NYSE$CAAP

Corporación América Airports SA · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

CAAP reported solid Q4 2024 results, with revenue growth driven by aeronautical and commercial segments, despite challenges in Argentina.

Corporación América Airports (CAAP) delivered robust Q4 2024 results, with consolidated revenue of $461.1 million, a 26.3% increase year-over-year. Net income attributable to owners of the parent was $34.4 million, and adjusted EBITDA ex-IFRIC12 stood at $150.8 million. The company maintained a strong liquidity position with $439.8 million in cash and cash equivalents and demonstrated financial resilience across diverse geographies, partially offsetting softness in Argentina.

  • Consolidated revenue increased 26.3% YoY to $461.1 million.
  • Adjusted EBITDA ex-IFRIC12 was $150.8 million, down 49.5% YoY due to prior year one-time items.
  • Net income attributable to owners of the parent was $34.4 million.
  • Strong liquidity position with $439.8 million in cash and net debt to LTM Adjusted EBITDA of 1.1x.

Headline financials

Total Revenue

$461M

Previous: $365M+26.3%
EPS (adj)

$0.21

Previous: $0.81-74.1%
Passenger Traffic

20.5M

No prior period
Cargo Volume

118.2K

No prior period
Aircraft Movements

213.5K

No prior period
Adj. EBITDA Margin

38.0%

No prior period
Net Income

$34.4M

Previous: $131M-73.7%
Operating Income

$108M

Previous: $181M-40.0%

Revenue & EPS history

CAAP · Revenue · Quarterly

$461M

Q4 2024+26.3%vs Q4 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

CAAP · $527M total across 2 segments · Q3 2025

  • Non-aeronautical (commercial) revenues
    $281M
  • Aeronautical revenues
    $246M

Forward guidance

CAAP remains focused on enhancing passenger experience, expanding commercial revenues, and investing in infrastructure development, while continuing to monitor macroeconomic conditions, especially in Argentina.

Tailwinds

  • Passenger traffic in Argentina showed record highs in December 2024 and January 2025.
  • Strong contributions from Italy, Uruguay, and Brazil operations.
  • New private aviation terminal inaugurated in Punta del Este.
  • Expansion projects ongoing in Argentina and Armenia.
  • Continued focus on cost efficiency and revenue per passenger improvements.

Headwinds

  • Macroeconomic uncertainty and currency devaluation in Argentina remain challenges.
  • Domestic passenger traffic in Argentina remains under pressure.
  • Inflation outpacing currency devaluation affecting profitability in Argentina.
  • Reduced fuel-related revenues in Armenia impacting commercial revenue.
  • Overall softness in commercial revenues offsetting part of aeronautical growth.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.4%

Avg return

Earnings day

+2.1%

Avg return

5 days after

+6.1%

Avg return

30 days after

54%

15 / 28 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
Q1 2027-4.8%-0.9%
Q3 2026+1.7%+13.0%+16.0%
Q4 2024-7.1%-4.6%-5.4%
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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