Investor Relations

A Platform Built to Scale

SJH Aerocare operates at the intersection of critical infrastructure and secular growth. The global MRO market is expanding, independent providers are gaining share, and our tri-authority certification positions us to capture disproportionate value in the Americas.

Revenue (TTM)
$187M
+23%vs. prior year
EBITDA Margin
18.4%
+2.1ppvs. prior year
Contracted Backlog
$340M
+31%multi-year agreements
Capital Deployed
$62M
facility & tooling investment
Market Context

The MRO Opportunity

Commercial aviation MRO is a $115 billion global market growing at 4%+ annually, driven by fleet expansion, aging aircraft, and increasing regulatory requirements.

$115B
Global MRO Market (2025)
$38B
Americas Share
4.2%
Projected CAGR (2025–2035)
Growing
Independent MRO Share
Strategic Positioning

Structural Growth Drivers

Fleet Age Tailwind

The average age of the global narrow-body fleet is 13.2 years. As aircraft age beyond their first heavy check cycle (6–8 years), MRO demand increases exponentially. SJH Aerocare is positioned at the center of this wave.

OEM Capacity Constraints

Major OEM MRO divisions are capacity-constrained through 2030+. Airlines are actively seeking high-quality independent alternatives with comparable certification depth and faster turnaround times.

Nearshoring Advantage

Our Mexico facility offers 30–40% lower labor costs versus U.S.-based heavy maintenance with zero compromise on quality or certification coverage. This cost advantage strengthens as airline operating margins remain pressured.

Regulatory Moat

Tri-authority certification (FAA/EASA/DGAC) creates a meaningful barrier to entry. Achieving and maintaining these approvals requires years of investment and a track record that cannot be replicated quickly.

Why SJH Aerocare

Investment Thesis

SJH Aerocare combines the operational rigor of a defense contractor with the agility of a founder-led business. Our cost structure, certification depth, and contracted revenue base create a compelling risk-adjusted return profile.

Asset-light expansion model with high return on invested capital
Recurring revenue base with multi-year contracted maintenance programs
Diversified customer portfolio — no single client exceeds 12% of revenue
Experienced management team with prior successful platform builds
Clear pathway to $300M+ revenue through organic growth and adjacencies
Defensive sector positioning — aircraft must be maintained regardless of cycle

Operating Metrics

Hangar Capacity
3 hangars, 2 campuses
180,000 sq ft
Aircraft Platforms
Boeing, Airbus, Embraer
12+
Customer Retention
5-year average
97%
Avg. TAT Reduction
vs. industry benchmark
18%
Technician Retention
vs. 78% industry avg.
94%
Safety Record
16 consecutive years
0 LTIs
AOG Response
40+ airport network
<4 hrs
Certifications
Tri-authority
FAA · EASA · DGAC
Revenue Mix

Diversified Revenue Streams

Balanced across service types and customer segments with a growing share of long-term contracted revenue.

52%

Heavy Maintenance

C-checks, D-checks, and structural repair on narrow-body and wide-body platforms. Average work package value: $1.8M. Growing as fleet age increases.

31%

Component & Engine

Engine module exchange, LRU repair, landing gear overhaul, and APU services. Higher-margin segment with strong OEM partnership leverage.

17%

Line Maintenance & AOG

Scheduled line checks and 24/7 AOG dispatch across 40+ airports. High-frequency, relationship-driven revenue with 95% renewal rates.

Get In Touch

Investor & Partnership Inquiries

We welcome conversations with institutional investors, strategic partners, and aviation industry stakeholders interested in the SJH Aerocare platform.