Standardaero, Inc. · NYSE:SARO

Standardaero — Investor Presentation (September 2026)

19 slides from Standardaero's investor presentation, September 2026

  1. Slide 1: September 2026 Investor Presentation

    SEPTEMBER 2026 INVESTOR PRESENTATION 1

  2. Slide 2: Disclaimer – Forward Looking Statements & Non-GAAP Disclosure

    DISCLAIMER – FORWARD LOOKING STATEMENTS & NON-GAAP DISCLOSURE This presentation contains forward-looking statements that involve substantial risks and uncertainties. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Sect

  3. Slide 3: StandardAero at a Glance

    STANDARDAERO AT A GLANCE THE LEADING INDEPENDENT AEROENGINE AFTERMARKET SERVICES PROVIDER Pure Play Focus on the Leading Capabilities Serving the Aeroengine Aftermarket Attractive Business Mix Aeroengine Aftermarket Revenue by Segment2 Component Repair Services ~80% of Revenue from Platforms 12% Eng

  4. Slide 4: Pure Play Focus on the Engine Aftermarket

    PURE PLAY FOCUS ON THE ENGINE AFTERMARKET LEADER IN THE MOST PROFITABLE AND HIGH GROWTH SEGMENT OF THE AFTERMARKET LARGEST PORTION OF AFTERMARKET MOST ATTRACTIVE MARKET CHARACTERISTICS LONG-TERM TAILWINDS StandardAero’s Relative Relative Market Presence1 Profitability Growth Growth Drivers Airframe

  5. Slide 5: Highly Coveted Long-Term Relationships

    HIGHLY COVETED LONG-TERM RELATIONSHIPS DIFFERENTIATED OEM-ALIGNED AND INDEPENDENT BUSINESS MODEL UNDERPINS LONGSTANDING RELATIONSHIPS ENGINE OEMS OPERATORS Commercial Aero Military1 Business Aviation >60 Years >50 Years >60 Years >30 Years >60 Years Critical Partnership Role  Outsourcing allows OEM

  6. Slide 6: Leading Positions on Most Platforms Served

    LEADING POSITIONS ON MOST PLATFORMS SERVED #1 OR #2 SHARE ON MANY OF THE MOST ATTRACTIVE PLATFORMS ACROSS THE ENGINE LIFECYCLE BROAD PRESENCE ACROSS PLATFORMS IN VARYING STAGES OF THEIR LIFECYCLE New generation Mid-life / Mature Legacy Arriel 2 PW500 M250 PT6T F110 TFE731 T56 PW200 J85 AE3007 CT7 Ma

  7. Slide 7: Strategically Located Global Footprint

    STRATEGICALLY LOCATED GLOBAL FOOTPRINT GLOBAL NETWORK AND SCALE POSITION STANDARDAERO TO WIN ACROSS CUSTOMERS AND GEOGRAPHIES 50+ 55 Global Facilities Globally Test Cells 6 ~6MM ft2 Total Production Continents Area Globally Headquarters: Scottsdale, AZ Major Operating Locations ~8,000 Employees Acro

  8. Slide 8: Synergistic Engine Component Repair Business

    SYNERGISTIC ENGINE COMPONENT REPAIR BUSINESS STANDARDAERO HAS GROWN INTO ONE OF THE LARGEST ENGINE COMPONENT REPAIR PLATFORMS GLOBALLY Attractive >$500MM $709MM >20,000 Component Repair Component Repair Services ~29% Unique Repairs Investment Since 2017 Revenue in 2025 Adjusted EBITDA Margin1 COMPON

  9. Slide 9: Track Record of Successful M&A

    TRACK RECORD OF SUCCESSFUL M&A EXPERTISE IN EXECUTING VALUE-ACCRETIVE ACQUISITIONS Proven Acquisition Process Playbook for Driving Outsized Returns from Synergies  Dozens of acquisitions evaluated each year $62MM Annual $28MM Annual Synergies Synergies  Focus on appreciation of long-term equity va

