While the top- and bottom-line numbers for StandardAero, Inc. (SARO) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
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.
StandardAero, Inc. (NYSE:SARO ) Jefferies Mining and Industrials Conference 2025 September 3, 2025 8:10 AM EDT Company Participants Daniel Satterfield - CFO & Treasurer Alex Trapp - Chief Strategy Officer Conference Call Participants Sheila Kahyaoglu - Jefferies LLC, Research Division Presentation Sheila Kahyaoglu Managing Director in Equity Research Welcome to the Jefferies Aerospace Defense and Airlines Equity Research team. Thanks so much for being here.
StandardAero's stock decline is primarily due to major shareholders Carlyle Group and GIC reducing their stakes, not operational performance. The company delivered strong Q2 results, beating Wall Street expectations with 13.5% sales growth and 20.1% adjusted EBITDA growth. StandardAero raised its 2025 outlook, projecting higher revenue and EBITDA, and expects positive free cash flow despite minor tariff impacts.
StandardAero, Inc. (NYSE:SARO ) Q2 2025 Earnings Conference Call August 13, 2025 5:00 PM ET Company Participants Alexander Trapp - Chief Strategy Officer Daniel Satterfield - CFO & Treasurer R. Rama Bondada - Vice President of Investor Relations Russell W.
The headline numbers for StandardAero, Inc. (SARO) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
StandardAero delivered strong Q1 results, beating revenue and earnings expectations, and raised its 2025 outlook despite tariff headwinds. The company's diverse end markets, exclusive engine licenses, and long-term contracts underpin a resilient, growth-oriented business model. Share price volatility is driven by large shareholder divestments (Carlyle Group, GIC), not by operational weakness, creating potential buying opportunities.
StandardAero, Inc. (NYSE:SARO ) Q1 2025 Results Conference Call May 12, 2025 5:00 PM ET Company Participants Rama Bondada - Vice President, Investor Relations Russell Ford - Chairman & Chief Executive Officer Daniel Satterfield - Chief Financial Officer Alexander Trapp - Chief Strategy Officer Conference Call Participants Seth Seifman - JPMorgan Myles Walton - Wolfe Research Sheila Kahyaoglu - Jefferies Ron Epstein - Bank of America Doug Harned - Bernstein Krista Friesen - CIBC Ken Herbert - RBC Capital Kristine Liwag - Morgan Stanley Gavin Parsons - UBS Operator Greetings, and welcome to the StandardAero First Quarter 2025 Earnings Call and Webcast. [Operator Instructions] As a reminder, this conference is being recorded.
StandardAero, Inc. (SARO) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
StandardAero, Inc. (NYSE:SARO ) Q4 2024 Earnings Conference Call March 10, 2025 5:00 PM ET Company Participants Alex Trapp - Chief Strategy Officer Russell Ford - Chairman and Chief Executive Officer Dan Satterfield - Chief Financial Officer Conference Call Participants Seth Seifman - JPMorgan Sheila Kahyaoglu - Jefferies Ken Herbert - RBC Capital Gavin Parsons - UBS Greg Dahlberg - Wolfe Research Krista Friesen - CIBC Operator Good afternoon, and welcome to StandardAero's Fourth Quarter and Full-Year 2024 Earnings Conference Call. [Operator Instructions] I would now like to turn the call over to Alex Trapp, Chief Strategy Officer.
StandardAero's IPO saw shares surge 36%, leading to a high valuation of around 40 times earnings, making the stock unattractive to me at current levels. The company, a leading provider of aerospace engine aftermarket services, has shown strong revenue growth but commands high valuations, while it carries some debt. Despite solid financial performance, the high valuation and risks such as oil prices, labor market, and competition make the stock a risky investment.
StandardAero CEO Russell Ford discusses the aircraft maintenance services provider's trading debut and the state of the aerospace industry on Bloomberg Television. StandardAero shares climbed 31% in the company's trading debut, after the firm and some of its investors raised $1.44 billion in an IPO.