NYSE$LOAR

Loar Holdings Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Loar Holdings Inc reported strong Q2 2026 results with revenue growth driven by organic expansion and acquisitions.

Loar Holdings Inc achieved net sales of $171.6 million in Q2 2026, up 39.4% year-over-year, with net income of $16.7 million. Operating income rose to $41.9 million, supported by higher commercial aerospace demand and contributions from recent acquisitions including Harper Engineering. Adjusted EBITDA margin improved to 40.5%.

  • Net sales increased 39.4% to $171.6 million, including 12.3% organic growth.
  • Operating income grew 53.2% to $41.9 million with operating margin expanding to 24.5%.
  • Acquisitions of LMB and Harper Engineering contributed $33.3 million in net acquisition sales.
  • Adjusted EBITDA rose 47.4% to $69.4 million, achieving a 40.5% margin.

Headline financials

Total Revenue

$123M

Previous: $97M+26.9%
EPS (adj)

$0.18

Previous: $0.09+100.0%
Adjusted EBITDA margin

40.5%

Previous: 27.6%+46.7%
Net income margin

9.8%

Previous: 11.4%-14.0%
Organic sales growth

12.3%

No prior period
Net Income

$16.7M

Previous: $7.64M+118.7%
Operating Income

$27.3M

Previous: $22.2M+23.1%
Gross Profit

$66.2M

Previous: $47.5M+39.3%
Cash & Equivalents

$103M

Previous: $73.2M+41.2%

Revenue & EPS history

Loar Holdings Inc · Revenue · Quarterly

$123M

Q2 2025+26.9%vs Q2 2024
Beat estimate in 7 of 8 quarters(88%)
ActualEstimate

Revenue by segment

Loar Holdings Inc · $172M total across 3 segments · Q2 2025

  • Total commercial
    $117M
  • Total defense
    $45M
  • Total other
    $9.73M

Forward guidance

Net sales growth expected from organic expansion, backlog conversion, and acquisitions; inflationary pressures monitored but not expected to materially impact outlook.

Tailwinds

  • Continued high levels of backlog conversion
  • Strategic acquisition integration progressing
  • Strong demand in commercial aerospace OEM and aftermarket

Headwinds

  • Potential ongoing supply chain disruptions
  • Higher interest expense from acquisition financing

Historical earnings impact

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

Avg. return before/after earnings

Based on 8 quarterly earnings reports

Historical avg

+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 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
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 2023-6.7%-7.0%-10.2%
Q3 2024-6.7%-7.0%-10.2%
Q2 2023+19.9%+20.3%+26.0%
Q2 2024+19.9%+20.3%+26.0%
Q1 2024+6.6%+9.9%+27.0%
Q1 2023+6.6%+9.9%+27.0%
Q4 2023
Q4 2022
Q3 2022
Q2 2022
Q1 2022

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