Key Takeaways Ryanair reported 13.8M November passengers, up 6% year over year, with a steady 92% load factor.The carrier operated over 78,000 flights in November and continues to see robust post-pandemic demand.Ryanair raised its fiscal 2026 traffic outlook to 207M passengers on early Boeing deliveries and solid demand.Ryanair Holdings (RYAAY) , a European carrier, reported solid traffic numbers for November2025, driven by upbeat air-travel demand.The number of passengers transported on Ryanair flights was ...

Core Insights - Grupo Aeroportuario del Sureste (ASUR) reported a total passenger traffic of 5.3 million in October 2025, marking a year-on-year increase of 1.0% compared to October 2024 [1][4] Passenger Traffic Summary - Passenger traffic in Colombia increased by 5.1% year-on-year, driven by a 14.8% rise in international traffic and a 2.5% increase in domestic traffic [2][4] - In Mexico, passenger traffic decreased by 0.2%, with a 0.5% decline in domestic traffic nearly offset by a 0.1% increase in international traffic [2][4] - Puerto Rico experienced a 1.7% decline in passenger traffic, despite a 10.8% increase in international traffic, which was more than offset by a 3.6% decrease in domestic traffic [2][4] Detailed Traffic Breakdown - For Mexico, total passenger traffic in October 2025 was 2,962,147, down from 2,969,438 in October 2024, with year-to-date figures showing a decline of 2.5% [4][5] - Domestic traffic in Mexico for October 2025 was 1,657,685, a decrease of 0.5% from the previous year, while international traffic slightly increased by 0.1% to 1,304,462 [4][5] - In Puerto Rico, total passenger traffic was 855,798 in October 2025, down 1.7% from the previous year, with domestic traffic at 729,237, a decrease of 3.6%, and international traffic at 126,561, an increase of 10.8% [4][5] - Colombia's total passenger traffic reached 1,503,803 in October 2025, up 5.1% year-on-year, with domestic traffic at 1,168,412 (up 2.5%) and international traffic at 335,391 (up 14.8%) [4][5] Year-to-Date Performance - Year-to-date passenger traffic for Mexico was 33,443,544, reflecting a decline of 2.5% compared to the previous year [4][5] - Year-to-date figures for Puerto Rico showed an increase to 11,399,130, up 4.4% from the previous year [4][5] - Colombia's year-to-date passenger traffic reached 14,139,199, a 3.6% increase compared to the previous year [4][5] Company Overview - Grupo Aeroportuario del Sureste operates 16 airports across the Americas, including nine in southeast Mexico and six in northern Colombia, with a significant presence in international travel [6]

Core Insights - Ryanair's first half net profit exceeded estimates, prompting an increase in the 2026 passenger forecast [1] - The airline experienced a 3% increase in passenger traffic year-over-year, reaching 119 million passengers in the first half [2] - Cost management was effective, with costs per passenger rising only 1% despite significant increases in air traffic control charges and environmental costs [3] Passenger Traffic and Forecast - Ryanair expects to finish the year with approximately 207 million passengers, slightly above the initial target of 206 million, representing a 3.5% increase [4][5] - The airline is cautious about fare increases in the second half, not expecting the same growth rates as in the first half [5][6] Aircraft and Capacity - Ryanair has an order book of 206 Boeing Max 8200 aircraft, with 204 already received, and expects to receive the remaining six by February next year [7][8] - The airline anticipates a growth in passenger capacity to 215 million by summer, with plans to grow to 300 million passengers annually by FY34 [8] Market Dynamics - The European airline market is experiencing capacity constraints, with ongoing issues related to Pratt & Whitney engines and consolidation among carriers [10][11] - Ryanair's cost per passenger is significantly lower than competitors, allowing it to capture market share from weaker airlines [12] - Airports are actively seeking growth opportunities with Ryanair, which is expanding in various regions including Sweden, Italy, and Morocco [13]

Core Insights - Corporación América Airports S.A. reported a 9.4% year-on-year increase in passenger traffic for September 2025, indicating strong growth in the aviation sector [1] Passenger Traffic Highlights - Domestic passengers reached 3,743 thousand in September 2025, up 10.9% from 3,376 thousand in September 2024 [1] - Year-to-date domestic passenger numbers for 2025 stand at 32,763 thousand, reflecting a 9.3% increase compared to 29,965 thousand in the same period of 2024 [1] Cargo Volume and Aircraft Movements - International passenger figures for September 2025 were reported at 2,971 thousand, showcasing the company's performance in the international market [1]

Core Insights - Corporación América Airports S.A. reported a 10.2% year-on-year increase in passenger traffic for August 2025, indicating strong growth in the aviation sector [1] Passenger Traffic Highlights - Domestic passengers reached 3,963 thousand in August 2025, up from 3,590 thousand in August 2024, reflecting a 10.4% increase [1] - Year-to-date (YTD) domestic passengers for 2025 totaled 29,020 thousand, compared to 26,589 thousand in 2024, marking a 9.1% increase [1] Cargo Volume and Aircraft Movements - The report includes statistics on cargo volume and aircraft movements, although specific figures were not detailed in the provided excerpt [1]

Core Insights - Grupo Aeroportuario del Sureste (ASUR) reported a total passenger traffic of 6.0 million in April 2025, marking a year-over-year increase of 3.8% compared to April 2024 [1][2] Passenger Traffic Summary - Passenger traffic increased by 13.5% in Puerto Rico, 4.8% in Colombia, and 0.5% in Mexico [2][4] - In Puerto Rico, international traffic surged by 29.6% and domestic traffic rose by 11.6% [2][5] - Colombia experienced a 15.6% increase in international traffic and a 2.0% increase in domestic traffic [2][5] - Mexico saw a 3.3% decrease in international traffic, which was partially offset by a 5.1% increase in domestic traffic [2][5] Detailed Traffic Data - For April 2025, Mexico's total passenger traffic was 3,511,745, a slight increase of 0.5% from 3,495,197 in April 2024 [4][5] - Domestic traffic in Mexico reached 1,653,649, up 5.1% from the previous year, while international traffic decreased to 1,858,096, down 3.3% [4][5] - San Juan, Puerto Rico, recorded 1,174,568 passengers, reflecting a 13.5% increase from 1,034,830 in April 2024 [5] - Colombia's total passenger traffic was 1,340,348, an increase of 4.8% from 1,278,688 in April 2024 [5] Year-to-Date Performance - Year-to-date figures for total traffic show a slight increase of 1.0% from 24,371,251 in 2024 to 24,626,734 in 2025 [4] - Domestic traffic year-to-date increased by 4.1%, while international traffic saw a decrease of 3.1% [4] Company Overview - ASUR operates 16 airports across the Americas, including nine in southeast Mexico and six in northern Colombia [6] - The company is a significant player in the airport sector, particularly with its operations at Cancun Airport, a major tourist destination [6] - ASUR is also involved in a joint venture for the operation of Luis Muñoz Marín International Airport in San Juan, Puerto Rico [6]