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↓Deteriorating
- Peer Value Ranking Strength→Stable
- Analyst Upside 32 Percent↑Improving
- +1 more pillar — see the Why tab for full reasoning
StandardAero, Inc. (SARO) Stock Analysis
Falling Knife setup
Industrials · Aerospace & Defense
Sell if holding. Momentum 1.6/10 is below the 5.0 floor at $24.82 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: 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. Momentum 1.6/10 is below the 5.0 floor at $24.82 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Supplier: four largest OEM parts suppliers; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.5). Chart setup: Death cross, below all MAs, RSI 25, MACD bearish. Score 5.5/10, moderate confidence.
Passes 6/9 gates (favorable risk/reward ratio, clean insider activity, news events none recent, earnings proximity 67d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.
Recent developments
updated 2026-09-04Recent Developments — StandardAero, Inc.
Latest news
- NEWS Dimensional Fund Advisors LP Grows Stock Position in StandardAero, Inc. $SARO - MarketBeat — MarketBeat neutral
- NEWS StandardAero, Inc. (SARO): 10 Most Undervalued Defense Stocks to Buy According to Analysts - Insider Monkey — Insider Monkey positive
- NEWS StandardAero, Inc. (SARO): 10 Most Undervalued Defense Stocks to Buy According to Analysts - Yahoo Finance — Yahoo Finance positive
- NEWS StandardAero, Inc. (SARO) Reports Next Week: Wall Street Expects Earnings Growth - Yahoo Finance — Yahoo Finance positive
- NEWS StandardAero (SARO) to Release Earnings on Thursday - MarketBeat — MarketBeat neutral
Generated 2026-09-04T15:07:40Z.
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.
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Rating Breakdown
1 floor-breaker
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Momentum 1.6/10 is below the 5.0 floor at $24.82 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Supplier: four largest OEM parts suppliers; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.5). Chart setup: Death cross, below all MAs, RSI 25, MACD bearish. Prior stop was $23.30. Score 5.5/10, moderate confidence.
Take-profit target: $31.16 (+25.6% upside). Prior stop was $23.30. Stop-loss: $23.30.
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 24.9 (forward 14.0). TrendMatrix value score: 7.8/10. Verdict: Sell.
20 analysts cover SARO with a consensus score of 4.1/5. Average price target: $36.
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.