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SASARO

What StandardAero promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

11 of 12 judged targets kept · 26 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
LEAP and CFM56 DFW growth programs reaching adjusted EBITDA profitabilityearly 2026 / first half of 2026Sep 2025Jun 2026:Our CFM56 Center of Excellence in Dallas-Fort Worth reached profitability in the quarter, also as promised
Call transcript, Jun 2026 · no direct link
Achieved
Full-year total company adjusted EBITDA$870 million to $905 millionDec 2025Jun 2026:We are also raising our adjusted EBITDA guidance to a range of $885 million to $910 million
Call transcript, Jun 2026 · no direct link
Revised Up
Full-year (adjusted) free cash flow$270 million to $300 millionDec 2025Jun 2026:we think it is prudent at the midpoint of the year to maintain our 2026 adjusted free cash flow guidance of $270 million to $300 million
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

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The rest of the ledger

Pro opens all 38 tracked commitments for StandardAero

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.