StandardAero (SARO)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-10-29
$23.38-1.72%
Close 2026-10-30 · 1-day change
NYSEIndustrialsAerospace & DefenseSnapshot 2026-10-29
Research Workspace
Put SARO beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Aerospace & Defense is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 40% in its worst 12-month stretch.
View RiskSARO’s case rests on expanding Component Repair Services and sustaining operating income growth. Revenue growth slowed from 13.3% to 4.6%, despite a latest quarterly earnings beat. Q2 FY2026 non-GAAP earnings per share beat consensus by 17.6%. SARO trades at 19× P/E versus a 29× peer median. The desk says the price reflects less growth than its forecast. Fragile cash backing and military delays threaten the growth case. A guidance reversal would also damage credibility after a recent increase. Peer multiples imply a price about 36% above where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. SARO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering SARO (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for SARO in the last 4 months.
Continue this research
Compare SARO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SARO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Aerospace & Defense — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put SARO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand Component Repair Services capabilities
Long-term growth in aerospace aftermarket supports service expansion.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $23.38
The last 12 months of price, then the range of analyst 12-month targets from today’s $23.38.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Price target cut indicates potential revenue growth issues.
Advances: Expand Component Repair Services capabilities
Partnership enhances Component Repair Services capabilities in APAC.
Advances: Expand Component Repair Services capabilities
Partnership expands Component Repair Services capabilities in India.
Advances: Maintain strong operating income growth
Growing margins support strong operating income growth objective.
Advances: Maintain strong operating income growth
Growing margins support strong operating income growth objective.
Advances: Expand Component Repair Services capabilities
Facility expansion supports Component Repair Services capabilities growth.
Lifted guidance supports revenue and cash flow growth objectives.
