Loar Holdings (LOAR) Company Report

LOAR reported Q3 2025 Net Sales of $126,715 thousand, representing a 22.4% increase compared to Q3 2024, and Adjusted EBITDA of $49,106 thousand, a 28.9% increase from the prior year quarter.
The company's Adjusted EBITDA Margin for Q3 2025 was 38.7%, an improvement from 36.8% in Q3 2024.
LOAR revised its Full Year 2025 Outlook, with Net Sales now projected between $487 million and $495 million (previously $486 million to $494 million).
The Revised 2025 Outlook for Adjusted EBITDA is $185 million to $188 million (up from $184 million to $187 million), and Adjusted Earnings Per Share is $0.93 to $0.98 (up from $0.83 to $0.88).
For Full Year 2026, LOAR anticipates Net Sales between $540 million and $550 million and Adjusted EBITDA between $209 million and $214 million, with an Adjusted EBITDA Margin of approximately 39%.

Nov 12, 2025, 3:00 PM

Presentation

Loar Holdings Reports Record Q3 2025 Results, Raises 2025 Guidance, and Provides Initial 2026 Outlook

LOAR

Earnings

Guidance Update

Revenue Acceleration/Inflection

Loar Holdings reported strong Q3 2025 results, with record sales of $127 million, a 15% increase year-over-year, and net organic sales growth of 11.1%. The company achieved a record adjusted EBITDA margin of 38.7%, an increase of 190 basis points from the prior year.
The company raised its calendar year 2025 outlook, increasing net sales by $1 million, adjusted EBITDA by $1 million, net income by $5 million, and adjusted EPS by $0.10. The commercial aftermarket growth outlook was upgraded to low double-digits.
For calendar year 2026, Loar provided an initial outlook, projecting net sales between $540 million-$550 million and adjusted EBITDA between $209 million-$214 million, targeting an adjusted EBITDA margin of approximately 39%. Adjusted EPS is expected to range from $0.98 to $1.03 per share.
Future growth is anticipated from low double-digit commercial OEM and aftermarket growth, mid-single-digit defense end markets, and new product growth expected to be closer to 3% over the next two years. The company also noted its strategy to complete one or two acquisitions annually.

Nov 12, 2025, 3:00 PM

Transcript

Loar Holdings Inc. Reports Record Q3 2025 Results and Raises 2025 and Provides 2026 Outlook

LOAR

Earnings

Guidance Update

Revenue Acceleration/Inflection

Loar Holdings Inc. reported record results for the third quarter of 2025, with net sales of $126.8 million, a 22.4% increase year-over-year, and net income of $27.6 million, up 218.9%.
Diluted earnings per share for Q3 2025 reached $0.29, representing a 222.2% increase from the prior year's quarter.
The company raised its Full Year 2025 outlook, now expecting net sales between $487 million and $495 million, net income between $70 million and $75 million, and diluted EPS between $0.73 and $0.78.
Loar Holdings Inc. also introduced its Full Year 2026 outlook, projecting net sales between $540 million and $550 million, net income between $80 million and $85 million, and diluted EPS between $0.82 and $0.88.

Nov 12, 2025, 1:31 PM

8-K

Loar Holdings Reports Record Q2 2025 Results and Raises Full-Year Guidance

LOAR

Earnings

Guidance Update

M&A

Loar Holdings reported record sales of $123,000,000 in Q2 2025, representing a 13% increase compared to the prior year, with adjusted EBITDA margins reaching a record 38.3%.
The company raised its full-year 2025 guidance, now expecting net sales between $486,000,000 to $494,000,000, adjusted EBITDA between $184,000,000 and $187,000,000, and adjusted EPS between $0.83 and $0.88.
The recently acquired Beadlight is expected to contribute mid-single-digit millions in sales for full-year 2025 (including five months of ownership) and is anticipated to be accretive to results in 2026.
The acquisition of L&B Fans and Motors is still pending regulatory approval, with an update expected in September 2025.
In Q2 2025, commercial aftermarket sales increased 13%, defense sales increased 19%, and commercial OEM sales grew 14%.

Aug 14, 2025, 12:20 PM

Loar Holdings Inc. Finalizes 8-K Share Offering and Lock-Up Waiver

LOAR

9,000,000 shares of common stock were offered via an Underwriting Agreement with Jefferies LLC and Morgan Stanley & Co. LLC at a public offering price of $83.41 per share, with an option to purchase an additional 1,350,000 shares; the offering closed on May 16 and May 19, 2025.
A waiver to the Registration Rights Agreement was executed on May 13, 2025, permitting certain principal investors—including key executives—to sell shares on a pro rata basis despite existing lock-up restrictions until September 30, 2027, subject to specific limits.

May 19, 2025, 12:00 AM

8-K

Loar Holdings Inc Reports Strong Q1 2025 Results

LOAR

Earnings

Guidance Update

M&A

Record performance: Q1 2025 achieved record sales of $150 million (up 12% year-over-year) with net organic sales increasing by 11.1%, and margins improving significantly with a 370 basis point increase in gross profit margin and 160 basis points improvement in Q1 margins.
Robust guidance: For calendar 2025, management updated guidance to target net sales of $480–490 million, adjusted EBITDA of $182–185 million, net income of $59–64 million, and EPS of $0.71–$0.76 with an expected adjusted EBITDA margin of approximately 37.5%.
Growth strategy: The company is advancing its growth by launching new products—such as the secondary cockpit barrier with Airbus—and actively pursuing M&A opportunities to enhance its portfolio.

May 13, 2025, 2:31 PM

Transcript

Loar Holdings Reports Record Q4 2024 Results & Strong 2025 Guidance

LOAR

Earnings

Guidance Update

Revenue Acceleration/Inflection

M&A

Record Q4 performance: Q4 2024 net sales reached $110.4 million (up 27.8%), with adjusted EBITDA of $40.2 million (up 37.4%) and full-year net sales of $402.8 million, net income of $22.2 million, and adjusted EBITDA of $146.3 million .
Earnings call highlights: Organic net sales increased by 15% and overall sales were up 14.9%, driven by strong performance in defense, commercial OEM, and aftermarket segments .
Improved profitability: Q4 net income increased by $4 million while adjusted EBITDA rose by $11 million to achieve margins of 36.4% .
Enhanced 2025 guidance: Pro forma projections for 2025 include net sales of $480–488 million, adjusted EBITDA of $180–184 million (with an expected 120 basis point margin expansion), and net income between $58–63 million, excluding the pending LMB Fans and Motors acquisition .
Strategic growth initiatives: Focus on organic growth through proprietary products and strategic acquisitions like Applied Avionics, with ongoing efforts to boost capacity and margins .

Mar 31, 2025, 12:00 AM

Transcript 8-K

Earnings Transcripts

Quarterly earnings call transcripts for Loar Holdings.

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