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Grupo Aeroportuario del Sureste(ASR) - 2025 Q3 - Earnings Call Transcript
2025-10-23 23:00
Grupo Aeroportuario del Sureste (NYSE:ASR) Q3 2025 Earnings Call October 23, 2025 10:00 AM ET Speaker0Good day, ladies and gentlemen, and welcome to the Absorb Third Quarter twenty twenty five Results Conference Call. My name is Latanya, and I'll be your operator. At this time, all participants are in a listen only mode. We will conduct a question and answer session towards the end of today's conference. As a reminder, today's call is being recorded.Now I'd like to turn the call over to Mr. Adolfo Castro, C ...
Grupo Aeroportuario del Sureste, S. A. B. de C. V. 2025 Q3 - Results - Earnings Call Presentation (NYSE:ASR) 2025-10-23
Seeking Alpha· 2025-10-23 22:33
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Grupo Aeroportuario del Sureste(ASR) - 2025 Q3 - Earnings Call Presentation
2025-10-23 22:00
业绩总结 - 2023年公司总收入为43.5亿,较2022年增长10.1%[49] - 2024年预计总收入为41.4亿,较2023年下降4.8%[49] - 2023年墨西哥地区收入为21.7亿,占总收入的49.9%[49] - 2023年美国地区收入为13.7亿,占总收入的31.5%[49] - 2024年每位旅客的收入为506.3比索[40] - 2024年EBITDA调整后利润率为73.9%,较2023年下降105个基点[68] 用户数据 - 2023年总旅客量为7060万,预计2024年将增长至7130万,年增长率为1.1%[23] - 2023年国内旅客量为4410万,预计2024年将增长至4450万,年增长率为0.9%[23] - 2023年国际旅客量为2640万,预计2024年将增长至2680万,年增长率为1.4%[23] - 2024年总旅客量(PAX)预计为41,635千人,其中国际旅客21,739千人,国内旅客19,896千人,年均增长率(CAGR)为6.3%[37] - 2024年国际旅客占总旅客量的52.2%[43] 市场展望 - 2024年墨西哥城国际机场(AICM)旅客量预计为45,359千人,同比下降6.2%[37] - 2024年坎昆机场(ASUR)旅客量预计为30,564千人,同比下降6.7%[37] - 2024年瓜达拉哈拉机场(GAP)旅客量预计为17,877千人,同比增长1.1%[37] - 2025年上半年总乘客量为21,062千人,同比下降3.4%[68] 新产品与技术研发 - 公司在所有机场获得ISO 14001认证,符合环境管理标准[21] - 公司在可持续发展方面与联合国2030议程和可持续发展目标保持一致[19] - 公司在墨西哥和波多黎各的机场获得机场碳认证,墨西哥机场为三级,波多黎各为一级[21] 运营成本与收入 - 2024年运营成本为6,522,000千墨西哥比索[83] - 2024年航空收入预计为1221百万墨西哥比索,较2023年增长19.7%[108] - 非航空收入预计为1225百万墨西哥比索,较2023年增长25.2%[108] - 2024年商业收入总额预计为1220百万墨西哥比索,较2023年增长25.3%[108] 人力资源与多样性 - 公司在2023年员工流失率为4.16%,远低于墨西哥平均水平17%[16] - 2024年实施的平等、多样性和包容性政策,致力于提高女性和多样性员工的比例[16] 其他信息 - 从1999年至2023年,公司承诺投资509.8亿墨西哥比索,预计2024年至2028年将投资306.16亿墨西哥比索[33] - 2024年固定支付给波多黎各港务局的收入为250万美元,前五年固定不变[103] - 2024年SJU机场约占波多黎各93%的乘客交通量[107]
Corporación América Airports S.A. Reports September 2025 Passenger Traffic
Businesswire· 2025-10-23 20:31
LUXEMBOURG--(BUSINESS WIRE)--Corporación América Airports S.A. (NYSE: CAAP), ("CAAP†or the "Company†), one of the leading private airport operators in the world, reported today a 9.4% year-on-year (YoY) increase in passenger traffic in September 2025. Passenger Traffic, Cargo Volume and Aircraft Movements Highlights (2025 vs. 2024) Statistics Sep'25 Sep'24 % Var. YTD'25 YTD'24 % Var. Domestic Passengers (thousands) 3,743 3,376 10.9% 32,763 29,965 9.3% International Passengers (thousands) 2,971. ...
