SOUTHEAST AIRPORT (ASR) Company Report

Analyst Coverage

Research analysts who have asked questions during SOUTHEAST AIRPORT earnings calls.

Jens Spiess

Morgan Stanley

5 questions for ASR

Also covers: CPA, LTM, PAC +1 more

Stephen Trent

Citigroup Inc.

5 questions for ASR

Also covers: AAL, AER, AL +14 more

Alan Macias

Bank of America

4 questions for ASR

Also covers: OMAB, PAC, VTMX

Guilherme Mendes

J.P. Morgan Chase & Co.

4 questions for ASR

Also covers: AZUL, CAAP, CPA +4 more

Pablo Monsivais

Barclays

4 questions for ASR

Also covers: LTM, PAC, VLRS +1 more

Enrique Sojo

Fundamenta Investments

3 questions for ASR

Also covers: PAC, VTMX

Fernanda Recchia

BTG Pactual

3 questions for ASR

Also covers: CAAP, IOCJY, OMAB +1 more

Alejandro Velez

UBS Group AG

2 questions for ASR

Andres Aguirre Campillo

Grupo Bursátil Mexicano, S.A. de C.V. (GBM)

2 questions for ASR

Ebrahim Suarez

Banco Santander, S.A.

2 questions for ASR

Ernst Anton Mortenkotter

Grupo Bursátil Mexicano, S.A. de C.V. (GBM)

2 questions for ASR

Ernst Mortenkotter

Grupo Bursátil Mexicano (GBM)

2 questions for ASR

Also covers: PAC

Frederico Velasci

PRG

2 questions for ASR

Gabriel Himelfarb Mustri

Scotiabank

2 questions for ASR

Also covers: OMAB

Pablo Ricalde

Itaú Corretora de Valores S.A.

2 questions for ASR

Also covers: OMAB, PAC, VIV +1 more

Pablo Ricalde Martinez

Santander

2 questions for ASR

Also covers: PAC, VTMX

Rodolfo Ramos

Bradesco BBI

2 questions for ASR

Also covers: OMAB, PAC, VTMX

Alberto Valerio

UBS Group AG

1 question for ASR

Also covers: AZUL, CPA, CX +4 more

Isabela Salazar Leipen

Grupo Bursátil Mexicano (GBM)

1 question for ASR

Also covers: OMAB

João Francisco Frizo

Goldman Sachs

1 question for ASR

Also covers: AZUL, LTM

Juan Ponce

Bradesco BBI

1 question for ASR

Also covers: OMAB, PAC, VTMX

Latest news

Recent press releases and 8-K filings for ASR.

ASUR Shareholders Approve Potential Acquisitions and Debt Financing

ASR

M&A

Debt Issuance

New Projects/Investments

At the General Ordinary Shareholders' Meeting held on January 26th, 2026, shareholders approved the company's ability to acquire all or part of the shares and/or airport operators, including Companhia de Participações em Concessões.
Shareholders also approved the company's authority to contract any type of debt, such as bank loans or securities issuances, to facilitate these strategic initiatives.

Jan 26, 2026, 9:36 PM

6-K

ASUR Announces Resolutions Approved at Shareholders' Meeting

ASR

M&A

Debt Issuance

New Projects/Investments

Shareholders of Grupo Aeroportuario del Sureste, S.A.B. de C.V. (ASUR) approved the acquisition of all or part of shares and/or airport operators, including Companhia de Participações em Concessões.
Shareholders also approved ASUR to contract any type of debt, such as bank loans or securities issuances, to implement financing.
These resolutions were made at the General Ordinary Shareholders' Meeting held on January 26th, 2026, in Mexico City.

Jan 26, 2026, 9:30 PM

Press Release

ASUR Announces December 2025 Passenger Traffic

ASR

Demand Weakening

Grupo Aeroportuario del Sureste (ASUR) reported total passenger traffic of 6.7 million passengers for December 2025, an increase of 0.4% compared to December 2024.
In December 2025, passenger traffic increased by 6.0% in Colombia, but decreased by 0.4% in Mexico and 4.2% in Puerto Rico year-on-year.
For the full year 2025, total passenger traffic reached 71.6 million passengers, representing a 0.3% increase compared to 2024.

Jan 6, 2026, 9:37 PM

6-K

ASUR announces December 2025 passenger traffic

ASR

Grupo Aeroportuario del Sureste (ASUR) reported total passenger traffic of 6.7 million for December 2025, representing a 0.4% increase compared to December 2024.
Passenger traffic in Colombia increased by 6.0% year-on-year, driven by a 6.3% rise in international traffic and a 5.9% rise in domestic traffic.
Mexico experienced a 0.4% decrease in passenger traffic, with international traffic declining by 0.1% and domestic traffic by 0.8%.
Puerto Rico's passenger traffic decreased by 4.2%, primarily due to a 4.8% decrease in domestic traffic, which offset a 0.3% increase in international traffic.

