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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.
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.
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