StandardAero, Inc.
In the published model solve dated 2026-Q2, anchored at $31.00, StandardAero, Inc. (SARO) is priced for today's economics sustained for ~5.6 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 1, 2026 from SEC EDGAR filings.
• StandardAero sells recurring engine maintenance, not engines: its business is the shop visit an aircraft engine legally must undergo on a schedule set by the OEM, the regulator, and the military, and a large share of that work is performed as an authorized subcontractor for the OEMs themselves, revenue the FY2025 10-K describes as ⟦"derived from services we provide on behalf of OEMs as a subcontractor and authorized"⟧ shop. • The balance sheet is the constraint: net debt of about $2.1 billion
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313 institutional managers reported holding SARO in 13F filings for the quarter ended 2026-03-31. 103 opened new positions that quarter. Held by Carlyle Group, T. Rowe Price, BlackRock, among others. On the short side, 18.0M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (4.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Open-market insider buys at SARO over the trailing three years: 2024: 1 buy totaling $2.50M; 2026: 1 buy totaling $984k. 9 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
SARO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2024-11-14 | -7.0% | -12.1% |
| 2025-03-13 | +6.2% | +4.3% |
| 2025-05-14 | +7.6% | +0.2% |
| 2025-08-15 | -5.7% | +2.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SARO's latest 8-K filings: 2026-08-06 (items 2.02, 9.01); 2026-06-26 (items 5.07); 2026-06-02 (items 5.02, 7.01); 2026-05-07 (items 2.02, 9.01); 2026-02-25 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 1, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.