Loar Holdings Earnings Call Transcripts
Fiscal Year 2026
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Q3 delivered 16% organic sales growth, higher Adjusted EBITDA margins and record free cash flow. Raised 2026 guidance and initial 2027 targets reflect demand, backlog and new-business momentum.
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Record Q2 2026 results with 17% sales growth, 40.5% adjusted EBITDA margin, and strong cash flow. Updated 2026 guidance reflects higher sales and earnings expectations, driven by robust commercial OEM and aftermarket demand, successful acquisitions, and a $750M organic pipeline.
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The meeting covered board elections, auditor ratification, and executive compensation approvals. All proposals passed, with a quorum present and no questions from shareholders. Final voting results will be filed with the SEC.
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Record Q1 2026 results with 11% sales growth, record adjusted EBITDA margin, and a $700M new business pipeline. Guidance for 2026 was raised, with organic sales and EBITDA expected to grow 10%+ and 15%+ annually, respectively.
Fiscal Year 2025
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Record 2025 results with double-digit sales and margin growth, driven by strong aftermarket and OEM demand, strategic acquisitions, and proprietary products. 2026 guidance raised, with continued focus on organic and inorganic growth, margin expansion, and robust cash flow.
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Record Q3 2025 results featured double-digit sales and margin growth, driven by strong commercial and defense demand. 2025 guidance was raised, and 2026 outlook projects continued double-digit growth, robust cash flow, and margin expansion, with new product launches fueling future gains.
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Record Q2 2025 results featured double-digit sales and margin growth, with updated 2025 guidance raised for revenue, EBITDA, and EPS. Recent acquisitions, including Beadlight, are expected to drive further growth, while demand remains strong across all segments.
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The meeting covered director elections, auditor ratification, and an amended equity plan, all of which were approved by shareholders. A quorum was established, and no questions were raised during the Q&A.
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Record Q1 2025 sales and margin expansion were driven by strong demand in defense, commercial aftermarket, and OEM segments. Full-year guidance was raised for sales, EBITDA, and net income, with robust bookings and a healthy M&A pipeline supporting continued growth.
Fiscal Year 2024
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Record 2024 sales and margin expansion were driven by strong demand in defense, commercial OEM, and aftermarket, with 2025 guidance raised on continued pricing and productivity gains. Pending acquisitions and robust M&A pipeline support future growth.
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Record Q3 sales and margin expansion were driven by strong commercial and defense demand, with the Applied Avionics acquisition enhancing the portfolio. 2024 and 2025 guidance calls for double-digit sales and EBITDA growth, with robust cash flow conversion expected.
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Record Q2 sales rose 17% year-over-year, with strong growth in defense, commercial aftermarket, and OEM segments. Guidance for 2024 was raised, and the Applied Avionics acquisition is set to further boost proprietary and aftermarket revenue.