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    Ryan Myers

    Senior Research Analyst at Lake Street Capital Markets

    Ryan Meyers is a Senior Research Analyst at Lake Street Capital Markets, specializing in equity research with a focus on innovative and high-growth companies. He has provided notable coverage on companies such as Arena Group Holdings and Sky Harbour Group Corp., delivering standout calls including a Buy rating on MAMA that generated a 169.6% return over a one-year period. Meyers joined Lake Street after developing a strong analytical foundation early in his career, and he has built a reputation for consistent buy ratings and high conviction investment theses. He holds professional credentials including FINRA registration and relevant securities licenses, underscoring his qualifications to provide institutional-grade market research.

    Ryan Myers's questions to Sky Harbour Group (SKYH) leadership

    Ryan Myers's questions to Sky Harbour Group (SKYH) leadership • Q2 2025

    Question

    Ryan Myers from Lake Street Capital Markets asked if the company is realizing expected scale gains from its operating campuses and questioned the primary drivers behind higher-than-forecasted revenues.

    Answer

    CFO Francisco Gonzalez confirmed that the scale business model is demonstrating operating leverage, with SG&A remaining constant as new campus revenues come online. CEO Tal Keinan added that the most significant scale benefits will likely be seen in development costs. For revenue drivers, Gonzalez cited higher-than-expected rents, the addition of fuel margins, and higher occupancy from semi-private hangar offerings. Keinan also highlighted the significant rent step-up on second-turn leases, Sky Harbor's growing brand reputation, and airport-specific inflation driven by supply/demand imbalances.

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