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Jun 30, 2025
Loar Holdings Inc Q2 2025 Earnings Report
Loar Holdings delivered record Q2 2025 results driven by strong organic growth across all end markets, especially defense.
Key Takeaways
Loar Holdings posted robust Q2 2025 results with revenue up nearly 27% year-over-year and strong margin expansion. Growth was driven by all major end markets, with defense leading at over 50% YoY growth. The company raised its full-year outlook and announced a strategic acquisition of Beadlight Ltd.
Revenue grew 26.9% YoY to $123.1M, with 10.2% organic growth.
Net income reached $16.7M, reflecting 13.6% net income margin.
Adjusted EBITDA margin expanded to 29.1%, up 150bps YoY.
All major end markets grew YoY, with defense up 51.3%.
Revenue by Geographic Location
Forward Guidance
Loar raised its full-year 2025 guidance across revenue, Adjusted EBITDA, and EPS ranges, supported by strong end-market demand and continued margin expansion.
Positive Outlook
- Full-year revenue guidance raised to $478M–$482M.
- Adj. EBITDA guidance raised to $137M–$139M.
- Adj. EPS raised to $0.89–$0.91 from $0.87–$0.89.
- Defense sales expected to remain strong in H2 2025.
- Beadlight acquisition expands lighting capabilities and UK footprint.
Challenges Ahead
- Sales in 'Other' segment showed lower growth than other end markets.
- Foreign exchange risk from international exposure.
- Integration risk from recent Beadlight acquisition.
- Some pressure on gross margin from product mix shift.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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