Grupo Aeroportuario del Sureste, S.A.B. de C.V. (ASR) AI Stock Analysis

Grupo Aeroportuario del Sureste, S.A.B. de C.V. (ASUR) holds exclusive concessions to manage, enhance, and oversee airports in southeastern Mexico. Its domestic portfolio covers nine airports in cities such as Cancún, Cozumel, Merida, Huatulco, Oaxaca, Veracruz, Villahermosa, Tapachula, and Minatitlan. Beyond Mexico, ASUR manages Luis Muñoz Marín International Airport in San Juan, Puerto Rico, and operates six airports in Colombia, including Enrique Olaya Herrera Airport and Jose María Córdova International Airport in the Medellín area. The company provides aeronautical services like aircraft landing, parking, and passenger handling, alongside non-aeronautical services such as leasing space to retail shops, restaurants, and transportation operators.

Revenue grew from $18.78B in FY2021 to $25.31B in FY2022, $25.82B in FY2023, $31.33B in FY2024, and $37.24B in FY2025, recording a 5-year revenue CAGR of 24.2%. Net income expanded from $5.98B in FY2021 to a peak of $13.55B in FY2024 before decreasing to $10.49B in FY2025. Operating margin was 45.6% in FY2025 compared to 55.9% in FY2024. For the latest quarter ended June 30, 2026, quarterly revenue grew 9.9% year-over-year, while quarterly earnings grew 7.1%. Over the trailing twelve months, revenue reached $38.11B with a profit margin of 26.1% and diluted EPS of $18.41.

As of June 30, 2026, the company held $11.64B in cash and short-term investments against total debt of $34.46B, resulting in net debt of $22.82B. Total assets stood at $90.22B and shareholders' equity was $41.47B, with a debt-to-equity ratio of 0.83 and a current ratio of 3.29. In FY2025, operating cash flow was $12.86B and free cash flow was $5.05B after capital expenditures of $7.81B. ASR paid $24.00B in dividends in FY2025, while its share count change over 5 years was 0.0%.

ASR trades at a trailing P/E of 13.0x and a forward P/E of 11.3x, both below the median of its US-listed Industrials peers of 24.8x and 17.2x, respectively. Its enterprise value stands at $8.50B, with an EV/EBITDA of 7.4x compared to the peer median of 13.9x. The price-to-sales ratio is 0.2x against the peer median of 1.5x. Over the past year, the stock fell 17.6%, lagging the S&P 500 (SPY) return of 16.8%. Over five years, ASR gained 57.6%, compared to 83.0% for the benchmark index.

ASR offers a forward dividend yield of 2.40% based on an annual dividend forward of $5.74 per share. The company has paid dividends for 6 consecutive years, carrying a payout ratio of 75.3%. The most recent ex-dividend date was May 28, 2026, and its distribution frequency is classified as Other.

Wall Street analysts assign 5 Strong Buy, 1 Buy, 2 Hold, and 1 Strong Sell ratings to ASR. The mean price target is $322.85, representing a 35.0% premium over the last close of $239.14. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $40.32B and EPS of $18.65. Over the last four quarters, the company delivered 1 EPS beat. The next earnings announcement date is scheduled for October 28, 2026.

This page is an AI-written research summary of Grupo Aeroportuario del Sureste, S.A.B. de C.V. (ASR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ASR income statement, ASR balance sheet, ASR analyst forecast, ASR chart. See the ASR stock overview for the latest quote and news.