Equity Profile

SARO

StandardAero, Inc.

IndustrialsAerospace & Defense$9.5B

Aug12Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

StandardAero, Inc. operates in the aerospace and defense sector, providing maintenance, repair, and overhaul services for aircraft engines and components....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help gauge how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth will indicate demand for StandardAero's services and its ability to capture market share in the aerospace sector.

N/A

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

SARO Q2-2026 Earnings Preview

Context

Company Snapshot

StandardAero, Inc. operates in the aerospace and defense sector, providing maintenance, repair, and overhaul services for aircraft engines and components. With a market cap of $10 billion, the company plays a crucial role in supporting the aviation industry, especially as air travel continues to recover post-pandemic.

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 Q1-2026, StandardAero reported an EPS of $0.24, falling short of expectations by 18.64%. The stock reacted negatively, declining 0.88% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for StandardAero are cautious, given the recent earnings miss and lack of analyst estimates. Investors are keen to see if the company can turn around its performance this quarter.

Bull Case

If StandardAero can exceed EPS expectations and show strong revenue growth, it may signal a recovery in demand and operational efficiency, boosting investor confidence.

Bear Case

Conversely, if the company misses expectations again, it could raise concerns about its ability to compete in a recovering market, leading to further declines in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to the previous quarter?

Given the recent earnings miss, the market will closely watch EPS to assess whether the company is on a recovery path.

What is the outlook for revenue growth in the aerospace sector?

Investors need to understand the demand landscape for StandardAero's services to gauge future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a rebound in aerospace demand, particularly as air travel continues to recover.

Supporting Evidence

Options are pricing a 13.92% move, indicating expectations of volatility that may not fully reflect the underlying recovery potential.

Insider selling could suggest a lack of confidence in the near-term outlook, which contrasts with the potential for longer-term growth.

Historical patterns show that companies in similar situations have often rebounded strongly after a miss.

Key Risk

If revenue growth exceeds expectations, it could shift the narrative significantly.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it follows a series of earnings misses, and the market is looking for signs of recovery.

Bull Confirmed If

An EPS of $0.30 or higher would confirm the bull case, indicating improved profitability.

Bear Confirmed If

An EPS below $0.20 would confirm the bear case, raising concerns about operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±13.92%

Historical Avg

±2.0%

Pricing rich

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

Options are pricing ±13.9% while SARO has averaged ±2.0% over the last 7 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

43.5%

Calls (6K)P/C Ratio: 0.01Puts (2K)

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 an average of 2.74%, confirming a positive turnaround.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may experience a muted reaction as investors reassess.

Miss

A miss could lead to a decline of around 1.75% based on historical patterns, raising concerns about the company's competitive position.

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 demand trends in the aerospace sector.
2Management's commentary on cost management and operational efficiency.
3Insights into customer contracts or partnerships that may drive future revenue.
4Guidance on expected EPS and revenue for the next quarter.
5Any changes in market conditions that could impact performance.

See the full picture

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Company Snapshot

StandardAero, Inc. operates in the aerospace and defense sector, providing maintenance, repair, and overhaul services for aircraft engines and components....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help gauge how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth will indicate demand for StandardAero's services and its ability to capture market share in the aerospace sector.

N/A

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

SARO Q2-2026 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

In Q1-2026, StandardAero reported an EPS of $0.24, falling short of expectations by 18.64%. The stock reacted negatively, declining 0.88% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If StandardAero can exceed EPS expectations and show strong revenue growth, it may signal a recovery in demand and operational efficiency, boosting investor confidence.

Bear Case

Conversely, if the company misses expectations again, it could raise concerns about its ability to compete in a recovering market, leading to further declines in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to the previous quarter?

Given the recent earnings miss, the market will closely watch EPS to assess whether the company is on a recovery path.

What is the outlook for revenue growth in the aerospace sector?

Investors need to understand the demand landscape for StandardAero's services to gauge future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a rebound in aerospace demand, particularly as air travel continues to recover.

Supporting Evidence

Options are pricing a 13.92% move, indicating expectations of volatility that may not fully reflect the underlying recovery potential.

Insider selling could suggest a lack of confidence in the near-term outlook, which contrasts with the potential for longer-term growth.

Historical patterns show that companies in similar situations have often rebounded strongly after a miss.

Key Risk

If revenue growth exceeds expectations, it could shift the narrative significantly.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it follows a series of earnings misses, and the market is looking for signs of recovery.

Bull Confirmed If

An EPS of $0.30 or higher would confirm the bull case, indicating improved profitability.

Bear Confirmed If

An EPS below $0.20 would confirm the bear case, raising concerns about operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±13.92%

Historical Avg

±2.0%

Pricing rich

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

Options are pricing ±13.9% while SARO has averaged ±2.0% over the last 7 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

43.5%

Calls (6K)P/C Ratio: 0.01Puts (2K)

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 an average of 2.74%, confirming a positive turnaround.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may experience a muted reaction as investors reassess.

Miss

A miss could lead to a decline of around 1.75% based on historical patterns, raising concerns about the company's competitive position.

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 demand trends in the aerospace sector.
2Management's commentary on cost management and operational efficiency.
3Insights into customer contracts or partnerships that may drive future revenue.
4Guidance on expected EPS and revenue for the next quarter.
5Any changes in market conditions that could impact performance.