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Loar Holdings (LOAR) investor relations material
Loar Holdings Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary13 Aug, 2025
Executive summary
Q2 2025 net sales rose 26.9% year-over-year to $123.1M, with net income up 119% to $16.7M, driven by organic growth, productivity optimization, and acquisitions.
Gross margin improved to 53.8% from 49.0% year-over-year, reflecting operating leverage and favorable sales mix.
Completed the acquisition of Beadlight Ltd. for $33M, expected to be accretive in 2026, and secured financing for the pending LMB Fans & Motors deal.
All end markets posted record sales, with commercial OEM up 18%, aftermarket up 29%, and defense up 51% year-over-year.
Amended credit agreement in August 2025, reducing interest margins and securing a €400M incremental term facility for the LMB acquisition.
Financial highlights
Q2 2025 net sales: $123.1M (+26.9% YoY); net income: $16.7M (+119% YoY); adjusted EBITDA: $47.1M (+34.5% YoY); adjusted EBITDA margin: 38.3%.
Gross profit: $66.2M (+39.3% YoY); net income margin: 13.6% (up from 7.9%); diluted EPS: $0.17 (+88.9% YoY).
Year-to-date net sales: $237.8M (+25.9% YoY); net income: $32.0M (+224% YoY); YTD adjusted EBITDA: $90.3M (38.0% margin).
Free cash flow conversion: 148% YTD 2025; cash and cash equivalents at June 30, 2025: $103.3M.
Interest expense for Q2 2025 decreased 39.1% YoY to $6.5M; full-year forecast reduced to $26M.
Outlook and guidance
2025 net sales guidance raised to $486M–$494M; adjusted EBITDA to $184M–$187M (margin ~38%); adjusted EPS to $0.83–$0.88.
Net income guidance: $65M–$70M; diluted EPS: $0.68–$0.73; effective tax rate at 25%.
Commercial aftermarket expected to grow low double digits; defense sales projected to rise high double digits; OEM growth held at high single digits.
CapEx expected at ~$14M; D&A ~$51M; share count ~97M.
Guidance includes Beadlight acquisition but excludes pending LMB Fans & Motors deal.
Explain the strategic rationale for Beadlight acquisition.
What market assumptions underlie 2025 outlook?
How did the credit agreement amendment impact interest?
Assess Beadlight's strategic fit with Schroth.
How will OE volatility impact 2025 growth?
When will LMB regulatory approval be received?
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Next Loar Holdings earnings date
Q3 202512 Nov, 2025
Next Loar Holdings earnings date
Q3 202512 Nov, 2025
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Frequently asked questions
Loar Holdings Inc. is a diversified manufacturer and supplier specializing in aerospace and defense components. The company designs, manufactures, and markets various products, including airframe and structural components, avionics, composites, braking system components, and flight controls, among others. Serving a broad range of markets such as commercial aviation, business jets, general aviation, and defense, Loar Holdings maintains strategic relationships with leading OEMs and Tier One manufacturers globally. Loar Holdings Inc. is headquartered in White Plains, New York, and its shares are listed on the NYSE.
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