StandardAero, Inc. (SARO) Presents at Jefferies Global Industrials Conference 2026 Transcript

SA Transcripts 162.13K Followers Follow StandardAero, Inc. ( SARO ) Jefferies Global Industrials Conference 2026 September 9, 2026 8:50 AM EDT Company Participants Daniel Satterfield - CFO & Treasurer R. Bondada - Vice President of Investor Relations Conference Call Participants Sheila Kahyaoglu - Jefferies LLC, Research Division Presentation Sheila Kahyaoglu Jefferies LLC, Research Division Good morning, everyone. I'll just start off since we're a minute late, and it's our fault because the elevators are slow, and I know that. So we have the StandardAero team here, Dan Satterfield, who's the CFO; and Rama Bondada, who's Investor Relations. Question-and-Answer Session Sheila Kahyaoglu Jefferies LLC, Research Division Maybe we'll just kick it off with a few questions, Dan, if that's okay to start. How do you think about StandardAero today? You've gone through the IPO now. I think it's been 2, 3 years. You're in a growth phase, both the commercial business that represents 60% of sales in military and business aviation. How do you think about the growth of your business from 2026 to 2030? Daniel Satterfield CFO & Treasurer Yes. Well, we're in a great phase. Number one, coming out of the IPO, we significantly delevered, right? And now we're enjoying the fruits of that deleverage and the enormous cash flows coming in. The most satisfying part of being part of our business in the aerospace industry is the cash flow that we're generating. And you're going to see our liquidity position continue to improve, billions of dollars of cash flow available to us that we will deploy. And we've talked a lot about, Sheila, about our 5 capital deployment areas, organic growth. Just this month, we opened the expanded CFM -- sorry, CF34 facility in Winnipeg, increased our capacity by 1/3, and that's already full. So a great example of capital deployment in organic area. In terms of license expansions, we did in Q2, the $180 million