StandardAero posts Q3 2026 earnings beat, raises full‑year guidance and announces $350 M accelerated share repurchase

StandardAero reported third‑quarter 2026 revenue of $1.557 billion, up 4.0% year‑over‑year, and net income of $92.8 million, up 36.2%. Adjusted diluted EPS rose 30% to $0.39 and adjusted EBITDA increased 15% to $224.9 million, expanding the margin to 14.4%. The board approved an additional $560 million to its share‑repurchase program, bringing total authorization to $1.0 billion, and the company will enter a $350 million accelerated share‑repurchase agreement with Morgan Stanley. Full‑year 2026 guidance was lifted, with revenue now projected at $6.525‑$6.645 billion and adjusted EBITDA at $905‑$920 million.

The raised guidance expands the revenue and earnings outlook for the remainder of 2026, which may affect analyst forecasts and investor expectations (as noted in the SEC filing). The $350 million accelerated share repurchase signals confidence in cash generation and could support the stock price by returning capital to shareholders.

  • 1Revenue for Q3 2026 was $1,557.4 million, a 4.0% increase from the prior year’s quarter.
  • 2Net income for Q3 2026 was $92.8 million, a 36.2% increase from the prior year’s quarter.
  • 3Adjusted diluted EPS was $0.39, up 30.0% from $0.30 in the prior year’s quarter.
  • 4Adjusted EBITDA was $224.9 million, up 15.0% from $195.6 million in the prior year’s quarter.
  • 5Adjusted EBITDA margin expanded to 14.4%, a 130‑basis‑point increase from 13.1% in the prior year’s quarter.
  • 6Board approved a $560.0 million increase to the share‑repurchase program, raising total authorization to $1.0 billion with $850.0 million remaining available.

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