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Dec 31, 2024

Loar Holdings Inc Q4 2024 Earnings Report

Loar Holdings Inc. reported record Q4 2024 results with strong revenue growth and improved profitability.

Key Takeaways

Loar Holdings Inc. delivered $110.4 million in revenue during Q4 2024, representing a 27.8% increase year-over-year. Net income reached $3.7 million, reversing a net loss from the same quarter in 2023. Adjusted EPS came in at $0.11, supported by robust performance across key end-markets and operational efficiencies.

Q4 2024 revenue rose 27.8% YoY to $110.4 million.

Net income reached $3.7 million, reversing a $0.6 million loss in Q4 2023.

Adjusted EPS was $0.11 while GAAP EPS stood at $0.04.

Strong growth in commercial aerospace and defense markets drove top-line results.

Total Revenue
$110M
Previous year: $86.4M
+27.8%
EPS
$0.11
Previous year: -$0.00651
-1789.7%
Organic Sales Growth
14.9%
Adjusted EBITDA Margin
36.4%
Previous year: 33.8%
+7.7%
Net Income Margin
3.3%
Previous year: -0.7%
-571.4%
Gross Profit
$54M
Previous year: $40.1M
+34.5%
Cash and Equivalents
$54.1M
Previous year: $21.5M
+151.6%
Total Assets
$1.45B
Previous year: $1.05B
+38.1%

Loar Holdings Inc

Loar Holdings Inc

Loar Holdings Inc Revenue by Segment

Forward Guidance

Loar Holdings revised its FY 2025 guidance upward due to strong demand across end-markets and continued progress on productivity and pricing strategies.

Positive Outlook

  • FY25 revenue guidance increased to $480M–$488M.
  • FY25 net income outlook raised to $58M–$63M.
  • Adjusted EBITDA now expected at $180M–$184M.
  • Strong growth forecast across commercial and defense end-markets.
  • Adjusted EPS projected at $0.70–$0.75.

Challenges Ahead

  • Higher infrastructure costs associated with being a public company.
  • Increased SG&A expenses compared to prior year.
  • Pending acquisition (LMB) impact not included in guidance.
  • Refinancing costs continued to weigh on bottom line.
  • Interest expense expected to remain high (~$28M).

Revenue & Expenses

Visualization of income flow from segment revenue to net income