NYSE$LOAR

Loar Holdings Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Loar Holdings Inc. reported record results for the second quarter of 2024, with net sales up 31.1% year-over-year and net income increasing significantly.

Loar Holdings Inc. reported a strong second quarter in 2024, marked by record net sales of $97.0 million, a 31.1% increase compared to the prior year. Net income rose to $7.6 million, and adjusted EBITDA reached $35.0 million, driven by exceptional commercial aftermarket growth.

  • Net sales reached $97.0 million, a 31.1% increase year-over-year.
  • Net income was $7.6 million, significantly up from $0.6 million in the prior year's quarter.
  • Earnings per share was $0.09.
  • Adjusted EPS was $0.13.

Headline financials

Total Revenue

$97M

Previous: $74M+31.1%
EPS

$0.09

Previous: $3.06K-100.0%
Adjusted EBITDA Margin

27.6%

No prior period
Net Income Margin

11.4%

No prior period
Capital Expenditures

-$2.05M

No prior period
Free Cash Flow

$7.64M

No prior period
Net Income

$7.64M

Previous: $623K+1126.5%
Operating Income

$22.2M

Previous: $18.2M+21.8%
Gross Profit

$47.5M

Previous: $37.5M+26.8%
Cash & Equivalents

$73.2M

No prior period
Total Assets

$1.1B

No prior period
Stock-Based Comp

$4.39M

Previous: $94K+4567.0%

Revenue & EPS history

Loar Holdings Inc · Revenue · Quarterly

$97M

Q2 2024+31.1%vs Q2 2023
Beat estimate in 7 of 7 quarters(100%)
ActualEstimate

Forward guidance

Loar Holdings Inc. revised its full year 2024 guidance upward, expecting strong demand drivers across its end-markets.

Tailwinds

  • Net sales are projected to be between $374 million and $378 million.
  • Net income is expected to be between $28.4 million and $29.6 million.
  • Adjusted EBITDA is anticipated to be between $134 million and $136 million.
  • Net income margin is estimated to be approximately 8%.
  • Adjusted Earnings Per Share is projected to be between $0.44 and $0.46.

Headwinds

  • Interest expense is expected to be approximately $42 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 8 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+4.2%

Avg return

Earnings day

+4.4%

Avg return

5 days after

+10.9%

Avg return

30 days after

60%

6 / 10 earnings

Positive

+19.9%

Q2 2024

Best reaction

-6.7%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.0%-1.6%+2.3%
Q4 2025+1.0%+6.4%-18.1%
Q3 2025-2.7%-12.8%-4.5%
Q4 2024+7.1%+5.3%+43.4%
Q3 2024-6.7%-7.0%-10.2%
Q3 2023-6.7%-7.0%-10.2%
Q2 2023+19.9%+20.3%+26.0%
Q2 2024+19.9%+20.3%+26.0%
Q1 2023+6.6%+9.9%+27.0%
Q1 2024+6.6%+9.9%+27.0%
Q4 2023
Q4 2022
Q3 2022
Q2 2022
Q1 2022

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