Loar Q4 Earnings Call Highlights

3 weeks ago 13

MarketBeat

Sat, February 28, 2026 astatine 10:41 AM CST 7 min read

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Loar reported grounds 2025 results with pro forma income of $500 million (up 15% YoY), grounds adjusted EBITDA of $189 million, improved margins (Q4 adj. EBITDA borderline 38.7%) and beardown free‑cash‑flow conversion (138%, 160% excluding a one‑time $10M taxation benefit).
Management raised 2026 guidance to pro forma nett income of $640–$650 million and adjusted EBITDA of $253–$258 million (≈40% margin), portion cautioning adjusted EPS ($0.76–$0.80) volition beryllium weighed down by non‑cash acquisition accounting D&A, acquisition involvement and one‑time transaction costs.
Demand tailwinds see an aging planetary fleet and OEM accumulation ramps, a stated >$600 million new‑product pipeline implicit 5 years, and an progressive M&A strategy (over $1.1 billion deployed) with caller acquisitions LMB and Harper expected to beryllium margin‑accretive and rise proprietary contented to 89%.
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Loar (NYSE:LOAR) executives utilized the company’s fourth-quarter and full-year 2025 net telephone to item grounds yearly results, beardown commercialized aftermarket request tied to an aging planetary fleet, and an upward revision to 2026 guidance that incorporates caller acquisitions LMB Fans & Motors and Harper Engineering.

Founder and CEO Dirkson Charles said Loar “exceed[ed] each our cardinal yearly fiscal goals” successful 2025, with yearly records successful sales, adjusted EBITDA, adjusted EBITDA margins, and escaped currency flow.

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Treasurer and CFO Glenn D’Alessandro reported that, connected a pro forma ground (including Applied Avionics acquired successful Q3 2024 and Beadlight acquired successful Q3 2025, but excluding the latest acquisitions of LMB and Harper), full 2025 income roseate to $500 million, up 15% versus the anterior year, portion fourth-quarter income accrued 17% twelvemonth implicit year.

By extremity market, D’Alessandro cited the pursuing maturation rates:

Commercial aftermarket: up 19% for 2025 and up 34% successful Q4, driven by spot successful aerial question request and an aging fleet.
Commercial OEM: up 11% for 2025 and up 8% successful Q4, driven by higher income crossed platforms and an improving accumulation environment.
Defense: up 19% for 2025 and up 14% successful Q4, attributed to request crossed aggregate platforms and marketplace stock gains tied to caller merchandise launches. Management emphasized defence ordering patterns tin marque results “lumpy.”