UBS maintains StandardAero at Buy, raises price target to $34 from $32
UBS reaffirmed its Buy rating for StandardAero and increased its price target to $34 from $32, suggesting a 23.1% upside from the Nov 6 close of $27.63.
StandardAero, Inc.
StandardAero provides aftermarket services for aerospace engines used in fixed-wing and rotary-wing aircraft, serving commercial, military and business aviation customers. Its services include scheduled and unscheduled engine maintenance, repair and overhaul, engine component repair, on-wing and field support, asset management and engineering. It also repairs engine components for commercial aerospace, military, land and marine, and oil and gas customers, and offers engineering consulting for fleet maintenance cost management. StandardAero earns money through time-and-materials pricing, fixed prices for maintenance or service events, and, for a small portion of its business, rates based on engine hours or cycles. It serves approximately 5,000 customers globally, and approximately 80% of its revenue for the year ended December 31, 2025 came from customers with long-term agreements. The company employs approximately 8,000 people worldwide as of the end of 2025. StandardAero is headquartered in Scottsdale, Arizona.
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UBS reaffirmed its Buy rating for StandardAero and increased its price target to $34 from $32, suggesting a 23.1% upside from the Nov 6 close of $27.63.
StandardAero (SARO) raised Q3 2026 Engine Services revenue guidance by $170M, citing strong commercial growth in LEAP and CFM56 programs. CEO McElhaney expects $1B in LEAP revenue by 2030. Military segment softness is due to Middle Eastern conflict impacts. Q3 free cash flow was $100M, with full-year guidance at $270-$300M. Commercial growth is guided to high teens, excluding pass-through eliminations.
Air Corsica selected StandardAero for LEAP-1A engine maintenance, repair, and overhaul (MRO) services, extending their existing partnership. The agreement supports Air Corsica's Airbus A320neo fleet. StandardAero is a NYSE-listed company (SARO).
Over the past 7 days, AlphAI's AI scored 5 news stories mentioning SARO (StandardAero, Inc.). Coverage has skewed bullish: 4 bullish, 1 neutral, and 0 bearish.
Recent SARO coverage spans financial news, earnings and corporate actions.
In the last 30 days, SARO insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($17K). The most active reporter was Kaplan Michael L., Chief Legal Officer, with 1 filing.
UBS reaffirmed its Buy rating for StandardAero and increased its price target to $34 from $32, suggesting a 23.1% upside from the Nov 6 close of $27.63.
Guidance lift suggests higher near‑term earnings and cash flow, likely supporting the stock.
The contract adds a new revenue stream for StandardAero but provides no disclosed financial magnitude.
Target price cut suggests potential downside pressure on SARO.
StandardAero won a USAF contract to apply its predictive maintenance tools to F100-220 engines, which power F-15 aircraft. The tools use AI and machine learning to forecast maintenance needs and reduce costs. The company aims to expand the solution to other USAF and commercial fleets. StandardAero previously secured a $342.2m, 10-year T56 engine maintenance contract with the USAF.
AlphAI scores every news story that mentions SARO with an AI model for sentiment and relevance, and aggregates insider trades from StandardAero, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
UBS reaffirmed its Buy rating for StandardAero and increased its price target to $34 from $32, suggesting a 23.1% upside from the Nov 6 close of $27.63.
StandardAero (SARO) raised Q3 2026 Engine Services revenue guidance by $170M, citing strong commercial growth in LEAP and CFM56 programs. CEO McElhaney expects $1B in LEAP revenue by 2030. Military segment softness is due to Middle Eastern conflict impacts. Q3 free cash flow was $100M, with full-year guidance at $270-$300M. Commercial growth is guided to high teens, excluding pass-through eliminations.
Air Corsica selected StandardAero for LEAP-1A engine maintenance, repair, and overhaul (MRO) services, extending their existing partnership. The agreement supports Air Corsica's Airbus A320neo fleet. StandardAero is a NYSE-listed company (SARO).
Argus lowered its target price for StandardAero Inc. (SARO) to $20.00, maintaining a HOLD rating. The company has mixed subratings, including low management and safety, and medium financial strength and growth.
StandardAero won a USAF contract to apply its predictive maintenance tools to F100-220 engines, which power F-15 aircraft. The tools use AI and machine learning to forecast maintenance needs and reduce costs. The company aims to expand the solution to other USAF and commercial fleets. StandardAero previously secured a $342.2m, 10-year T56 engine maintenance contract with the USAF.
PenderFund Capital Management's August 2026 investor letter reported a 1.4% return, slightly outperforming the MSCI World SMID Cap Index. StandardAero (NYSE:SARO), an aerospace aftermarket services provider, was highlighted as a detractor despite strong quarterly results. The company reported $6.32 billion in TTM revenue, a 26.64% YTD pullback, and a market cap of $6.96 billion.
StandardAero (SARO) reported Q2 revenue growth of 4.6% to $1.6B and net income growth of 43.7% to $97.3M. The company raised its 2026 guidance, but Jim Cramer warned of potential downside due to aerospace sector risks. SARO trades at 16x forward earnings, below sector median. The company faces cyclicality risks and has $2.33B in debt. Hedge fund holdings declined, and short interest is 11.6%.
Susquehanna cut its price target for StandardAero (NYSE:SARO) to $34 from $37, citing military delays due to the Iran War. The firm reduced its revenue growth and EBITDA margin estimates for the Component Repair Services segment. StandardAero's stock is near its 52-week low, down 25.6% year-to-date. The company reported a 4.6% revenue increase in Q2, with adjusted earnings up 24%. Analysts have mixed views on its outlook.
StandardAero's Chief Operating Officer, Kimberly Ernzen, has departed the company. The announcement was made on September 28, 2026, with no immediate reason provided. StandardAero's stock has seen a 22.52% decrease year-to-date. The company recently partnered with GMR Aero Technic to support operators in India.
StandardAero, Inc. (SARO) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 28, 2026, StandardAero, Inc. (the “ Company ”) announced that Kimberly Ernzen will no longer serve as Chief Op