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Mar 31
Loar Holdings Inc Q1 2025 Earnings Report
Loar Holdings reported record Q1 2025 results, driven by strong sales and margin expansion across key markets.
Key Takeaways
Loar Holdings delivered its 11th consecutive quarter of Adjusted EBITDA growth, posting strong revenue gains, improved margins, and increased profitability in Q1 2025, with all end-markets hitting record sales levels.
Revenue rose 24.8% YoY to $114.7M, driven by strength in all core markets.
Adjusted EBITDA reached a record $43.1M with a 37.6% margin.
Net income increased to $15.3M from $2.2M YoY.
Adjusted EPS was $0.20, compared to $0.16 diluted GAAP EPS.
Loar Holdings Inc
Loar Holdings Inc
Loar Holdings Inc Revenue by Segment
Loar Holdings Inc Revenue by Geographic Location
Revenue by Segment
Commercial Aerospace Revenue
CapyFin.comBusiness Jet & GA Revenue
CapyFin.comDefense Revenue
CapyFin.comOther Revenue
CapyFin.comRevenue by Geographic Location
Total Revenue
CapyFin.com Forward Guidance
Loar revised its full-year 2025 guidance upward, reflecting stronger than anticipated demand and execution across markets.
Positive Outlook
- Raised net sales guidance to $482M–$490M.
- Raised net income outlook to $59M–$64M.
- Raised Adjusted EBITDA forecast to $182M–$185M.
- Adjusted EPS expected to be $0.71–$0.76.
- Cash generation remains strong with low CapEx.
Challenges Ahead
- Increased infrastructure costs tied to being a public company.
- Higher tax provision offset some income gains.
- Net income margin guidance capped around 12%.
- Interest expense remains high at ~$28M full year.
- Guidance does not yet reflect LMB acquisition impact.
Revenue & Expenses
Visualization of income flow from segment revenue to net income