Sky Harbour Group Corp. (SKYH)
NYSEReal EstateReal Estate - DevelopmentSnapshot 2026-11-04
$10.00-2.82%
Close 2026-11-05 · 1-day change
NYSEReal EstateReal Estate - DevelopmentSnapshot 2026-11-04
QuarterlyIQ Insights · SKYH
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 193.1% |
| Our one-year growth estimate | diamond | 82.8% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 110.3 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name is on a run of consecutive earnings misses and has erratic recent earnings surprises. A fundamental tilt, not a price call.
Model as of 2026-11-04 · Compared with 1 industry peers
SKYH — debt issuance
Dated 2026-08-26
Other Events. As previously disclosed, on August 21, 2026, Sky Harbour Group Corporation, a Delaware corporation (the “Company”), entered into a Stock Purchase Agreement (the “Stock Purchase Agreement”) with M-COR Capital LLC, a Delaware limited liability company (the “Investor”), pursuant to which the Company agreed to sell 1,000,000 shares (the “Shares”) of its Class A common stock, $0.0001 par value per share, to the Investor in a registered direct offering at a purchase price of $10.00 pe…
Why it matters: This is the final project in the first bond-funded campus group. Opening on time can add space and rental income.
Supportive ifADS Phase 2 is complete and open for operations by December 31, 2026.
Worry ifADS Phase 2 is not open by December 31, 2026, or the company reports a delay beyond year-end.
Why it matters: This is management’s year-end revenue goal. Q2 revenue rose 13% from Q1, and the company kept its goal.
Supportive ifAt year-end, the company reports an annualized revenue run rate of at least $42 million.
Worry ifAt year-end, the company reports an annualized revenue run rate below $42 million. Or it cuts the $42–46 million range.
Why it matters: Starting all three projects would show the next campus group is moving ahead. Delays could slow the planned network expansion.
Supportive ifThe company reports construction has begun at IAD, TTN, and PWK by December 31, 2026.
Worry ifThe company reports that one or more of these three projects did not start construction by December 31, 2026.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$101 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $355 loss on $10,000 · 3.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,167 loss on $10,000 · 21.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.