🇺🇸 SECSOUTHEAST AIRPORT GROUPQwen · 实盘不做把握 6/10不做原因:风险收益比不佳
北京时间·🕒 发布 04:41:19待核·⟳ 抓取 04:41:08·⚡ 决策 09-09 06:12:45 +1h31m·48.9 天前
ASUR（Grupo Aeroportuario del Sureste）8月总客运量590万人次、同比-2.1%：墨西哥-4.0%（国际线-13.6%、坎昆总量-9.3%/国际-15.0%）、波多黎各-5.1%，哥伦比亚+4.0%；9月1日Motiva巴西17个机场已交割并自9月起并表
研究后判定双向均无正期望：这是一份例行月度经营数据6-K，其核心负面（坎昆/墨西哥国际线下滑）自2026年3月起已连续多月披露并被卖方反复覆盖（Citi 6月9日『Weak Mexico/Puerto Rico driven by international traffic』、alphapai 7月7日转述『June'26: Cancun deteriorates, no longer offset』、JPMorgan 7月22日因客运疲软下调评级、7月23日Q2 EPS miss -$0.42），股价已从52周高374.45美元跌至255.08美元（-31.9%）、13周轨迹100→90持续下行，趋势层面的重定价基本完成；8月只是把该趋势再确认一次，不满足做空红线①『明确、强的看空催化』（属『已知趋势延续/估值已回落』类弱理由），做多则完全没有催化且轨迹为持续阴跌。同时存在两项削弱净损害的事实：哥伦比亚+4.0%/YTD+6.6%，以及9月1日已交割的Motiva 17个巴西机场自9月起并表（US$9.92亿对价，已在9月1日作为独立事件处理），使合并口径的量增前景发生结构性变化。盘后市场反应亦未形成新的同向重定价（盘后VWAP≈收盘价255.08，261.05为薄成交高点，买卖盘250.11/263.92极宽）。因此不交易，仅保留结构化风险供禁止新多。
📄 原文SOUTHEAST AIRPORT GROUP↗ 原文
----- tm2625009d1_6k.htm ----- 6-K 1 tm2625009d1_6k.htm FORM 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washi…
不做 Grupo Aeroportuario del Sureste (ASUR)（ASR.US）
8月客运量为例行月度经营数据：墨西哥国际线-13.6%、坎昆总量-9.3%只是自2026年3月起连续多月、已被Citi/alphapai/JPMorgan公开覆盖并伴随-31.9%重定价的同一inbound疲软趋势的再确认，不满足做空红线①『明确且强的新空催化』；做多方向则完全没有催化且13周轨迹100→90持续下行；净损害还被哥伦比亚+4.0%与9月起Motiva巴西17机场并表部分抵消；盘后VWAP≈收盘价255.08、买卖盘250.11/263.92极宽，市场未形成同…
不做 Grupo Aeroportuario del Pacífico（PAC.US）
仅为主题联动：ASUR 6-K不含PAC自身8月客运数据，无公司级新事实；其当日-1.34%、盘后VWAP=205.38美元(0.0%)显示无新增定价，缺乏可执行edge
不做 Grupo Aeroportuario del Centro Norte (OMA)（OMAB.US）
同为板块read-through且无自身披露；盘后仅1,359股成交、买卖盘98.17/106.00极宽，流动性不支持基于他司数据的事件交易
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
事实：SEC 6-K一手披露ASUR 8月总客运量-2.1%（墨西哥-4.0%、其中国际线-13.6%、坎昆总量-9.3%/国际-15.0%，波多黎各-5.1%，哥伦比亚+4.0%），且8月口径不含9月1日交割的Motiva巴西17个机场。影响链：机场收入=客运量×（航空性收费+人均商业消费），墨西哥占集团8月客运量约54%且坎昆国际线是最高收益客流，量的持续下滑直接压低墨西哥分部航空性与商业收入，对3Q26盈利构成边际压力。价格/证据：ASR收255.08美元(-0.87%)、市值78.4亿美元、PE(TTM)12.3x、距52周高-31.9%、13周指数轨迹100→90持续下行；KB检索显示该趋势自5月(-1.6%总量、坎昆-8.1%)、6月(『Cancun deteriorates, no longer offset』)起已被Citi/alphapai覆盖，JPMorgan 7月22日下调评级、Q2 EPS miss；盘后VWAP≈收盘价，无新重定价。结论：负面是真实经营KPI下滑但属已知趋势的延续且已被大幅重定价，做空催化强度不足、做多无催化，双向无正期望→AVOID，并以risk_score 50登记『禁止新多』的短期风险。
关键理由
- 新事实为负面但非新增机制：8月墨西哥国际线-13.6%、坎昆-15.0%只是Citi/alphapai自5-6月起连续警示、JPMorgan已下调评级的同一inbound疲软趋势的又一次确认，股价距52周高已-31.9%、PE 12.3x，趋势层面重定价基本完成
- 净损害被两项已确认事实部分抵消：哥伦比亚8月+4.0%、YTD+6.6%；9月1日Motiva巴西17个机场（US$9.92亿对价）已交割，自9月月报起并表，合并口径客运量将结构性抬升
