Professional
Added to YB: 2026-06-19
Pitch date: 2026-06-16
SKYH [neutral]
Sky Harbour Group Corporation
Author Info
The Lion's Roar is searching for the next long/short idea. Primarily US, SMID cap focused, but looking for value everywhere. Sign up for the newsletter.
Company Info
Sky Harbour Group Corporation operates as an aviation infrastructure development company in the United States.
Market Cap
$324.5M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-161.07
P/E
88.66
EV/Sales
29.64
Sector
Transportation Infrastructure
Category
growth
East Coast Ideas Conference - 3 Interesting Ideas - Sky Harbour Group Corporation
SKYH (overview): Aviation infrastructure co building first nationwide network of home-basing hangar campuses for private jets. Leases hangar space (vs FBO fueling model). Thesis: rising US wealth = more private aircraft, but landlocked airports = constrained supply, driving lease rates higher. Phase 2 OPF lowest rate tops Phase 1 highest; fixed-cost base expands margins. Risks: new hangar capacity solutions break model; illiquid, top 4 own ~43% of s/o.
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