STANDARDAERO INC. DL -,01 Aktie

StandardAero's stock hit a 52-week low of $23.81, well below the 52-week high of $34.48; it lost 12.76% over 12 months. Despite the price decline, the company reported a 4.6% revenue increase to $1.6bn in Q2, adjusted EPS of $0.40 (+24%) and a record EBITDA margin of 14.4%. StandardAero raised its full-year guidance for revenue, adjusted EBITDA and adjusted EPS, and Bernstein SocGen reiterated an "Outperform" rating with a $39.00 price target. Valuation metrics from InvestingPro (PEG 0.18) and downward revisions to earnings estimates by seven analysts point to potential undervaluation, but investors remained cautious for now, adding to the share price pressure. » Altro su de.investing.com

StandardAero has reduced its leverage to around 2.5x and is generating significant free cash flow, which management is deploying for licensing, acquisitions and share buybacks. The LEAP business turned profitable in Q2/2026; revenue is about USD 400m and is expected to rise to USD 1bn by 2030, with further growth in the 2030s. Capacity expansions (including Winnipeg, Dallas, San Antonio) and margin improvements in engine services, along with a high share of long-term contractually secured revenue, underpin the outlook for sustained growth and better margins. » Altro su de.investing.com

StandardAero has opened a 70,000-square-foot expansion at its Winnipeg site, increasing total space by about 40%. The facility provides MRO services for CF34-3/8 and CFM56 turbofan engines, which are used in regional jets, business jets, and Boeing 737 NG and Airbus A320ceo aircraft. StandardAero employs 1,500 people across eight sites in Winnipeg and additionally offers engine overhauls and testing in North America at DFW International Airport. » Altro su de.investing.com