Loar Q2 Earnings Call Highlights

Key Points - Record quarter: Loar's second-quarter sales rose 17% year over year to $172 million, while adjusted EBITDA margin expanded 220 basis points to a record 40.5%. Commercial OEM sales led growth, increasing 28%, supported by stronger Boeing and Airbus demand. - Ra

Key Points – Record quarter: Loar’s second-quarter sales rose 17% year over year to $172 million, while adjusted EBITDA margin expanded 220 basis points to a record 40.5%.

Commercial OEM sales led growth, increasing 28%, supported by stronger Boeing and Airbus demand. – Raised 2026 outlook: The company now expects $665 million-$675 million in sales, $265 million-$270 million in adjusted EBITDA and adjusted EPS of $1.32-$1.36, with no additional acquisitions assumed. – Strong growth pipeline: Loar’s organic business pipeline reached approximately $750 million over the next five years, including $200 million of opportunities already secured through certifications, qualifications or purchase orders

Recent acquisitions Beadlight, LMB and Harper are performing ahead of expectations. – Archer or Joby: Which Aviation Company Might Rise Fastest? Loar (NYSE:LOAR) reported record second-quarter sales, adjusted EBITDA and adjusted EBITDA margin, while raising its full-year 2026 outlook as commercial aerospace demand and organic business wins supported growth. Chief Executive Officer and Executive Co-Chairman Dirkson Charles said the quarter marked the company’s 16th consecutive quarter of sequential adjusted EBITDA growth.

He attributed the results to collaboration across business units, focused resource allocation and demand across commercial OEM, commercial aftermarket and defense markets. Second-quarter sales rose 17% year over year to $172 million on a pro forma basis that includes Beadlight, LMB Fans & Motors and Harper Engineering. Net organic sales increased 12% from the prior-year quarter, according to Treasurer and Chief Financial Officer Glenn D’Alessandro.

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