Jan 6, 2026, 9:30 PM

Press Release

ASUR Completes Acquisition of URW Airports

ASR

M&A

New Projects/Investments

Grupo Aeroportuario del Sureste, S.A.B. de C.V. (ASUR) subsidiary, ASUR US Commercial Airports, LLC, has completed the acquisition of URW Airports, LLC.
The acquisition was for an enterprise value of $295 million U.S. Dollars.
This strategic move expands ASUR's U.S. airport retail concessions operations to major hubs including John F. Kennedy International Airport, Los Angeles International Airport, and Chicago O’Hare International Airport.
The acquired entity will operate as ASUR Airports, LLC.

Dec 11, 2025, 9:38 PM

6-K

ASUR Completes Acquisition of URW Airports

ASR

M&A

New Projects/Investments

Grupo Aeroportuario del Sureste (ASUR), through its subsidiary ASUR US Commercial Airports, LLC, completed the acquisition of URW Airports, LLC on December 11, 2025.
The acquisition was valued at an enterprise value of $295 million U.S. Dollars.
URW Airports, LLC is a retail developer and operator of terminals at John F. Kennedy International Airport, Los Angeles International Airport, and Chicago O'Hare International Airport.
This acquisition marks ASUR's strategic expansion into U.S. airport retail concessions operations, enhancing its footprint and commercial capabilities.

Dec 11, 2025, 9:30 PM

Press Release

ASUR Announces November 2025 Passenger Traffic

ASR

Demand Weakening

Grupo Aeroportuario del Sureste, S.A.B. de C.V. (ASUR) reported a 1.5% year-over-year increase in total passenger traffic for November 2025, reaching 5.9 million passengers.
In November 2025, passenger traffic increased by 5.9% in Colombia and 1.0% in Mexico compared to November 2024.
Passenger traffic in Puerto Rico experienced a 2.9% decrease year-over-year in November 2025.
Year-to-date total traffic for 2025 reached 64,850,434 passengers, representing a 0.3% increase over the same period in 2024.

Dec 8, 2025, 9:37 PM

6-K

ASUR announces November 2025 passenger traffic results

ASR

Demand Weakening

Grupo Aeroportuario del Sureste (ASUR) reported a 1.5% year-over-year increase in total passenger traffic for November 2025, reaching 5.9 million passengers.
Passenger traffic performance varied by region, with Colombia increasing by 5.9% and Mexico by 1.0%, while Puerto Rico experienced a 2.9% decrease compared to November 2024.
For the year-to-date period, ASUR's total passenger traffic reached 64.85 million passengers in 2025, marking a 0.3% increase over the same period in 2024.

Dec 8, 2025, 9:30 PM

Press Release

ASUR Agrees to Acquire CPC Aeroportos for US$936 Million

ASR

M&A

New Projects/Investments

Grupo Aeroportuario del Sureste (ASUR), through its subsidiary Aeropuerto de Cancún, S.A. de C.V., has agreed to acquire up to 100% of Companhia de Participações em Concessões (CPC Aeroportos) for approximately US$936 million.
CPC Aeroportos operates 20 airports across Latin America, including 17 in Brazil, and reported an EBITDA of R$2,000 million (US$375 million) on a 100% basis for the twelve months ending September 30, 2025.
This acquisition is expected to add over 45 million passengers to ASUR's 71 million passengers reported in 2024, aiming to expand ASUR's international network and solidify its position as a leading airport operator in the Americas.
The transaction is subject to regulatory approvals and is expected to close in the first half of 2026, with ASUR's shareholders scheduled to vote on the transaction on January 26, 2026.

Dec 5, 2025, 10:24 PM

6-K

ASUR Calls Shareholders' Meeting for Potential Acquisitions and Debt Approval

ASR

M&A

Debt Issuance

New Projects/Investments

Grupo Aeroportuario del Sureste, S.A.B. de C.V. (ASUR) has called a General Ordinary Shareholders' Meeting for January 26, 2026, at 10:00 a.m. in Mexico City.
The agenda includes seeking approval for the acquisition of all or part of shares and/or airport operators, specifically mentioning Companhia de Participações em Concessões.
Shareholders will also vote on authorizing the Company to contract various forms of debt, such as bank loans or securities issuances, to support these initiatives.
ASUR is an international airport operator managing 16 airports across Mexico, Colombia, and Puerto Rico.