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Surf Air Mobility flew over 320,000 passengers across 64,000 flights on a fleet of ~50 Cessna Grand Caravans in the last 12 months ending June 30 — making it one of the largest commuter airlines in the U.S.
SRFM has exclusive agreements with multi-billion dollar market cap company Textron Aviation (NYSE:TXT), one of the world’s largest general aviation manufacturers, and a strategic relationship with Palantir Technologies (NASDAQ:PLTR), leveraging cutting-edge AI and data analytics.
Wall Street’s biggest names are already onboard. Palantir, BlackRock, Vanguard, and UBS Group have all taken positions in Surf Air Mobility (NYSE:SRFM).
Insiders are invested. Earlier this year, Surf Air Mobility’s co-founder purchased $1 million of stock, a clear sign of confidence.
SRFM reported Q2 2025 revenue of $27.4 million, a 17% quarter-over-quarter increase that exceeded guidance. Now, investors are watching closely for Q3 results, which are coming out on November 12.
CHECK OUT THE MOST RECENT INVESTOR PRESENTATION HERE
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Hello Everyone,
The air travel industry is in the middle of a once-in-a-generation shift.
For a century, air travel has barely changed. The same major hubs. The same delays. The same overpriced short routes that make you wonder if there’s a better way.
Now, everything is beginning to shift.
Technology is opening new possibilities for regional air travel. Data is reshaping logistics. And passengers are demanding smarter, greener, and more flexible ways to get where they need to go.
At the forefront of this evolution is Surf Air Mobility (NYSE:SRFM).
Surf Air Mobility is a Los Angeles-based regional air mobility platform and one of the largest commuter airlines in the US by scheduled departures. Over the past 12 months, the company has flown more than 320,000 passengers across 64,000 flights using a fleet of approximately 50 Cessna Grand Caravans, cementing its position as a key operator in air mobility.
The Surf Air Mobility platform brings together two complementary business units that connect near-term operations with long-term technology growth.
- Air Mobility: scheduled service, on-demand charters, and interline partnerships with major carriers that generate consistent revenue and cash flow.
- Air Technology: proprietary aviation software (SurfOS™) and electrification initiatives designed to improve efficiency, margins, and scalability across the network.
This dual-pronged model allows Surf Air Mobility to operate as both an established airline and an emerging aviation technology company — combining a proven operational footprint with the potential of software-driven and electrified flight.
The company is reimagining regional air travel through technology and data. Its proprietary platform, SurfOS, is an AI-enabled suite powered by Palantir Technologies (NASDAQ:PLTR), a global leader in data analytics valued at $475 billion.
Palantir’s software helps power some of the most complex systems in the world, from national defense to major financial institutions. By integrating that same intelligence into aviation, Surf Air Mobility is creating a smarter, more connected flight network.
The system is designed to optimize flight routes, manage scheduling, and improve efficiency across Surf Air Mobility’s fleet of 50 aircraft. It is a step toward modernizing regional travel through software that learns, adapts, and scales.
At the same time, Surf Air Mobility is advancing its goal of electrifying short-haul aircraft, supported by its exclusive relationship with Textron Aviation (NYSE:TXT). The initiative aims to lower fuel costs, reduce emissions, and make regional air travel more affordable for passengers and operators alike, starting with the Cessna Grand Caravan.
A lot has happened with the company since we first started looking at it.
Using our original profile on SRFM back about 14 months ago as a benchmark, you can see that as of late, management has the company heading in the right direction.
We even saw SRFM achieve a lofty $9.91 52-week high before pulling back and creating potential opportunities to research this one.
In October, Surf Air Mobility strengthened its team with the addition of Shawn Pelsinger, the former Global Head of Corporate Development & Senior Counsel at Palantir Technologies, to its Board of Directors.
Pelsinger spent nearly a decade helping shape Palantir’s aviation and enterprise partnerships, including the creation of Skywise, the aviation data platform built with Airbus, and the 2021 collaboration that launched SurfOS.
Now, he’s returning to the story, this time on the SRFM team.
With Palantir still holding the largest stake in Surf Air Mobility, his addition deepens an already strategic relationship and reinforces SRFM’s position as one of the few air mobility companies operating with enterprise-grade AI infrastructure.
At the same time, Surf Air Mobility continues to show meaningful operational and financial progress. In the second quarter of 2025, the company reported $27.4 million in revenue, a 17% QoQ increase that exceeded guidance.
Airline operations turned profitable in Q2 on an Adjusted EBITDA basis, supported by improved completion rates, stronger on-demand margins, and cost efficiencies driven in part by its technology integration. These results mark a clear turning point as management continues executing on its multi-phase strategy.
The company has also been taking some serious steps towards its transformation plan.
Phase 1: Transformation (Completed 2024)
The first phase focused on establishing financial stability and operational readiness. By the end of 2024, Surf Air Mobility had strengthened its balance sheet, secured $44.7 million in equity capital, and extended the maturity of its secured debt to 2028. The company also reduced legacy liabilities and completed the integration of its merger with Southern Airways, realizing $6.5 million in M&A synergies.
Phase 2: Optimization (2025–2026)
The current phase emphasizes profitability, performance, and technology deployment and progress is already clear.
Optimizing Airline Operations
- Improved key performance indicators such as on-time departures, arrivals, and controllable completion rates by double-digit percentages compared with the prior year.
- Achieved profitability in airline operations for the second quarter of 2025 on an adjusted EBITDA basis.
