NYSE$CAAP

Corporación América Airports SA · Q2 2024 earnings

Q2 2024 earnings · · Before market open · Investor relations

Briefing

Corporación América Airports SA reported Q2 2026 results with revenue growth and stable passenger traffic.

CAAP reported consolidated revenues of $534.0 million for the three months ended June 30, 2026, up 12.0% YoY. Revenue excluding IFRIC 12 grew 8.2% to $470.7 million. Passenger traffic was 20.6 million, down 0.6% YoY. Adjusted EBITDA ex-IFRIC 12 was $160.3 million, down 4.5% YoY. Net income attributable to owners was $52.8 million or $0.32 per share.

  • Revenue ex-IFRIC 12 increased 8.2% YoY to $470.7 million driven by 13.2% commercial and 3.7% aeronautical growth.
  • Passenger traffic declined 0.6% to 20.6 million; cargo volume down 1.5%.
  • Adjusted EBITDA ex-IFRIC 12 fell 4.5% to $160.3 million with margin at 34.1%.
  • Strong liquidity with $692.5 million cash and net debt to LTM Adj. EBITDA of 0.5x; $150M dividend approved.

Headline financials

Total Revenue

$534M

Previous: $423M+26.3%
EPS (adj)

$0.32

Previous: $0.43-25.6%
Passenger Traffic

20.6M

No prior period
Cargo Volume (tons)

95.7K

No prior period
Aircraft Movements

208.8K

No prior period
Adj. EBITDA Margin ex-IFRIC12

34.1%

No prior period
Net Income

$52.8M

No prior period
Operating Income

$106M

No prior period

Revenue & EPS history

CAAP · Revenue · Quarterly

$534M

Q2 2024+26.3%vs Q2 2023
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

CAAP · $534M total across 2 segments · Q2 2024

  • Non-Aeronautical Revenues
    $303M
  • Aeronautical Revenues
    $231M

Forward guidance

Focus on traffic growth, commercial initiatives, and new concessions; some headwinds in Argentina expected to continue.

Tailwinds

  • Broad-based growth across portfolio markets
  • Revenue per passenger up nearly 9%
  • Strong cash position and low leverage

Headwinds

  • Domestic capacity constraints in Argentina
  • Challenging cargo comparison base
  • Planned runway maintenance

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

+0.1%

Avg return

Earnings day

+2.0%

Avg return

5 days after

+5.8%

Avg return

30 days after

52%

15 / 29 earnings

Positive

+17.9%

Q4 2019

Best reaction

-7.7%

Q3 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2024
Q1 2027-4.8%-0.9%+6.0%
Q3 2026+1.7%+13.0%+16.0%
Q4 2024-7.1%-4.6%-5.4%
Q3 2024-7.3%-2.3%-2.7%
Q4 2023+4.7%+6.8%+9.1%
Q3 2023-3.6%+10.5%+34.3%
Q2 2023+4.6%+3.8%+0.9%
Q1 2023-1.9%-2.3%+2.3%
Q4 2022-2.4%+5.2%+18.7%
Q3 2022+5.9%+9.3%-4.5%
Q2 2022+3.6%+11.3%+24.3%
Q1 2022+1.3%-1.6%-8.4%
Q4 2021+1.8%+4.6%+16.1%
Q3 2021+1.5%-0.5%-6.0%
Q2 2021-1.7%-3.8%+9.0%
Q1 2021-2.9%-7.0%-13.4%
Q4 2020+4.0%+5.5%+22.5%
Q3 2020-7.7%-2.6%+27.3%
Q2 2020-6.2%-6.2%-16.9%
Q4 2019+17.9%+10.2%+7.6%
Q1 2020+12.2%+19.0%+14.9%
Q3 2019+1.8%+6.8%+35.7%
Q2 2019-5.5%-11.2%-14.3%
Q1 2019-6.5%+1.3%+1.7%
Q4 2018-4.3%+3.3%+5.4%
Q3 2018+1.9%-0.1%-21.9%
Q2 2018+1.9%-4.8%+5.3%
Q1 2018-3.6%-5.4%+5.9%
Q4 2017+4.7%-0.1%-0.7%
Q3 2017
Q2 2017
Q1 2017
Q4 2016

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