TickerTalks
Browse all tickers →
TickerTalks›$CAAP
CACAAP

Corporacion America Airports S.A.

Strong FundamentalsStrong FundamentalsRevenue growing 20% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (12 mentions/wk)
$CAAP·$4.0B·Airlines, Airports & Air Services·Industrials
$24.06-1.7%YTD-8.9%1Y+34.2%
Price updated 33m ago·X counts updated 3d ago
CACAAP
$CAAPCorporacion America Airports S.A.
$24.06-1.72%12 posts
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $CAAP on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

12X posts · last 7 days
Sep 28Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CAAP — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Corporacion America Airports is up 37% T12M on LatAm traffic — Nov 23 earnings is the test with vol 1.9x normal.

Corporacion America Airports operates airports across Argentina, Italy, and other Latin American markets. The business is a toll-booth on growing air-travel demand in those markets.

  • The business is accelerating: Q1 revenue +20% YoY at a 25.8% operating margin and ROIC of 9.9% — top-decile airport-operator metrics, with PE 13.0x reflecting continued LatAm-macro discount.
  • At 1.78x sales the valuation is reasonable for a quality airport-concessions operator — the market is pricing in Argentine currency and macro risk.
  • 52-week range position is 53% with vol multiplier 1.88 — mid-range on heavy accumulation volume, which is unusual and typically precedes directional moves.

Nov 23 Q3 is the gate — any confirmed traffic growth plus continued operating-margin stability extends the stock. A soft traffic print or any Argentine macro shock and the stock gives back some gain.

What to watch: Nov 23 Q3 — passenger-traffic growth by market, operating-margin trajectory, currency impact, and FY27 guide. An Argentine macro shock is the clear invalidator.

On the calendar: 2026-11-23 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

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 — Premium air travel demand remains healthy with Delta's non-main-cabin revenue hitting 61% of total — structural premium-cabin pricing power is intact.

What this means for $CAAP

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

Industry benchmark

11-name peer basket
-3.1%YTD
-24.3%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 $0.61

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 – $2.1B$1.84$1.75 – $1.923
FY27$2.2B$2.1B – $2.3B$2.34$2.22 – $2.442
FY28$2.3B$2.2B – $2.4B$2.65$2.52 – $2.761
FY29$2.3B$2.3B – $2.4B$2.25$2.14 – $2.351
FY30$2.5B$2.4B – $2.6B$0.00$0.00 – $0.001

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.0.7×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.54%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.+0.2%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.-5.0%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.

SEC filings

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

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 16 other (16 6-Ks) in window

Recent news

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

Corporacion America Airports S.A. (NYSE:CAAP) Stock Now Rated “Moderate Buy” by Wall Street Analystsdefenseworld.net·15d agoArgentina approves CAAP concession changesdefenseworld.net·16d agoCorporación América Airports Announces Issuance of Administrative Decision Approving the Rebalancing of the Concession Agreement in Argentinabusinesswire.com·17d agoCorporación América Airports S.A. Reports August 2026 Passenger Trafficgurufocus.com·29d agoCorporación América Airports S.A. Reports August 2026 Passenger Trafficbusinesswire.com·29d ago

More in Airlines, Airports & Air Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$UP$DAL$AERO$JOBY$AAL$UAL$SRFM$LUV
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.

PrivacyTermsSupport