroportuario del Sureste S.A.B. de C.V. (ASR)
Summary
Grupo Aeroportuario Del Sureste: Quant Ratings Say Sell, But The Underlying Moat Says Strong Buy
Grupo Aeroportuario del Sureste (ASR) is rated a strong buy after a 25% YTD decline, offering compelling long-term value. ASR's $992M Motiva acquisition diversifies revenue, reducing reliance on the Cancun airport and expanding its network of airports significantly across South America. Despite near-term headwinds—declining traffic, jet fuel spikes, and macro risks—ASR generates an 8.5% FCF yield and trades at 7.5–8x EV/EBITDA, well below historical averages.
Grupo Aeroportuario del Sureste Q2 Earnings Call Highlights
Grupo Aeroportuario del Sureste NYSE: ASR said second-quarter passenger traffic declined as softer demand in Mexico and Puerto Rico offset continued growth in Colombia, while the airport operator advanced expansion projects, its proposed acquisition of Motiva's airport portfolio and a plan to internalize technical-assistance services.
Why Stock Buyback Leaders Are Screening into the VictoryShares Free Cash Flow ETF
Free cash flow (FCF) is a critical measure for identifying high-quality companies, particularly in a market environment marked by ongoing uncertainty. Companies that consistently generate strong cash flow often have the financial flexibility to strengthen their businesses, return capital to shareholders, and create long-term value.
Grupo Aeroportuario del Sureste S.A.B. de C.V. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Dodge & Cox Dodge & Cox Funds | 2,630 | $745,283.5 | $621,547.9 | -$123,735.6 | -16.6% |
| RW Riley Wancket HANTZ FINANCIAL SERVICES Inc. | 1,025 | $330,898.99 | $245,118.5 | -$85,780.49 | -25.92% |
| WL William LeVay Fca Corp /TX | 1,800 | $421,235 | $414,144 | -$7,091 | -1.68% |
| KM Kristin Mariani Janus Henderson Group PLC | 43,180 | $759,968 | $10.33M | $9.57M | 1,258.75% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 1,343 | $451,422.59 | $321,165.02 | -$130,257.57 | -28.85% |
Grupo Aeroportuario del Sureste S.A.B. de C.V. (ASR) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Grupo Aeroportuario del Sureste S.A.B. de C.V. ever had a stock split?
Grupo Aeroportuario del Sureste S.A.B. de C.V. Profile
| Passenger Airlines Industry | Industrials Sector | Adolfo Castro Rivas CEO | NYSE Exchange | 40051E202 CUSIP |
| MX Country | 1,950 Employees | 27 May 2026 Last Dividend | - Last Split | - IPO Date |
Overview
Grupo Aeroportuario del Sureste, S. A. B. de C. V., commonly known as ASUR, is a prominent entity in the airport operation sector, focusing on the southeast region of Mexico. Founded in 1996 and headquartered in Mexico City, Mexico, ASUR has expanded its horizons beyond the national borders to manage airport operations in San Juan, Puerto Rico, and several locations in Colombia. The company holds concessions to operate, maintain, and develop airports in key cities including Cancún, Cozumel, Mérida, Huatulco, Oaxaca, Veracruz, Villahermosa, Tapachula, and Minatitlán, making it a vital player in facilitating air travel and trade in these regions.
Products and Services
ASUR offers a wide array of services categorized into aeronautical and non-aeronautical services to ensure comprehensive operational efficiency and enhanced passenger experiences at its airports:
- Aeronautical Services
- Non-Aeronautical Services
- Commercial Operations
- International Operations
These services form the backbone of ASUR’s offerings, ensuring the smooth handling of passengers and aircraft. They include passenger, aircraft landing and parking facilitation, usage of passenger walkways, and ensuring stringent airport security measures. Aimed at airlines and their passengers, these services are essential for the operational efficiency and safety of airports.
ASUR diversifies its revenue streams through non-aeronautical services, which encompass leasing space to retailers, restaurants, and airlines for commercial purposes. This includes catering services, handling and ground transportation services, among others, thereby facilitating a comprehensive suite of services that enhance the airport experience for travelers and generate additional revenue streams for the company.
The company engages in various commercial operations, including but not limited to, the leasing of retail spaces, implementation of food and beverage outlets, and provision of space for airline lounges. These commercial activities contribute significantly to the user experience, making airports not just transit points but also centers of commerce and leisure.
In addition to its strong presence in Mexico, ASUR operates the Luis Muñoz Marín International Airport in San Juan, Puerto Rico, and several airports across Colombia such as the Enrique Olaya Herrera and José María Córdova International Airports. These international operations demonstrate ASUR's capability and strategic intent to manage and develop airport infrastructure beyond its domestic borders, marking its footprint in the Latin American airport sector.
Contact Information
