Monitor upcoming Q3 2026 earnings for revenue and margin impact from the traffic decline. The year-to-date traffic trend (-4.2%) suggests full-year 2026 revenue may fall short of the strong 2025 base. Watch for airline capacity restoration and any further weather-related disruptions.
Price Chart
Executive Summary
Pacific Airport Group reported a 7.3% decline in total passenger traffic for September 2026 vs. September 2025, driven by reduced airline seat capacity and adverse weather from Hurricane Polo. The decline was broad-based across key Mexican airports and Jamaican operations, with domestic traffic down 9.5% and international down 3.2% for the month. This marks a notable operational headwind following a strong 2025 annual report.
Key Facts
- Total passenger traffic in September 2026 decreased 7.3% year-over-year to 4,081.9 thousand passengers.
- Domestic traffic fell 9.5% in September; international traffic fell 3.2%.
- Seat capacity decreased 7.2% year-over-year; load factor was essentially flat at 81.0% vs. 80.7%.
- Montego Bay (Jamaica) traffic dropped 16.6% year-over-year; Kingston dropped 3.8%.
- Year-to-date (Jan-Sep 2026) total traffic is down 4.2% vs. the same period in 2025.
- Hurricane Polo partially disrupted operations at Puerto Vallarta and Los Cabos airports.
Financial Impact
Passenger traffic decline of 7.3% in September and 4.2% year-to-date, directly impacting aeronautical and non-aeronautical revenue. No dollar amounts provided.
Risk Factors
- Continued airline capacity reductions could further depress traffic and revenue.
- Hurricane season and adverse weather remain a recurring risk for Pacific-region airports.
- Jamaican operations (Montego Bay -25.5% YTD) are underperforming significantly.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001171843-26-006475 |
| Document: 0001171843-26-006475-index-headers.html | 0001171843-26-006475 |
| Document: 0001171843-26-006475-index.html | 0001171843-26-006475 |
| Document: 0001171843-26-006475.txt | 0001171843-26-006475 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | 6-K | $217.41 | awaiting T+5 | — | $224.67 (+3.34%) |
Oct 6, 2026 20d ago | 6-K | $201.41 $196.49 | ▲ +2.44% | ▲ +1.46% | $224.67 (−11.55%) |
Jul 14, 2026 14w ago | 6-K | $225.95 $217.12 | ▼ −3.91% | ▼ −2.61% | $224.67 (−0.57%) |
Jul 14, 2026 14w ago | Press Release | $225.95 $217.12 | ▼ −3.91% | ▼ −2.61% | $224.67 (−0.57%) |
Apr 20, 2026 27w ago | Press Release | $258.23 $254.67 | ▼ −1.38% | ▼ −2.46% | $224.67 (−13.00%) |
Apr 17, 2026 27w ago | Press Release | $250.43 $254.33 | ▲ +1.56% | ▲ +0.64% | $224.67 (−10.29%) |
US Market Status
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