Loar Holdings Inc. (LOAR)
NYSE:LOAR
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Earnings Data
Report Date
Aug 19, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.31Last Year’s EPS
0.23Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple strong operating and financial wins: record Q1 sales, record adjusted EBITDA and margins, robust cash conversion (230%), a $700M new-business pipeline, and raised full-year guidance. These positives were tempered by short-term, largely non-cash acquisition accounting impacts (≈$11M), higher amortization and interest expense, a modest 2% decline in defense sales driven by lumpy ordering, and timing risks tied to FAA certifications and near-term geopolitical/fuel uncertainty. Overall, the fundamental operational performance and forward guidance improvements materially outweigh the temporary and non-cash lowlights.Company Guidance
Record Quarterly Sales
Q1 2026 sales of $156 million, an 11% increase year-over-year (pro forma).
Record Adjusted EBITDA and Margin
Adjusted EBITDA increased by $20 million versus prior-year quarter and adjusted EBITDA margin reached a record 40.5%, up 290 basis points year-over-year.
Strong Adjusted Net Income Growth
Adjusted net income increased by $5 million, or 20% year-over-year (adjusted to exclude non-cash amortization and certain non-recurring charges).
Exceptional Cash Conversion
Cash conversion coverage to net income was 230%, indicating strong cash generation relative to earnings.
Robust New Business Pipeline
Organic new business pipeline ≈ $700 million (up ~$100 million since February), with slightly more than half tied to commercial end market; management notes that converting less than 15% of this pipeline over time would support targeted ~3% annual growth from new business.
Balanced End-Market Performance
Commercial aftermarket sales +11% and commercial OEM sales +18% year-over-year; commercial strength more than offset defense weakness in the quarter.
Raised Full-Year Guidance
2026 guidance increased by $5 million of sales and $4 million of adjusted EBITDA. New full-year ranges: net sales $645M–$655M; adjusted EBITDA $257M–$262M; adjusted EBITDA margin ≈ 40%; adjusted EPS $1.26–$1.30; capex ≈ $19M (~3% of sales).
Long-Term Track Record and Ambitious Targets
Since inception (2012) through end of 2025, sales and adjusted EBITDA grew at CAGRs of >30% and >40%, respectively. Management reiterated organic targets of 10%+ sales growth and 15%+ adjusted EBITDA growth annually and a plan to triple adjusted EBITDA every five years (including acquisitions).
Strong Backlog and Book-to-Bill
Overall book-to-bill >1.2x; defense book-to-bill was the highest among end markets and the company ended the quarter with record defense backlog despite near-term defense sales softness.
LOAR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LOAR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $61.83 | $60.10 | -2.80% |
Feb 26, 2026 | $68.24 | $69.00 | +1.11% |
Nov 12, 2025 | $73.24 | $71.33 | -2.61% |
Aug 13, 2025 | $69.77 | $68.23 | -2.21% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Loar Holdings Inc. (LOAR) report earnings?
Loar Holdings Inc. (LOAR) is schdueled to report earning on Aug 19, 2026, Before Open (Confirmed).
What is Loar Holdings Inc. (LOAR) earnings time?
Loar Holdings Inc. (LOAR) earnings time is at Aug 19, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LOAR EPS forecast?
LOAR EPS forecast for the fiscal quarter 2026 (Q2) is 0.31.