StandardAero Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw 13.3% organic revenue growth, margin expansion excluding one-time items, and raised full-year guidance for revenue, EBITDA, and EPS. Strong demand across all end markets, strategic M&A, and disciplined capital allocation support a positive outlook.
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2026 is set for strong growth as ramp programs double in size and reach profitability, with LEAP and CFM56 progressing as planned. Component repair remains a high-margin focus, supported by insourcing, M&A, and expanded repair capabilities. Margin and cash conversion are expected to improve through operational efficiency and continuous improvement.
Fiscal Year 2025
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Record 2025 results featured 16% revenue growth, strong margin expansion, and robust Free Cash Flow. 2026 guidance calls for continued double-digit growth, margin improvement, and higher cash generation, supported by strong demand, strategic investments, and disciplined capital allocation.
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The company is experiencing growth across all major segments, supported by strong barriers to entry, diversified operations, and robust global infrastructure. Margin expansion is expected as new engine programs mature, with free cash flow set to rise post-2028. Supply chain risks are mitigated through repair and asset management strategies.
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Q3 2025 saw 20% revenue and 16% adjusted EBITDA growth, with strong performance across all segments and raised full-year guidance. Supply chain constraints are easing, and structural contract changes will improve margins and cash flow in 2026.
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Aerospace MRO demand is surging due to post-COVID travel and aging fleets, with long-term contracts providing strong business visibility. Strategic investments in capacity, component repair, and acquisitions have driven significant growth, while supply chain constraints are managed through in-house repair capabilities.
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Revenue grew 13.5% to $1.53B with adjusted EBITDA up 20% and net income at $68M. Strong demand across all segments drove margin expansion and a raised 2025 outlook, with new growth platforms and capacity investments supporting future growth.
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Leading global jet engine MRO provider leverages a diversified platform portfolio, strong OEM/operator relationships, and high barriers to entry for sustained growth. Component repair margins are robust, supported by efficiency gains and acquisitions. Tariff risks are managed, and labor retention remains a core strength.
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Q1 2025 saw 16% revenue and 20% adjusted EBITDA growth, driven by strong demand across all end markets. Guidance for 2025 was raised, reflecting robust aftermarket momentum, margin expansion, and successful execution of strategic initiatives, including LEAP and CFM56 ramp-ups.
Fiscal Year 2024
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Record 2024 growth driven by strong commercial aerospace demand, strategic investments, and successful IPO. 2025 guidance projects double-digit revenue and EBITDA growth, improved cash flow, and continued margin expansion, supported by robust long-term contracts and major platform investments.
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Q3 2024 saw 13% revenue growth and 26% Adjusted EBITDA growth, driven by strong commercial and business aviation demand, margin expansion, and successful execution of strategic initiatives including an IPO, debt refinancing, and the Aero Turbine acquisition. Sequential improvement is expected in Q4.