StandardAero (NYSE:SARO) Issues FY 2026 Earnings Guidance

StandardAero (NYSE:SARO) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share 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.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on SARO shares. UBS Group raised their price target on shares of StandardAero from $35.00 to $36.00 and gave the company a “buy” rating in a research note on Friday. Royal Bank Of Canada lowered their price objective on shares of StandardAero from $37.00 to $34.00 and set an “outperform” rating for the company in a research report on Friday, May 1st. Zacks Research downgraded shares of StandardAero from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, May 12th. Jefferies Financial Group lowered shares of StandardAero from a “buy” rating to a “hold” rating and cut their target price for the company from $34.00 to $30.00 in a research report on Tuesday, June 2nd. Finally, Canadian Imperial Bank of Commerce reaffirmed an “outperform” rating and set a $39.00 target price on shares of StandardAero in a research note on Friday, May 8th. Two analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $34.17.

StandardAero Trading Down 2.4%

Shares of SARO stock traded down $0.71 during mid-day trading on Friday, reaching $29.29. 6,297,743 shares of the stock traded hands, compared to its average volume of 3,160,836. The stock’s fifty day simple moving average is $27.93 and its two-hundred day simple moving average is $28.03. StandardAero has a 1-year low of $23.83 and a 1-year high of $34.48. The company has a market cap of $9.74 billion, a price-to-earnings ratio of 30.20 and a beta of 0.92. The company has a quick ratio of 1.59, a current ratio of 2.12 and a debt-to-equity ratio of 0.81.

StandardAero (NYSE:SARO) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.30 by $0.03. The company had revenue of $1.63 billion during the quarter, compared to the consensus estimate of $1.49 billion. StandardAero had a return on equity of 14.67% and a net margin of 5.12%.The firm’s revenue was up 13.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.19 earnings per share. On average, research analysts anticipate that StandardAero will post 1.42 EPS for the current fiscal year.

Insider Buying and Selling

In other StandardAero news, CEO Russell Wayne Ford sold 40,000 shares of the business’s stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $31.42, for a total transaction of $1,256,800.00. Following the sale, the chief executive officer directly owned 315,986 shares of the company’s stock, valued at $9,928,280.12. The trade was a 11.24% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. In the last 90 days, insiders have sold 170,969 shares of company stock worth $5,222,709. 2.10% of the stock is owned by company insiders.

Key Stories Impacting StandardAero

Here are the key news stories impacting StandardAero this week:

• Positive Sentiment: Q2 results exceeded expectations. StandardAero reported adjusted earnings of $0.40 per share, above estimates ranging from $0.32 to $0.35 and double the $0.20 reported a year earlier. Revenue reached $1.60 billion, slightly ahead of the $1.59 billion consensus and up 4.6% year over year. StandardAero Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Full-year guidance was raised above Wall Street expectations. StandardAero forecast fiscal 2026 EPS of $1.50–$1.57, compared with consensus of $1.23, while revenue guidance of $6.4–$6.5 billion was broadly in line with expectations. The guidance supports the outlook for continued earnings growth in the aerospace maintenance, repair and overhaul market.
• Neutral Sentiment: Investor expectations remain relatively favorable. Analysts maintain a consensus “Moderate Buy” rating and an average price target of $34, above recent trading levels. However, the stock’s price-to-earnings ratio above 33 indicates that considerable optimism may already be reflected in the valuation.
• Negative Sentiment: CEO Russell Wayne Ford continued selling shares. Ford sold 40,000 shares on August 6 at an average price of $31.42, worth approximately $1.26 million, reducing his position by 11.24%. This followed sales of 40,000 shares on August 4 and 10,969 shares on August 3, adding to a pattern of sizable insider selling that may have pressured the stock or encouraged profit-taking. SEC Insider Transaction Filing

Institutional Trading of StandardAero

Several institutional investors have recently modified their holdings of SARO. T. Rowe Price Investment Management Inc. increased its holdings in StandardAero by 11.1% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 11,984,551 shares of the company’s stock valued at $343,717,000 after purchasing an additional 1,194,488 shares during the period. State of Tennessee Department of Treasury acquired a new position in StandardAero during the 4th quarter worth about $2,360,000. VARCOV Co. acquired a new position in StandardAero during the 4th quarter worth about $567,000. Wellington Management Group LLP lifted its holdings in StandardAero by 5.0% during the 4th quarter. Wellington Management Group LLP now owns 10,867,767 shares of the company’s stock worth $311,688,000 after buying an additional 522,203 shares during the period. Finally, Symmetry Investments LP bought a new stake in shares of StandardAero in the 4th quarter valued at about $2,008,000.

StandardAero Company Profile

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.