Loar raises 2026 outlook after record Q2 sales and margin

Earnings
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Summary · why it matters

Loar Holdings raised its full-year 2026 guidance after reporting record second-quarter sales, adjusted EBITDA and adjusted EBITDA margin. Second-quarter sales rose 17% year over year to $172 million, while adjusted EBITDA margin expanded 220 basis points to a record 40.5%. The company now expects 2026 sales of $665 million to $675 million, adjusted EBITDA of $265 million to $270 million, and adjusted earnings per share of $1.32 to $1.36, up from prior guidance of $1.26 to $1.30. Commercial OEM sales led growth, increasing 28%, supported by stronger Boeing and Airbus demand. Loar also reported its organic business pipeline reached approximately $750 million over the next five years, including $200 million of opportunities already secured through certifications, qualifications or purchase orders.

Impact on stocks 3

Aerospace & Aviation▲ · 2 stocks
The Boeing Company
BA
▲ PositiveDemandrelevance

Loar's commercial OEM sales growth supported by stronger Boeing demand.

Industrials▲ · 1 stocks
Airbus Group SE
AIR
▲ PositiveDemandrelevance

Loar's commercial OEM sales growth supported by stronger Airbus demand.

Theme Impact 1

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