UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to _____________ Commission File Number: 001-42298 StandardAero, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 30-1138150 ( ...

StandardAero, Inc. (SARO) reported $1.53 billion in revenue for the quarter ended June 2025, representing no change year over year. EPS of $0.20 for the same period compares to $0 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.48 billion, representing a surprise of +3.18%. The company delivered an EPS surprise of -4.76%, with the consensus EPS estimate being $0.21.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

StandardAero (SARO) Q2 2025 Earnings Call August 13, 2025 05:00 PM ET Company ParticipantsRama Bondada - VP - IRRussell Ford - Chairman, CEO & DirectorDan Satterfield - CFOSeth Seifman - Executive DirectorDouglas Harned - Managing DirectorMyles Walton - Managing DirectorKen Herbert - Managing DirectorSheila Kahyaoglu - Aerospace & Defense & Airlines Equity ResearchAlex Trapp - Chief Strategy OfficerJordan Lyonnais - Equity Research AssociateKrista Friesen - Director - Equity ResearchKristine Liwag - Executi ...

StandardAero (SARO) Q2 2025 Earnings Call August 13, 2025 05:00 PM ET Speaker0Greetings and welcome to the Standard Arrow Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It's now my pleasure to turn the call over to Ramad Bandana, Vice President, Investor Relations.Ramad, please go ahead.Speaker1Thank you, and good afternoo ...

Financial Performance Highlights - Q2 2025 revenue reached $1,529 million, a 13.5% year-over-year increase compared to $1,347 million in Q2 2024[15] - Adjusted EBITDA for Q2 2025 was $205 million, representing a 20.1% year-over-year increase from $170 million in Q2 2024[15] - Adjusted EBITDA margin improved to 13.4% in Q2 2025, an increase of 80 bps year-over-year[15] - For the first half of 2025, revenue totaled $2,965 million, a 14.8% increase compared to $2,583 million in the first half of 2024[18] - First half 2025 Adjusted EBITDA reached $403 million, a 19.9% increase year-over-year from $336 million[18] Segment Performance - Engine Services revenue for Q2 2025 was $1,351 million, up 11.5% year-over-year from $1,211 million in Q2 2024[34] - Engine Services Adjusted EBITDA for Q2 2025 was $179 million, a 16.2% increase year-over-year from $154 million[34] - Component Repair Services revenue for Q2 2025 was $178 million, a 31.3% increase year-over-year from $136 million in Q2 2024[39] - Component Repair Services Adjusted EBITDA for Q2 2025 was $52 million, a 49.6% increase year-over-year from $35 million[39] Updated Guidance - The company raised its full-year 2025 revenue guidance to $5,875 - $6,025 million, representing a 12% to 15% year-over-year increase[21] - Full-year 2025 Adjusted EBITDA guidance was raised to $790 - $810 million, with an approximate 13.4% margin[21]

Exhibit 99.1 StandardAero Announces Second Quarter Results Strong first half of year, gives confidence for another FY2025 Guidance raise SCOTTSDALE, Arizona. — (BUSINESS WIRE) — StandardAero (NYSE: SARO) announced results today for the three months ended June 30, 2025 ("Second Quarter 2025"). Second Quarter 2025 Highlights "Our strong execution in the second quarter drove continued operational excellence, resulting in solid double-digit revenue growth and further net income margin and adjusted EBITDA margin ...

| 2025-06-30 1 | | | --- | --- | | 13F Activity | | | Market Value | $5.03b, Prior: $3.80b | | Inflows (Outflows) as % of Total MV | +10.0934% | | New Purchases | 1 stocks | | Added To | 1 stocks | | Sold out of | 4 stocks | | Reduced holdings in | 2 stocks | | Top 10 Holdings % | 99.72% | 在凯雷2025年Q2前十大重仓股中，StandardAero Inc (SARO.US)继续稳居头号重仓股，持仓约1.52亿 股，持仓市值约48亿美元，占投资组合比例高达95.06%，较上季度的整体持仓数量增长13.64%，也是 前十大持仓中唯一获得凯雷大幅加仓的股票标的。公开资料显示，StandardAero 是一家成立于1911年的 全球老牌航空维修、修理与大修(MRO)服务商，总部位于美国亚利桑那州斯科茨代尔。该公司以航空发 动机后 ...

Group 1 - StandardAero (NYSE: SARO) is a pure-play provider of aircraft engine MRO services in the aerospace and defense industry [2] - Despite favorable long-term sector tailwinds, SARO stock has underperformed since coverage was initiated with a Buy rating in March [2] - The investing group, The Aerospace Forum, aims to discover investment opportunities in the aerospace, defense, and airline industry [2] Group 2 - The analyst provides context to developments in the aerospace industry, describing how they might affect investment theses [2] - The analysis is driven by data-informed insights, with direct access to data analytics monitors available through the investing group [2]

Core Insights - Carlyle Group Inc reported a total market value of $3.80 billion for Q1 2025, down from $4.15 billion in the previous quarter, representing an 8% decrease [1][2] - The firm made no new stock purchases, increased its position in one stock, reduced holdings in five stocks, and completely exited four stocks [1][2][5] - The top ten holdings accounted for 99.33% of the total market value [2] Holdings Summary - StandardAero remains the largest holding with approximately 134 million shares valued at about $3.6 billion, making up 92.44% of the portfolio, with a significant increase in shares by 1912.52% [3][4] - Soleno Therapeutics is the second largest holding with around 860,980 shares valued at approximately $61.4 million, representing 1.59% of the portfolio, showing a decrease of 37.41% in shares [3][4] - WeRide (文远知行) holds the third position with about 3.42 million shares valued at approximately $46.5 million, maintaining its share count from the previous quarter [3][4] - Phathom Pharmaceuticals and Pony.ai are the fourth and fifth largest holdings, with values of approximately $21.9 million and $20.8 million, respectively, both maintaining their share counts [3][4] Sell and Exit Activities - Carlyle Group completely exited positions in Ramaco Resources-A, Riley Exploration Permian, Robinhood, and Spyre Therapeutics during the first quarter [3][5] - The top sold stocks included Getty Images, Riley Exploration Permian, Robinhood, Spyre Therapeutics, and Ramaco Resources, with minimal changes in portfolio percentage [5][7]

StandardAero (SARO) 2025 Conference May 14, 2025 02:55 PM ET Speaker0 Wow. Speaker1 You're in great shape. Speaker2 But we Speaker3 do in sets. I mean, it's like a swim with a bunch of little guys, and it's like a master's team. Like, we're like little kids except we're old. Yeah. It's kinda Speaker0 That's awesome. Speaker3 How we do Speaker0 it. Alright. Good afternoon, everybody. Thanks for joining. My name is Russell Ford. I'm the chairman and CEO of Standard Aero. Standard Aero is the world's largest i ...