| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 62 | 22.8x | 17.6x | Around median | |
Growth | 45 | -24.3% | 7.1% | Around median | |
Quality | 44 | 9.4% | 4.5% | Around median | |
Safety | 53 | 2.9x | 2.6x | Around median | |
Capital Return | 44 | — | 2.15% | Around median | |
Momentum | 28 | 5.3% | 2.3% | Bottom tier | |
Sentiment | 42 | 9 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
StandardAero provides aircraft engine and component maintenance, repair, and overhaul services through its Engine Services and Component Repair Services segments. Its revenue comes from commercial aviation, business aviation, military aviation, and helicopter platforms, in addition to component repair for land- and marine-based power generation platforms; engines mentioned in its results include LEAP, CFM56, CF34, GTF, F110, T700, AE 2100, 1107, and HTF7000. Its model benefits from demand for engine shop visits, pricing, increased productivity, and the expansion of licenses and repair capabilities.
In Q2 fiscal 2026, revenue reached $1.6 billion, up 4.6% year over year, and net income reached $97 million, growing 43.7%. Adjusted EBITDA rose 12.3% to $230 million, while its margin expanded 100 basis points to a record 14.4%, and free cash flow reached $50 million. Adjusted earnings per share also reached $0.40, up 24% year over year.
The Engine Services segment accounted for most of the mix, with revenue of $1.405 billion, adjusted EBITDA of $204 million, and a margin of 14.5%. The Component Repair Services segment generated revenue of $195 million, growing 9.2%, and adjusted EBITDA of $51 million, but its margin declined 270 basis points to 26.3%. Published figures for the trailing twelve months in 2026 reflect revenue of $6.3 billion, gross profit of $919.1 million, net income of $294.4 million, and earnings per share of approximately $0.88.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus is Buy, with an average price target of $35, within a wide range of $30 to $39; the average is slightly above the top of the 52-week range of $34.48, while the highest target exceeds that peak and the lowest target falls within the annual range of $23.83 to $34.48. No published price-to-earnings ratio is available in the data, so the valuation assessment rests on the dispersion of the targets and StandardAero's ability to achieve its fiscal 2026 outlook and raise the margins of the Component Repair Services segment, rather than on a comparable earnings multiple.
Figures in the text are as of 2026-08-30; the live price is shown at the top of the page.
Revenue increased 4.6% to $1.6 billion, but adjusted EBITDA grew at a faster rate of 12.3% to reach $230 million. The improvement came from higher volumes, pricing, and productivity, in addition to LEAP and CFM56 Dallas-Fort Worth reaching profitability. The elimination of low- or no-margin material pass-through revenue also contributed to raising the adjusted margin by 100 basis points to a record 14.4%. Net income increased 43.7% to $97 million during the same quarter.
LEAP achieved profitability in Q2 fiscal 2026 after the company progressed along the learning curve, increased productivity, and expanded repair capabilities. StandardAero expects the program's annual revenue to reach $1 billion by the end of the decade and several billion dollars by the middle of the following decade. Future growth is tied to work scopes gradually shifting from lighter work to heavier, higher-revenue performance restoration visits. Management also stated that shop-visit bookings extend into the next decade.
The agreement expands StandardAero's licenses to new engine applications, platforms, and variants, adds component repair authorizations, and improves the economics of certain existing work. The company expects a contribution of $10 million to adjusted EBITDA in 2027, rising to $20 million in 2028. The annual contribution is expected to reach $25 million starting in 2029, at margins above the company average. Approximately 80% of this increase will be recorded in the Engine Services segment.
Segment revenue grew 9.2% to $195 million in Q2 fiscal 2026, but its adjusted EBITDA declined 0.9% to $51 million. The margin fell 270 basis points to 26.3% because of the transfer of repair work to back shops at existing facilities, temporary inefficiencies from training new employees, and an unfavorable mix resulting from delayed inputs on selected military platforms. Management expects transfer and hiring pressures to ease in the second half of fiscal 2026 and a return to a high-twenties margin.
The company expects revenue of between $6.375 billion and $6.5 billion and adjusted EBITDA of between $885 million and $910 million. It also expects adjusted earnings per share of between $1.50 and $1.57 and adjusted free cash flow of between $270 million and $300 million. Expected capital expenditures remain between $100 million and $110 million, with interest expense of between $150 million and $160 million. The outlook includes low- to mid-teens growth in commercial aviation after neutralizing the effect of pass-through revenue, high-single-digit to low-teens growth in business aviation, and low-teens growth in military aviation and helicopters.
Castings and forgings remain among the most constrained and long-lead-time components in the aviation supply chain. The fiscal 2026 outlook was built on the assumption of no improvement in original equipment manufacturer deliveries, reducing the plan's reliance on an external recovery. StandardAero uses material management and component repair capabilities to address shortages, which helped reduce contract assets and generate free cash flow of $50 million in Q2 fiscal 2026. Nevertheless, the company maintained its adjusted free cash flow outlook at $270 million to $300 million because of continued volatility in supply conditions.
