Moody’s Upgrade and M&A Push Could Be A Game Changer For StandardAero (SARO)
StandardAero (SARO) recently reported strong Q1 earnings, raised its 2026 revenue guidance, and reiterated its interest in accretive M&A. Moody's subsequently upgraded its corporate family rating to Ba2, reflecting increased credit confidence due to its diversified global MRO footprint and consistent earnings. These developments, particularly the focus on higher-value engine programs and cleaner revenue, could significantly impact the company's future performance and investment narrative.
StandardAero Static on Moody’s Upgrade
Moody's Ratings has upgraded StandardAero's corporate family rating to Ba2 from Ba3, citing consistent positive earnings performance and diversified market position. The upgrade also applies to the company's senior secured first lien term loan and revolving credit facility. StandardAero's CFO, Dan Satterfield, emphasized the strength of their market position and the durability of demand within the global MRO ecosystem.
Moody’s bumps StandardAero’s debt rating on consistent earnings
Moody's Ratings has upgraded StandardAero's corporate family rating to Ba2 from Ba3, alongside its probability of default rating, senior secured first lien term loan B1, and senior secured revolving credit facility. This upgrade reflects StandardAero's consistent positive earnings performance and its diversified presence across commercial, business aviation, and military aerospace engine maintenance, repair, and overhaul (MRO) markets. The company's CFO highlighted strong market position, demand, and portfolio as drivers for long-term growth and cash flow generation.
A Look At StandardAero (SARO) Valuation After Raised Guidance And Unified Turbines Acquisition
StandardAero (SARO) has raised its full-year revenue guidance and acquired Unified Turbines, yet its stock has seen a double-digit decline over the past year. The article explores whether SARO is undervalued, with one popular narrative suggesting a fair value of $35.50, significantly above its current trading price of $25.15, while also highlighting potential risks. Investors are encouraged to review the company's risk and reward data to make informed decisions.
Truist Financial Initiates StandardAero(SARO.US) With Buy Rating, Announces Target Price $35
Truist Financial has initiated coverage on StandardAero (SARO.US) with a Buy rating and set a price target of $35. This indicates a positive outlook from the financial institution regarding the company's stock performance.
Robust Revenue and Earnings Growth Assert StandardAero, Inc. (SARO) as a Top Undervalued Aerospace and Defense Stock to Buy
StandardAero, Inc. (NYSE: SARO) is identified as an undervalued aerospace and defense stock after reporting strong first-quarter 2026 results. The company saw double-digit revenue growth across all end markets, with revenue up 13.3% to $1.63 billion and net income rising 27% year over year to $79.9 million. StandardAero attributes its performance to robust demand, a diversified end-market mix, and a leading position in critical engine platforms, further strengthening its offerings with the acquisition of Unified Turbines.
Robust Revenue and Earnings Growth Assert StandardAero, Inc. (SARO) as a Top Undervalued Aerospace and Defense Stock to Buy
StandardAero, Inc. (SARO) is highlighted as an undervalued aerospace and defense stock following impressive first-quarter 2026 results. The company reported double-digit revenue growth across all end markets, with revenue up 13.3% to $1.63 billion and net income climbing 27% year over year to $79.9 million. These strong financial performances, coupled with strategic acquisitions like Unified Turbines, position StandardAero for continued success in various economic conditions.
Carlyle Group (SARO) reports 84.6M shares, 25.4% ownership
Carlyle-affiliated entities have disclosed a beneficial ownership of 84,587,035 shares of StandardAero Common Stock, representing 25.4% of the class. This information was reported in an amended Schedule 13G/A filing with the SEC, dated May 15, 2026. Carlyle Partners VII S1 Holdings II, L.P. is the record holder, with various affiliated Carlyle entities sharing voting and dispositive power.
