Added to YB: 2026-07-02
Pitch date: 2026-04-25
SARO [bullish]
StandardAero, Inc.
+22.25%
current return
Author Info
No bio for this author
Company Info
StandardAero, Inc. provides aerospace engine aftermarket services for fixed and rotary wing aircraft in the United States, Canada, the United Kingdom, Rest of Europe, Asia, and internationally.
Market Cap
$9.9B
Pitch Price
$24.54
Price Target
44.00 (+47%)
Dividend
N/A
EV/EBITDA
15.43
P/E
33.99
EV/Sales
1.97
Sector
Aerospace and Defense
Category
growth
StandardAero, Inc. - $SARO
SARO: Pure-play engine aftermarket MRO, 100% aftermarket rev, #1/#2 positions on 80% of Engine Services. LEAP program flips to profit H1'26, driving 20%+ FCF/sh CAGR to >$2/sh by 2030. At 11x '26 EV/EBITDA (vs AAR 13x), $44 PT by YE'28 = 24% IRR. Upside: M&A, $450mm buyback. Risks: jet fuel, air travel slowdown, OEM MRO encroachment.
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