Equity Profile

SARO

StandardAero, Inc.

IndustrialsAerospace & Defense$9.5B

May7Thu

Post-Earnings Recap

ReportedQ1-2026After Close4:20 PM EDT

StandardAero Misses on EPS, Stock Down 0.88%

Metric	Actual	Expected	Surprise
EPS	$0.24	$0.29	-18.64%
Revenue	N/A	$1.5B	N/A

management commentary, guidance changes, and full analysis available with Pro.

StandardAero Misses on EPS, Stock Down 0.88%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.24	$0.29	-18.64%
Revenue	N/A	$1.5B	N/A

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

StandardAero's first-quarter results showed a significant miss on EPS, which likely contributed to the stock's decline of 0.88%. Investors may be concerned about the company's performance relative to expectations, especially with no revenue reported. The lack of guidance or management commentary leaves uncertainty about future performance.

Company Snapshot

StandardAero, Inc. is a key player in the aerospace and defense sector, providing maintenance, repair, and overhaul services for aircraft engines and airframes....

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

$0.29

Revenue

Total revenue reflects the company's ability to attract and retain customers in a competitive market, especially as the aerospace sector rebounds.

$1.5B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

StandardAero, Inc. is a key player in the aerospace and defense sector, providing maintenance, repair, and overhaul services for aircraft engines and airframes. With a market cap of $9 billion, the company plays a crucial role in supporting the aviation industry, which is recovering from pandemic-related challenges and is expected to grow as air travel demand increases.

Earnings Scorecard·Last 7Q

EPS Beat Streak

EPS Beat Rate

29%

Avg EPS Surprise

-21.41%

Avg Stock Reaction

-0.46%

Last Quarter Recap

In the last quarter, StandardAero reported an EPS of $0.24, slightly below the expected $0.25, resulting in a stock decline of 3.17% the following day. The company has shown mixed performance in recent quarters, with some surprises on earnings but generally lower revenue expectations.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about StandardAero's upcoming earnings, with expectations for a modest increase in EPS and stable revenue. The consensus is that the company will continue to benefit from the recovery in the aerospace sector.

Bull Case

If StandardAero exceeds EPS expectations and shows strong revenue growth, it could signal robust demand for its services, leading to a positive market reaction.

Bear Case

Conversely, if the company misses earnings expectations or provides weak guidance, it could raise concerns about its ability to navigate ongoing challenges in the aerospace industry.

Key Metrics to Watch

EPS

$0.29

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

Revenue

$1.5B

Total revenue reflects the company's ability to attract and retain customers in a competitive market, especially as the aerospace sector rebounds.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.29?

A beat on EPS could indicate stronger operational efficiency and demand, which would likely boost investor confidence.

What guidance will management provide regarding revenue growth in the aerospace sector?

Management's outlook on revenue will be crucial for assessing future performance, especially as the industry continues to recover.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for StandardAero to exceed EPS expectations due to a stronger-than-expected recovery in air travel demand.

Supporting Evidence

The options market is pricing in an 11% move, suggesting that investors anticipate significant volatility, which could indicate underlying strength.

Insider selling has occurred, but this may not reflect a lack of confidence in the company's future, as it could be part of normal portfolio management.

Key Risk

If air travel demand rebounds more quickly than anticipated, it could lead to higher earnings than the consensus estimates.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it reflects the company's ability to capitalize on the recovering aerospace market.

Bull Confirmed If

An EPS of $0.30 or higher, coupled with revenue growth above $1.5B, would confirm the bull case.

Bear Confirmed If

An EPS below $0.24 or a revenue miss would validate the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±11.04%

Historical Avg

±2.0%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±11.0% while SARO has averaged ±2.0% over the last 7 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

38.9%

Calls (9K)P/C Ratio: 0.06Puts (500)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$558,992.16

20,431 sh

9 insiders

Net

$558,992.16

Net selling

Most Active Insiders· 9 open-market trades

Chief Executive OfficerFord Russell Wayne
$291,055.68

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If StandardAero beats expectations, history suggests the stock could rise by about 2.74%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction as investors await further clarity from management.

Miss

Should the company miss earnings expectations, history indicates a potential decline of around 1.96%, raising concerns about future performance.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on air travel demand and its impact on service contracts.
2Management's commentary on cost management and operational efficiency.
3Insights into customer retention and new contracts in the aerospace sector.
4Guidance on future revenue growth and market conditions.
5Any strategic initiatives aimed at expanding service offerings.

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Company Snapshot

StandardAero, Inc. is a key player in the aerospace and defense sector, providing maintenance, repair, and overhaul services for aircraft engines and airframes....

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

$0.29

Revenue

Total revenue reflects the company's ability to attract and retain customers in a competitive market, especially as the aerospace sector rebounds.

$1.5B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 7Q

EPS Beat Streak

EPS Beat Rate

29%

Avg EPS Surprise

-21.41%

Avg Stock Reaction

-0.46%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If StandardAero exceeds EPS expectations and shows strong revenue growth, it could signal robust demand for its services, leading to a positive market reaction.

Bear Case

Conversely, if the company misses earnings expectations or provides weak guidance, it could raise concerns about its ability to navigate ongoing challenges in the aerospace industry.

Key Metrics to Watch

EPS

$0.29

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

Revenue

$1.5B

Total revenue reflects the company's ability to attract and retain customers in a competitive market, especially as the aerospace sector rebounds.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.29?

A beat on EPS could indicate stronger operational efficiency and demand, which would likely boost investor confidence.

What guidance will management provide regarding revenue growth in the aerospace sector?

Management's outlook on revenue will be crucial for assessing future performance, especially as the industry continues to recover.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for StandardAero to exceed EPS expectations due to a stronger-than-expected recovery in air travel demand.

Supporting Evidence

The options market is pricing in an 11% move, suggesting that investors anticipate significant volatility, which could indicate underlying strength.

Insider selling has occurred, but this may not reflect a lack of confidence in the company's future, as it could be part of normal portfolio management.

Key Risk

If air travel demand rebounds more quickly than anticipated, it could lead to higher earnings than the consensus estimates.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it reflects the company's ability to capitalize on the recovering aerospace market.

Bull Confirmed If

An EPS of $0.30 or higher, coupled with revenue growth above $1.5B, would confirm the bull case.

Bear Confirmed If

An EPS below $0.24 or a revenue miss would validate the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±11.04%

Historical Avg

±2.0%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±11.0% while SARO has averaged ±2.0% over the last 7 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

38.9%

Calls (9K)P/C Ratio: 0.06Puts (500)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$558,992.16

20,431 sh

9 insiders

Net

$558,992.16

Net selling

Most Active Insiders· 9 open-market trades

Chief Executive OfficerFord Russell Wayne
$291,055.68

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If StandardAero beats expectations, history suggests the stock could rise by about 2.74%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction as investors await further clarity from management.

Miss

Should the company miss earnings expectations, history indicates a potential decline of around 1.96%, raising concerns about future performance.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on air travel demand and its impact on service contracts.
2Management's commentary on cost management and operational efficiency.
3Insights into customer retention and new contracts in the aerospace sector.
4Guidance on future revenue growth and market conditions.
5Any strategic initiatives aimed at expanding service offerings.