StandardAero Q3 revenue beats estimates, helped by strong demand across businesses, raises  2025 rev guidance

StandardAero

10/11/2025 21:26

Overview

StandardAero Q3 revenue grows 20.4% yr/yr, beating analyst expectations

Adjusted EBITDA for Q3 beats consensus, driven by strong demand

Company raises full-year 2025 guidance for revenue, EBITDA, and free cash flow

Outlook

StandardAero raises full-year 2025 revenue guidance to $5.97 bln-$6.03 bln

Company expects 2025 Adjusted EBITDA between $795 mln and $815 mln

Free Cash Flow for 2025 now projected at $170 mln-$190 mln

Result Drivers

STRONG DEMAND - Co attributes revenue growth to strong demand across commercial, business aviation, and military and helicopter markets

ENGINE SERVICES GROWTH - Revenue increase driven by ramping volumes from LEAP and CFM56 programs in Engine Services

COMPONENT REPAIR SERVICES - Growth in Component Repair Services aided by ATI acquisition and favorable mix

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$1.5 bln
$1.42 bln (8 Analysts)
Q3 EPS
$0.20
Q3 Net Income
$68.12 mln
Q3 Adjusted EBITDA
Beat
$195.6 mln
$189.63 mln (8 Analysts)
Q3 Operating Income
$137.34 mln
Q3 Pretax Profit
$92.78 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the aerospace & defense peer group is "buy"

Wall Street's median 12-month price target for StandardAero, Inc. is $35.00, about 23.3% above its November 7 closing price of $26.84

The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 27 three months ago

Press Release: ID:nBw7S3Jjya

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)