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CACAAP

Corporacion America Airports S.A.

$CAAP·$3.8B·Airlines, Airports & Air Services·Industrials
$24.10-0.3%1Y+10.7%
Mentions · last 7 days
2026-08-19: 4 posts2026-08-20: 1 posts2026-08-21: 0 posts2026-08-22: 0 posts2026-08-23: 0 posts340%
Price updated 23h ago·X counts updated 6d ago
CACAAP
$CAAPCorporacion America Airports S.A.
$24.10-0.33%34 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $CAAP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-08-29

Catching its breath after a run — could pick back up or fade from here.

LatAm airport concessionaire at 13x PE with 12.5% FCF yield; Q2 EPS miss is FX-flavored, traffic growth intact.

Corporación América Airports is a $3.75B operator of 52 airport concessions across Latin America (Argentina hub), Europe (Italy — Florence, Pisa) and Eurasia (Armenia). Q2 EPS $0.32 missed estimates by -35.6% while revenue grew 20% YoY in Q1 — the EPS miss is the FX + local-macro read, not a traffic-volume weakening.

  • Fundamentals are attractive on a value-oriented read: PE 12.9, PS 1.78, ROIC 9.9%, ROE 18.3%, op-margin 25.8%, FCF yield 12.5%, EV/EBITDA 5.7 — genuinely cheap for an infrastructure concession operator with a 3.9% dividend yield (per the news framing).
  • Q1 revenue $537.6M (+20% YoY), gross margin 37%, EPS $0.47, FCF $99M — the base-case cash generation is healthy.
  • Analyst path FY26 EPS $1.95 → FY27 $2.37 (~22% growth), which puts current $24.10 price at ~10x FY27 EPS on a concession-cash-flow business.
  • Structural: 31.7M float + 1.0x volume multiplier + 51% 52w-range position + 0.70 beta = an infrastructure name trading without excess volatility, appropriate for its cash-flow profile.
  • Sentiment feed is empty.

Read as an under-appreciated LatAm airport concessionaire trading at value-multiple with a real dividend and reinvestment optionality; the debated question is whether the Argentine macro/FX overlay compresses the multiple further before the Q2 miss's transient drivers roll off.

What to watch: Argentine macro / peso trajectory, Q3 passenger traffic, and dividend cadence into the Nov 23 print.

On the calendar: 2026-11-23 Q3 earnings

Read the AI verdict + X sentiment for $CAAP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates 52 airport concessions across Argentina, Brazil, Italy, and five other countries, capturing emerging-market air travel growth.

Industry overviewAI analysisGenerated by AI from underlying data

Where Airlines, Airports & Air Services sits in its cycle right now — and what that implies for $CAAP.

Airlines, Airports & Air Services · Industrials

No material change from last week — two different time horizons.

Industry benchmark

12-name peer basket
+25.3%YTD
-21.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
13.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
25.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
12.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
18.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
35.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 18, 2026$0.32$0.50-35.6%
Q1 2026May 13, 2026$0.47$0.50-5.4%
Q4 2025Mar 17, 2026$0.65$0.37+75.7%
Q3 2025Nov 24, 2025$0.34$0.44-22.2%
Next earningsMon, Nov 23·consensus EPS $0.63

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$537.6M+20.1%36.9%26.0%$0.47$99.0M
Q4 FY25$562.6M+5.7%33.3%23.9%$0.65$124.0M
Q3 FY25$527.3M+14.2%37.4%28.4%$0.34$133.8M
Q2 FY25$476.8M+14.6%34.8%24.8%$0.31$111.3M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.1B$2.0B – $2.2B$1.95$1.79 – $2.023
FY27$2.2B$2.1B – $2.2B$2.37$2.18 – $2.463
FY28$2.3B$2.2B – $2.4B$2.63$2.42 – $2.731
FY29$2.3B$2.1B – $2.3B$2.08$1.91 – $2.151
FY30$2.5B$2.3B – $2.6B$0.00$0.00 – $0.002

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.51%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-6.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 31.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.705-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMar 313
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 19 other (17 6-Ks · 1 3 · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Corporación América Airports: Buy The Earnings Dip And Enjoy The New 3.9% Yieldseekingalpha.com·10d agoCorporación América Airports S.A. (CAAP) Q2 2026 Earnings Call Transcriptseekingalpha.com·11d agoCorporacion America Airports Q2 Earnings Call Highlightsmarketbeat.com·11d agoCorporacion America Airports S.A. (CAAP) Q2 Earnings Miss Estimateszacks.com·11d agoCorporacion America Airports Reports Second Quarter 2026 Resultsbusinesswire.com·11d ago

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Voices on X · last 7 days

No standout posts about $CAAP on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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