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StandardAero SARO

StandardAero scores average on business quality (4.6 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$20.17Oct 10, 2026
Business qualityAverage
Next earningsNov 9, 2026
Insiders, 90 daysQuiet

Why it matters

  1. What StandardAero does

    StandardAero provides aerospace engine maintenance, repair, and overhaul services, charging commercial and military operators for critical servicing. The company is leaning into expanding its service capacity to capture rising aftermarket demand across commercial and defense fleets.

  2. What it does best

    StandardAero executes complex engine maintenance efficiently, delivering revenue growth of 15.8% that outpaces many peers. Its scale allows it to secure long-term servicing contracts with major fleet operators, creating high switching costs that protect its market share against rivals like HII.

  3. The main risk

    With net debt of $1.9B and interest coverage at 3.6x, earnings are vulnerable to any rise in borrowing costs or operational missteps that squeeze its narrow margins.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin stands at 9.5% with a net margin of 5.1%. While free cash flow has improved to $218M, thin gross margins of 14.9% mean scale does not yet translate into high profitability.

MoatWeak

The moat is built on specialized aerospace certifications and long-term customer relationships, sitting in the bottom decile for gross margin at 5.9%. Replicating its licensed facilities takes years.

GrowthFast

Revenue growth hit 15.8% over the latest period, jumping from $5.2B to $6.3B, driven by sustained high demand for engine maintenance services.

Financial healthWeak

Total debt sits at $2.2B against $290M in cash, leaving a heavy net debt load. Free cash flow has turned positive to $218M, showing the balance sheet is slowly getting softer.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on SARO

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is SARO a good business?

StandardAero scores average on the Cluenex quality check (4.6 of 10), measured against its own industry. Profitability is weak, moat weak, growth fast and financial health weak.

Are insiders buying SARO?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does SARO report earnings?

Nov 9, 2026.

For members

See SARO today

  • Today's verdict on SARO, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “StandardAero (SARO)”, https://cluenex.com/stocks/saro/, data as of Oct 10, 2026.