Secured a new interline agreement with Japan Airlines, the company’s fifth with a major international carrier and its first with a foreign airline. - Renewed an Essential Air Service contract in Kalaupapa, Hawaii, valued at $9.9 million over four years.
- Continued investment in interior and exterior fleet refurbishment to enhance reliability and passenger experience.
Recalibrating the On Demand Business
Surf Air Mobility refocused on higher-margin products and saw a significant improvement in performance.
- Achieved positive margins in the On Demand segment for June 2025.
- Signed volume purchase agreements with two operators, both beta users of SurfOS.
- Expanded its global operator network to over 425 active relationships.
Driving Efficiencies with SurfOS
Perhaps the biggest step forward is on the technology side. Surf Air Mobility’s partnership with Palantir Technologies (NASDAQ:PLTR) has started to produce results that go well beyond concept. The company has unveiled three flagship AI-enabled software products developed with Palantir, BrokerOS, OperatorOS, and OwnerOS.
- Signed new letters of intent for future module purchases with brokers and operators.
- Launched a mobile app and integrated sales quote form that speeds charter quotes and conversions.
- Added new data integrations to increase charter supply and improve accuracy in pricing and aircraft availability.
- Rolled out Palantir-powered flight and crew scheduling tools to optimize airline operations.
With measurable progress now showing across both operations and software deployment, leadership’s confidence in the company’s long-term direction has only grown stronger.
Earlier this year, Co-Founder and Director Sudhin Shahani purchased over 400,000 shares of company stock, a transaction valued at roughly $1 million. The purchase suggests insider conviction in Surf Air Mobility’s transformation strategy and its momentum heading into the next phase of growth.
And that momentum isn’t slowing down.
Surf Air Mobility recently signed a five-year software licensing agreement with Palantir, giving it exclusive rights to configure and sell SurfOS to Part 135 charter operators and brokers. The agreement also allows the companies to jointly pursue development projects for operators, manufacturers, and even the FAA, a strong validation of Surf Air Mobility’s growing footprint in aviation software.
To complement this progress, the company also renewed another long-term Essential Air Service contract in Hawaii valued at $4.2 million.
These milestones make one thing clear: Surf Air Mobility is no longer an early-stage story. It’s executing, growing, and using real technology to reshape an overlooked corner of the aviation market.
With more catalysts ahead and third-quarter results on the horizon, this is a story worth keeping on the radar.
Top Reasons to Research This One
- A Massive Growth Market: Regional Air Mobility is expected to reach between $75 billion and $115 billion globally by 2035, according to McKinsey and NASA forecasts.
- Established Operator with Real Scale: Surf Air Mobility has flown more than 320,000 passengers across 64,000 flights over the last 12 months ending June 30, making it one of the largest commuter airlines in the United States by scheduled departures.
- Impressive Revenue Performance: The company generated ~$107M in revenue in the last 12 months ending June 30, 2025.
- Powerful Strategic Partners: Strategic alliances with industry leaders like Palantir Technologies and Textron Aviation bolster Surf Air Mobility’s competitive edge across the value chain.
- Seasoned Leadership Team: A management team with experience from Bombardier Flexjet, Hawaiian Airlines, Wisk, and Amazon Air is now joined by Shawn Pelsinger from Palantir, enhancing the company’s technology governance.
- Multi-Phased Transformation Plan: Surf Air Mobility is executing a multi-year roadmap focused on optimizing airline operations, deploying SurfOS software, and scaling future electrification initiatives.
- Exclusive AI Partnership with Palantir: A five-year software licensing agreement names Surf Air Mobility as Palantir’s exclusive partner for configuring and selling software to Part 135 operators and charter brokers, a relationship that positions Surf Air Mobility at the heart of AI-enabled aviation infrastructure.
- Pioneering Sustainable Aviation: Through its collaboration with Textron Aviation and participation in Electra’s demonstration program at Virginia Tech, Surf Air Mobility is advancing the next generation of short-haul, low-emission aircraft.
- Global Vision and Expansion Path: MOUs in Brazil and Kenya support Surf Air Mobility’s goal to deploy its technology and electrification model in regions where regional air travel is essential for connectivity and growth.
With momentum building across operations, technology, and partnerships, Surf Air Mobility (NYSE:SRFM) remains one of the most compelling regional aviation stories to watch heading into year-end.
Remember to do your own research.
NEWS
Surf Air Mobility Appoints Shawn Pelsinger to Board of Directors
Oct 8, 2025
Surf Air Mobility to Present at the H.C. Wainwright 27th Annual Global Investment Conference
Sep 8, 2025
Stonegate Capital Partners Updates Coverage On Surf Air Mobility Inc. (SRFM) 2025 Q2
Aug 13, 2025
Aug 13, 2025
Aug 13, 2025
Aug 12, 2025
Aug 1, 2025
Surf Air Mobility to Announce Second Quarter 2025 Financial Results on August 12, 2025
Jul 30, 2025
Surf Air Mobility Adds Six New SurfOS Agreements with Brokers and Operators
Jul 22, 2025
Surf Air Mobility to Present at the Emerging Growth Conference
Jul 10, 2025
Surf Air Mobility Announces $27 Million Registered Direct Offering of Common Stock
Jun 25, 2025
Surf Air Mobility Reports Key Achievements in Optimization Phase of Transformation Plan
Jun 17, 2025
Surf Air Mobility Introduces Flagship SurfOS™ AI-Enabled Product Suite for Air Mobility Industry
Jun 10, 2025
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