Mexican Airport Stocks Poised to Soar as Reshoring Trend Accelerates

Investors can capitalize on Mexico's strategic location and growing industrial capacity by targeting airport operators.

Apr. 12, 2026 at 7:21pm

Got story updates? Submit your updates here. ›

A photorealistic studio still-life image featuring a sleek, modern airport terminal model made of polished metal and glass, floating on a clean, monochromatic background and dramatically lit to symbolize the growth of global trade and air travel.A conceptual representation of Mexico's thriving airport infrastructure, poised to benefit from the reshoring of manufacturing to North America.San Diego Today

As the United States looks to bring more manufacturing capacity back from Asia, Mexico is emerging as a prime beneficiary. Two Mexican airport operators, Grupo Aeroportuario del Pacífico (PAC) and Grupo Aeroportuario del Centro Norte (OMAB), are well-positioned to profit from the reshoring trend through increased air traffic and passenger volumes.

Why it matters

Mexico's strategic location, growing industrial base, and thriving tourism industry make its airport operators attractive investment opportunities. As the reshoring of manufacturing accelerates, these companies are poised to benefit from increased business and leisure travel to Mexico.

The details

Grupo Aeroportuario del Pacífico (PAC) operates airports in popular tourist destinations like Guadalajara, Los Cabos, Tijuana, and Puerto Vallarta, as well as industrial hubs. Grupo Aeroportuario del Centro Norte (OMAB) focuses on the Monterrey airport and other regional airports, which are seeing strong growth in business travel as companies set up operations to serve the U.S. market.

  • Passenger traffic at Mexican airports grew 8.5% year-over-year in 2025, with Monterrey seeing a 15% increase.
  • Grupo Aeroportuario del Centro Norte has been granted the right to increase prices by 38% over the next five years.

The players

Grupo Aeroportuario del Pacífico

One of Mexico's airport operators, focused on the Pacific region, with its largest airports being in Guadalajara, Los Cabos, Tijuana, and Puerto Vallarta.

Grupo Aeroportuario del Centro Norte

The airport operator most focused on the reshoring theme, operating the Monterrey airport and a number of smaller regional airports across Mexico's North and Western regions.

Got photos? Submit your photos here. ›

What they’re saying

“Unless you think Mexican tourism is going to fall apart overnight, now could be a great time to buy Grupo Pacifico stock.”

— Brett Schafer, Author

“Monterrey will benefit if the reshoring trend continues through the rest of this decade.”

— Brett Schafer, Author

What’s next

Investors should closely monitor the progress of the reshoring trend and its impact on passenger traffic and revenue growth at Mexican airport operators.

The takeaway

Mexican airport stocks offer a compelling way for investors to capitalize on the reshoring of manufacturing from Asia to North America, with Grupo Aeroportuario del Pacífico and Grupo Aeroportuario del Centro Norte well-positioned to benefit from increased business and leisure travel to Mexico.