StandardAero Inc

SARO

Market cap $10.9B

StandardAero, Inc. (SARO) Presents at Bernstein Insights: 4th Annual Industrials Forum Investor Conference Transcript

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--StandardAero, Inc. (NYSE: SARO) (“StandardAero” or the “Company”), a leading independent pure-play provider of aerospace engine aftermarket services including engine maintenance, repair and overhaul (MRO) and engine component repair, today announced its Board of Directors has authorized a stock repurchase program, effective immediately. The stock repurchase program authorizes the Company to repurchase up to $450 million of StandardAero's common stock, subject.

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.

StandardAero has delivered robust sales and earnings growth since its IPO last year. The company's valuation has become more attractive, with earnings yields improving a great deal. Continued organic growth, incremental margin gains, and potential debt cost reductions could drive earnings to improve to $1.20 per share by 2026.

StandardAero, Inc. ( SARO ) Q3 2025 Earnings Call November 10, 2025 5:00 PM EST Company Participants R. Bondada - Vice President of Investor Relations Russell Ford - Chairman & CEO Daniel Satterfield - CFO & Treasurer Alex Trapp - Chief Strategy Officer Conference Call Participants Michael Ciarmoli - Truist Securities, Inc., Research Division Kenneth Herbert - RBC Capital Markets, Research Division Gavin Parsons - UBS Investment Bank, Research Division Myles Walton - Wolfe Research, LLC Kristine Liwag - Morgan Stanley, Research Division Seth Seifman - JPMorgan Chase & Co, Research Division Sheila Kahyaoglu - Jefferies LLC, Research Division Jordan Lyonnais - BofA Securities, Research Division Presentation Operator Good afternoon, and welcome to StandardAero's Third Quarter 2025 Earnings Conference Call.

StandardAero, Inc. (SARO) came out with quarterly earnings of $0.2 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.06 per share a year ago.

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.

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--StandardAero (NYSE: SARO) announced results today for the three months ended September 30, 2025 ("Third Quarter 2025"). Third Quarter 2025 Highlights Revenue increased 20.4% year-over-year to $1,498.0 million Double-digit revenue growth across StandardAero's commercial, business aviation, and military and helicopter end markets Net Income increased $51.7 million year-over-year to $68.1 million; Net Income margin was 4.5% Adjusted EBITDA increased 16.1% year-o.

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--StandardAero (NYSE: SARO), a leading independent pure-play provider of aerospace engine aftermarket services including engine maintenance, repair and overhaul (MRO) and engine component repair, has broken ground on an approximately 70,000 sq. ft. expansion to one of the company's facilities in Winnipeg, MB, which provides full MRO support for the GE Aerospace CF34-3/8 and CFM International CFM56-7B turbofan engines. This latest investment in StandardAero's ex.

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--StandardAero (NYSE: SARO), a leading independent pure-play provider of aerospace engine aftermarket services including engine maintenance, repair and overhaul (MRO) and engine component repair, today announced the delivery of its 1,000th GE Aerospace J85-5 engine to the United States Air Force (USAF), marking a significant milestone in support of the T-38 Talon trainer aircraft fleet. This achievement comes just five years after StandardAero commenced work un.