StandardAero (NYSE:SARO) Posts Quarterly Earnings Results, Beats Estimates By $0.01 EPS

StandardAero (NYSE:SARO) announced its quarterly earnings data on Thursday. The company reported $0.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.38 by $0.01, FiscalAI reports. StandardAero had a return on equity of 14.52% and a net margin of 5.12%. The company had revenue of $1.56 billion for the quarter, compared to the consensus estimate of $1.56 billion. During the same period in the previous year, the business earned $0.20 EPS. The firm’s revenue was up 4.0% compared to the same quarter last year.

Here are the key takeaways from StandardAero’s conference call:

• Q3 earnings growth outpaced revenue: Revenue rose 4% to $1.56 billion, while adjusted EBITDA increased 15% and adjusted EPS grew 30%; adjusted EBITDA margin expanded 130 basis points to 14.4%.
• 2026 guidance was raised again: StandardAero now expects revenue growth of about 9%, adjusted EBITDA growth of 13%, and adjusted EPS growth of 26%. It maintained adjusted free cash flow guidance of $270 million–$300 million.
• Aftermarket demand and visibility remain strong: Management reported no meaningful macro-driven change in bookings or planned engine inductions, with demand visibility extending into 2028. LEAP and CFM56 DFW reached profitability earlier this year, and the company remains on track to exceed $1 billion in annual LEAP revenue by 2030.
• Share repurchases are expanding: The company increased its authorization to $1.01 billion and announced a $350 million accelerated repurchase. Management expects year-end net leverage below 2.7 times after the repurchase.
• Some near-term margin pressures remain: Delayed military-related inputs and repair activity, particularly on training platforms, weighed on component repair margins. Management also cautioned that Q3’s unusually favorable used-serviceable-material contribution may not recur and that rising LEAP and CFM56 DFW volumes could dilute Q4 Engine Services margins.

StandardAero Price Performance

Shares of SARO stock traded up $2.21 during trading hours on Friday, reaching $27.51. The stock had a trading volume of 6,848,326 shares, compared to its average volume of 3,432,492. The stock’s fifty day simple moving average is $22.70 and its 200 day simple moving average is $26.54. The company has a current ratio of 2.13, a quick ratio of 1.59 and a debt-to-equity ratio of 0.84. StandardAero has a 12 month low of $19.56 and a 12 month high of $34.48. The firm has a market capitalization of $9.10 billion, a PE ratio of 26.20 and a beta of 0.82.

StandardAero News Roundup

Here are the key news stories impacting StandardAero this week:

• Positive Sentiment: UBS raised its price target to $34 from $32 and maintained a Buy rating, implying 23.6% upside from the cited $27.51 price. UBS rating information
• Positive Sentiment: Third-quarter adjusted EPS was $0.39, beating the $0.38 consensus and rising 30% year over year. Revenue increased 4% to $1.56 billion, while net income rose 36.2% to $92.8 million. The earnings beat and profit growth may support investor confidence. Third-quarter 2026 results
• Negative Sentiment: A Seeking Alpha contributor said they were cutting their rating after StandardAero had gained 19% since their previous article, signaling a more cautious view after the recent run-up. Seeking Alpha analysis

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on SARO shares. Guggenheim assumed coverage on StandardAero in a report on Monday, September 14th. They issued a “neutral” rating for the company. JPMorgan Chase & Co. increased their price target on StandardAero from $38.00 to $40.00 and gave the stock an “overweight” rating in a report on Monday, August 10th. Jefferies Financial Group set a $25.00 price target on StandardAero in a report on Thursday, September 24th. Canadian Imperial Bank of Commerce decreased their price target on shares of StandardAero from $38.00 to $35.00 and set an “outperformer” rating for the company in a research note on Monday, October 26th. Finally, UBS Group upped their price objective on shares of StandardAero from $32.00 to $34.00 and gave the company a “buy” rating in a report on Friday. Two analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $33.27.

StandardAero Company Profile

StandardAero is an aerospace maintenance, repair and overhaul (MRO) company that provides services for commercial and business aviation, military and government operators, and helicopter customers. The company supports aircraft throughout their operating life, helping customers maintain, repair, upgrade and return aircraft and components to service.

Its services include engine maintenance, repair and overhaul; airframe maintenance; avionics and electrical work; component and accessory repair; engineering; and aircraft modifications.