In War, Things Tire Or Break, StandardAero To The Rescue

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Joseph L. ShaeferInvesting Group LeaderFollow5ShareSavePlay(15min)CommentsSummaryStandardAero, the largest independent MRO in the U.S., is positioned for robust growth as a newly public company.SARO’s diversified client base, advanced capabilities in LEAP engine maintenance, and expansion into avionics and airframe services underpin its industry leadership.With 15.8% YOY growth and 8,000 specialists serving 5,000 clients, SARO’s scale and technical expertise provide a wide competitive moat.Risks include potential OEM insourcing, supply chain constraints, and competition from global MROs, but SARO’s unique positioning and partnerships support a long runway for growth.Looking for a helping hand in the market? Members of The Investor's Edge® get exclusive ideas and guidance to navigate any climate. Learn More » Eliyahu Parypa/iStock Editorial via Getty Images "If you can walk away from a landing, it's a good landing. If you can use the airplane the next day, it's an outstanding landing." -- Chuck Yeager Let’s face it. The MRO (Maintenance, Repair, and Overhaul) ofThis article was written byJoseph L. Shaefer26.42K FollowersFollowJoseph Shaefer is a geopolitical, economic, and resource analyst. He is a retired senior military officer with deep experience in Special Operations and Intelligence. He is also a former university professor and a retired Senior V.P. at Charles Schwab & Co. He is today the leader of the investing group The Investor's Edge®. His approach to investing is both specific and universal. On one end of the "barbell," he makes especially deep dives into Energy, Resources, Aerospace and Defense, and Infrastructure. On the other end, a thorough research into the safest and best-paying income ETFs and companies and their preferred shares. Unique features exclusively for subscribers at The Investors Edge® include the Growth & Value sample portfolio, early notification of articles likely to be discussed with the general Seeking Alpha audience, notification of purchases and sales prior to execution, and short notes and articles for subscribers on an as-it-happens basis. Five decades of experience, 2 to 4 articles monthly exclusively for subscribers, and access to Joseph and his community in a chat corner that is reviewed daily.Analyst’s Disclosure: I/we have a beneficial long position in the shares of SARO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I write about SARO exclusively for your due diligence.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
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