- 可执行性与时点均不利：美股已收盘，盘后VWAP(3,025,794.7/11,862≈255.08)等于收盘价、261.05为薄成交，买卖盘250.11/263.92极宽，市场尚未就该数据形成方向性重定价，做空只能追次日开盘的不确定缺口
主要风险
- 若9月并表Motiva后墨西哥/坎昆国际线仍继续两位数下滑，说明inbound疲软为结构性而非基数/一次性，3Q26盈利与2027年费率谈判基础将被下修，届时做空催化强度会升级为可交易
- 反向风险：Motiva并表带来的量与收入增量、以及股东会已批准的ITA业务合并与2026年11/12月各每股10比索特别股息，可能使股价在低估值(PE 12.3x)上先于基本面企稳反弹，任何基于本数据的空头敞口都会被动受损
反向证据
- 做空前查反向 · 来源 kb_search · 日期 2026-06-09 · 影响 weakens
Citi《ASUR Airports (ASURB.MX): Weak Mexico / Puerto Rico driven by international traffic; downside risk to 2Q26 forecast》显示5月总量已-1.6%、墨西哥-4.2%、国际-10%、坎昆总量-8.1%/国际-11.1%，并把成因归为高油价与墨西哥安全事件；即8月-13.6%属同一机制的延续而非新冲击，做空『新信息』优势被削弱
检索:ASUR 墨西哥机场 客运量 国际航线 下滑 坎昆 旅游需求 原文 ↗ - 做空前查反向 · 来源 kb_search · 日期 2026-07-07 · 影响 weakens
alphapai 报告已存在《ASUR Airports - June'26 Traffic Report: Cancun deteriorates, no longer offset》并指出GAP同期旅游型目的地同样恶化，说明卖方已把该趋势公开定价；结合search_case_library中JPMorgan 2026-07-22因客运疲软下调评级、2026-07-23 Q2 EPS miss -$0.42，本次数据不构成未被覆盖的强空催化
检索:Mexican airport operators downgrade weak traffic outlook 2026 Cancun international capacity cuts - 做空前查反向 · 来源 filing · 日期 2026-09-08 · 影响 weakens
ASR盘后成交11,862股/302.6万美元，VWAP≈255.08美元与收盘价一致（261.05为单点薄成交），买卖盘250.11/263.92；PAC盘后0.0%、OMAB盘后+0.70%仅1,359股——盘后未出现对该负面数据的同向重定价，追空需承担次日开盘方向不确定与流动性极差的风险
检索:ASR.US 盘后成交与买卖盘、同业PAC/OMAB盘后反应（判断消息是否已被实时重定价） 原文 ↗ - 做多前查反向 · 来源 kb_search · 影响 none
未命中任何2026年8月以后的ASUR新增正面催化（检索结果为空）；可确认的正面因素仅为公告本身所载哥伦比亚+4.0%/YTD+6.6%，以及9月1日Motiva巴西17机场交割并自9月起并表（该并购已于9月1日作为独立事件被本公司判为『不做』），不构成对8月负面数据的做多理由
检索:ASUR September 2026 tariff Motiva Brazil consolidation special dividend 原文 ↗ - 做多前查反向 · 来源 filing · 日期 2026-09-08 · 影响 invalidates
path_13wk_idx100 由100一路降至90（持续下行）、距52周高-31.88%、距60日高-19.45%、20日累计-7.12%；按经验守则『低位不是看多理由』，阴跌轨迹叠加本次负面数据构成做多逆风
检索:ASR.US 近13周轨迹与距52周高（判断是否为可反弹的超跌低位）
先例如何影响了这次决策
对本次决策的影响:先例缺失直接压低confidence至6并否决任何ENTER：既不用未经验证的先例幅度设定做空止盈止损，也不以『历史月度数据日通常小跌』这类凭记忆的说法为交易背书；最终以『催化强度不足+趋势已重定价+双向无正期望』收为AVOID并保留风险层
方向:无经首发核验的同类先例可用于方向判断；改以KB覆盖史与股价轨迹替代：同一负面机制在5月(-1.6%总量、坎昆-8.1%)、6月(『Cancun deteriorates, no longer offset』)、7月(JPMorgan下调评级+Q2 EPS miss)被连续公开覆盖期间，ASR 13周指数轨迹由100降至90、距52周高-31.9%，显示市场对这类月度客运数据的反应是趋势性累积重定价，而非单次数据日的剧烈跳空
涨幅量级:无可用的aligned高相似先例校准幅度，故本次不设定任何tp/sl数字；ASR近20日单日波动区间多在±1%~±2.8%（20日实现波动率1.25%），月度经营数据类事件的单日反应量级预计落在该区间内
形态:未能核验『高开低走/见光死』模式（缺先例日线）；本次盘后VWAP等于收盘价，说明消息在盘后几乎未被交易，见光死风险不适用
