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. (SARO) Tops Q2 Earnings and Revenue Estimates
StandardAero, Inc. (SARO) came out with quarterly earnings of $0.4 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.2 per share a year ago.
Compared to Estimates, StandardAero, Inc. (SARO) Q2 Earnings: A Look at Key Metrics
Although the revenue and EPS for StandardAero, Inc. (SARO) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
StandardAero, Inc. (SARO) Reports Next Week: Wall Street Expects Earnings Growth
StandardAero, Inc. (SARO) 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.
Wall Street Analysts Predict a 28.47% Upside in StandardAero, Inc. (SARO): Here's What You Should Know
The mean of analysts' price targets for StandardAero, Inc. (SARO) points to a 28.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
StandardAero: Engine Aftermarket Growth Is Attractive
I assign a buy rating to StandardAero, driven by robust aftermarket demand and strategic positioning on LEAP and CFM56 engine platforms. SARO benefits from industry-wide aircraft delivery constraints, aging fleets, and surging maintenance demand, supporting a long-term growth runway. Component Repair's high margins (29.2% in Q1 2026) and >$500 million investment since 2017 enhance SARO's profitability and competitive advantage.
StandardAero: Pullback Creates An Opportunity For Durable Growth
StandardAero is reiterated as a strong buy with a $43/share target, leveraging robust MRO market dynamics and cyclical share price weakness. SARO's transition to next-generation LEAP and CFM engine programs is expected to drive margin expansion as operational processes mature through eFY26 and beyond. Recent acquisitions and insourcing initiatives are set to enhance service breadth and support higher-margin growth.
StandardAero: Mispriced By The Market
StandardAero (SARO) is a leading independent aerospace engine aftermarket services provider, now trading at a significant discount to peers despite strong fundamentals. SARO's LEAP program is reaching profitability, with recurring revenue and operating leverage expected to improve as technician proficiency matures through FY27. Free cash flow generation is accelerating, supporting both a $450M share buyback and ongoing M&A, with FCF yield projected to double to 3% in FY26.
StandardAero, Inc. (SARO) Q1 2026 Earnings Call Transcript
StandardAero, Inc. (SARO) Q1 2026 Earnings Call Transcript
StandardAero, Inc. (SARO) Q1 Earnings and Revenues Top Estimates
StandardAero, Inc. (SARO) came out with quarterly earnings of $0.33 per share, beating the Zacks Consensus Estimate of $0.3 per share. This compares to earnings of $0.19 per share a year ago.
