Should Rising Passenger Volumes and Aircraft Movements at CAAP Prompt a Fresh Look From Investors?

• Corporación América Airports S.A. has released its operating results for September 2025, reporting 7,424,000 passengers and 74,200 aircraft movements for the month, both up from the previous year, while cargo volumes declined.
• Despite weaker cargo performance, rising passenger numbers and increased aircraft operations highlight ongoing recovery and robust demand across the company's airport portfolio.
• To understand the implications of strong passenger growth on future prospects, we’ll explore how this affects Corporación América Airports' investment narrative.

These 15 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.

Corporación América Airports Investment Narrative Recap

For shareholders of Corporación América Airports, the core investment case rests on sustained growth in global passenger traffic, robust demand across its portfolio, and the ability to expand non-aeronautical revenue streams. The latest operating results reveal a continued increase in passengers and aircraft movements, reinforcing confidence in recovery trends. However, the short-term catalyst, passenger volume momentum, remains intact, while the biggest risk continues to be Argentina's persistent economic instability; the impact of this month’s operational update on these factors is not material.

Among recent company developments, management’s clear focus on growth through both organic expansion and acquisitions (as outlined in the Q2 2025 results call) complements rising traffic numbers. This approach, if executed alongside passenger growth, could enhance earnings resilience and help offset market-specific risks, but requires careful balancing of investment returns and leverage.

Yet, despite solid growth, investors should keep in mind that shifting local conditions, including persistent inflationary pressures and regulatory uncertainties, can still...

Read the full narrative on Corporación América Airports (it's free!)

Corporación América Airports is projected to reach $2.1 billion in revenue and $472.1 million in earnings by 2028. This scenario assumes a 3.6% annual revenue growth rate and an earnings increase of $320.7 million from current earnings of $151.4 million.

Uncover how Corporación América Airports' forecasts yield a $25.34 fair value, a 41% upside to its current price.

Exploring Other Perspectives

Across 3 recent fair value estimates from the Simply Wall St Community, assessments for CAAP range widely from US$11.09 to US$56.34 per share. With many participants highlighting risk from Argentina’s economic volatility, you can compare your view against several sharply differing opinions.

Explore 3 other fair value estimates on Corporación América Airports - why the stock might be worth over 3x more than the current price!

Build Your Own Corporación América Airports Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Corporación América Airports research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Corporación América Airports research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Corporación América Airports' overall financial health at a glance.

Looking For Alternative Opportunities?

Our top stock finds are flying under the radar-for now. Get in early:

• We've found 17 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.
• Rare earth metals are the new gold rush. Find out which 36 stocks are leading the charge.
• AI is about to change healthcare. These 33 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com