StandardAero Set for Blockbuster 2025 Earnings in Booming Market

SCOTTSDALE, AZ – February 11, 2026 – StandardAero (NYSE: SARO) is poised to reveal its fourth-quarter and full-year 2025 financial results on February 25, 2026, in what is shaping up to be one of the most anticipated announcements in the aerospace aftermarket sector. Following a year marked by significant growth and strategic execution, investors and industry analysts will be closely watching the post-market release and subsequent 5:00 PM ET conference call for confirmation of the company's stellar performance and its outlook for 2026.

The aerospace services provider has already set a high bar, having released impressive preliminary unaudited results in late January that point to a year of extraordinary financial success. This upcoming report will provide the final, audited figures and offer management's detailed perspective on a pivotal year for both the company and the wider industry.

Riding a Wave of Record Performance

Expectations for the final report are exceptionally high, largely fueled by StandardAero's own preliminary estimates for fiscal year 2025. The company projected full-year revenue to land between $6.05 billion and $6.08 billion, representing a substantial 15.6% to 16.1% increase over 2024’s $5.24 billion.

Even more striking is the anticipated surge in profitability. Projected net income is estimated between $270 million and $280 million, a staggering increase from the $11 million reported in the prior year. Adjusted EBITDA is also expected to show robust growth, with projections of $806 million to $812 million, up nearly 18% at the high end from $690.5 million in 2024. This performance is further supported by a dramatic improvement in cash flow, with free cash flow estimated at $200 million to $210 million, a significant turnaround from a cash use of $45 million in 2024.

This year-end strength follows a consistent pattern of growth throughout 2025. In its third quarter, the company met analyst consensus with earnings per share of $0.20 while revenue jumped 20.4% year-over-year. The second quarter was similarly strong, with revenue climbing 13.5% and net income soaring to $67.7 million from just $5.4 million in the same period of 2024.

A Barometer for a Booming Aerospace Aftermarket

StandardAero's success is not occurring in a vacuum; it serves as a clear indicator of the powerful tailwinds driving the entire Maintenance, Repair, and Overhaul (MRO) industry. The sector is experiencing a period of intense demand, fueled by a confluence of factors that benefit established service providers.

Airlines are contending with a massive backlog of over 17,000 new aircraft orders from manufacturers, a queue that could take over a decade to clear at current production rates. This delay forces carriers to keep their existing, often aging, fleets in service for longer than planned, directly increasing the need for extensive maintenance and engine overhauls. This trend is a primary driver for the MRO market, which is projected to grow from around $90 billion in 2024 to well over $120 billion by 2030.

Simultaneously, global air travel has rebounded with vigor. Passenger traffic hit 4.9 billion in 2024 and is expected to surpass 5 billion in 2025, pushing airlines to maximize the operational availability of their aircraft. The engine overhaul segment, which accounted for over 41% of global MRO revenue in 2024, is particularly strained. Industry forecasts predict a 35% increase in shop visits for mature engines and a 150% jump for newer engine variants in 2026 compared to pre-pandemic levels, creating a fertile environment for specialists like StandardAero.

Strategic Expansion and New Capabilities

Anticipating this surge, StandardAero has spent the past year aggressively executing a strategy of expansion and capability enhancement to capture market share. The company has made significant capital investments to increase its capacity and broaden its service offerings.

Key developments include the groundbreaking on a 70,000-square-foot expansion of its Winnipeg facility to boost MRO services for both commercial and military engines. In Augusta, Georgia, the company celebrated the grand opening of an 80,500-square-foot expansion to its business aviation facility. This new space includes a state-of-the-art engine shop dedicated to the popular Honeywell HTF7000 series, expected to be fully operational in the first half of 2026.

A major milestone was achieved just this month with the completion of its first CFM International LEAP-1A Performance Restoration Shop Visit (PRSV). This achievement signals StandardAero's successful entry into servicing the next generation of high-demand engines that power modern narrowbody aircraft, positioning the company for long-term growth as global fleets modernize.

Investor Focus and Market Position

As the February 25th conference call approaches, investors will be listening for more than just a confirmation of the preliminary numbers. The focus will be on management's forward-looking guidance for 2026 and their commentary on the sustainability of this growth trajectory. Analysts already forecast strong future earnings growth of over 22% per year for the company.

Reinforcing this positive outlook, the company’s board authorized a substantial $450 million stock repurchase program in December 2025, a classic signal of leadership's confidence in the company’s intrinsic value and future prospects. Investors will also be parsing details from a recent secondary offering of 50 million shares by major shareholders The Carlyle Group and GIC, noting that the transaction did not involve the company itself or provide it with any proceeds.

Beyond the financials, the upcoming call will be a crucial platform for leadership to articulate how their recent strategic investments in new facilities and engine capabilities will translate into sustained revenue and margin growth. Stakeholders will be keen to understand how StandardAero plans to navigate persistent industry-wide challenges, such as skilled labor shortages and supply chain constraints, while continuing to capitalize on the robust demand that is defining the current era of aerospace services.