Bernstein reiterates StandardAero stock rating on strong demand
Bernstein SocGen Group maintained an Outperform rating and $39.00 price target on StandardAero Inc (NYSE:SARO) after its strong first-quarter earnings report. The company reported revenues above consensus, with significant growth in engine services, commercial aerospace, and defense revenues, despite short-term margin pressures from new facility ramp-ups and inventory burndown. Bernstein raised its long-term margin outlook, anticipating expansion as new engine sites mature, and analysts note strong demand for shop visits and the stock's current undervaluation.
StandardAero raises 2026 adjusted EPS outlook to $1.40-$1.50 while announcing Unified Turbines acquisition
StandardAero has raised its 2026 adjusted EPS outlook to $1.40-$1.50 per share. This updated guidance comes as the company announced the acquisition of Unified Turbines, a move expected to enhance its capabilities and market position.
StandardAero (NYSE:SARO) Downgraded by Zacks Research to Hold
StandardAero (NYSE:SARO) was downgraded by Zacks Research from a "strong-buy" to a "hold" rating, though it still maintains a "Moderate Buy" consensus rating among analysts with a target price of $34.64. The company reported strong Q1 earnings, beating estimates with $0.33 EPS and $1.63 billion in revenue, and raised its FY2026 EPS guidance. Despite insider selling, institutional investors increased their holdings in the first quarter.
Analysts Offer Insights on Industrial Goods Companies: Alta Equipment Group (ALTG) and StandardAero, Inc. (SARO)
This article discusses analyst ratings for two industrial goods companies: Alta Equipment Group (ALTG) and StandardAero, Inc. (SARO). Analysts have issued neutral "Hold" ratings for both companies, suggesting neither a strong bullish nor bearish outlook. For ALTG, D.A. Davidson maintained a Hold with an $8.00 price target, while StandardAero received a Hold rating and a $34.00 price target from Morgan Stanley.
StandardAero (SARO) Is Up 6.7% After Raising 2026 Guidance And Highlighting M&A-Driven Margin Levers – Has The Bull Case Changed?
StandardAero (SARO) saw its stock rise by 6.7% after reporting strong Q1 2026 results, including increased full-year revenue guidance and emphasizing M&A activities like the Unified Turbines acquisition. The company's updated guidance supports a thesis of recurring engine MRO demand and improving margins, with management focused on disciplined capital allocation balancing organic investment and opportunistic share repurchases. While the near-term catalyst is margin expansion, the long-term investment narrative depends on sustaining profitability improvements despite potential supply chain constraints.
StandardAero Acquires Unified Turbines Component Repair Shop in Vermont
StandardAero has expanded its turboprop component repair capabilities by acquiring Unified Turbines, a component repair shop based in Vermont. This acquisition allows StandardAero to enhance its services on key turboprop platforms through an all-cash transaction. The move continues StandardAero's growth strategy in the aviation maintenance, repair, and overhaul sector.
StandardAero, Inc. Beat Revenue Forecasts By 9.6%: Here's What Analysts Are Forecasting Next
StandardAero, Inc. (NYSE: SARO) reported Strong first-quarter results, with revenues exceeding analyst forecasts by 9.6%. Despite the strong performance, analysts have not significantly changed their 2026 earnings or revenue predictions, maintaining a consensus price target of US$36.25. The company's revenue growth is expected to slow, performing below the industry average, but the overall sentiment remains stable.
StandardAero, Inc. Beat Revenue Forecasts By 9.6%: Here's What Analysts Are Forecasting Next
StandardAero, Inc. (NYSE:SARO) exceeded revenue forecasts by 9.6% in its latest first-quarter results, reaching US$1.6 billion, though statutory earnings per share were in line with predictions. Analysts covering StandardAero now forecast revenues of US$6.41 billion in 2026 with a 33% increase in earnings per share to US$1.18, showing no major change in sentiment despite the positive revenue surprise. While the company's revenue growth is expected to slow and lag behind the wider industry, analysts have reaffirmed their estimates and price target, suggesting the company is performing as expected.
