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Sky Harbour Group (SKYH) investor relations material
Sky Harbour Group LD Micro Main Event XIX Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.LD Micro Main Event XIX Investor Conference summary21 Oct, 2025
Business overview and market opportunity
Operates an aviation real estate platform, developing and managing private hangar campuses at major U.S. metro airfields.
Targets high-net-worth individuals, Fortune 500 companies, and charter operators as tenants, focusing on large, modern jets that cannot fit legacy hangars.
U.S. business aviation fleet has grown significantly over 15 years, especially in the super-heavy jet segment, driving demand for new hangar space.
Hangar supply is highly constrained, especially in major wealth centers, due to limited airport expansion and outdated infrastructure.
FBOs focus on fuel sales and provide minimal hangar space, creating a market gap for dedicated home-basing solutions.
Growth strategy and operational footprint
Near- to mid-term goal is to operate at 50 airfields, with expectations to exceed this as efficiency improves.
Currently has 18 ground leases signed (nine operational, nine in development), with a target of signing 6–7 new ground leases annually.
Site acquisition is a lengthy process involving negotiations with public airport authorities, sometimes taking years.
Each campus is typically 200,000 sq ft, with hangars now optimized at 37,000 sq ft to accommodate up to five super-heavy jets.
Tenant mix is about 60% high-net-worth individuals, 30% charter operators/corporations, and 10% government tenants.
Financial model and economics
Construction cost averages $300 per sq ft, with rental revenue around $39 per sq ft and additional fuel margin.
Ground rent and operating costs total $6–$7 per sq ft, resulting in NOI yields in the low to mid-teens.
Uses tax-exempt municipal bonds (PABs) for financing, achieving debt rates about 200 bps below market; first bond deal was $166M at 4.18% coupon.
Recent $200M JPMorgan drawdown facility provides flexible construction funding, with a fixed rate swap at 4.75% due to the inverted yield curve.
Revenue growth is expected to follow a step function as each new campus comes online and stabilizes.
Impact of short tenant leases on revenue stability?
Mitigate protracted land acquisition process?
Rationale for new $200M financing structure?
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Next Sky Harbour Group earnings date
Q3 202512 Nov, 2025
Next Sky Harbour Group earnings date
Q3 202512 Nov, 2025
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Frequently asked questions
Sky Harbour Group Corp is an aviation infrastructure company specializing in the development, leasing, and management of general aviation hangars across the United States. The company focuses on creating a nationwide network of Home-Basing Solutions (HBS) for business aircraft, catering to the needs of the industry by providing high-quality hangar and related facilities. The company's business model centers on developing aviation infrastructure that supports the operational needs of aircraft owners and operators, ensuring they have access to well-maintained and strategically located hangar spaces. The company is headquartered in White Plains, New York, and its shares are listed on the NYSE.
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