Marathon Oil Corp (MRO)
NYSE NYSE Primary 
BVL 
StandardAero: Undervalued For High Growth Potential
StandardAero is rated a "Strong Buy" with a $47/share target, driven by durable MRO demand and margin-accretive growth initiatives. SARO benefits from aging fleets, tight MRO capacity, and in-house service expansion, offsetting near-term headwinds from a facility fire and government shutdown. FY25 saw 16% revenue growth and 38 bps margin expansion; LEAP engine servicing is expected to reach profitability in 1H26, supporting further margin gains.
StandardAero: Aerospace MRO Strength Creates A Rare Investment Opportunity
StandardAero is well-positioned in the aircraft engine MRO market, yet its stock lags despite strong sector demand and Q3 outperformance. SARO delivered 20.4% revenue growth in Q3, beating estimates, with robust commercial, military, and business aviation sales, though margins face near-term pressure. 2025 guidance was raised, with tighter revenue forecasts, improved free cash flow, and stable EBITDA margins, supporting a constructive outlook for SARO.
Lufthansa: The Capital Market Day Update Reaffirms Our Buy Case
Lufthansa's Capital Markets Day highlighted ambitious margin targets, fleet simplification, and strategic pillars across passenger, cargo, and MRO segments. DLAKF management's confidence in surpassing pre-pandemic margins and a strong balance sheet support the investment case, with FCF and shareholder distributions set to improve. At the current market cap, the MRO segment alone justifies most of the enterprise value. Valuation is still compelling and we confirm our buy.
Will TAT Technologies Overcome Its MRO Softness and Shine Again?
TATT's MRO business may improve, backed by contract wins, despite near-term challenges posed by supply-chain woes.
W.W. Grainger: Price Increases, Easing Chinese Tensions And Further Re-Rating Potential
W.W. Grainger is poised for strong growth, leveraging pricing power, scale, and investments in distribution and digital capabilities to outpace the U.S. MRO market. Recent and upcoming price increases, especially in response to tariffs, should boost sales and support margin expansion, with positive customer sentiment and minimal inventory destocking. The Endless Assortment segment is delivering double-digit growth, driven by B2B traction and retention, while reshoring trends support long-term demand for MRO products.
MacroAsia Corporation: An Interesting Play On Lufthansa Technik
MacroAsia Corporation, primarily offering aviation services in the Philippines, shows significant growth potential in MRO and passenger traffic, warranting a buy rating. The company's joint venture with Lufthansa Technik provides robust MRO capabilities, leveraging lower labor costs in Manila for heavy maintenance. Despite inflation risks, MacroAsia's strong revenue growth and increasing operating margins highlight its resilience and potential for future expansion.
Deutsche Lufthansa: Encouraging Sign On The MRO Division
With more evidence on the Technik division, we see support for a €10 billion segment by 2030. Better financial comps on 2024 results (due to strikes) and no additional M&A will support Lufthansa's core business. With a lagging valuation and an ongoing deleverage path, Deutsche Lufthansa is a buy.
Marathon Q3 Earnings Beat Estimates Even as Oil Prices Drop
MRO spends $458 million in capital and exploratory expenditures during the quarter and raked in $589 million in adjusted free cash flow.
Marathon Oil (MRO) Tops Q3 Earnings and Revenue Estimates
Marathon Oil (MRO) came out with quarterly earnings of $0.64 per share, beating the Zacks Consensus Estimate of $0.61 per share. This compares to earnings of $0.77 per share a year ago.
Marathon Oil beats Q3 profit estimates on higher production
U.S. shale producer Marathon Oil beat Wall Street estimates for third-quarter profit on Wednesday, helped by higher production and resilient demand for oil.
Marathon Oil (MRO) Ascends While Market Falls: Some Facts to Note
Marathon Oil (MRO) concluded the recent trading session at $26.08, signifying a +0.77% move from its prior day's close.
Earnings Preview: Marathon Oil (MRO) Q3 Earnings Expected to Decline
Marathon Oil (MRO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