StandardAero (SARO) Net Margin Reset Challenges Bearish Cash Flow Narratives
StandardAero (SARO) reported strong FY 2025 results with significant revenue and EPS growth, driven by an expansion in net profit margins from 0.2% to 4.6%. While bullish narratives highlight a P/E discount, DCF fair value, and expected earnings growth, concerns remain about the company's operating cash flow coverage of debt despite strong EPS trends. The article advises investors to analyze the sustainability of these margins and the impact of contract changes.
StandardAero, Inc. (NYSE:SARO) Given Consensus Recommendation of "Moderate Buy" by Brokerages
StandardAero, Inc. (NYSE:SARO) has received a consensus "Moderate Buy" rating from 12 brokerages, with an average 12-month price target of $34.90. The company recently exceeded Q1 earnings expectations, reporting $0.33 EPS and $1.63 billion in revenue, and has raised its FY 2026 guidance. Despite strong results and the acquisition of Unified Turbines, LLC, the stock experienced a 3.2% decline due to profit-taking and valuation concerns.
Analysts Offer Insights on Industrial Goods Companies: APi Group (APG) and StandardAero, Inc. (SARO)
Analysts from Truist Financial have issued bullish sentiments on two industrial goods companies: APi Group (APG) and StandardAero, Inc. (SARO). Jasper Bibb maintained a Buy rating for APi Group, projecting a 17.4% upside, while Michael Ciarmoli also maintained a Buy rating for StandardAero, Inc., anticipating a 37.1% upside from current levels. Both companies are receiving positive attention from analysts in the sector.
Number of shareholders of StandardAero, Inc. – NYSE:SARO
This article provides details on the number of shareholders for StandardAero, Inc. (NYSE: SARO). It lists the company's stock exchange information and indicates that the market is currently closed. The content also notes sources for market and reference data, along with copyright information.
StandardAero (NYSE: SARO) grows Q1 2026 profit and boosts share buybacks
StandardAero (NYSE: SARO) reported a strong first quarter for 2026, with revenue increasing by 13.3% to $1.63 billion and net income rising 27% to $79.9 million. This growth was driven by high demand across commercial, military, and business aviation end markets, improved operating performance, and lower interest expenses. The company also repurchased $60.1 million of common stock under its $450 million authorization, including a private transaction with a GIC affiliate.
StandardAero Earnings: Aftermarket Demand Remains Robust; Shares Undervalued
StandardAero's engine services revenue grew by 14% to $1.5 billion in the first quarter, while component repairs increased by 7.4%. Although engine services EBITDA margin slightly dipped, component repairs showed significant margin expansion. The analyst notes suggest that aftermarket demand for the company remains strong and its shares are undervalued.
Vanguard Group Inc. Has $313.17 Million Stock Position in StandardAero, Inc. $SARO
Vanguard Group Inc. reduced its stake in StandardAero, Inc. (NYSE:SARO) by 2.6% in Q4, but still holds 10,919,343 shares valued at approximately $313.17 million. StandardAero exceeded Q1 earnings expectations, reporting $0.33 EPS against an anticipated $0.30, and revenue of $1.63 billion, and has set its FY2026 EPS guidance between $1.40 and $1.50. Despite insider sales, largely for tax purposes, analysts maintain a "Moderate Buy" consensus rating for the company.
StandardAero Q1 2026 slides: double-digit growth, raised guidance
StandardAero Inc. (NYSE:SARO) reported robust Q1 2026 results with 13.3% year-over-year revenue growth to $1.63 billion across all segments, leading to a rise in its stock price and raised full-year guidance. Despite transitional margin pressures from new engine program ramp-ups, net income surged 27%, and the company's strategic positioning in a tight MRO market supported a positive outlook. StandardAero increased its full-year 2026 revenue, adjusted EBITDA, and adjusted EPS guidance, anticipating improved profitability and continued growth in key programs like LEAP.
