StandardAero (NYSE:SARO) Announces Earnings Results

StandardAero (NYSE:SARO) posted its quarterly earnings data on Wednesday. The company reported $0.24 EPS for the quarter, missing the consensus estimate of $0.25 by ($0.01), FiscalAI reports. The company had revenue of $1.60 billion during the quarter, compared to the consensus estimate of $1.57 billion. StandardAero had a net margin of 3.15% and a return on equity of 9.63%. StandardAero updated its FY 2026 guidance to 1.350-1.450 EPS.

StandardAero Stock Performance

NYSE SARO traded down $1.06 during trading on Wednesday, reaching $30.78. 2,929,310 shares of the company’s stock were exchanged, compared to its average volume of 4,387,032. The company has a debt-to-equity ratio of 0.89, a current ratio of 2.18 and a quick ratio of 1.48. The business has a 50 day moving average price of $30.67 and a 200-day moving average price of $28.28. The stock has a market capitalization of $10.30 billion, a P/E ratio of 55.97 and a beta of 1.04. StandardAero has a fifty-two week low of $21.31 and a fifty-two week high of $34.48.

StandardAero declared that its board has approved a share repurchase program on Wednesday, December 10th that allows the company to buyback $450.00 million in shares. This buyback authorization allows the company to reacquire up to 5% of its stock through open market purchases. Stock buyback programs are typically a sign that the company’s board believes its stock is undervalued.

Insider Activity at StandardAero

In related news, CEO Russell Wayne Ford sold 40,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $30.12, for a total transaction of $1,204,800.00. Following the transaction, the chief executive officer directly owned 726,955 shares of the company’s stock, valued at approximately $21,895,884.60. The trade was a 5.22% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. In the last ninety days, insiders sold 160,000 shares of company stock worth $4,840,400.

Hedge Funds Weigh In On StandardAero

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in SARO. Symmetry Investments LP acquired a new stake in shares of StandardAero during the 4th quarter worth about $2,008,000. GM Advisory Group LLC bought a new position in StandardAero in the 4th quarter valued at about $2,008,000. Dimensional Fund Advisors LP lifted its position in StandardAero by 3.2% during the fourth quarter. Dimensional Fund Advisors LP now owns 60,184 shares of the company’s stock worth $1,726,000 after acquiring an additional 1,879 shares during the last quarter. Nomura Holdings Inc. acquired a new stake in StandardAero during the third quarter worth approximately $431,000. Finally, Dark Forest Capital Management LP bought a new stake in shares of StandardAero during the third quarter worth approximately $1,456,000.

Analyst Ratings Changes

Several research firms have commented on SARO. Susquehanna set a $38.00 target price on StandardAero in a research note on Thursday, January 15th. Bank of America cut their price objective on shares of StandardAero from $33.00 to $30.00 and set a “neutral” rating on the stock in a research report on Friday, November 14th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $37.00 target price on shares of StandardAero in a research report on Thursday, January 29th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $39.00 price target on shares of StandardAero in a research note on Tuesday. Finally, 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 note on Thursday, January 15th. Four investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $34.56.

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.