StandardAero (SARO) Investor presentation summary

Business overview and market position

• Leading independent provider of aeroengine aftermarket services with a pure play focus on engine repair and overhaul.

• Approximately 80% of revenue comes from platforms with #1 or #2 market positions, and 77% from long-term agreements.

• Global footprint spans 50+ sites across six continents, supporting a diverse customer base including OEMs, airlines, military, and business aviation.

• Maintains long-standing relationships with major OEMs, some exceeding 60 years, and serves as a key partner to both OEMs and operators.

• Holds leadership positions on many attractive engine platforms across their lifecycle, including LEAP, CFM56, and CF34.

Financial performance and segment highlights

• FY2025 revenue reached $6.06 billion, up 16% year-over-year, with adjusted EBITDA of $808 million and a 13.3% margin.

• Commercial aerospace revenue grew 18% YoY, business aviation 12%, and military & helicopter 9%.

• Engine Services accounted for 88% of revenue and 78% of segment adjusted EBITDA; Component Repair Services contributed 12% of revenue and 22% of segment adjusted EBITDA.

• Component Repair Services achieved a 29%+ adjusted EBITDA margin in 2025, with segment revenue of $709 million.

• Net debt to adjusted EBITDA improved to 2.4x at year-end 2025, down from 3.1x in 2024.

Strategic growth and operational initiatives

• Multi-pronged growth strategy includes performance excellence, new platform wins, continued M&A, and harvesting recent investments.

• Over $500 million invested in component repair since 2017, growing the platform into one of the largest globally.

• Proven track record of value-accretive acquisitions, with significant synergy realization and consistent add-on execution.

• 2026 priorities focus on achieving profitability in new programs, expanding repair capabilities, accelerating insourcing, and disciplined capital deployment.

• Strong market tailwinds from pent-up demand, aging fleets, and increased outsourcing drive long-term growth opportunities.