Earnings call transcript: StandardAero Q1 2026 earnings show solid growth
StandardAero reported strong first-quarter 2026 earnings with revenue of $1.63 billion, a 13.3% organic year-over-year growth, and EPS of $0.33, up 14%. The company's stock rose 0.69% in aftermarket trading, and it raised its full-year guidance for revenue, adjusted EBITDA, and adjusted EPS. StandardAero emphasized its diversified portfolio, strong demand across markets, and strategic acquisitions like Unified Turbines, despite facing challenges such as margin constraints from one-time items and supply chain dynamics.
StandardAero, Inc. 2026 Q1 - Results - Earnings Call Presentation (NYSE:SARO) 2026-05-07
StandardAero, Inc. (NYSE:SARO) released its Q1 2026 earnings call presentation on May 7, 2026. The slide deck was published in conjunction with the company's Q1 earnings call. This article, provided by SA Transcripts, highlights the availability of this important financial document for investors.
StandardAero Q1 Adjusted Earnings, Revenue Rise; FY Guidance Increases
StandardAero reported increased adjusted earnings and revenue for the first quarter of 2024, surpassing analyst expectations. The company also raised its full-year guidance for 2024, indicating continued strong performance. This positive outlook follows robust demand in its core segments, particularly business aviation and defense.
King Air to ATR repairs: StandardAero adds turboprop repair station
StandardAero (NYSE: SARO) has acquired Unified Turbines, LLC in an all-cash transaction, marking its 14th acquisition since 2015 and eighth in its Component Repair Services segment. This acquisition expands StandardAero's capabilities in key turboprop platforms, particularly for Pratt & Whitney and Honeywell engines. Unified Turbines, an FAA Repair Station, provides hot section component repair and overhaul services for various turboprop aircraft, strengthening StandardAero's MRO network.
StandardAero (NYSE:SARO) Raised to Strong-Buy at Truist Financial
Truist Financial has upgraded StandardAero (NYSE:SARO) to a "Strong-Buy" rating, contributing to a "Moderate Buy" consensus among analysts with a $34.40 price target. This upgrade follows StandardAero's Q4 earnings matching EPS estimates and revenue increasing by 13.5% year-over-year, with FY 2026 EPS guidance set between $1.35 and $1.45. Despite recent insider stock sales, major institutions like Norges Bank and T. Rowe Price have significantly increased their holdings.
StandardAero Appoints Giovanni Spitale as Business Aviation President
StandardAero Inc. has appointed Giovanni Spitale as the new President of its Business Aviation segment, effective March 31, 2026. Spitale brings over three decades of leadership experience in the global aviation sector and will oversee strategic growth from the company's Scottsdale headquarters. This appointment follows the retirement of Anthony Brancato III, who will remain with StandardAero through June 2026 to ensure a smooth transition.
SARO Technical Analysis | Trend, Signals & Chart Patterns | STANDARDAERO INC (NYSE:SARO)
This article provides a detailed technical analysis of STANDARDAERO INC (NYSE:SARO), assigning it an overall technical rating of 0 out of 10 due to negative performance and trends across short, medium, and long terms. It highlights that SARO is trading near its 52-week low, underperforming both the market and its industry peers, and is currently exhibiting a bear flag pattern suggesting potential short opportunities. The analysis also covers support and resistance levels, individual indicator signals, and various candlestick and chart patterns.
Royal Bank Of Canada Issues Pessimistic Forecast for StandardAero (NYSE:SARO) Stock Price
Royal Bank of Canada has lowered its price target for StandardAero (NYSE:SARO) from $37 to $34, while maintaining an "outperform" rating. StandardAero recently reported Q4 EPS of $0.24, in line with estimates, and revenue of $1.60 billion, a 13.5% year-over-year increase. The stock traded near its 52-week low, and company insiders have recently sold shares to cover tax obligations.
