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Grupo Aeroportuario del Sureste SA de CV Earnings Calls
| Release date | Oct 22, 2025 |
| EPS estimate | $5.26 |
| EPS actual | $3.84 |
| EPS Surprise | -27.00% |
| Revenue estimate | 589.249M |
| Revenue actual | 476.285M |
| Revenue Surprise | -19.17% |
| Release date | Jul 22, 2025 |
| EPS estimate | $6.01 |
| EPS actual | $3.80 |
| EPS Surprise | -36.77% |
| Revenue estimate | 484.238M |
| Revenue actual | 467.62M |
| Revenue Surprise | -3.43% |
| Release date | Apr 22, 2025 |
| EPS estimate | $5.77 |
| EPS actual | $5.74 |
| EPS Surprise | -0.520% |
| Revenue estimate | 462.44M |
| Revenue actual | 426.128M |
| Revenue Surprise | -7.85% |
| Release date | Apr 10, 2025 |
| EPS estimate | - |
| EPS actual | $5.46 |
| Revenue estimate | - |
| Revenue actual | 432.654M |
Last 4 Quarters for Grupo Aeroportuario del Sureste SA de CV
Below you can see how ASR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Apr 10, 2025 |
| Price on release | $265.76 |
| EPS estimate | - |
| EPS actual | $5.46 |
| Date | Price |
|---|---|
| Apr 04, 2025 | $271.78 |
| Apr 07, 2025 | $259.64 |
| Apr 08, 2025 | $253.25 |
| Apr 09, 2025 | $268.93 |
| Apr 10, 2025 | $265.76 |
| Apr 11, 2025 | $273.70 |
| Apr 14, 2025 | $283.07 |
| Apr 15, 2025 | $275.98 |
| Apr 16, 2025 | $284.76 |
| 4 days before | -2.22% |
| 4 days after | 7.15% |
| On release day | 2.99% |
| Change in period | 4.78% |
| Release date | Apr 22, 2025 |
| Price on release | $288.00 |
| EPS estimate | $5.77 |
| EPS actual | $5.74 |
| EPS surprise | -0.520% |
| Date | Price |
|---|---|
| Apr 15, 2025 | $275.98 |
| Apr 16, 2025 | $284.76 |
| Apr 17, 2025 | $289.22 |
| Apr 21, 2025 | $289.81 |
| Apr 22, 2025 | $288.00 |
| Apr 23, 2025 | $304.48 |
| Apr 24, 2025 | $313.51 |
| Apr 25, 2025 | $319.99 |
| Apr 28, 2025 | $315.49 |
| 4 days before | 4.36% |
| 4 days after | 9.55% |
| On release day | 5.72% |
| Change in period | 14.32% |
| Release date | Jul 22, 2025 |
| Price on release | $301.51 |
| EPS estimate | $6.01 |
| EPS actual | $3.80 |
| EPS surprise | -36.77% |
| Date | Price |
|---|---|
| Jul 16, 2025 | $312.33 |
| Jul 17, 2025 | $314.82 |
| Jul 18, 2025 | $312.00 |
| Jul 21, 2025 | $308.49 |
| Jul 22, 2025 | $301.51 |
| Jul 23, 2025 | $305.99 |
| Jul 24, 2025 | $305.04 |
| Jul 25, 2025 | $303.55 |
| Jul 28, 2025 | $301.36 |
| 4 days before | -3.46% |
| 4 days after | -0.0497% |
| On release day | 1.49% |
| Change in period | -3.51% |
| Release date | Oct 22, 2025 |
| Price on release | $302.66 |
| EPS estimate | $5.26 |
| EPS actual | $3.84 |
| EPS surprise | -27.00% |
| Date | Price |
|---|---|
| Oct 16, 2025 | $303.73 |
| Oct 17, 2025 | $303.99 |
| Oct 20, 2025 | $302.52 |
| Oct 21, 2025 | $300.60 |
| Oct 22, 2025 | $302.66 |
| Oct 23, 2025 | $304.59 |
| Oct 24, 2025 | $302.93 |
| Oct 27, 2025 | $304.99 |
| Oct 28, 2025 | $306.39 |
| 4 days before | -0.352% |
| 4 days after | 1.23% |
| On release day | 0.638% |
| Change in period | 0.88% |
Grupo Aeroportuario del Sureste SA de CV Earnings Call Transcript Summary of Q3 2025
ASUR announced a definitive agreement to acquire URW Airports for an enterprise value of $295 million, giving it commercial management of high-traffic terminals at LAX, Chicago O'Hare (T5) and JFK (T8 and upcoming T1), representing ~14 million enplanements and a strategic foothold in the U.S. non-regulated commercial airport segment. Q3 2025 consolidated results: total passengers ~17 million (flat year‑on‑year) with growth in Colombia (+3%) and Puerto Rico (+1%) offsetting a Mexico traffic decline (‑1%). Total revenues rose mid‑single digits to >MXN 7 billion, driven by Puerto Rico and Colombia; Mexico revenues declined slightly. Commercial revenue per passenger rose 1% to MXN 126 (Colombia +14%, Puerto Rico +10%, Mexico ‑4%). Total expenses increased ~17% YoY (Colombia impacted by a one-time concession amortization method change), and consolidated EBITDA declined just over 1% to MXN 4.6 billion; adjusted EBITDA margin fell 157 bps to 66.7%. Foreign exchange losses (~MXN 1 billion) and a MXN 333 million concession amortization adjustment in Colombia pressured net results. Balance sheet: cash MXN 16 billion, net debt/EBITDA 0.2x. ASUR paid extraordinary dividends of MXN 15 per share in September and plans another MXN 15 per share in November. CapEx ~MXN 1.9 billion in the quarter, including Cancun Terminal 1 reconstruction and ongoing projects in Puerto Rico and Colombia. Management expects Mexico traffic to stabilize next year as aircraft availability improves and expects continued momentum in Puerto Rico and Colombia. Closing of the URW transaction is expected in H2 2025, subject to regulatory approvals.
