Grupo Aeroportuario del Sureste: Q2 Was Slow, But Earnings Should Take Off In 2027

Impact · against what's priced in

ASR faces immediate operational headwinds with flat organic growth, but the stock is supported by long-term growth catalysts. The potential for above-consensus earnings by 2027 via the Motiva acquisition and JFK terminal provides a positive outlook that outweighs short-term Cancun softness.

ASR+0.30

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In context

Flat organic revenue growth in Q2 due to Cancun softness is a near-term drag, but the Motiva acquisition and JFK terminal expansion create concrete paths to above-consensus EPS growth by 2027.

Read from the article alone

• eps▲49%
• earnings▲5%
• m and a
• ASR
• airports
• organic growth
• revenue guidance

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