• EN

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    Corporación América Airports (CAAP) Is Up 8.0% After Peru Payout And 2025 Traffic Surge Has The Bull Case Changed?

    Simply Wall St·01/23/2026 11:41:34
    Listen to the news
    • In January 2026, Corporación América Airports reported that 2025 passenger traffic rose to 86.70 million, while its affiliate received a US$91.20 million arbitration payment from Peru over the terminated Chinchero International Airport concession.
    • Together, accelerating passenger growth across Argentina, Italy, Uruguay and Armenia and the favorable arbitration outcome highlight a strengthened operational and contractual position for the airport operator.
    • We’ll now examine how the Peru arbitration payment and accelerating passenger traffic growth shape Corporación América Airports’ broader investment narrative.

    The latest GPUs need a type of rare earth metal called Neodymium and there are only 32 companies in the world exploring or producing it. Find the list for free.

    What Is Corporación América Airports' Investment Narrative?

    To own Corporación América Airports, you need to believe in the resilience of global air travel and the company’s ability to turn higher passenger volumes into sustainable earnings, even if revenue growth is only moderate and margins have recently compressed. The 2025 traffic record and 9.8% passenger increase reinforce that volume is still the main short term catalyst, supported by new routes and expanded operations. The US$91.2 million Peru arbitration payment adds a one off financial and reputational boost, easing some balance sheet and contract certainty concerns but not transforming the underlying growth profile. With the share price already near consensus targets after a very large multi year run, execution risk, regulation in key markets and the potential for earnings volatility remain central issues to watch. However, investors should also weigh how much recent gains already price in this progress.

    Corporación América Airports' shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.

    Exploring Other Perspectives

    CAAP 1-Year Stock Price Chart
    CAAP 1-Year Stock Price Chart

    Three Simply Wall St Community fair values span roughly US$11 to almost US$65, reflecting sharply different views of upside. Against that backdrop, recent record traffic and the Peru award highlight how much expectations hinge on passenger resilience and contract security.

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

    Build Your Own Corporación América Airports Narrative

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

    Looking For Alternative Opportunities?

    The market won't wait. These fast-moving stocks are hot now. Grab the list before they run:

    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.