StandardAero (SARO) Investor presentation summary

Business overview and market position

• Leading independent provider of aeroengine aftermarket services with a global footprint across 50+ sites and 6 continents.

• Approximately 80% of revenue comes from platforms with #1 or #2 market positions, and 77% from customers with long-term agreements.

• Focused on engine repair, overhaul, and component repair, with 88% of revenue from engine services and 12% from component repair.

• Maintains strong, long-term relationships with major OEMs and operators, some exceeding 60 years.

• Holds leadership positions on many attractive engine platforms across their lifecycle.

Financial performance and segment results

• Q1 2026 revenue reached $1,627 million, up 13.3% year-over-year, with double-digit growth across commercial, business aviation, and military segments.

• Q1 2026 adjusted EBITDA was $203 million, up 2.5% year-over-year, with a margin of 12.5%.

• Engine Services segment generated $1,477 million in revenue and $179 million in adjusted EBITDA (12.3% margin) in Q1 2026.

• Component Repair Services delivered $180 million in revenue and $52 million in adjusted EBITDA (29.2% margin) in Q1 2026.

• Net debt to adjusted EBITDA improved to 2.6x as of Q1 2026, down from 3.1x in the prior year.

Strategic initiatives and growth drivers

• Pursuing a multi-pronged growth strategy including performance excellence, new platform wins, continued M&A, and harvesting recent investments.

• Track record of successful, value-accretive acquisitions, expanding capabilities and reach.

• Over $500 million invested in component repair since 2017, with 2025 segment revenue reaching $709 million and a 29%+ adjusted EBITDA margin.

• Strategic priorities for 2026 include achieving profitability in LEAP and CFM56 programs, expanding repair capabilities, and executing capital deployment through share repurchases and acquisitions.

• Continuous improvement and pricing initiatives are being executed across the portfolio.