工具执行结果 · 成功 12 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 63 ms
{"result": "search_processed_events:agent query=`asr 8月客运量 同比 | asur august 2026 passenger traffic | cancun international passenger traffic decline august 2026 | grupo aeroportuario del sureste monthly traffic report | motiva air`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 65.5/72 小时、911 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 a - fetch_decision_experience 成功 stock_tools HTTP · 11 ms
{ - stock_quote 成功 stock_tools HTTP · 1,662 ms
{ - search_case_library 成功 stock_tools HTTP · 19 ms
{"result": "search_case_library「ASR.US」—— 与这些标的相关的自家决策案例(本页 8 条,该标的全历史相关记录共 8 条；ENTER 只按该标的自己的腿统计):\n◆ ASR.US：相关历史决策 8 条 · 其中该标的 ENTER 0 条(0.0%) · 我们从没在这只票上 ENTER 过\n【对所查标的真 ENTER 过的:0 条 —— 相关案例里没有该标的自己的 ENTER 腿】\n【最近 8 条其它决策(多为「不做」,用来看这票最近在被什么消息刷屏)】\n• 2026-09-01 UTC(CST 2026-09-02) 不做 · 事件:ASUR公告完 - kb_search 成功 stock_tools HTTP · 2,976 ms
{ - stock_quote 成功 stock_tools HTTP · 1,148 ms
{ - stock_quote 成功 stock_tools HTTP · 1,024 ms
{ - kb_search 成功 stock_tools HTTP · 1,510 ms
{ - kb_fetch_document 成功 stock_tools HTTP · 68 ms
{ - kb_search 成功 stock_tools HTTP · 1,421 ms
{ - kb_search 成功 stock_tools HTTP · 3,155 ms
{ - validate_order 成功 stock_tools HTTP · 14 ms
{
原文全文
展开原文 · 9,088 字
----- tm2625009d1_6k.htm -----
6-K
1
tm2625009d1_6k.htm
FORM 6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
For the month of September 2026
GRUPO AEROPORTUARIO DEL SURESTE, S.A.B. de C.V.
(SOUTHEAST AIRPORT GROUP)
(Translation of Registrant’s Name Into English)
México
(Jurisdiction of incorporation or organization)
Bosque de Alisos No. 47A– 4th Floor
Bosques de las Lomas
05120 México, D.F.
(Address of principal executive
offices)
(Indicate by check mark whether the registrant
files or will file annual reports under cover of Form 20-F or Form 40-F.)
Form 20-F
x
Form 40-F
¨
(Indicate by check mark whether the registrant
by furnishing the information contained in this form is also thereby furnishing the information to the Commission pursuant to Rule 12g3-2(b)
under the Securities Exchange Act of 1934.)
Yes
¨
No
x
(If “Yes” is marked, indicate below the file number assigned
to the registrant in connection with Rule 12g3-2(b): 82-
.)
Pursuant to the requirements of the Securities
Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Grupo Aeroportuario del Sureste, S.A.B. de C.V.
