StandardAero (NYSE:SARO) Issues FY 2026 Earnings Guidance

Key Points

• FY 2026 guidance: StandardAero set EPS guidance of $1.40–$1.50 (vs. consensus $1.24) and revenue guidance of $6.3B–$6.5B (vs. consensus $6.4B).
• The most recent quarter beat estimates, with EPS of $0.33 (vs. $0.30) and revenue of $1.63B (vs. $1.49B), reinforcing the company’s outlook.
• Market sentiment is positive—analysts’ consensus is a “Moderate Buy” with a $34.40 target—while insiders sold shares to cover tax withholding even as large institutions increased stakes significantly.

StandardAero (NYSE:SARO - Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 1.400-1.500 for the period, compared to the consensus earnings per share estimate of 1.240. The company issued revenue guidance of $6.3 billion-$6.5 billion, compared to the consensus revenue estimate of $6.4 billion.

StandardAero Stock Performance

Shares of NYSE SARO traded down $0.24 during mid-day trading on Thursday, hitting $26.02. The company had a trading volume of 5,786,528 shares, compared to its average volume of 4,356,575. The stock has a market cap of $8.65 billion, a price-to-earnings ratio of 31.35 and a beta of 0.81. StandardAero has a 12 month low of $23.83 and a 12 month high of $34.48. The company has a debt-to-equity ratio of 0.82, a current ratio of 2.20 and a quick ratio of 1.57. The firm's 50 day simple moving average is $26.97 and its two-hundred day simple moving average is $28.20.

StandardAero (NYSE:SARO - Get Free Report) last posted its quarterly earnings data on Thursday, May 7th. The company reported $0.33 EPS for the quarter, topping analysts' consensus estimates of $0.30 by $0.03. The company had revenue of $1.63 billion for the quarter, compared to the consensus estimate of $1.49 billion. StandardAero had a return on equity of 10.88% and a net margin of 4.58%.StandardAero has set its FY 2026 guidance at 1.400-1.500 EPS. As a group, equities research analysts forecast that StandardAero will post 1.41 earnings per share for the current year.

Analyst Upgrades and Downgrades

SARO has been the topic of several analyst reports. Royal Bank Of Canada lowered their price objective on StandardAero from $37.00 to $34.00 and set an "outperform" rating on the stock in a research note on Friday, May 1st. Truist Financial upgraded StandardAero to a "strong-buy" rating in a research report on Friday, May 1st. Susquehanna set a $38.00 price target on StandardAero in a research note on Thursday, January 15th. Sanford C. Bernstein reaffirmed an "outperform" rating and set a $39.00 price target on shares of StandardAero in a research report on Tuesday, February 24th. Finally, UBS Group increased their price target on StandardAero from $34.00 to $35.00 and gave the stock a "neutral" rating in a research report on Thursday, February 26th. Three investment analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $34.40.

Insider Activity at StandardAero

In other StandardAero news, insider Anthony Brancato sold 1,107 shares of the company's stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $27.36, for a total value of $30,287.52. Following the completion of the sale, the insider directly owned 2,991 shares of the company's stock, valued at approximately $81,833.76. This represents a 27.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, COO Kimberly Ernzen sold 2,516 shares of the business's stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $27.36, for a total value of $68,837.76. Following the completion of the transaction, the chief operating officer owned 6,632 shares in the company, valued at $181,451.52. The trade was a 27.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 59,337 shares of company stock valued at $1,732,660 over the last three months. 1.90% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On StandardAero

Institutional investors have recently added to or reduced their stakes in the stock. Price T Rowe Associates Inc. MD raised its holdings in 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 worth $401,525,000 after purchasing an additional 3,540,167 shares during the last quarter. T. Rowe Price Investment Management Inc. grew its position in StandardAero by 11.1% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 11,984,551 shares of the company's stock worth $343,717,000 after acquiring an additional 1,194,488 shares during the last quarter. Janus Henderson Group PLC boosted its stake in StandardAero by 11.0% in the fourth quarter. Janus Henderson Group PLC now owns 11,224,061 shares of the company's stock worth $321,906,000 after purchasing an additional 1,108,066 shares in the last quarter. Wellington Management Group LLP increased its position in StandardAero by 5.0% in the fourth quarter. Wellington Management Group LLP now owns 10,867,767 shares of the company's stock worth $311,688,000 after purchasing an additional 522,203 shares during the period. Finally, State Street Corp increased its stake in shares of StandardAero by 90.7% during the 2nd quarter. State Street Corp now owns 6,047,097 shares of the company's stock worth $191,391,000 after purchasing an additional 2,875,579 shares during the last quarter.

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.

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