StandardAero, Inc. (SARO)

StandardAero's stock has been impacted by several key events in the past six months. The company went public with an IPO on October 2, 2024, issuing 60,000,000 shares. StandardAero reported strong financial performance in Q4 2024 and Q3 2025 earnings. In January 2026, two of StandardAero's major stockholders announced a secondary public offering to sell an aggregate of 50,000,000 shares, leading to a 4.1% drop in StandardAero's stock in after-hours trading. There have also been reports of insider selling by key executives in late 2025 and early 2026.

StandardAero's revenue profile is generally expected to build throughout the year, with a stronger second half, typical for its diversified business model. The demand for StandardAero's MRO services remains resilient, driven by airlines prioritizing critical engine maintenance. The aging global commercial aircraft fleet accelerates the need for recurring maintenance, repair, and overhaul services, providing a structural tailwind for StandardAero's business.

StandardAero, Inc. is a leading independent provider of aerospace engine aftermarket services for fixed and rotary-wing aircraft, operating within the Industrials sector, specifically in the Aerospace & Defense industry. The company's business is segmented into Engine Services and Component Repair Services, offering a comprehensive suite of aftermarket solutions, including maintenance, repair, and overhaul (MRO), on-wing and field service support, asset management, and engineering solutions. StandardAero supports over 40 different engine platforms and also provides airframe and avionics services.

StandardAero has an extensive international network of over 50 service facilities across 12 countries on six continents, with the majority of its revenue generated in North America and Europe. The company serves customers in the United States, Canada, the United Kingdom, the Rest of Europe, Asia, and other international regions, with specific facilities in San Antonio, Texas; Cincinnati and Hillsboro, Ohio; Kansas City; Miami; Singapore; and Cork, Ireland.

StandardAero has cultivated a leading reputation over its more than 100 years of operation, built on a strong track record of safety, reliability, and operational performance in the aerospace aftermarket. The company is recognized as a trusted partner known for its commitment to quality, reliability, and customer satisfaction. StandardAero's corporate sustainability approach emphasizes product quality and flight safety, employee health and safety, and ethical business conduct as core priorities.

Major institutional owners of StandardAero, Inc. include The Carlyle Group, GIC Private Limited, The Vanguard Group, Inc., T. Rowe Price Associates, Inc., Allspring Global Investments, LLC, Wellington Management Company, LLP, T. Rowe Price Investment Management, Inc., Janus Henderson Investors, Norges Bank Investment Management (NBIM), BlackRock Institutional Trust Company, N.A., and State Street Investment Management (US). Individual insider selling has been noted, with the Chief Executive Officer and the Chief Strategy Officer selling shares in late 2025 and early 2026.