Monday, October 05, 2026
Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.
Refer to the full report for the price target, fundamental analysis, and rating.
Noble Virtual Conference. Sky Harbour Senior Vice President Tim Herr presented at the Noble Virtual Conference. Highlights included macro tailwinds, client mix, and long-term goals. A rebroadcast is available at https://www.channelchek.com/videos/sky-harbour-skyh-noble-capital-markets-virtual-conference-replay-october-2026.
Macro Tailwinds. The total square footage of the aviation fleet continues to increase, driven by an increased number of aircraft operating-driven by both business and consumer demand-and the increasing size of the aircraft fleet. U.S. Business-Class total square footage, Sky Harbour’s target market, has risen by 73% over the past 15 years. On the supply side, no new major airports have been built since the early 1990s. The available land at or surrounding airports continues to shrink.
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