Carlyle Group Inc. Takes Position in StandardAero, Inc. $SARO

Key Points

• Carlyle Group acquired 84.6 million StandardAero shares worth approximately $2.53 billion, making the aerospace MRO provider its second-largest portfolio holding and representing about 25.44% of the company.
• StandardAero reported quarterly EPS of $0.40, beating estimates of $0.32, while revenue rose 4.6% year over year to $1.60 billion. The company issued fiscal 2026 EPS guidance of $1.50–$1.57.
• Analysts maintain a generally positive outlook, with the stock carrying a consensus “Moderate Buy” rating and an average price target of $34.77, compared with a recent price of $27.38.

Carlyle Group Inc. acquired a new position in StandardAero, Inc. (NYSE:SARO - Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 84,587,035 shares of the company's stock, valued at approximately $2,529,998,000. StandardAero comprises 25.3% of Carlyle Group Inc.'s portfolio, making the stock its 2nd largest position. Carlyle Group Inc. owned about 25.44% of StandardAero at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in SARO. BlackRock Inc. purchased a new stake in StandardAero during the 2nd quarter valued at $646,128,000. Allspring Global Investments Holdings LLC raised its stake in shares of StandardAero by 42.8% in the first quarter. Allspring Global Investments Holdings LLC now owns 15,081,516 shares of the company's stock worth $395,890,000 after purchasing an additional 4,523,693 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its holdings in shares of StandardAero by 33.8% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 14,000,143 shares of the company's stock valued at $401,525,000 after purchasing an additional 3,540,167 shares in the last quarter. Janus Henderson Group PLC lifted its holdings in shares of StandardAero by 7.3% during the first quarter. Janus Henderson Group PLC now owns 12,040,337 shares of the company's stock valued at $311,002,000 after purchasing an additional 816,276 shares in the last quarter. Finally, T. Rowe Price Investment Management Inc. boosted its position in shares of StandardAero by 11.1% during 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 buying an additional 1,194,488 shares during the last quarter.

StandardAero Stock Performance

Shares of SARO opened at $27.38 on Tuesday. The company has a debt-to-equity ratio of 0.84, a current ratio of 2.13 and a quick ratio of 1.59. StandardAero, Inc. has a one year low of $23.83 and a one year high of $34.48. The firm has a market capitalization of $9.06 billion, a P/E ratio of 28.23 and a beta of 0.92. The business has a fifty day moving average of $28.19 and a 200 day moving average of $27.80.

StandardAero (NYSE:SARO - Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The company reported $0.40 EPS for the quarter, beating analysts' consensus estimates of $0.32 by $0.08. StandardAero had a return on equity of 14.52% and a net margin of 5.12%.The company had revenue of $1.60 billion during the quarter, compared to analysts' expectations of $1.59 billion. During the same quarter in the prior year, the business earned $0.20 earnings per share. StandardAero's revenue for the quarter was up 4.6% compared to the same quarter last year. StandardAero has set its FY 2026 guidance at 1.500-1.570 EPS. As a group, sell-side analysts anticipate that StandardAero, Inc. will post 1.51 EPS for the current year.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on SARO shares. Susquehanna reduced their price objective on StandardAero from $40.00 to $37.00 and set a "positive" rating for the company in a report on Monday, May 11th. JPMorgan Chase & Co. upped their target price on shares of StandardAero from $38.00 to $40.00 and gave the company an "overweight" rating in a research note on Monday, August 10th. Truist Financial raised shares of StandardAero to a "strong-buy" rating in a report on Friday, May 1st. Wall Street Zen lowered shares of StandardAero from a "buy" rating to a "hold" rating in a research note on Sunday, May 17th. Finally, Canadian Imperial Bank of Commerce reissued an "outperform" rating and set a $39.00 price objective on shares of StandardAero in a report on Friday, May 8th. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and six have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $34.77.

Insider Activity

In other news, CEO Russell Wayne Ford sold 20,413 shares of the company's stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $30.56, for a total transaction of $623,821.28. Following the completion of the sale, the chief executive officer owned 295,573 shares of the company's stock, valued at $9,032,710.88. This represents a 6.46% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. In the last ninety days, insiders sold 191,423 shares of company stock worth $5,847,760. Insiders own 2.10% of the company's stock.

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.

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