By:
/s/ ADOLFO CASTRO RIVAS
Adolfo Castro Rivas
Chief Executive Officer
Date: September 8, 2026
----- tm2625009d1_ex99-1.htm -----
EX-99.1
2
tm2625009d1_ex99-1.htm
EXHIBIT 99.1
Exhibit 99.1
Contacts:
ASUR
Lic. Adolfo Castro
+52-55-5284-0408
acastro@asur.com.mx
Lic. David Barlow
+52-55-5284-0483
dbarlow@asur.com.mx
InspIR Group
Susan Borinelli
+1-646-330-5907
susan@inspirgroup.com
ASUR Announces Total
Passenger Traffic for August 2026
Passenger traffic increased year-on-year by
4.0% in Colombia and decreased by 4.0% in Mexico and 5.1% Puerto Rico
Mexico City, September 8, 2026 - Grupo
Aeroportuario del Sureste, S.A.B. de C.V. (NYSE: ASR; BMV: ASUR),
ASUR, a leading international airport group with operations in
Mexico, Brazil, the U.S., Colombia and the Caribbean, today announced that total passenger traffic for August 2026 reached 5.9 million
passengers, a 2.1% decrease compared to August 2025.
Passenger traffic showed a year-on-year increase
of 4.0% in Colombia and decreases of 4.0% in Mexico and 5.1% in Puerto Rico. In Colombia, domestic traffic increased 5.8% and international
decreased 1.2%. Mexico saw domestic traffic growth of 4.1% and a decrease of 13.6% in international traffic, while Puerto Rico experienced
decreases in domestic and international traffic of 4.9% and 5.9%, respectively.
All figures in this statement reflect comparisons
between the period from August 1 to August 31, 2026, and from August 1 to August 31, 2025. Passenger traffic from
the airports incorporated to ASUR´s platform on September 1, 2026, is not included in the August 2026 figures. Transit
and general aviation passengers are excluded only for Mexico and Colombia.
On September 1, 2026, ASUR closed the acquisition
of Motiva Airports, adding to its portfolio 17 airports in Brazil, and one each in Costa Rica, Curaçao, and Ecuador. Beginning
with its September 2026 passenger traffic report, ASUR will include monthly traffic from these airports
Passenger
Traffic Summary
August
%
Chg
Year
to date
%
Chg
2025
2026
2025
2026
Mexico
3,296,073
3,164,816
(4.0)
27,875,680
27,087,720
(2.8)
Domestic
Traffic
1,790,911
1,864,893
4.1
13,103,789
13,122,495
0.1
International
Traffic
1,505,162
1,299,923
(13.6)
14,771,891
13,965,225
(5.5)
San
Juan, Puerto Rico
1,186,630
1,126,633
(5.1)
9,757,486
9,422,571
(3.4)
Domestic
Traffic
1,023,396
973,038
(4.9)
8,551,044
8,240,103
(3.6)
International
Traffic
163,234
153,595
(5.9)
1,206,442
1,182,468
(2.0)
Colombia
1,543,290
1,605,636
4.0
11,240,135
11,984,713
6.6
Domestic
Traffic
1,161,127
1,227,903
5.8
8,544,836
9,202,255
7.7
International
Traffic
382,163
377,733
(1.2)
2,695,299
2,782,458
3.2
Total
Traffic
6,025,993
5,897,085
(2.1)
48,873,301
48,495,004
(0.8)
Domestic
Traffic
3,975,434
4,065,834
2.3
30,199,669
30,564,853
1.2
International
Traffic
2,050,559
1,831,251
(10.7)
18,673,632
17,930,151
(4.0)
ASUR Page
1
of 3
Mexico
Passenger Traffic
August
%
Chg
Year
to date
%
Chg
2025
2026
2025
2026
Domestic
Traffic
1,790,911
1,864,893
4.1
13,103,789
13,122,495
0.1
CUN
Cancun
921,363
916,107
(0.6)
6,661,817
