SCHEDULE 13G/A: Carlyle Group Affiliates Reaffirm Majority Stake in StandardAero, Inc. with 54.1% Ownership

Carlyle Group Inc. and its affiliated entities have filed an amended Schedule 13G, confirming their beneficial ownership of 54.1% of StandardAero, Inc.'s common stock.

Summary

• The filing is an Amendment No. 1 to Schedule 13G, indicating an update to a previously filed beneficial ownership statement.
• Carlyle Group Inc. and several of its affiliated entities, including Carlyle Holdings I GP Inc., Carlyle Holdings I GP Sub L.L.C., Carlyle Holdings I L.P., CG Subsidiary Holdings L.L.C., TC Group, L.L.C., TC Group Sub L.P., TC Group VII S1, L.L.C., TC Group VII S1, L.P., and Carlyle Partners VII S1 Holdings II, L.P., are the reporting persons.
• These reporting persons collectively beneficially own 180,820,300 shares of StandardAero, Inc. Common Stock.
• This ownership represents 54.1% of the total class of securities outstanding.
• The beneficial ownership includes shared voting power and shared dispositive power over all 180,820,300 shares.
• The percentage of class is based on 334,461,630 shares of Common Stock outstanding as of April 17, 2025, as disclosed in StandardAero, Inc.'s Proxy Statement on Schedule 14A filed on April 25, 2025.
• Carlyle Partners VII S1 Holdings II, L.P. is the record holder of the securities, with other Carlyle entities exercising control through a hierarchical structure.

Sentiment

Score: 5

Explanation: Neutral, as this is a factual disclosure of beneficial ownership without performance metrics or forward-looking statements. The continued majority ownership by a major investment firm could be viewed positively for stability.

Positives

• The continued significant ownership by Carlyle Group, a prominent investment firm, may signal stability and long-term strategic commitment to StandardAero, Inc.
• The clear disclosure of beneficial ownership provides transparency to the market regarding the company's control structure.

Future Outlook

This document is a beneficial ownership report and does not contain forward-looking statements or guidance regarding the company's future performance.

Industry Context

This filing confirms the continued significant private equity ownership of StandardAero, Inc. by Carlyle Group, a major player in aerospace and defense investments. Such substantial institutional ownership is common in the aerospace maintenance, repair, and overhaul (MRO) sector, reflecting the capital-intensive nature and long-term investment horizons often associated with the industry.

Stakeholder Impact

• Shareholders: Confirms the continued majority control by Carlyle Group, which may influence strategic decisions and long-term value creation.
• Employees: The stability provided by a major, long-term investor like Carlyle Group could be seen as positive for employment stability and strategic direction.

Key Dates

Keywords

StandardAero, Carlyle Group, SEC filing, Schedule 13G, beneficial ownership, common stock, institutional ownership, private equity, aerospace, defense