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Sep 30
Loar Holdings Inc Q3 2025 Earnings Report
Reported record Q3 results with strong earnings growth and margin expansion.
Key Takeaways
Loar Holdings Inc delivered a record-setting Q3 2025 with significant increases in revenue, net income, and profitability margins, supported by strong demand across commercial and defense markets.
Revenue rose to $126.8 million, reflecting 22.4% year-over-year growth.
Net income surged to $27.6 million, significantly boosted by a favorable tax benefit.
Adjusted EPS increased to $0.35, reflecting operational leverage and margin expansion.
Adjusted EBITDA margin improved to 38.7%, driven by higher-margin product sales.
Loar Holdings Inc
Loar Holdings Inc
Loar Holdings Inc Revenue by Geographic Location
Revenue by Geographic Location
Total Revenue
CapyFin.com Forward Guidance
Loar raised its full-year 2025 guidance and introduced a strong 2026 outlook, citing solid demand, higher-margin sales, and tax code changes.
Positive Outlook
- 2025 revenue outlook raised to $487–$495 million.
- 2025 net income guidance increased to $70–$75 million.
- Adjusted EBITDA for 2025 revised up to $185–$188 million.
- EPS range increased to $0.73–$0.78 for 2025.
- Effective tax rate for 2025 lowered to 15% from 25%.
Challenges Ahead
- 2025 guidance does not include the impact of the pending LMB acquisition.
- Interest expense remains high at ~$25M projected for 2026.
- No change in capital expenditures guidance despite growth.
- Defense growth expected to slow to mid-single digits in 2026.
- 2026 effective tax rate expected to rise back to 25%.