6,344,963
(4.8)
CZM
Cozumel
25,805
25,175
(2.4)
174,704
176,810
1.2
HUX
Huatulco
61,152
61,980
1.4
448,261
438,032
(2.3)
MID
Merida
317,862
339,227
6.7
2,292,215
2,457,201
7.2
MTT
Minatitlan
13,745
12,422
(9.6)
102,850
91,933
(10.6)
OAX
Oaxaca
140,140
157,276
12.2
1,052,318
1,070,874
1.8
TAP
Tapachula
41,119
49,588
20.6
335,511
347,943
3.7
VER
Veracruz
148,848
168,828
13.4
1,116,351
1,204,870
7.9
VSA
Villahermosa
120,877
134,290
11.1
919,762
989,869
7.6
International
Traffic
1,505,162
1,299,923
(13.6)
14,771,891
13,965,225
(5.5)
CUN
Cancun
1,402,782
1,192,427
(15.0)
13,776,321
12,930,607
(6.1)
CZM
Cozumel
18,346
17,572
(4.2)
283,973
274,037
(3.5)
HUX
Huatulco
1,227
1,620
32.0
100,945
112,443
11.4
MID
Merida
32,238
35,148
9.0
270,140
282,230
4.5
MTT
Minatitlan
725
846
16.7
5,185
6,047
16.6
OAX
Oaxaca
23,454
20,043
(14.5)
181,199
159,576
(11.9)
TAP
Tapachula
3,055
6,267
105.1
16,858
38,231
126.8
VER
Veracruz
15,116
16,554
9.5
103,555
111,001
7.2
VSA
Villahermosa
8,219
9,446
14.9
33,715
51,053
51.4
Traffic
Total Mexico
3,296,073
3,164,816
(4.0)
27,875,680
27,087,720
(2.8)
CUN
Cancun
2,324,145
2,108,534
(9.3)
20,438,138
19,275,570
(5.7)
CZM
Cozumel
44,151
42,747
(3.2)
458,677
450,847
(1.7)
HUX
Huatulco
62,379
63,600
2.0
549,206
550,475
0.2
MID
Merida
350,100
374,375
6.9
2,562,355
2,739,431
6.9
MTT
Minatitlan
14,470
13,268
(8.3)
108,035
97,980
(9.3)
OAX
Oaxaca
163,594
177,319
8.4
1,233,517
1,230,450
(0.2)
TAP
Tapachula
44,174
55,855
26.4
352,369
386,174
9.6
VER
Veracruz
163,964
185,382
13.1
1,219,906
1,315,871
7.9
VSA
Villahermosa
129,096
143,736
11.3
953,477
1,040,922
9.2
US
Passenger Traffic, San Juan Airport (LMM)
August
%
Chg
Year
to date
%
Chg
2025
2026
2025
2026
SJU
Total
1,186,630
1,126,633
(5.1)
9,757,486
9,422,571
(3.4)
Domestic
Traffic
1,023,396
973,038
(4.9)
8,551,044
8,240,103
(3.6)
International
Traffic
163,234
153,595
(5.9)
1,206,442
1,182,468
(2.0)
Colombia
Passenger Traffic Airplan
August
%
Chg
Year
to date
%
Chg
2025
2026
2025
2026
Domestic
Traffic
1,161,127
1,227,903
5.8
8,544,836
9,202,255
7.7
MDE
Rionegro
881,557
927,433
5.2
6,468,379
6,941,264
7.3
EOH
Medellin
116,374
106,730
(8.3)
784,571
782,209
(0.3)
MTR
Monteria
114,038
145,273
27.4
915,149
1,088,996
19.0
APO
Carepa
15,700
14,371
(8.5)
117,014
121,368
3.7
UIB
Quibdo
29,867
31,547
5.6
224,983
249,573
10.9
CZU
Corozal
3,591
2,549
(29.0)
34,740
18,845
(45.8)
International
Traffic
382,163
377,733
(1.2)
2,695,299
2,782,458
3.2
MDE
Rionegro
382,163
377,733
(1.2)
2,695,299
2,782,363
3.2
EOH
Medellin
MTR
Monteria
-
-
95
-
APO
Carepa
-
-
-
-
UIB
Quibdo
-
-
-
-
CZU
Corozal
-
-
-
-
Traffic
Total Colombia
1,543,290
1,605,636
4.0
11,240,135
11,984,713
6.6
MDE
Rionegro
1,263,720
1,305,166
3.3
9,163,678
9,723,627
6.1
EOH
Medellin
116,374
106,730
(8.3)
784,571
782,209
(0.3)
MTR
Monteria
114,038
145,273
27.4
915,149
1,089,091
19.0
APO
Carepa
15,700
14,371
(8.5)
117,014
121,368
3.7
UIB
Quibdo
29,867
31,547
5.6
224,983
249,573
10.9
CZU
Corozal
3,591
2,549
(29.0)
34,740
18,845
(45.8)
ASUR Page
2
of 3
About ASUR
Grupo Aeroportuario del Sureste, S.A.B. de C.V.
