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StandardAero (SARO) investor relations material

StandardAero Bernstein Insights: 4th Annual Industrials Forum Investor Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Bernstein Insights: 4th Annual Industrials Forum Investor Conference summary10 Dec, 2025

Company overview and business model

  • Operates as the largest independent jet engine service provider, with 115 years of continuous operation and a global presence in 50 facilities across 12 countries, serving customers in over 80 countries.

  • Structured into two main segments: Engine Services (ES) and Component Repair Services (CRS), covering commercial, military, business aviation, and helicopter engines.

  • Diversification across aerospace subsegments provides a natural hedge against industry cyclicality, reducing revenue volatility.

  • Maintains surge capacity and flexibility in workforce and facilities, enabling response to demand fluctuations without running at full utilization.

  • Recently became a public company, celebrating its first anniversary, with a long-standing reputation for operational predictability.

Market trends and growth outlook

  • All end markets—commercial, business aviation, and military—are currently experiencing growth, with commercial and business aviation seeing low double-digit growth and military and helicopter segments seeing high single-digit growth.

  • Near-term expectations are for continued growth across all segments.

  • The company can flexibly allocate resources to capitalize on market upswings.

Competitive advantages and barriers to entry

  • Significant barriers to entry include regulatory approvals, OEM authorizations, specialized workforce, and capital-intensive test cell infrastructure.

  • Over 50 proprietary test cells, long-standing OEM relationships, and a highly experienced workforce (average mechanic tenure of 20 years) reinforce competitive positioning.

  • Access to OEM intellectual property and technical specifications is built on decades of trust and performance.

What drives ES margin expansion post-LEAP ramp?
How does premier MRO status on LEAP provide advantage?
How do you mitigate critical parts supply chain risk?
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Frequently asked questions

StandardAero Inc. is an aerospace company that provides maintenance, repair, and overhaul (MRO) services for aircraft engines and components. Serving commercial, military, business aviation, and industrial power markets, the company offers a broad range of services, including engine overhaul, component repair, and engineering support. StandardAero supports its global customer base through multiple service centers and facilities, focusing on enhancing aircraft performance, reliability, and safety. The company is headquartered in Scottsdale, Arizona.

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