Workflow
Aero Engine Aftermarket
icon
Search documents
StandardAero, Inc. (SARO) Presents At Jefferies Mining And Industrials Conference 2025 Transcript
Seeking Alphaยท 2025-09-03 16:03
Company Overview - StandardAero is a leading provider of engine aerospace aftermarket services with a pure-play focus on the aero engine aftermarket [3] - 80% of StandardAero's revenue comes from platforms that hold either the 1 or 2 market position, providing strong market visibility [3] - 77% of the company's revenue is derived from customers with long-term agreements, enhancing revenue predictability [3] Business Segments - The company is organized into two main segments: Engine Repair and Overhaul (MRO) and Component Repair Services, which create synergies through partnerships with OEMs and airlines [4] - The engine aftermarket represents the largest portion of the aerospace aftermarket, valued at $111 billion, with engines accounting for 48% of this market [5] Market Characteristics - The engine aftermarket is characterized as the highest growing and most profitable segment within the aerospace aftermarket, with significant regulatory oversight and high barriers to entry [5]