Loar Holdings Inc.

Loar Holdings Inc. Reports Q3 2026 Record Results and Upward Revision to 2026 Outlook and Full Year 2027 Outlook

Loar Holdings reported record Q3 2026 results with net sales of $176.2 million, up 39.0% YoY, and Adjusted EBITDA of $71.9 million, up 46.5%, expanding margins to 40.8%. GAAP results diverged from the operating story: net income fell to $19.6 million from $27.6 million and diluted EPS to $0.20 from $0.29, driven by interest expense that more than tripled to $20.0 million, higher taxes, and non-cash amortization and inventory step-up from the LMB and Harper Engineering acquisitions. Management raised full-year 2026 guidance for the third time this year, to net sales of $669-679 million and Adjusted EBITDA of $270-275 million, and initiated a 2027 outlook of $745-755 million in sales with roughly 42% Adjusted EBITDA margins. The company points to record orders and backlog, higher commercial OEM production rates, strong aftermarket demand from aging fleets, and growing defense demand as tailwinds into 2027.

•3d ago