No – the release contains only the Q2 2025 results and does not include any forward‑looking guidance or outlook for the third or fourth quarters of 2025.
From the statement, StandardAero highlighted a 13.5 % YoY revenue increase to $1.53 bn, a net‑income rise to $67.7 mn (margin up to 4.4 %) and a 20.1 % jump in adjusted EBITDA to $204.6 mn (EBITDA margin 13.4 %). However, there is no mention of projected revenue, earnings, or cash‑flow expectations for Q3 or Q4, nor any commentary on the seasonal or macro‑economic factors that could shape the second half of the year.
Trading implications
- Short‑term bias: With no guidance, the market will price in expectations based on historical trends and the strength of the Q2 beat. The upside in earnings margin and cash‑generation may keep the stock on the upside‑biased side of the range, especially if technicals (e.g., the price holding above the 20‑day moving average and testing the prior‑high resistance) remain intact.
- Risk management: The lack of forward guidance adds uncertainty to the back‑half‑of‑year outlook, so a tighter stop‑loss (e.g., 5‑7 % below the current price) is prudent if you take a long position now. Conversely, a short‑side play could be justified if the price is already over‑extended on the Q2 rally and the broader aerospace market shows signs of weakening demand.
In short, while Q2 2025 performance is solid, the absence of Q3/Q4 guidance means investors must rely on historical seasonality, sector fundamentals, and technical momentum to shape their positioning.