(ASUR) is a leading international airport group with a diversified portfolio of 36 airport concessions across the Americas and a commercial
services platform in the U.S. ASUR operates nine airports in southeastern Mexico, including Cancún International Airport, the
largest tourist gateway in Mexico, the Caribbean, and Latin America; and six airports in northern Colombia, including Medellin International
Airport (Rionegro), the second busiest in Colombia.
ASUR also holds a controlling interest in Aerostar
Airport Holdings, LLC, operator of Luis Muñoz Marin International Airport in San Juan, the capital of Puerto Rico, the island’s
primary international gateway. San Juan Airport was the first and remains the only major airport in the U.S. to have successfully completed
a public–private partnership under the FAA Pilot Program.
The Company has recently expanded its airport
portfolio with the addition of 17 airports in Brazil, Latin America’s largest aviation market by passenger traffic, as well as
one airport each in Ecuador, Costa Rica and Curaçao.
ASUR also operates a commercial services platform
in the U.S. through ASUR Airports, which partners with airports and airlines to deliver enhanced retail and passenger experiences. ASUR
Airports operates at major U.S. hubs, including Los Angeles International, Chicago O’Hare, and John F. Kennedy International.
Headquartered in Mexico, ASUR is listed on the
Mexican Bolsa (BMV) under the symbol ASUR, and on the NYSE in the U.S. under the symbol ASR. One ADS represents ten (10) B-series
shares. For further information, visit
www.asur.com.mx
.
- END -
ASUR Page
3
of 3
6-K
1
tm2625009d1_6k.htm
FORM 6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
For the month of September 2026
GRUPO AEROPORTUARIO DEL SURESTE, S.A.B. de C.V.
(SOUTHEAST AIRPORT GROUP)
(Translation of Registrant’s Name Into English)
México
(Jurisdiction of incorporation or organization)
Bosque de Alisos No. 47A– 4th Floor
Bosques de las Lomas
05120 México, D.F.
(Address of principal executive
offices)
(Indicate by check mark whether the registrant
files or will file annual reports under cover of Form 20-F or Form 40-F.)
Form 20-F
x
Form 40-F
¨
(Indicate by check mark whether the registrant
by furnishing the information contained in this form is also thereby furnishing the information to the Commission pursuant to Rule 12g3-2(b)
under the Securities Exchange Act of 1934.)
Yes
¨
No
x
(If “Yes” is marked, indicate below the file number assigned
to the registrant in connection with Rule 12g3-2(b): 82-
.)
Pursuant to the requirements of the Securities
Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Grupo Aeroportuario del Sureste, S.A.B. de C.V.
By:
/s/ ADOLFO CASTRO RIVAS
Adolfo Castro Rivas
Chief Executive Officer
Date: September 8, 2026
----- tm2625009d1_ex99-1.htm -----
EX-99.1
2
tm2625009d1_ex99-1.htm
EXHIBIT 99.1
Exhibit 99.1
Contacts:
ASUR
Lic. Adolfo Castro
+52-55-5284-0408
acastro@asur.com.mx
Lic. David Barlow
+52-55-5284-0483
dbarlow@asur.com.mx
InspIR Group
Susan Borinelli
+1-646-330-5907
susan@inspirgroup.com
ASUR Announces Total
Passenger Traffic for August 2026
Passenger traffic increased year-on-year by
4.0% in Colombia and decreased by 4.0% in Mexico and 5.1% Puerto Rico
Mexico City, September 8, 2026 - Grupo
Aeroportuario del Sureste, S.A.B. de C.V. (NYSE: ASR; BMV: ASUR),
ASUR, a leading international airport group with operations in
Mexico, Brazil, the U.S., Colombia and the Caribbean, today announced that total passenger traffic for August 2026 reached 5.9 million
passengers, a 2.1% decrease compared to August 2025.
Passenger traffic showed a year-on-year increase
of 4.0% in Colombia and decreases of 4.0% in Mexico and 5.1% in Puerto Rico. In Colombia, domestic traffic increased 5.8% and international
decreased 1.2%. Mexico saw domestic traffic growth of 4.1% and a decrease of 13.6% in international traffic, while Puerto Rico experienced
decreases in domestic and international traffic of 4.9% and 5.9%, respectively.
