StandardAero Q4 revenue rises 13.5%, beats analyst expectations

StandardAero

25/02/2026 21:23

Overview

Aerospace engine services firm's Q4 revenue rose 13.5%, beating analyst expectations

Adjusted EBITDA for Q4 slightly missed analyst estimates

Company highlights strong growth in commercial aerospace segment

Outlook

StandardAero sees 2026 revenue between $6.275 bln and $6.425 bln

Company expects 2026 adjusted EPS between $1.35 and $1.45

StandardAero forecasts 2026 adjusted EBITDA between $870 mln and $905 mln

Result Drivers

COMMERCIAL AEROSPACE DEMAND - Strong growth in commercial aerospace market drove Q4 revenue, supported by investments in growth platforms

ATI ACQUISITION SYNERGIES - Synergies from Aero Turbine acquisition supported nearly 20% revenue growth in Component Repair Services

OPERATIONAL EXCELLENCE - Record margins in Component Repair Services driven by operational excellence and pricing strategies

Company press release: ID:nBw2wWLgVa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$1.60 bln
$1.56 bln (10 Analysts)
Q4 Net Income
$78.64 mln
Q4 Adjusted EBITDA
Slight Miss*
$209.70 mln
$211.41 mln (9 Analysts)
Q4 Operating Income
$149.23 mln
Q4 Pretax Profit
$107.21 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 4 "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 $36.00, about 13.1% above its February 24 closing price of $31.84

The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 26 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)