  10. Slide 10: Financial Highlights

    FINANCIAL HIGHLIGHTS Q2 2026 Q2 PERFORMANCE DRIVERS 1H 2026 $1,600 $3,227 End Market Growth +8.8% $1,529 +4.6% $2,965 YoY YoY  Commercial Aerospace: +6% YoY2  Business Aviation: +6% YoY  Military & Helicopter: -3% YoY Earnings Growth +7.5% $433 YoY  Double-digit Adjusted EBITDA growth driven +12

  11. Slide 11: 2026 Strategic Priorities

    2026 STRATEGIC PRIORITIES WELL-DEFINED STRATEGIC PATH TO DOUBLE-DIGIT ADJUSTED EBITDA AND EPS GROWTH STRATEGIC PRIORITIES Continuous LEAP CFM56 & CF34 Component Repair Improvement Achieved CFM56 DFW reached Continued new profitability in Q2, profitability in Q2; repair development Executing CI and w

  12. Slide 12: Executing at Altitude

    EXECUTING AT ALTITUDE MULTI-PRONGED STRATEGY FOR ACCELERATED GROWTH 5 4 3 Continued M&A 2 New Platform Wins 1 Performance $808 Excellence $691 Initiatives Harvesting $561 Recent Investments $475 Strong $380 Market Tailwinds 2021A 2022A 2023A 2024A 2025A 12 Note: $ in millions

  13. Slide 13: Appendix

    APPENDIX 13

  14. Slide 14: Reconciliation of Non-GAAP Financial Metrics

    RECONCILIATION OF NON-GAAP FINANCIAL METRICS ADJUSTED EBITDA AND ADJUSTMENTS WALK Three Months Ended June 30, 2026 2025 (in millions, except percentages) Net income $97.3 $67.7 Income tax expense 29.9 24.0 Depreciation and amortization 47.0 48.5 Interest expense 41.3 43.8 (1) Business transformation

  15. Slide 15: Reconciliation of Non-GAAP Financial Metrics

    RECONCILIATION OF NON-GAAP FINANCIAL METRICS ADJUSTED DILUTED EPS AND ADJUSTMENTS WALK Three Months Ended Six Months Ended Three Months Ended Six Months Ended June 30, 2026 June 30, 2026 June 30, 2025 June 30, 2025 $ EPS $ EPS $ EPS $ EPS (in millions, except per (in millions, except per (in million

  16. Slide 16: Segment Disclosure

    SEGMENT DISCLOSURE SEGMENT ADJUSTED EBITDA Three Months Ended June 30, 2026 2025 (in millions, except percentages) Engine Services Segment Revenue $1,405.1 $1,350.7 Segment Adjusted EBITDA $204.2 $178.5 Segment Adjusted EBITDA Margin 14.5% 13.2% Component Repair Services Segment Revenue $194.6 $178.

  17. Slide 17: Segment Disclosure (Continued)

    SEGMENT DISCLOSURE (CONTINUED) SEGMENT REVENUE AND SEGMENT ADJUSTED EBITDA TO PROFIT BEFORE TAX WALK Three Months Ended June 30, 2026 Three Months Ended June 30, 2025 Component Component Engine Total Engine Total Repair Repair Services Segments Services Segments Services Services (In thousands) (In

  18. Slide 18: Reconciliation of Net Debt and Net Debt to Adjusted EBITDA Leverage Ratio

    RECONCILIATION OF NET DEBT AND NET DEBT TO ADJUSTED EBITDA LEVERAGE RATIO Three Months Ended June 30, 2026 2025 (in millions, except percentages) 2024 Term Loan Facilities $2,216.3 $2,238.8 2024 Revolving Credit Facility 120.0 95.0 Finance leases 17.8 19.1 Other 1.0 1.1 Total Funded Debt $2,355.1 $2

  19. Slide 19: Free Cash Flow Disclosure

    FREE CASH FLOW DISCLOSURE RECONCILIATION OF FREE CASH FLOW Three Months Ended June 30, 2026 2025 (in millions) Cash Flow from Operations $72.3 $2.9 Purchase of Property, Plant and Equipment (21.0) (22.0) Purchase of Intangible Assets (0.5) (15.0) Proceeds from Disposal of Property, Plant and Equipme

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