StandardAero (NYSE:SARO) Issues FY 2026 Earnings Guidance

StandardAero (NYSE:SARO) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 1.350-1.450 for the period, compared to the consensus earnings per share estimate of 1.040. The company issued revenue guidance of $6.3 billion-$6.4 billion, compared to the consensus revenue estimate of $6.2 billion.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. UBS Group reduced their price objective on shares of StandardAero from $35.00 to $34.00 and set a “neutral” rating for the company in a research report on Thursday, January 15th. Zacks Research lowered shares of StandardAero from a “hold” rating to a “strong sell” rating in a research note on Friday, January 23rd. Royal Bank Of Canada reissued an “outperform” rating and issued a $37.00 price target on shares of StandardAero in a report on Thursday, January 29th. Sanford C. Bernstein restated an “outperform” rating and set a $39.00 price objective on shares of StandardAero in a report on Tuesday. Finally, Bank of America lowered their target price on StandardAero from $33.00 to $30.00 and set a “neutral” rating on the stock in a research note on Friday, November 14th. Four analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, StandardAero has an average rating of “Hold” and a consensus target price of $34.56.

StandardAero Price Performance

NYSE SARO traded down $1.06 during midday trading on Wednesday, hitting $30.78. The company had a trading volume of 2,929,706 shares, compared to its average volume of 4,387,084. The firm has a 50-day moving average price of $30.67 and a 200-day moving average price of $28.28. The company has a market capitalization of $10.30 billion, a PE ratio of 55.97 and a beta of 1.04. The company has a current ratio of 2.18, a quick ratio of 1.48 and a debt-to-equity ratio of 0.89. StandardAero has a twelve month low of $21.31 and a twelve month high of $34.48.

StandardAero (NYSE:SARO) last posted its quarterly earnings results on Wednesday, February 25th. The company reported $0.24 EPS for the quarter, missing analysts’ consensus estimates of $0.25 by ($0.01). StandardAero had a net margin of 3.15% and a return on equity of 9.63%. The company had revenue of $1.60 billion during the quarter, compared to analyst estimates of $1.57 billion. StandardAero has set its FY 2026 guidance at 1.350-1.450 EPS. As a group, analysts anticipate that StandardAero will post 0.29 earnings per share for the current fiscal year.

StandardAero declared that its Board of Directors has approved a stock repurchase plan on Wednesday, December 10th that permits the company to repurchase $450.00 million in shares. This repurchase authorization permits the company to purchase up to 5% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s management believes its shares are undervalued.

Insider Activity

In related news, CEO Russell Wayne Ford sold 40,000 shares of StandardAero stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $30.12, for a total value of $1,204,800.00. Following the transaction, the chief executive officer directly owned 726,955 shares of the company’s stock, valued at $21,895,884.60. This trade represents a 5.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. In the last quarter, insiders have sold 160,000 shares of company stock worth $4,840,400.

Hedge Funds Weigh In On StandardAero

A number of institutional investors have recently modified their holdings of SARO. Storgate LLC bought a new position in StandardAero during the 4th quarter worth approximately $219,000. Federation des caisses Desjardins du Quebec raised its stake in StandardAero by 18.9% during the fourth quarter. Federation des caisses Desjardins du Quebec now owns 11,685 shares of the company’s stock worth $335,000 after buying an additional 1,860 shares during the last quarter. Granite Investment Partners LLC bought a new position in StandardAero during the fourth quarter worth $260,000. Creative Planning acquired a new position in StandardAero in the third quarter valued at $253,000. Finally, Corient Private Wealth LLC bought a new stake in StandardAero during the second quarter valued at $222,000.

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.