Standardaero, Inc. · NYSE:SARO
Standardaero — Q2 2026 Earnings Presentation
17 slides from Standardaero's earnings presentation, Aug 6, 2026
Slide 1: Second Quarter 2026 Earnings Presentation
SECOND QUARTER 2026 EARNINGS PRESENTATION AUGUST 6TH, 2026 1
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
Slide 3: Financial Highlights
FINANCIAL HIGHLIGHTS Q2 2026 Q2 PERFORMANCE DRIVERS 1H 2026 $1,600 $3,227 End Market Growth +8.8% $1,529 +4.6% YoY YoY + Commercial Aerospace: +6% YoY2 $2,965 + Business Aviation: +6% YoY − Military & Helicopter: -3% YoY Earnings Growth +7.5% $433 YoY + Double-digit Adjusted EBITDA growth driven +12
Slide 4: 2026 Strategic Priorities and Outlook
2026 STRATEGIC PRIORITIES AND OUTLOOK WELL-DEFINED STRATEGIC PATH TO DOUBLE-DIGIT ADJUSTED EBITDA AND EPS GROWTH RAISING 2026 GUIDANCE STRATEGIC PRIORITIES Continuous $6.375 – $6.50Bn LEAP CFM56 & CF34 Component Repair Improvement Revenue $885 – $910M Adjusted EBITDA1 $1.50 – $1.57 Achieved profitab
Slide 5: Q2 2026 Results – Consolidated
Q2 2026 RESULTS – CONSOLIDATED ($ in millions) Q2 2026 Performance Commentary ◼ Engine Services growth of +4% YoY; Component Repair growth of +9% YoY Revenue $1,600 ◼ Commercial Aerospace (+6% YoY)2, Business Aviation (+6% YoY), and Military & Helicopter (- % Change YoY +4.6% 3% YoY) ◼ YoY Growth ra
Slide 6: Second Quarter 2026 Results – Engine Services
SECOND QUARTER 2026 RESULTS – ENGINE SERVICES Q2 2026 QUARTERLY HIGHLIGHTS 1H 2026 ◼ +4% YoY Revenue growth $1,405 $2,852 $1,351 +4.0% + Growth across all three major end markets +8.9% YoY + Continued ramp on growth platforms $2,619 YoY − Elimination of material pass-through revenue $204 ◼ +14.4% Yo
Slide 7: Second Quarter 2026 Results – Component Repair Services
SECOND QUARTER 2026 RESULTS – COMPONENT REPAIR SERVICES Q2 2026 QUARTERLY HIGHLIGHTS 1H 2026 ◼ +9.2% YoY Revenue growth $374 $195 + Strong commercial aerospace growth driven by $346 +8.3% YoY $178 +9.2% CFM56, GTF and CF34 YoY + Continued strong growth for aeroderivative repairs − Lower volumes on s
Slide 8: Free Cash Flow
FREE CASH FLOW COMMENTARY ($ in millions) Q2 2026 ◼ +$50M of free cash flow generation in Q2, driven by earnings Adjusted EBITDA 1 $230 ◼ Lower working capital build resulting from company-wide supply chain initiatives taking hold (+/-) Δ in Net Working Capital 2 (56) (-) Capex: Excluding Major Grow
Slide 9: Balance Sheet & Liquidity
BALANCE SHEET & LIQUIDITY NET DEBT TO ADJUSTED EBITDA LEVERAGE RATIO1 STRONG BALANCE SHEET WITH CAPITAL DEPLOYMENT FLEXIBILITY 3.0x ◼ Net Leverage of 2.6x, down from 3.0x in Q2 2025 ◼ Capital Deployment: − Q2 closing of Unified Turbines acquisition − Repurchased $40M in shares in Q2 2026; YTD $100M
Slide 10: FY 2026 Company & Segment Outlook
FY 2026 COMPANY & SEGMENT OUTLOOK ($ in millions) FY 2026 Commentary ◼ Engine Services: $5,600 – $5,700 (increase) Revenue $6,375 – $6,500 • Includes elimination of $300-400M of low-to-no margin material pass-through revenue % Change YoY +5% to +7% ◼ Component Repair Services: $775 – $800 ◼ Engine S
Slide 11: Appendix
APPENDIX 11
Slide 12: 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
Slide 13: 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
Slide 14: 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.
Slide 15: 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
Slide 16: 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
Slide 17: 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