Demand For InfrastructureSky Harbour should benefit from accelerating demand for private jet storage in the U.S., driven by a significant expansion in the executive aviation fleet and a structural imbalance between aircraft growth and available infrastructure.
Expansion StrategySky Harbour's model is built to scale efficiently as the company expands its network of hangar campuses, allowing each new campus to contribute incremental revenue with limited additional overhead.
Market PositionSky Harbour offers scarcity value as the only publicly traded company focused exclusively on home-basing and hangar leasing, in a fragmented, infrastructure-constrained market.
Rental RevenueThe company reported rents for existing and new airports are expected to exceed original forecasts by a substantial margin.