Summary
StandardAero: The Growth Is Real, But The Cash Still Needs To Land
StandardAero is rated Buy at $24.07, with a 12-month fair value of $32.00, offering ~33% upside. SARO's reported revenue growth understates true momentum; underlying commercial aerospace growth is compounding in the mid-teens after contract restructuring. Key operational milestone: LEAP and CFM56 lines reached profitability a year ahead of expectations, but cash conversion remains a critical watchpoint.
StandardAero: Sponsor Overhang Won't Stop Strong Fundamentals In The Long Run
StandardAero delivered a strong Q2, beating on EPS and revenue, with LEAP and CFM56 DFW segments turning profitable for the first time. Management raised full-year revenue, EBITDA, and EPS guidance, reflecting confidence in execution and near-term growth catalysts. SARO trades at a discount to peers on EV/EBITDA, with a pure-play MRO model offering superior moat, stickiness, and margin potential.
StandardAero, Inc. (SARO) Q2 2026 Earnings Call Transcript
StandardAero, Inc. (SARO) Q2 2026 Earnings Call Transcript
StandardAero, Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 35 | $949.2 | $691.6 | -$257.6 | -27.14% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 21,986 | $596,260.32 | $434,443.36 | -$161,816.96 | -27.14% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 3,712 | $106,144.87 | $76,949.76 | -$29,195.11 | -27.5% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 53 | $1,437.36 | $1,047.28 | -$390.08 | -27.14% |
 George Soros Soros Fund Management LLC | 526,440 | $13.8M | $11.36M | -$2.44M | -17.68% |
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StandardAero, Inc. Profile
| Aerospace & Defense Industry | Industrials Sector | Russell W. Ford CEO | NYSE Exchange | 85423L103 CUSIP |
| US Country | 8,000 Employees | - Last Dividend | - Last Split | - IPO Date |
Overview
StandardAero, Inc., founded in 1911 and based in Scottsdale, Arizona, is a leading provider of aerospace engine aftermarket services internationally. The company caters to a broad spectrum of clients across various end markets including commercial aerospace, military and helicopter, business aviation, land and marine, and the oil and gas industries. Operating primarily in the United States, Canada, the United Kingdom, Rest of Europe, and Asia, StandardAero delivers its services through two main segments: Engine Services and Component Repair Services. These offerings are designed to meet the extensive needs for maintenance, repair, and overhaul in the dynamic and demanding aerospace sector.
Products and Services
Engine Services: This segment encompasses a comprehensive range of aftermarket services tailored for engines in the commercial aerospace, military and helicopter, and business aviation sectors. Key services include:
- Maintenance, Repair and Overhaul (MRO): StandardAero provides thorough maintenance, repair, and overhaul services aimed at enhancing the operational lifespan and efficiency of engines.
- On-Wing and Field Service Support: These services are designed to offer immediate, high-quality support and repairs directly where clients operate, minimizing downtime and maximizing operational availability.
- Asset Management: This offers clients strategic guidance and solutions for managing their engine assets effectively, optimizing their performance and value throughout the lifecycle.
- Engineering and Related Solutions: StandardAero offers specialized engineering solutions that include performance improvements, reliability enhancements, and bespoke modifications tailored to customer needs.
Component Repair Services: This segment delivers expert engine component and accessory repairs across the commercial aerospace, military and helicopter, land and marine, and oil and gas industries. The focus is on restoring components to their optimal condition, ensuring reliability and safety. The service is characterized by:
- High Precision: Leveraging advanced technologies and extensive expertise to achieve repairs that meet or exceed original equipment manufacturer standards.
- Custom Solutions: Understanding that each client has unique needs, StandardAero provides tailored repair solutions to meet specific operational requirements.
- Comprehensive Coverage: Offering a broad range of repair services that cover a vast array of engine components and accessories, ensuring a one-stop solution for clients.
Contact Information
