StandardAero Q4 Earnings Call Highlights

4 hours ago 1

MarketBeat

Sat, February 28, 2026 astatine 5:07 PM CST 8 min read

StandardAero logo

StandardAero logo
  • Record 2025 financials: StandardAero reported gross up astir 16% and adjusted EBITDA up 17%, with full‑year nett income of $277M and adjusted EPS of $1.19; escaped currency travel rebounded to $209M for 2025 (Q4 $308M) and absorption targets ~80–100% currency conversion implicit time.

  • Program and borderline improvements: The institution rapidly ramped newer programs (60 LEAP engines inducted successful 2025 vs. 10 successful 2024) and expanded CF34/HTF7000 capacity, portion restructuring contracts to region $300–$400M of low‑margin pass‑through gross to assistance reported margins.

  • 2026 outlook and near‑term headwinds: Guidance calls for gross of $6.275–6.425B, adjusted EBITDA $870–905M (implying ~14% margins), adjusted EPS $1.35–1.45 and escaped currency travel $270–300M, with early‑year CRS unit from a Phoenix installation occurrence and a U.S. authorities shutdown already included successful the full‑year plan.

  • Interested successful StandardAero, Inc.? Here are 5 stocks we similar better.

StandardAero (NYSE:SARO) executives told investors the institution delivered different “record year” successful 2025, highlighted by double-digit gross and net growth, a crisp betterment successful escaped currency flow, and advancement ramping newer motor programs specified arsenic LEAP. Management besides provided 2026 guidance calling for continued net growth, borderline expansion, and higher escaped currency flow, portion noting near-term headwinds successful constituent repair related to a U.S. authorities shutdown and a occurrence astatine a Phoenix facility.

Chairman and CEO Russell Ford said 2025 was StandardAero’s 114th twelvemonth and its archetypal afloat twelvemonth arsenic a publically traded company, calling it “another grounds year.” The institution reported gross maturation of 16% year-over-year and adjusted EBITDA maturation of 17%, supported by “robust demand” and “high-quality execution,” according to Ford.

→ Diamondback Sees Resilient Demand Despite Cautious Guidance

CFO Dan Satterfield said fourth-quarter 2025 gross was $1.6 billion, up from $1.4 cardinal successful the prior-year 4th for 13.5% growth, which helium said was wholly organic. For the afloat year, gross accrued 15.8% versus 2024, which absorption framed arsenic astir 14.5% integrated growth.

Adjusted EBITDA was $210 cardinal successful Q4, up from $186 cardinal a twelvemonth earlier. For 2025, adjusted EBITDA totaled $808 million, up 17% year-over-year. The institution reported nett income of $79 cardinal successful Q4 compared with a nett nonaccomplishment of $14 cardinal successful Q4 2024, which Satterfield attributed chiefly to higher operating earnings, little interest, and less one-time costs tied to the anterior year’s IPO and refinancing activity. Full-year 2025 nett income was $277 million, up $266 cardinal year-over-year. Adjusted nett income was $398 cardinal and adjusted EPS was $1.19.

Read Entire Article