Added to YB: 2026-07-28
Pitch date: 2026-07-25
SKYH [bullish]
Sky Harbour Group Corporation
+1.65%
current return
Author Info
Company Info
Sky Harbour Group Corporation operates as an aviation infrastructure development company in the United States.
Market Cap
$351.0M
Pitch Price
$10.29
Price Target
62.04 (+509%)
Dividend
N/A
EV/EBITDA
-165.77
P/E
95.91
EV/Sales
30.50
Sector
Transportation Infrastructure
Category
value
Sky Harbour - $SKYH
SKYH: HBO model builds scarce airport hangars via tax-exempt PABs (~5% cost) for ~13% unleveraged returns, 68% project ROE. GAAP masks profitability; hit OCF breakeven. 22 of 50 target airports secured; 69% Tier-One. Assets built at ~$300/sqft vs ~$1,100 private bids. Stabilized floor $20.29, 50-airport path $38+, upside $68. Risk: leasing pace, cap-rate expansion, warrant dilution, key-man. At $10, market prices near-zero growth optionality.
Read full article (46 min)