Every material Form 8-K StandardAero filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
StandardAero reported third-quarter 2026 revenue of $1.56 billion and net income of $92.8 million, representing year-over-year growth across all major end markets. Driven by engine services growth, the company raised its full-year 2026 financial guidance and announced a $350 million accelerated share repurchase under an expanded $1.0 billion buyback authorization.
Third-quarter 2026 revenue increased 4.0% year-over-year to $1,557.4 million.
Net income for the quarter rose 36.2% to $92.8 million, with diluted GAAP EPS at $0.28.
Full-year 2026 guidance was updated to project revenue of $6,525 to $6,645 million and Adjusted EBITDA of $905 to $920 million.
The Board approved a $560.0 million increase to the share repurchase program, reaching a total authorization of $1.0 billion, alongside a planned $350.0 million accelerated share repurchase agreement.
StandardAero announced that Chief Operating Officer Kimberly Ernzen will no longer serve in that role as of September 28, 2026. She will stay employed through December 31, 2026 to support the leadership transition, and the company expects to enter into a transition agreement with her, terms not yet determined.
Kimberly Ernzen ceases to be Chief Operating Officer effective September 28, 2026
Ernzen remains employed and supports the leadership transition through December 31, 2026
Transition agreement terms have not yet been determined by the company
StandardAero reported second-quarter 2026 revenue of $1.6 billion, up 4.6% from a year earlier, and net income of $97.3 million, up from $67.7 million. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA and Adjusted Diluted EPS, though it also changed its Adjusted Diluted EPS and Adjusted Free Cash Flow definitions, which affects how those figures compare with prior periods.
Revenue was $1,599.7 million for the quarter, up 4.6%; diluted GAAP EPS was $0.29 versus $0.20 a year earlier
Adjusted EBITDA was $229.9 million, up 12.3%, with an Adjusted EBITDA Margin of 14.4% versus 13.4%
Full-year 2026 revenue guidance is $6,375 to $6,500 million and Adjusted Diluted EPS guidance is $1.50 to $1.57, with the EPS definition broadened to exclude amortization of all intangible assets, including license-related
Free cash flow was an inflow of $50.2 million for the quarter, but cash used in operations was $72.3 million
StandardAero's Board appointed Lead Independent Director Paul McElhinney as Chief Executive Officer effective October 1, 2026, succeeding Russell Ford, who is retiring as CEO and as Chairman effective January 1, 2027. In a separate Regulation FD disclosure, the company confirmed its full year 2026 guidance, first released May 7, 2026.
Paul McElhinney becomes CEO on October 1, 2026 and Chairman on January 1, 2027; he is 65 and has a 35-year industry career.
Russell Ford stays as Executive Chairman through December 31, 2026, and his employment ends on that date or earlier.
McElhinney's employment agreement sets a $1,100,000 base salary, a $1,000,000 cash sign-on bonus, and a five-year initial term.
The company confirmed its full year 2026 guidance as of June 2, 2026, unchanged from the May 7, 2026 release.
StandardAero reported first-quarter 2026 revenue of $1.6 billion, up 13.3% from a year earlier, and net income of $79.9 million, up from $62.9 million. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA and Adjusted EPS, and said it announced the acquisition of Unified Turbines.
Revenue was $1,626.9 million, up 13.3% from $1,435.6 million; diluted GAAP EPS was $0.24 versus $0.19
Adjusted Diluted EPS was $0.33 versus $0.29; Adjusted EBITDA rose 2.5% to $203.2 million, with margin down 130 basis points to 12.5%
Free cash flow for the quarter was negative $133.7 million; the company repurchased about 2.0 million shares for $60.1 million
Full-year 2026 Adjusted EPS guidance is $1.40 to $1.50 and free cash flow guidance is $270 million to $300 million
StandardAero reported record full-year 2025 revenue of $6.06 billion, up 15.8%, and net income of $277.4 million, or $0.83 per diluted share, compared with $11.0 million a year earlier. The company also initiated 2026 guidance calling for revenue of $6.275 billion to $6.425 billion and Adjusted EPS of $1.35 to $1.45, which shareholders can compare with the 2025 results.
Full-year 2025 revenue was $6,062.5 million, up 15.8%; Adjusted EBITDA was $808.2 million, up 17.0%.
Fourth-quarter 2025 net income was $78.6 million, compared with a net loss of $14.1 million a year earlier.
2026 guidance: revenue $6,275 to $6,425 million, Adjusted EBITDA $870 to $905 million, Adjusted EPS $1.35 to $1.45.
StandardAero completed a secondary offering of 57,500,000 shares by Carlyle-affiliated and GIC-affiliated selling stockholders at $31.00 per share, and the company did not receive any proceeds from it. Alongside the offering, the company repurchased 1,637,465 shares from the GIC-affiliated holder at $30.535 per share, and those shares are no longer outstanding, which reduces the share count.
Offering of 57,500,000 shares at $31.00 per share completed January 29, 2026, including 7,500,000 shares from the underwriters' option
Company received no proceeds from the selling stockholders' sale of shares
Company repurchased 1,637,465 shares at $30.535 per share, the offering price less underwriting discounts, under its December 2025 repurchase program
Underwriting agreement dated January 27, 2026, with Morgan Stanley & Co. LLC and J.P. Morgan Securities LLC as representatives
StandardAero released unaudited preliminary estimates for full-year 2025 on January 27, 2026. Revenue, net income, Adjusted EBITDA and free cash flow are all estimated well above 2024 levels, but the figures are ranges because year-end closing is not finished and results may differ materially. The company said it will disclose full 2025 results and its 2026 outlook next month.
Revenue estimated at $6,053.0 million to $6,083.0 million, up 15.6% to 16.1% from $5,237.2 million in 2024
Net income estimated at $270.0 million to $280.0 million, compared with $11.0 million in 2024
Adjusted EBITDA estimated at $806.0 million to $812.0 million; free cash flow $200.0 million to $210.0 million, versus a $45.0 million use of cash in 2024
Figures are unaudited and preliminary; full 2025 results and 2026 outlook to be disclosed next month
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every StandardAero filing is on SEC EDGAR ↗. 8-K briefs of other companies →