Loar Holdings Q4 sales beat on favorable end-market dynamics

Loar Holdings

26/02/2026 13:38

Overview

Aerospace component supplier's Q4 net sales rose 19.3%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company completed acquisitions of LMB Fans & Motors and Harper Engineering

Outlook

Loar Holdings revises 2026 net sales outlook to $640 mln-$650 mln

Company expects 2026 adjusted EBITDA of $253 mln-$258 mln

Loar Holdings anticipates 2026 net income of $59 mln-$63 mln

Result Drivers

FAVORABLE MARKET CONDITIONS - Loar attributed strong Q4 results to favorable end-market dynamics and disciplined execution across the organization

ACQUISITIONS - The acquisitions of LMB Fans & Motors and Harper Engineering strengthened Loar's portfolio and expanded its growth platform

IMPROVED MARGINS - Higher sales and improved gross margins contributed to the increase in net income for Q4

Company press release: ID:nACS5jLFWa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$131.75 mln
$128.02 mln (4 Analysts)
Q4 Adjusted EPS
Beat
$0.26
$0.19 (5 Analysts)
Q4 EPS
$0.13
Q4 Net Income
$12.51 mln
Q4 EBIT
$23.76 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the aerospace & defense peer group is "buy"

Wall Street's median 12-month price target for Loar Holdings Inc is $93.50, about 37% above its February 25 closing price of $68.24

The stock recently traded at 67 times the next 12-month earnings vs. a P/E of 81 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)