All figures in this statement reflect comparisons
between the period from August 1 to August 31, 2026, and from August 1 to August 31, 2025. Passenger traffic from
the airports incorporated to ASUR´s platform on September 1, 2026, is not included in the August 2026 figures. Transit
and general aviation passengers are excluded only for Mexico and Colombia.
On September 1, 2026, ASUR closed the acquisition
of Motiva Airports, adding to its portfolio 17 airports in Brazil, and one each in Costa Rica, Curaçao, and Ecuador. Beginning
with its September 2026 passenger traffic report, ASUR will include monthly traffic from these airports
Passenger
Traffic Summary
August
%
Chg
Year
to date
%
Chg
2025
2026
2025
2026
Mexico
3,296,073
3,164,816
(4.0)
27,875,680
27,087,720
(2.8)
Domestic
Traffic
1,790,911
1,864,893
4.1
13,103,789
13,122,495
0.1
International
Traffic
1,505,162
1,299,923
(13.6)
14,771,891
13,965,225
(5.5)
San
Juan, Puerto Rico
1,186,630
1,126,633
(5.1)
9,757,486
9,422,571
(3.4)
Domestic
Traffic
1,023,396
973,038
(4.9)
8,551,044
8,240,103
(3.6)
International
Traffic
163,234
153,595
(5.9)
1,206,442
1,182,468
(2.0)
Colombia
1,543,290
1,605,636
4.0
11,240,135
11,984,713
6.6
Domestic
Traffic
1,161,127
1,227,903
5.8
8,544,836
9,202,255
7.7
International
Traffic
382,163
377,733
(1.2)
2,695,299
2,782,458
3.2
Total
Traffic
6,025,993
5,897,085
(2.1)
48,873,301
48,495,004
(0.8)
Domestic
Traffic
3,975,434
4,065,834
2.3
30,199,669
30,564,853
1.2
International
Traffic
2,050,559
1,831,251
(10.7)
18,673,632
17,930,151
(4.0)
ASUR Page
1
of 3
Mexico
Passenger Traffic
August
%
Chg
Year
to date
%
Chg
2025
2026
2025
2026
Domestic
Traffic
1,790,911
1,864,893
4.1
13,103,789
13,122,495
0.1
CUN
Cancun
921,363
916,107
(0.6)
6,661,817
6,344,963
(4.8)
CZM
Cozumel
25,805
25,175
(2.4)
174,704
176,810
1.2
HUX
Huatulco
61,152
61,980
1.4
448,261
438,032
(2.3)
MID
Merida
317,862
339,227
6.7
2,292,215
2,457,201
7.2
MTT
Minatitlan
13,745
12,422
(9.6)
102,850
91,933
(10.6)
OAX
Oaxaca
140,140
157,276
12.2
1,052,318
1,070,874
1.8
TAP
Tapachula
41,119
49,588
20.6
335,511
347,943
3.7
VER
Veracruz
148,848
168,828
13.4
1,116,351
1,204,870
7.9
VSA
Villahermosa
120,877
134,290
11.1
919,762
989,869
7.6
International
Traffic
1,505,162
1,299,923
(13.6)
14,771,891
13,965,225
(5.5)
CUN
Cancun
1,402,782
1,192,427
(15.0)
13,776,321
12,930,607
(6.1)
CZM
Cozumel
18,346
17,572
(4.2)
283,973
274,037
(3.5)
HUX
Huatulco
1,227
1,620
32.0
100,945
112,443
11.4
MID
Merida
32,238
35,148
9.0
270,140
282,230
4.5
MTT
Minatitlan
725
846
16.7
5,185
6,047
16.6
OAX
Oaxaca
23,454
20,043
(14.5)
181,199
159,576
(11.9)
TAP
Tapachula
3,055
6,267
105.1
16,858
38,231
126.8
VER
Veracruz
15,116
16,554
9.5
103,555
111,001
7.2
VSA
Villahermosa
8,219
9,446
14.9
33,715
51,053
51.4
Traffic
Total Mexico
3,296,073
3,164,816
(4.0)
27,875,680
27,087,720
(2.8)
CUN
Cancun
2,324,145
2,108,534
(9.3)
20,438,138
19,275,570
(5.7)
CZM
Cozumel
44,151
42,747
(3.2)
458,677
450,847
(1.7)
HUX
Huatulco
62,379
63,600
2.0
549,206
550,475
0.2
MID
Merida
350,100
374,375
6.9
2,562,355
2,739,431
6.9
MTT
Minatitlan
14,470
13,268
(8.3)
108,035
97,980
(9.3)
OAX
Oaxaca
163,594
177,319
8.4
1,233,517
1,230,450
(0.2)
TAP
Tapachula
44,174
55,855
26.4
352,369
386,174
9.6
VER
Veracruz
163,964
185,382
