StandardAero (NYSE:SARO) Releases FY 2026 Earnings Guidance

StandardAero (NYSE:SARO) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 1.500-1.570 for the period, compared to the consensus EPS estimate of 1.230. The company issued revenue guidance of $6.4 billion-$6.5 billion, compared to the consensus revenue estimate of $6.4 billion.

StandardAero Price Performance

Shares of NYSE SARO traded down $0.86 during midday trading on Thursday, reaching $30.15. The company’s stock had a trading volume of 4,570,482 shares, compared to its average volume of 3,123,144. The company has a current ratio of 2.12, a quick ratio of 1.59 and a debt-to-equity ratio of 0.81. The company has a 50 day moving average price of $27.91 and a 200 day moving average price of $28.02. StandardAero has a one year low of $23.83 and a one year high of $34.48. The company has a market cap of $10.02 billion, a price-to-earnings ratio of 34.27 and a beta of 0.92.

StandardAero (NYSE:SARO) last released its earnings results on Thursday, August 6th. The company reported $0.40 EPS for the quarter, beating the consensus estimate of $0.32 by $0.08. The business had revenue of $1.60 billion during the quarter, compared to analyst estimates of $1.59 billion. StandardAero had a net margin of 4.71% and a return on equity of 12.36%. The business’s quarterly revenue was up 4.6% on a year-over-year basis. During the same period in the prior year, the business earned $0.20 earnings per share. StandardAero has set its FY 2026 guidance at 1.500-1.570 EPS. On average, equities research analysts expect that StandardAero will post 1.42 EPS for the current year.

Analyst Upgrades and Downgrades

SARO has been the subject of a number of recent research reports. Susquehanna cut their price objective on StandardAero from $40.00 to $37.00 and set a “positive” rating for the company in a research report on Monday, May 11th. Morgan Stanley set a $31.00 target price on StandardAero in a report on Wednesday, July 15th. Truist Financial raised StandardAero to a “strong-buy” rating in a research report on Friday, May 1st. Jefferies Financial Group downgraded StandardAero from a “buy” rating to a “hold” rating and reduced their target price for the company from $34.00 to $30.00 in a report on Tuesday, June 2nd. Finally, UBS Group upgraded StandardAero from a “neutral” rating to a “buy” rating and decreased their price target for the company from $35.00 to $34.00 in a research report on Monday, May 11th. Two research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $34.00.

Insider Activity

In related news, CEO Russell Wayne Ford sold 40,000 shares of the company’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $30.24, for a total value of $1,209,600.00. Following the completion of the sale, the chief executive officer owned 395,986 shares in the company, valued at approximately $11,974,616.64. This represents a 9.17% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders have sold a total of 130,969 shares of company stock worth $3,965,909 in the last quarter. 2.10% of the stock is owned by insiders.

More StandardAero News

Here are the key news stories impacting StandardAero this week:

• Positive Sentiment: Quarterly earnings beat expectations. StandardAero reported second-quarter EPS of $0.40, above estimates ranging from $0.32 to $0.35 and double the $0.20 reported a year earlier. Revenue increased 4.6% year over year to $1.60 billion, slightly exceeding the $1.59 billion consensus. StandardAero Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Full-year guidance was raised well above analyst expectations. The company projected fiscal 2026 EPS of $1.50 to $1.57, compared with a prior consensus estimate of $1.23. Revenue guidance of $6.4 billion to $6.5 billion was broadly in line with expectations, indicating that the main upside is coming from profitability and execution. StandardAero Earnings Report
• Neutral Sentiment: Analyst sentiment remains favorable but mixed. StandardAero has a “Moderate Buy” consensus rating and an average target price of $34, although Jefferies and Zacks previously downgraded the stock to “Hold.” The shares trade at a relatively elevated valuation, with a price-to-earnings ratio above 34.
• Negative Sentiment: CEO selling may be weighing on sentiment. CEO Russell Wayne Ford sold 10,969 shares for approximately $330,000 on August 3 and 40,000 shares for about $1.21 million on August 4. These transactions reduced his direct holdings, although he still owns a substantial stake. StandardAero CEO Insider Selling

Institutional Trading of StandardAero

Hedge funds and other institutional investors have recently modified their holdings of the business. Comerica Bank purchased a new stake in StandardAero in the 1st quarter worth about $26,000. Danske Bank A S acquired a new position in shares of StandardAero in the 3rd quarter valued at about $82,000. Parallel Advisors LLC lifted its position in shares of StandardAero by 210.3% in the fourth quarter. Parallel Advisors LLC now owns 3,050 shares of the company’s stock worth $87,000 after purchasing an additional 2,067 shares in the last quarter. Aster Capital Management DIFC Ltd purchased a new stake in shares of StandardAero in the fourth quarter worth approximately $105,000. Finally, Tower Research Capital LLC TRC boosted its holdings in shares of StandardAero by 836.4% during the second quarter. Tower Research Capital LLC TRC now owns 4,345 shares of the company’s stock worth $138,000 after purchasing an additional 3,881 shares during the period.

About StandardAero

StandardAero is a global aerospace maintenance, repair and overhaul (MRO) provider specializing in gas turbine engines, auxiliary power units (APUs), airframe components and oil & gas rotating equipment. The company offers a full suite of technical services including engine repair and overhaul, component repair, accessory maintenance, parts manufacturing and on-site field support. Its customer base spans commercial airlines, business and general aviation operators, regional carriers, original equipment manufacturers (OEMs) and defense organizations.

With roots dating back to 1911, StandardAero has grown through strategic acquisitions and organic expansion to become one of the largest independent MRO providers in the industry.