RBC Capital Maintains StandardAero(SARO.US) With Buy Rating, Cuts Target Price to $34
RBC Capital has reiterated its Buy rating for StandardAero (SARO.US) but has reduced its price target for the company to $34. This adjustment reflects a continued positive outlook on the stock despite a revised valuation.
5 Best Up and Coming Stocks with Highest Upside Potential
This article highlights StandardAero Inc. (NYSE: SARO) as one of the top up-and-coming stocks with significant upside potential. The company recently appointed Giovanni Spitale as President of its Business Aviation segment, bringing extensive leadership experience. Spitale's appointment is expected to drive growth for StandardAero, a newly public company specializing in maintenance, repair, and overhaul services for various aviation sectors.
[DEF 14A] StandardAero, Inc. Definitive Proxy Statement
StandardAero, Inc. has filed its definitive proxy statement (DEF 14A) for its 2026 Annual Meeting of Stockholders, scheduled for June 25, 2026. Stockholders will vote on the election of three Class II directors, the ratification of PricewaterhouseCoopers LLP as the independent auditor, and an advisory vote on executive compensation. The proxy statement details corporate governance, executive compensation, and related person transactions, including fees paid to Carlyle and GIC affiliates.
StandardAero (SARO) to Release Earnings on Thursday
StandardAero (NYSE:SARO) is scheduled to release its Q1 2026 earnings after market close on Thursday, May 7th. Analysts anticipate the company will report earnings of $0.29 per share and revenue of $1.4945 billion. The article also details recent insider transactions, hedge fund activity, and updated analyst price targets for StandardAero stock.
BlackRock (NYSE: SARO) reports 19.7M-share, 5.9% stake in StandardAero
BlackRock, Inc. has reported a beneficial ownership of 19,735,278 shares of StandardAero, Inc.'s common stock, accounting for 5.9% of the class. This disclosure, made via a SCHEDULE 13G SEC filing, indicates that BlackRock holds sole voting power for 19,137,420 shares and sole dispositive power for all 19,735,278 shares. The filing underscores BlackRock's significant passive investment in StandardAero.
StandardAero, Inc. (SARO): 10 Most Undervalued Defense Stocks to Buy According to Analysts
StandardAero, Inc. (NYSE:SARO) is highlighted as one of the 10 most undervalued defense stocks, with a forward P/E ratio of 15.72. The company recently secured a long-term agreement with Rolls-Royce for marine gas turbine engine support, expanding its role in naval infrastructure. Despite a recent price target reduction by Jefferies due to minor organic growth adjustments, analysts maintain a positive outlook on its strong fundamentals and long-term cash flow potential from stable defense contracts.
StandardAero Announces Third Quarter Results
StandardAero Inc. has announced its third-quarter results. The company, which is in the Industrials sector, had its announcement delivered via Quantisnow, a real-time market data and news platform. The article also mentions recent analyst ratings for SARO and links to related SEC filings and other press releases.
SARO SEC Filings - STANDARDAERO INC 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for investors to access StandardAero Inc. (SARO) SEC filings, including 10-K, 10-Q, 8-K forms, and insider trading reports. It highlights recent filings detailing Q3 2025 financial results, leadership changes, severance agreements, and insider stock transactions. The platform offers AI-powered summaries and impact analysis for these regulatory documents.
Wells Fargo initiates coverage of StandardAero (SARO) with overweight recommendation
Wells Fargo has initiated coverage of StandardAero (SARO) with an "overweight" recommendation. The investment bank also set a price target of $46.00 for the company's shares. This indicates Wells Fargo's positive outlook on StandardAero's stock performance.
StandardAero will post quarterly results after market close May 7
StandardAero, Inc. (NYSE: SARO) announced it will release its first-quarter 2026 earnings results after market close on Thursday, May 7, 2026. The company will host a conference call at 5:00 PM ET on the same day to discuss the results, which will be accessible via a live webcast on its investor relations website. A replay of the call will also be available for those who cannot attend live.