Course of Copenhagen Airports A/S' Extraordinary General Meeting
Globenewswire· 2025-10-23 17:11
On Thursday, 23 October 2025 at 11:00 am (CEST), the extraordinary general meeting of Copenhagen Airports A/S was held with the following agenda: 1. Election of members of the board of directors, including the deputy chairmen. 2. Authorisation to the chairman of the general meeting. Re item 1 Niels Konstantin Jensen, David Mark Stanton and Janis Carol Kong have resigned from the board of directors with effect from today's date. Anne Louise Eberhard and Lars Sandahl Sørensen were elected as deputy chairmen ...
Auckland International Airport Limited (AUKNY) Shareholder/Analyst Call Transcript
Seeking Alpha· 2025-10-23 14:13
PresentationJulia Hoare Good morning, everyone. I'm Julia Hoare, Chair at Auckland Airport, and it's my absolute pleasure to welcome you all here today for the 2025 Annual Meeting, including those of you who are joining us here today online. Before I get started with the proceedings, I do want to apologize for those -- to those of you in the room for the venue. We had actually Eden Park booked for today, but for those who are cricket lovers, we got bumped at the last minute for the T20. So we had to relocat ...
ASUR ANNOUNCES 3Q25 RESULTS
Prnewswire· 2025-10-23 04:30
Accessibility StatementSkip Navigation Passenger traffic increased by 3.1% in Colombia and 1.1% in Puerto Rico; and decreased by 1.1% in Mexico MEXICO CITY, Oct. 22, 2025 /PRNewswire/ -- Grupo Aeroportuario del Sureste, S.A.B. de C.V. (NYSE: ASR; BMV: ASUR) (ASUR), a leading international airport group with operations in Mexico, the United States, and Colombia, today announced its results for the three- and nine-month periods ended September 30, 2025. | Passenger Traffic | | --- | | Mexico | 9,624,910 | 9,5 ...
Grupo Aeroportuario del Sureste, S. A. B. de C. V. (ASR): A Bull Case Theory
Yahoo Finance· 2025-10-23 04:25
We came across a bullish thesis on Grupo Aeroportuario del Sureste, S. A. B. de C. V. on Value investing subreddit by No_Hour6830. In this article, we will summarize the bulls’ thesis on ASR. Grupo Aeroportuario del Sureste, S. A. B. de C. V.'s share was trading at $319.48 as of October 8th. ASR’s trailing and forward P/E were 12.91 and 14.03 respectively according to Yahoo Finance. Pixabay/Public Domain Grupo Aeroportuario del Sureste (ASR) is a Mexican ADR listed on the NYSE, operating a portfolio of ...
Grupo Aeroportuario del Pacifico(PAC) - 2025 Q3 - Earnings Call Transcript
2025-10-23 00:02
Grupo Aeroportuario del Pacífico (NYSE:PAC) Q3 2025 Earnings Call October 22, 2025 11:00 AM ET Company ParticipantsSaúl Villarreal - CFOMaria Barona - Managing DirectorGuilherme Mendes - Equity Research Executive DirectorAlejandra Soto - Investor Relations OfficerRaúl Revuelta - CEORodolfo Ramos - Head of Mexico Research and StrategistJens Spiess - VPGabriel Himelfarb - Associate DirectorConference Call ParticipantsNone - AnalystAlan Macias - Equity Research AnalystJorge Vargas - Equity Research AnalystOper ...
Grupo Aeroportuario del Pacifico(PAC) - 2025 Q3 - Earnings Call Transcript
2025-10-23 00:00
Grupo Aeroportuario del Pacífico (NYSE:PAC) Q3 2025 Earnings Call October 22, 2025 11:00 AM ET Speaker0Ladies and gentlemen, this is the conference operator. Thank you for standing by. The call will begin in a few moments. ThankSpeaker1you.Speaker0Good morning, and welcome to Gap's Third Quarter twenty twenty five Conference Call. All lines have been placed on mute to prevent any background noise. After the presentation, we will open the floor for questions. And at that time, will be given if you would like ...