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Grupo Aeroportuario del Sureste (ASURB) investor relations material
Grupo Aeroportuario del Sureste Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary23 Oct, 2025
Executive summary
Entered a definitive agreement to acquire U.S. airport retail concessions for $295 million, expanding into LAX, JFK, and O'Hare, with closing expected in H2/4Q25.
Operates 16 airports across Mexico, Puerto Rico, and Colombia, serving a record 71.3 million passengers in 2024, up 1.1% year-over-year.
Q3 2025 passenger traffic was 17.3 million, with growth in Colombia and Puerto Rico offsetting a decline in Mexico.
Strong focus on sustainability, with significant reductions in emissions and waste, and high ESG standards.
Robust corporate governance with 64% independent board members and 36% women representation.
Financial highlights
2024 total revenue reached Ps. 20,972M, with 68.9% from regulated and 31.1% from non-regulated sources.
Q3 2025 revenues rose mid-single digits to over MXN 7 billion, driven by Puerto Rico and Colombia.
EBITDA grew just over 1% to MXN 4.6 billion in Q3 2025; consolidated EBITDA for Q3 2025 was Ps.4,639.4 million, down 1.3% YoY.
Adjusted EBITDA margin declined to 66.7% in Q3 2025, mainly due to lower margins in Mexico and Puerto Rico.
Net income dropped 36.4% YoY to Ps.2,211.4 million, mainly due to FX losses and higher depreciation/amortization.
Outlook and guidance
U.S. airport retail acquisition expected to close in H2/4Q25, expanding commercial operations.
Expect gradual stabilization of Mexican traffic as aircraft availability improves; continued positive momentum in Puerto Rico and Colombia.
Capital expenditure requirements through 2028 are clearly defined, with Ps. 30,616M planned for 2024-2028.
Explain Mexico's declining commercial revenue per PAX
Why did net income drop despite revenue growth?
Funding for US airport retail concessions acquisition?
URW Acquisition's strategic role in US growth?
Colombia amortization change: financial impact?
Detail Mexico's persistent traffic headwinds.
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Next Grupo Aeroportuario del Sureste earnings date
Q4 202525 Feb, 2026
Next Grupo Aeroportuario del Sureste earnings date
Q4 202525 Feb, 2026
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Frequently asked questions
Grupo Aeroportuario del Sureste, S.A.B. de C.V. (ASUR) is a prominent Mexican airport operator specializing in the management, operation, and development of airports. ASUR oversees a network of nine airports in the southeastern region of Mexico, including key locations such as Cancún, one of the country's most significant international gateways. These airports serve a diverse mix of domestic and international flights, contributing to the region's accessibility and economic development. ASUR's operations encompass a wide range of airport services aimed at ensuring efficient and secure passenger and cargo transportation. The company is recognized as a significant player in the aviation industry in Mexico, contributing to the enhancement of the country's airport infrastructure and services. The company is headquartered in Mexico City, Mexico, and its shares are listed on the Mexican Stock Exchange (BMV).
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