Aeroportuario Del Sureste 'B'

Grupo Aeroportuario del Sureste (ASUR) reported Q4 2025 revenue of MXN 7.3 billion (stagnant), while consolidated EBITDA fell nearly 5% to MXN 4.9 billion and net income attributable to majority shareholders declined 22% to MXN 2.7 billion. Adjusted EBITDA margin dropped 330 basis points to 66.4%, although the number of passengers handled rose slightly by 1% to 17.9 million. ASUR attributes the weakness to weaker traffic development in Mexico and currency effects in Puerto Rico; the share price fell 3.81% in pre-market trading. Management is focusing on acquisitions (ASUR US, Motiva) and operational expansions such as the reopening of Terminal 1 in Cancún, but sees risks from currency fluctuations, higher operating costs and increasing competition. » More on de.investing.com

Grupo Aeroportuario del Sureste posted an EBITDA of MXN 4.9 billion in the fourth quarter, about 5% below last year and roughly 3% under consensus expectations, despite a 0.9% rise in passengers. Revenues excluding construction activity remained stable at MXN 7.3 billion; aeronautical revenues fell 0.3% (partly due to the appreciation of the peso), while commercial revenues increased 0.6%, helped by Colombia. The margin fell 333 basis points to 66.4% as operating costs excluding construction rose around 25%, mainly due to personnel, security and acquisition costs related to Motiva and Asur US. The company closed the quarter with a conservative balance sheet and a leverage ratio (net debt/EBITDA) of 0.8. » More on de.investing.com

Grupo Aeroportuario del Sureste (ASUR) is acquiring the US airport retail concessions of Unibail-Rodamco-Westfield (URW) for 295 million dollars, securing control over commercial activities at major US airports. The deal will be financed through cash reserves and a credit line from JPMorgan Chase Bank, and is expected to close in the second half of 2025. Analysts view ASUR's expansion and financial position positively, highlighting its attractive dividend yield. » More on de.investing.com