Grupo Aeroportuario del Sureste (ADR)
Operates international airport concessions and U.S. terminal-commercial programs.
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Profile
Operates airports across southeastern Mexico, Puerto Rico, and northern Colombia, plus terminal-commercial programs at major U.S. hubs. Regulated aeronautical services, commercial activity, and concession construction generate revenue, with Cancún contributing most and concession tariffs, passenger traffic, airline remittances, and Caribbean weather shaping results.
Operates a 16-airport network spanning southeastern Mexico, Puerto Rico, and northern Colombia, while managing selected terminal-commercial programs at LAX, ORD, and JFK. Revenue comes from regulated aeronautical services, airport commercial activity, passenger and airline support, and construction services tied to concession improvements.
Cancún anchors the network and contributes most of its revenue, making traffic to the Riviera Maya a central operating dependency. Operating work centers on concession compliance, regulated service levels, security, development investment, airline coordination, and terminal-commercial management.
Mexican and Colombian airports operate under government concessions and tariff rules; San Juan runs under a long-term lease and airline use agreement. Passenger volumes, airline remittances of charges, and hurricanes across the Caribbean-facing footprint shape results.
Company facts
Categories
Key statistics
Year to date −20.6% · Average volume (30d) 56.4K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 23, 2026 | BTG Pactual | Target | $510 | |||
| Aug 5, 2026 | Morgan Stanley | Target | $415 | $280 | ||
| Jul 30, 2026 | HSBC | Upgrade | Buy | $349 | ||
| Jul 22, 2026 | JP Morgan | Downgrade | Neutral | Underweight | ||
| Jun 18, 2026 | UBS | Upgrade | Neutral | Buy |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 23, 2026Q2 FY26 | $4.92 | $4.38 | −11.0% | $517.3M | $548.6M | +6.0% | −0.77% |
| Apr 22, 2026Q1 FY26 | $5.33 | $5.34 | +0.2% | $560.9M | $511.6M | −8.8% | −2.90% |
| Feb 24, 2026Q4 FY25 | $5.04 | $5.03 | −0.2% | $518.5M | $639.1M | +23.3% | +3.14% |
| Dec 5, 2025Q3 FY25 | — | $3.82 | — | — | $476.3M | — | +0.99% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $515.9M | $511.7M | $514.6M | $644.0M | $529.5M | $565.1M | |
| Gross profit | $506.6M | $347.2M | $319.2M | $290.6M | $285.5M | $236.8M | |
| Operating income | $299.4M | $259.1M | $216.9M | $222.2M | $280.2M | $229.5M | |
| Net income | $206.4M | $125.9M | $124.0M | $159.3M | $168.2M | $135.5M | |
| Diluted EPS | $6.88 | $4.20 | $4.13 | $5.31 | $5.61 | $4.51 | |
| Gross margin | 98.2% | 67.9% | 62.0% | 45.1% | 53.9% | 41.9% | |
| Operating margin | 58.0% | 50.6% | 42.2% | 34.5% | 52.9% | 40.6% |
Fiscal years (4-quarter sums)FY21 $1.10B · FY22 $1.49B · FY23 $1.52B · FY24 $1.84B · FY25 $2.19B
Revenue by product · FY25
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $683.7M · Total debt $2.02B · Total assets $5.30B · Shareholders' equity $2.43B
Dividends
Last cut to $5.7363 from $8.1662 in May 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| May 27, 2026 | May 27 | Jun 17 | $5.7363 | cut from $8.1662 |
| Nov 26, 2025 | Nov 26 | Dec 8 | $8.1662 | cut from $25.7141 |
| Sep 29, 2025 | Sep 29 | Oct 10 | $8.1511 | special dividend |
| May 28, 2025 | May 28 | Jun 9 | $25.7141 | raised from $6.4698 |
| Jun 25, 2024 | Jun 25 | Jul 8 | $5.4574 | special dividend |
| May 24, 2024 | May 28 | Jun 10 | $6.4698 | raised from $3.9927 |
| Nov 27, 2023 | Nov 28 | Dec 11 | $5.727 | special dividend |
| May 26, 2023 | May 30 | Jun 12 | $5.6433 | special dividend |
Ownership
Shares outstanding 30.00M · Float 27.70M · 92.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 773.8K | 2.58% | 13F | Aug 7, 2026 |
| State Street Corp | 212.2K | 0.71% | 13F | Aug 7, 2026 |
| JPMorgan Chase & Co | 197.7K | 0.66% | 13F | Aug 12, 2026 |
| Macquarie Management Holdings, Inc. | 151.2K | 0.50% | 13F | Aug 14, 2026 |
| Morgan Stanley | 142.2K | 0.47% | 13F | Aug 13, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Grupo Aeroportuario del Pacífico (ADR)
Mexican airport rival spanning Pacific and Jamaican gateways
- OMA (ADR)
Mexican concession rival centered on Monterrey and northern markets
- Corporación América Airports
Multi-country airport concession rival across Latin America and Europe
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Grupo Aeroportuario del Sureste (ADR) | $258.06 | +0.34% | $7.73B | 13.2 | 14.2 | 3.4 | +17.3% |
| Grupo Aeroportuario del Pacífico (ADR) | $207.56 | +0.15% | $10.78B | 17.0 | 20.0 | 4.3 | +11.1% |
| OMA (ADR) | $100.66 | +0.08% | $4.86B | 15.3 | 15.3 | 5.1 | +9.7% |
| Corporación América Airports | $24.01 | −0.54% | $3.93B | 14.2 | 8.7 | 2.0 | +12.0% |
| Median | 15.3 | 15.3 | 4.3 | +11.1% |