Revenue: As of FY2026 Q2, the actual value is USD 171.58 M, beating the estimate of USD 162.87 M.

EPS: As of FY2026 Q2, the actual value is USD 0.18, beating the estimate of USD 0.14.

EBIT: As of FY2026 Q2, the actual value is USD 41.85 M.

Second Quarter 2026 Financial Performance

Loar Holdings Inc. reported net sales of $171.6 million, an increase of 39.4% compared to the prior year’s quarter, with organic net sales growing by 12.3% to $138.3 million. Net income remained stable at $16.7 million, while net income margin decreased to 9.8% from 13.6% in the prior year’s quarter. Adjusted EBITDA increased by 47.4% to $69.4 million, and Adjusted EBITDA Margin improved to 40.5% from 38.3%. Gross profit was $91,202 thousand, and operating income reached $41,852 thousand. Interest expense, net, was $20,014 thousand, and the income tax provision was $5,096 thousand. Selling, general and administrative expenses totaled $46,522 thousand, transaction expenses were $1,561 thousand, and other expense was $1,267 thousand. Depreciation was $3,374 thousand, and amortization was $16,570 thousand.

Year-to-Date (Six Months Ended June 30, 2026) Financial Performance

Net sales for the six months ended June 30, 2026, were $327.7 million, up 37.8% over the comparable prior year period, with organic net sales increasing 11.9% to $266.0 million. Net income decreased to $27.9 million from $32.0 million in the prior year period, resulting in a net income margin of 8.5% compared to 13.5%. Adjusted EBITDA grew 47.0% to $132.7 million, and Adjusted EBITDA Margin was 40.5% compared to 38.0% in the comparable prior year period. Gross profit was $170,443 thousand, and operating income was $75,369 thousand. Interest expense, net, was $38,724 thousand, and the income tax provision was $8,760 thousand. Selling, general and administrative expenses were $91,007 thousand, transaction expenses were $2,800 thousand, and other expense was $1,267 thousand. Depreciation was $6,626 thousand, and amortization was $32,260 thousand.

Cash Flow (Six Months Ended June 30, 2026)

Net cash provided by operating activities was $61,202 thousand, compared to $52,163 thousand in the prior year period. Capital expenditures were - $6,973 thousand. Payments for acquisitions, net of cash acquired, amounted to - $249,841 thousand. Net cash used in investing activities was - $256,814 thousand. Net cash provided by financing activities was $233,664 thousand, including $240,000 thousand from proceeds from issuance of long-term debt and - $3,425 thousand from payments of long-term debt. Financing costs were - $4,800 thousand. Cash and cash equivalents at period end were $122,433 thousand.

Balance Sheet (June 30, 2026)

Total current assets were $375,144 thousand, including cash and cash equivalents of $122,433 thousand, accounts receivable, net of $106,989 thousand, and inventories of $127,605 thousand. Property, plant and equipment, net, stood at $88,038 thousand, intangible assets, net, at $739,129 thousand, and goodwill at $1,080,502 thousand. Total assets were $2,326,048 thousand. Total current liabilities were $76,452 thousand, including accounts payable of $29,442 thousand and current portion of long-term debt, net, of $6,728 thousand. Long-term debt, net, was $942,598 thousand. Total liabilities were $1,126,654 thousand, and total stockholders’ equity was $1,199,394 thousand.

Sales by End-Market (Six Months Ended June 30, 2026)

Total commercial net sales were $222,554 thousand, with commercial aerospace OEM sales at $68,681 thousand and aftermarket at $89,771 thousand. Business jet & general aviation OEM sales were $39,937 thousand and aftermarket at $24,165 thousand. Total defense net sales were $85,682 thousand, comprising $50,013 thousand from OEM and $35,669 thousand from aftermarket. Other net sales totaled $19,431 thousand, with OEM at $9,769 thousand and aftermarket at $9,662 thousand.

Full Year 2026 Outlook – Revised

Loar Holdings Inc. revised its full-year 2026 outlook upwards, now expecting net sales between $665 million and $675 million, and net income between $56 million and $60 million. Adjusted EBITDA is projected to be between $265 million and $270 million, with an Adjusted EBITDA Margin of approximately 40%. This outlook is based on assumptions of high-double digit growth for Commercial, Business Jet, and General Aviation OEM markets, low-double digit growth for aftermarket, and mid-single digit growth for Defense.