StandardAero outlines 2026 double-digit earnings growth and $270M–$300M cash flow target as LEAP, CFM56 programs ramp
StandardAero projects double-digit earnings growth for 2026, driven by an expected 8% increase in revenue. The company anticipates achieving $270 million to $300 million in free cash flow, fueled by strong performance in its LEAP and CFM56 engine MRO programs. These programs are key to their forecasted financial expansion.
What Makes StandardAero (SARO) a Worthy Investment?
Vulcan Value Partners highlighted StandardAero, Inc. (NYSE: SARO) as a worthy investment in its Q1 2026 investor letter, adding it to their Small Cap Strategy. StandardAero provides essential maintenance, repair, and overhaul (MRO) services for aircraft engines, with a strong market position, long-term agreements, and significant barriers to entry. Despite market volatility related to AI, Vulcan Value Partners sees SARO as a stable, outstanding business with a substantial margin of safety, driven by resilient global commercial air traffic growth.
StandardAero to Provide Repair and Overhaul Support on MT7 Engine Powering U.S. Navy Ship to Shore Connector Hovercraft
StandardAero has secured a long-term agreement with Rolls-Royce to provide repair and overhaul services for the MT7 marine gas turbine engine. This engine powers the U.S. Navy's Ship to Shore Connector (SSC) vehicle, a hovercraft designed for coastal access and increased payload capacity. The agreement leverages StandardAero's existing expertise with Rolls-Royce engines, specifically the AE 1107C, which shares 90% commonality with the MT7, simplifying maintenance and spare parts logistics.
StandardAero, Inc. (SARO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
StandardAero, Inc. (SARO) is projected to see a year-over-year increase in earnings and revenues for the quarter ending December 2025, with results expected on February 25. While analysts have recently become more bullish, giving the company a positive Earnings ESP of +5.05%, its Zacks Rank of #5 makes a conclusive prediction of an earnings beat difficult. Investors are advised to consider other factors alongside the Earnings ESP and Zacks Rank.
Assessing StandardAero (SARO) Valuation After New Middle Coast Coverage And Upcoming MRO Americas Appearance
StandardAero (SARO) is receiving renewed attention following new coverage from Middle Coast Investing and ahead of its appearance at MRO Americas 2026. Despite a recent share price of $26.81, the company is considered "undervalued" with a fair value narrative pointing to $35.50, driven by accelerating LEAP engine inductions and expected double-digit growth. Investors are advised to review the underlying numbers and potential risks, although the article notes the valuation is complex.
StandardAero, Inc. Experiences Revision in Stock Evaluation Amid Mixed Market Indicators
StandardAero, Inc. has revised its stock evaluation due to changing market conditions, with the stock currently priced at $26.01. Its technical performance shows mixed indicators, with bearish tendencies on MACD but a mildly bullish outlook from daily moving averages. While it underperformed the S&P 500 over the past year, StandardAero significantly outperformed the index over a three-year period, highlighting its fluctuating market position.
StandardAero, Inc. (SARO) approves $450M buyback program as Bernstein SocGen affirms outperform stance
StandardAero, Inc. (SARO) has announced the approval of a $450 million share buyback program. This news comes as Bernstein SocGen reiterated its "outperform" rating on the company's stock, signaling continued confidence in SARO's financial performance and valuation. The buyback program suggests a strategic move by the company to enhance shareholder value.
Davidson Investment Advisors Purchases Shares of 447,800 StandardAero, Inc. $SARO
Davidson Investment Advisors recently acquired 447,800 shares of StandardAero (NYSE:SARO) in the fourth quarter, valued at approximately $12.84 million, making them a 0.13% owner. Other major institutional investors like Vanguard, Allspring Global Investments, Wellington Management Group, and State Street Corp also significantly increased their stakes in the company. Despite insider sales primarily for tax withholding, analysts have largely maintained a "Moderate Buy" rating with a consensus price target of $34.70 for StandardAero.
