StandardAero's consistent value ranking in the top quartile of aerospace and defense peers and 32% analyst upside suggest the market is underpricing its engine maintenance, repair, and overhaul capabilities, but a borderline quality score and heavy dependence on four OEM suppliers introduce structural fragility.
Thesis pillars
- Oem Supplier Concentration↑Improving
- Peer Value Ranking Strength↓Deteriorating
- Analyst Upside 32 Percent↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Feb 26, 2026· older than 90 days
StandardAero, Inc. (SARO) Stock Analysis
Recovery setup
Industrials · Aerospace & Defense
Sell if holding. At $25.71, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Supplier: four largest OEM parts suppliers; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.5).
StandardAero provides engine maintenance, repair, overhaul, and component repair for fixed and rotary wing aircraft across commercial, military, and business aviation markets, employing approximately 8,000 people in 12 countries. Military services accounted for $1,081.0 million,... Read more
Sell if holding. At $25.71, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Supplier: four largest OEM parts suppliers; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.5). Chart setup: Death cross but MACD improving, RSI 89. Score 5.7/10, moderate confidence.
Passes 5/9 gates (positive momentum, clean insider activity, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 0d<=7d. Suitability: moderate.
Recent developments
updated Nov 3, 2026Recent Developments — StandardAero, Inc.
Latest news
- NEWS Can Air Corsica Engine Deal Change The Case For StandardAero Stock - Yahoo Finance — Yahoo Finance Nov 3, 2026 positive
- NEWS StandardAero, Inc. (SARO) Earnings Expected to Grow: Should You Buy? - Yahoo Finance — Yahoo Finance Oct 29, 2026 positive
- NEWS StandardAero (SARO) Set to Announce Earnings on Thursday - MarketBeat — MarketBeat Oct 29, 2026 neutral
- NEWS StandardAero (SARO) Could Be 35% Below Fair Value On Air Corsica LEAP Win - Simply Wall St — Simply Wall St Oct 29, 2026 positive
- NEWS Did Air Corsica Engine Deal Just Shift StandardAero (SARO) Investment Narrative? - Simply Wall St — Simply Wall St Oct 28, 2026 positive
Latest item Nov 3, 2026 · Generated 2026-11-05T11:44:09Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMCustomertop four OEM customers36%10-K Item 1A: 'our top four OEM customers accounted for approximately 36% and 41% of our revenue, respectively'
- HIGHSupplierfour largest OEM parts suppliers10-K Item 1: 'our four largest parts suppliers, which consisted of OEMs, accounted for a substantial majority of our total parts purchases'
- LOWCustomerU.S. military end-users18%10-K Item 1A: 'Services to our military end-users accounted for $1,081.0 million, or 17.8%, of our revenue for the year ended December 31, 2025'
Material Events(8-K, last 90d)
- 2026-06-02Item 5.02MEDIUMCEO Russell Ford retiring effective Oct 1, 2026; succeeded by Paul McElhinney (current Lead Independent Director, 35-year industry veteran), effective Oct 1, 2026. Ford continues as Executive Chairman through Dec 31, 2026. No disagreement cited.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
2 floor-breakers
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $25.71, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Supplier: four largest OEM parts suppliers; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.5). Chart setup: Death cross but MACD improving, RSI 89. Prior stop was $23.91. Score 5.7/10, moderate confidence.
Analyst target: $29.29 (+13.9% upside). Prior stop was $23.91. Stop-loss: $23.91.
Concentration risk — Supplier: four largest OEM parts suppliers; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.5); Sector modifier (Industrials): -0.7.
StandardAero, Inc. trades at a P/E of 26.5 (forward 14.7). TrendMatrix value score: 7.0/10. Verdict: Sell.
21 analysts rate SARO, with a consensus score of 4.0/5. 14 analysts publish price targets averaging $34.
What does StandardAero, Inc. do?StandardAero provides engine maintenance, repair, overhaul, and component repair for fixed and rotary wing aircraft...
StandardAero provides engine maintenance, repair, overhaul, and component repair for fixed and rotary wing aircraft across commercial, military, and business aviation markets, employing approximately 8,000 people in 12 countries. Military services accounted for $1,081.0 million, or 17.8%, of 2025 revenue; approximately 80% of total revenue is derived from customers under long-term agreements.