13.1
1,219,906
1,315,871
7.9
VSA
Villahermosa
129,096
143,736
11.3
953,477
1,040,922
9.2
US
Passenger Traffic, San Juan Airport (LMM)
August
%
Chg
Year
to date
%
Chg
2025
2026
2025
2026
SJU
Total
1,186,630
1,126,633
(5.1)
9,757,486
9,422,571
(3.4)
Domestic
Traffic
1,023,396
973,038
(4.9)
8,551,044
8,240,103
(3.6)
International
Traffic
163,234
153,595
(5.9)
1,206,442
1,182,468
(2.0)
Colombia
Passenger Traffic Airplan
August
%
Chg
Year
to date
%
Chg
2025
2026
2025
2026
Domestic
Traffic
1,161,127
1,227,903
5.8
8,544,836
9,202,255
7.7
MDE
Rionegro
881,557
927,433
5.2
6,468,379
6,941,264
7.3
EOH
Medellin
116,374
106,730
(8.3)
784,571
782,209
(0.3)
MTR
Monteria
114,038
145,273
27.4
915,149
1,088,996
19.0
APO
Carepa
15,700
14,371
(8.5)
117,014
121,368
3.7
UIB
Quibdo
29,867
31,547
5.6
224,983
249,573
10.9
CZU
Corozal
3,591
2,549
(29.0)
34,740
18,845
(45.8)
International
Traffic
382,163
377,733
(1.2)
2,695,299
2,782,458
3.2
MDE
Rionegro
382,163
377,733
(1.2)
2,695,299
2,782,363
3.2
EOH
Medellin
MTR
Monteria
-
-
95
-
APO
Carepa
-
-
-
-
UIB
Quibdo
-
-
-
-
CZU
Corozal
-
-
-
-
Traffic
Total Colombia
1,543,290
1,605,636
4.0
11,240,135
11,984,713
6.6
MDE
Rionegro
1,263,720
1,305,166
3.3
9,163,678
9,723,627
6.1
EOH
Medellin
116,374
106,730
(8.3)
784,571
782,209
(0.3)
MTR
Monteria
114,038
145,273
27.4
915,149
1,089,091
19.0
APO
Carepa
15,700
14,371
(8.5)
117,014
121,368
3.7
UIB
Quibdo
29,867
31,547
5.6
224,983
249,573
10.9
CZU
Corozal
3,591
2,549
(29.0)
34,740
18,845
(45.8)
ASUR Page
2
of 3
About ASUR
Grupo Aeroportuario del Sureste, S.A.B. de C.V.
(ASUR) is a leading international airport group with a diversified portfolio of 36 airport concessions across the Americas and a commercial
services platform in the U.S. ASUR operates nine airports in southeastern Mexico, including Cancún International Airport, the
largest tourist gateway in Mexico, the Caribbean, and Latin America; and six airports in northern Colombia, including Medellin International
Airport (Rionegro), the second busiest in Colombia.
ASUR also holds a controlling interest in Aerostar
Airport Holdings, LLC, operator of Luis Muñoz Marin International Airport in San Juan, the capital of Puerto Rico, the island’s
primary international gateway. San Juan Airport was the first and remains the only major airport in the U.S. to have successfully completed
a public–private partnership under the FAA Pilot Program.
The Company has recently expanded its airport
portfolio with the addition of 17 airports in Brazil, Latin America’s largest aviation market by passenger traffic, as well as
one airport each in Ecuador, Costa Rica and Curaçao.
ASUR also operates a commercial services platform
in the U.S. through ASUR Airports, which partners with airports and airlines to deliver enhanced retail and passenger experiences. ASUR
Airports operates at major U.S. hubs, including Los Angeles International, Chicago O’Hare, and John F. Kennedy International.
Headquartered in Mexico, ASUR is listed on the
Mexican Bolsa (BMV) under the symbol ASUR, and on the NYSE in the U.S. under the symbol ASR. One ADS represents ten (10) B-series
shares. For further information, visit
www.asur.com.mx
.
- END -
ASUR Page
3
of 3
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