Loar Holdings Inc. (LOAR)
NYSE:LOAR
Earnings Data
Report Date
May 19, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.16Last Year’s EPS
0.2Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial picture—record revenue, record adjusted EBITDA, margin expansion, high free cash flow conversion, a sizable new-product pipeline (~$600M over five years), and active, disciplined M&A (recent strategic adds LMB and Harper). Management acknowledged near-term headwinds tied to acquisition accounting (non-cash D&A), higher interest expense ($80M guide) and ongoing public company costs, plus the inherent lumpiness in defense revenue. On balance the company presented clear growth drivers and an upgraded 2026 outlook despite identifiable near-term EPS and financing impacts.Company Guidance
Record Revenue and Quarterly Performance
Company reported record full-year sales of $500 million and record Q4 sales. Management cited Q4 sales +17% year-over-year; various pro forma/recap figures in the call included sales growth of 19.3% (16.9% excl. acquisition sales) and other full-year comparisons up to +23.2% in certain recaps.
Strong Adjusted EBITDA and Margin Expansion
Adjusted EBITDA reached a record $189 million for calendar year 2025 (up $43 million vs. 2024). Q4 adjusted EBITDA increased by $10 million vs. prior-year quarter. Q4 adjusted EBITDA margin was 38.7%, and management is targeting an approximate 40% adjusted EBITDA margin for 2026.
Improved Gross Profit and Operating Leverage
Gross profit margin improvements: Q4 gross margin increased ~320 basis points vs. prior-year quarter; full-year gross profit margin reported at 52.7%, up ~330 basis points vs. prior year. Management attributed gains to operating leverage, strategic value drivers, and favorable sales mix.
Commercial Aftermarket and OEM Growth
Commercial aftermarket sales rose 19% for the year and surged 34% in Q4, driven by aging fleets and stronger air travel demand. Commercial OEM sales increased ~11% for the year and +8% in Q4 as OEM production environment improved.
Defense Sales Momentum
Defense sales increased 19% year-over-year and 14% in Q4, driven by strong demand, new product launches and market share gains. Management expects defense to remain a growth opportunity (but lumpy) alongside broader geopolitical tailwinds.
Exceptional Free Cash Flow Conversion
Free cash flow conversion was 138% for 2025 (160% if excluding a one-time $10 million tax benefit), indicating strong cash generation relative to reported net income and capex of approximately 3% of sales ($19 million guide for 2026).
Robust M&A Activity and $600M Product Pipeline
Since going public, the company has deployed over $1.1 billion in M&A and effectively doubled in size; recent acquisitions include LMB Fans & Motors and Harper Engineering. Management cited a new-products pipeline representing over $600 million in potential sales over the next five years and expects acquisitions to remain a core growth lever (one to two deals per year historically, opportunistic to do more).
2026 Upward Guidance and Financial Targets
Company raised its 2026 outlook: net sales $640–$650 million; adjusted EBITDA $253–$258 million; adjusted EBITDA margin ~40%; net income $59–$63 million; adjusted EPS $0.76–$0.80 (EPS guide reduced for acquisition non-cash charges and interest).
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 |
|---|---|---|---|
Apr 06, 2026 | $57.04 | $58.44 | +2.45% |
Nov 12, 2025 | $73.24 | $71.33 | -2.61% |
Aug 13, 2025 | $69.77 | $68.23 | -2.21% |
May 13, 2025 | $99.49 | $93.14 | -6.38% |
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 May 19, 2026, Before Open (Confirmed).
What is Loar Holdings Inc. (LOAR) earnings time?
Loar Holdings Inc. (LOAR) earnings time is at May 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?
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What is LOAR EPS forecast?
LOAR EPS forecast for the fiscal quarter 2026 (Q1) is 0.16.