Equity Profile

SARO

StandardAero, Inc.

IndustrialsAerospace & Defense$9.5B

Aug12Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

StandardAero, Inc. operates in the aerospace and defense sector, providing maintenance, repair, and overhaul services for aircraft engines and airframes....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key measure of profitability and will indicate how well the company is managing its costs and generating income.

N/A

Revenue Growth

Revenue growth will provide insights into the company's ability to capture market share and respond to demand in the aerospace sector.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

SARO Q2-2026 Earnings Preview

Context

Company Snapshot

StandardAero, Inc. operates in the aerospace and defense sector, providing maintenance, repair, and overhaul services for aircraft engines and airframes. With a market cap of $10 billion, the company plays a crucial role in supporting the aviation industry, which is recovering from the impacts of the pandemic and facing increasing demand for air travel.

Earnings Scorecard·Last 7Q

EPS Beat Streak

EPS Beat Rate

29%

Avg EPS Surprise

-21.41%

Avg Stock Reaction

-0.46%

Last Quarter Recap

In Q1-2026, StandardAero reported an EPS of $0.24, missing estimates by 18.64%. The stock reacted negatively, declining by 0.88% the following day.

Management Promises & Guidance

Management indicated a focus on improving operational efficiencies.
They committed to enhancing customer service and support.
Plans to invest in technology upgrades were mentioned.

Expectations

Wall Street Expectations

Overall, the market is cautiously optimistic about StandardAero's upcoming earnings, especially given the recovery in the aerospace sector. However, recent earnings misses have raised concerns about the company's ability to meet expectations.

Bull Case

If StandardAero can demonstrate strong revenue growth and improved margins, it could signal a robust recovery and increased market confidence.

Bear Case

Conversely, if the company continues to miss earnings expectations, it may indicate deeper operational issues, leading to further stock declines.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the recent earnings misses, the EPS figure will be critical in assessing whether the company is on track to recover.

How is revenue growth trending in the current quarter?

Revenue growth is essential for understanding the company's market position and ability to capitalize on the recovering aerospace sector.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a strong recovery in aerospace demand, which could drive better-than-expected results for StandardAero.

Supporting Evidence

The options market is pricing a 13.92% move, indicating expectations for volatility that may not align with historical performance.

Insider selling activity could suggest a lack of confidence in the near-term outlook, contrasting with potential recovery signals from the broader market.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious sentiment and shift the narrative positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether StandardAero can overcome its recent performance issues and capitalize on the recovering aerospace market.

Bull Confirmed If

An EPS of $0.30 or higher would confirm the bull case and indicate strong operational recovery.

Bear Confirmed If

An EPS below $0.20 would reinforce concerns about the company's profitability and operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±13.92%

Historical Avg

±2.0%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±13.9% while SARO has averaged ±2.0% over the last 7 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

43.5%

Calls (6K)P/C Ratio: 0.01Puts (2K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$558,992.16

20,431 sh

9 insiders

Net

$558,992.16

Net selling

Most Active Insiders· 9 open-market trades

Chief Executive OfficerFord Russell Wayne
$291,055.68

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If StandardAero beats expectations and raises guidance, history suggests the stock could jump by around 2.74%, confirming a positive recovery narrative.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may see a muted reaction as investors weigh future growth prospects.

Miss

A miss could lead to a decline of about 1.75%, further eroding investor confidence in the company's recovery efforts.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational efficiencies and cost management strategies.
2Details on customer demand trends and backlog levels.
3Insights into technology investments and their expected impact on future performance.
4Management's outlook on the aerospace market recovery and competitive positioning.
5Any commentary on supply chain challenges and how they are being addressed.

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Company Snapshot

StandardAero, Inc. operates in the aerospace and defense sector, providing maintenance, repair, and overhaul services for aircraft engines and airframes....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key measure of profitability and will indicate how well the company is managing its costs and generating income.

N/A

Revenue Growth

Revenue growth will provide insights into the company's ability to capture market share and respond to demand in the aerospace sector.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

SARO Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 7Q

EPS Beat Streak

EPS Beat Rate

29%

Avg EPS Surprise

-21.41%

Avg Stock Reaction

-0.46%

Last Quarter Recap

In Q1-2026, StandardAero reported an EPS of $0.24, missing estimates by 18.64%. The stock reacted negatively, declining by 0.88% the following day.

Management Promises & Guidance

Management indicated a focus on improving operational efficiencies.
They committed to enhancing customer service and support.
Plans to invest in technology upgrades were mentioned.

Expectations

Wall Street Expectations

Bull Case

If StandardAero can demonstrate strong revenue growth and improved margins, it could signal a robust recovery and increased market confidence.

Bear Case

Conversely, if the company continues to miss earnings expectations, it may indicate deeper operational issues, leading to further stock declines.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the recent earnings misses, the EPS figure will be critical in assessing whether the company is on track to recover.

How is revenue growth trending in the current quarter?

Revenue growth is essential for understanding the company's market position and ability to capitalize on the recovering aerospace sector.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a strong recovery in aerospace demand, which could drive better-than-expected results for StandardAero.

Supporting Evidence

The options market is pricing a 13.92% move, indicating expectations for volatility that may not align with historical performance.

Insider selling activity could suggest a lack of confidence in the near-term outlook, contrasting with potential recovery signals from the broader market.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious sentiment and shift the narrative positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether StandardAero can overcome its recent performance issues and capitalize on the recovering aerospace market.

Bull Confirmed If

An EPS of $0.30 or higher would confirm the bull case and indicate strong operational recovery.

Bear Confirmed If

An EPS below $0.20 would reinforce concerns about the company's profitability and operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±13.92%

Historical Avg

±2.0%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±13.9% while SARO has averaged ±2.0% over the last 7 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

43.5%

Calls (6K)P/C Ratio: 0.01Puts (2K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$558,992.16

20,431 sh

9 insiders

Net

$558,992.16

Net selling

Most Active Insiders· 9 open-market trades

Chief Executive OfficerFord Russell Wayne
$291,055.68

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If StandardAero beats expectations and raises guidance, history suggests the stock could jump by around 2.74%, confirming a positive recovery narrative.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may see a muted reaction as investors weigh future growth prospects.

Miss

A miss could lead to a decline of about 1.75%, further eroding investor confidence in the company's recovery efforts.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational efficiencies and cost management strategies.
2Details on customer demand trends and backlog levels.
3Insights into technology investments and their expected impact on future performance.
4Management's outlook on the aerospace market recovery and competitive positioning.
5Any commentary on supply chain challenges and how they are being addressed.