SARO Research | Milton Maxwell

SARO

StandardAero, Inc.

27.42

+0.02+0.07%

Dec 16, 4:00:02 PM EST

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

FY Q4 '25

Q&A echoes script, adds supply/pricing color

2/24/26Feb 24, 2026

Q&A largely reaffirmed prepared remarks on strong demand and 2026 guidance, clarifying Q1 CRS margin growth will lag due to Phoenix fire spillover and government shutdown—both baked into full-year targets. Management detailed persistent supply chain constraints easing slowly via shallower delays, yet enabling filled 2026 slots across LEAP, CFM56, and CF34. Pricing remains above pre-COVID norms with customer acceptance amid MRO tightness. No labor hurdles block ramps, and new engine platforms beckon across markets. Slots for 2026? Already filled. Confident tone persists; investors watch supply chain for accelerated growth.

Key Stats

Market Cap

9.17B

P/E (TTM)

49.85

Basic EPS (TTM)

0.55

Dividend Yield

Recent Filings

10-K

FY2025 results

2/26/26Feb 26, 2026

StandardAero posted FY2025 revenue of $6.1B, up 15.8% y/y, with Engine Services growing 15.3% to $5.4B on commercial aerospace strength and business aviation gains, while Component Repair jumped 19.6% to $709M boosted by Aero Turbine acquisition. Adjusted EBITDA hit $808M (13.3% margin), matching prior year as volume gains offset LEAP/CFM56 ramp costs; net income swung to $277M profit from $11M. Q4 momentum shone through 17.6% commercial aerospace growth, military up 9.4% y/y. Debt fell to $2.2B post-IPO refinancing, with $1.0B liquidity; $450M buyback authorized. Supply chain disruptions threaten parts availability.

8-K

Record 2025 results, 2026 guidance

2/25/26Feb 25, 2026

StandardAero posted record 2025 revenue of $6.1B, up 15.8%, with Adjusted EBITDA rising 17.0% to $808.2M at 13.3% margin. Engine Services grew 15.3%; Component Repair surged 19.6% with 28.6% margins, fueled by Aero Turbine integration. Guidance signals 2026 double-digit earnings growth. Leverage dropped to 2.4x.

8-K

Completes GIC repurchase

1/29/26Jan 29, 2026

StandardAero completed a $50M share repurchase of 1,637,465 shares from GIC affiliate at $30.535/share on Jan 29, 2026, concurrent with selling stockholders' 57.5M-share public offering at $31/share. Company got no offering proceeds. Shares retired. Repurchase shrinks float.

8-K

Preliminary 2025 results beat prior year

1/27/26Jan 27, 2026

StandardAero released unaudited preliminary 2025 results on January 27, 2026, projecting revenue of $6.05B-$6.08B (up 15.6%-16.1% from $5.24B), net income $270M-$280M (vs. $11M), and Adjusted EBITDA $806M-$812M. Cash from operations hits $310M-$320M; free cash flow swings to $200M-$210M from -$45M. Results preliminary, subject to revision. Full details next month.

8-K

Approves $450M buyback program

12/10/25Dec 10, 2025

StandardAero's board approved a $450.0 million stock repurchase program on December 9, 2025, effective immediately, targeting its common stock via open market or private deals under Rule 10b-18. Repurchases hinge on market conditions and corporate needs. No obligation to buy. Forward-looking risks may disrupt execution.

About

StandardAero, Inc. provides aerospace engine aftermarket services for fixed and rotary wing aircraft in the United States, Canada, the United Kingdom, Rest of Europe, Asia, and internationally. It operates in two segments, Engine Services and Component Repair Services. The Engine Services segment provides a suite of aftermarket services, including maintenance, repair and overhaul, on-wing and field service support, asset management, and engineering and related solutions to customers in the commercial aerospace, military and helicopter, and business aviation end markets. The Component Repair Services segment offers engine component and accessory repairs to the commercial aerospace, military and helicopter, land and marine, and oil and gas end markets. The company was formerly known as Dynasty Parent Co., Inc. and changed its name to StandardAero, Inc. in September 2024. StandardAero, Inc. was founded in 1911 and is headquartered in Scottsdale, Arizona.

CEO

Mr. Russell W. Ford

IPO

10/2/2024

Website

https://www.standardaero.com

Employees

7,700

Sector

Industrials

Industry

Aerospace & Defense