Logotype for StandardAero Inc

StandardAero (SARO) investor relations material

StandardAero Morgan Stanley’s 13th Annual Laguna Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for StandardAero Inc
Morgan Stanley’s 13th Annual Laguna Conference summary10 Sep, 2025

Industry positioning and market dynamics

  • Operates across commercial, military, private jet, and helicopter aerospace sectors, offering a unique breadth in the industry.

  • Entering its 115th year, the company is recognized as a constant compounder with a distinctive market position.

  • Post-COVID surge in flying and long-term 5–7% annual industry growth are driving unprecedented MRO demand.

  • Aging fleets and slow OEM production mean new aircraft add to, rather than replace, the existing fleet, boosting MRO needs.

  • Airlines are now seeking long-term contracts, some extending to 2030, providing high business visibility.

Capacity, labor, and operational strategy

  • Investments in capacity and retention of skilled labor during COVID have positioned the company to meet rising demand.

  • Focus on reducing turnaround times by increasing in-house component repair capabilities.

  • Vertical integration in component repair shortens repair cycles, reduces reliance on third parties, and improves margins.

  • Expansion of facilities, such as the Dallas CFM56 site, has doubled capacity and is meeting strong airline demand.

  • No current concerns about labor, capacity, or environmental constraints; main focus is on managing source-controlled parts.

Component Repair Services (CRS) growth and strategy

  • CRS is a highly fragmented market, with 11 acquisitions in 8 years, focusing on unique IP and new repair processes.

  • CRS revenue has grown 600% in a few years, now approaching $700 million, with significant margin accretion.

  • CRS insourcing has shifted more repairs in-house, reducing costs and increasing profitability.

  • CRS capabilities are leveraged for both internal needs and third-party/competitor repairs, including for LEAP and CFM56 engines.

  • CRS is expanding into non-aviation markets, such as distributed power for data centers, driven by AI-related demand.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next StandardAero earnings date

Logotype for StandardAero Inc
Q3 202512 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next StandardAero earnings date

Logotype for StandardAero Inc
Q3 202512 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

StandardAero Inc. is an aerospace company that provides maintenance, repair, and overhaul (MRO) services for aircraft engines and components. Serving commercial, military, business aviation, and industrial power markets, the company offers a broad range of services, including engine overhaul, component repair, and engineering support. StandardAero supports its global customer base through multiple service centers and facilities, focusing on enhancing aircraft performance, reliability, and safety. The company is headquartered in Scottsdale, Arizona.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage