Sky Harbour Group Corporation Q2 2025 Earnings Call Transcript: Key Takeaways and Financial Insights

Sky Harbour Group Corporation (SKYH) reported Q2 2025 earnings, with CFO Francisco Gonzalez leading the call. The discussion included forward-looking statements and factors that may impact earnings. The team present included CEO Tal Keinan, Treasurer Tim Herr, Chief Accounting Officer Mike Schmitt, and Accounting Manager Tori Petro.

Sky Harbour Group Corporation (SKYH) reported its Q2 2025 earnings, with CFO Francisco Gonzalez leading the earnings call. The company posted a quarterly loss of $0.1 per share, which was better than the Zacks Consensus Estimate of $0.12 [1]. This represents an earnings surprise of +16.67% compared to the previous quarter's loss of $0.25 per share, which was a +56% surprise [1]. The company's revenues for the quarter ended June 2025 were $6.59 million, missing the Zacks Consensus Estimate by 0.68% [1].

The earnings call included forward-looking statements and factors that may impact future earnings. CEO Tal Keinan, Treasurer Tim Herr, Chief Accounting Officer Mike Schmitt, and Accounting Manager Tori Petro were also present. The company's stock has lost about 8.2% since the beginning of the year compared to the S&P 500's gain of 8.4% [1]. Despite the underperformance, the company has topped consensus revenue estimates two times over the last four quarters and surpassed consensus EPS estimates three times [1].

The sustainability of the stock's immediate price movement will depend on management's commentary on the earnings call. The Zacks Rank, which considers earnings estimate revisions, currently ranks SKYH as a #2 (Buy) stock [1]. This suggests that the shares are expected to outperform the market in the near future. The current consensus EPS estimate for the coming quarter is -$0.09 on $8.6 million in revenues and -$0.42 on $31.06 million in revenues for the current fiscal year [1].

The Aerospace - Defense Equipment industry, to which SKYH belongs, is currently in the bottom 38% of the 250 plus Zacks industries [1]. Despite this, the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1 [1]. Another company in the industry, Loar Holdings Inc. (LOAR), is expected to report its Q2 2025 earnings on August 13, with estimates calling for $0.19 per share [1].

References:
[1] https://finance.yahoo.com/news/sky-harbour-group-corporation-skyh-221502465.html