PAC drops as February traffic falls 5.5% and Jalisco disruptions hit flights
Grupo Aeroportuario del Pacífico (PAC) is sliding as investors react to a fresh passenger-traffic downturn at key airports, including disruptions tied to security events in Jalisco. The company reported February 2026 total passenger traffic fell 5.5% year over year, with notable flight cancellations at Guadalajara and Puerto Vallarta on Feb. 22.
1. What’s driving PAC lower today
Shares of Grupo Aeroportuario del Pacífico are moving lower as the market refocuses on weakening near-term traffic trends across the company’s airport portfolio. The latest disclosed monthly data showed a year-over-year drop in February 2026 passenger volumes, and management also flagged that a burst of security-related disruptions in Jalisco contributed to meaningful same-day flight cancellations at Guadalajara and Puerto Vallarta—two airports that matter to PAC’s domestic and leisure exposure. (globenewswire.com)
2. The key numbers investors are reacting to
PAC reported total terminal passenger traffic decreased 5.5% in February 2026 versus February 2025 to 4.61 million passengers, with domestic passengers down 4.5% and international passengers down 6.6%. The company linked a portion of February’s weakness to the Feb. 22 disruption event in Jalisco, which it said led to 120 flight cancellations at Guadalajara, 89 at Puerto Vallarta, and two at Manzanillo. (globenewswire.com)
3. Why this matters for the stock from here
Monthly traffic is a high-frequency read-through for aeronautical and non-aeronautical revenue trends, especially heading into seasonally important travel periods. A negative print can pressure sentiment even when longer-term regulation-driven tariff frameworks support revenue per passenger, because investors start to question the pace of volume growth and the durability of tourism demand at beach destinations and large metro hubs within the GAP network. (globenewswire.com)
4. What to watch next
Traders will likely focus on the next monthly traffic release for signs that volumes normalize after February’s disruptions, and on whether any additional government alerts or airline schedule adjustments linger in the company’s core regions. Investors will also be watching for changes in the analyst stance around PAC—recent rating actions have clustered around Hold/Neutral-style views—since fresh estimate cuts can quickly compound pressure following soft traffic data. (investing.com)