Form 8-K

8-K — Loar Holdings Inc.

Accession: 0001193125-26-336895

Filed: 2026-08-06

Period: 2026-08-06

CIK: 0002000178

SIC: 3728 (AIRCRAFT PART & AUXILIARY EQUIPMENT, NEC)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — ck0002000178-20260806.htm (Primary)

EX-99.1 (ck0002000178-ex99_1.htm)

GRAPHIC (img31715929_0.jpg)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: ck0002000178-20260806.htm · Sequence: 1

8-K

false000200017800020001782026-08-062026-08-06

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 06, 2026

Loar Holdings Inc.

(Exact name of Registrant as Specified in Its Charter)

Delaware

001-42030

82-2665180

(State or Other Jurisdiction

of Incorporation)

(Commission File Number)

(IRS Employer

Identification No.)

20 New King Street

White Plains, New York

10604

(Address of Principal Executive Offices)

(Zip Code)

Registrant’s Telephone Number, Including Area Code: 914 909-1311

Not applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading

Symbol(s)

Name of each exchange on which registered

Common stock, par value $0.01 per share

LOAR

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition.

On August 6, 2026, Loar Holdings Inc. announced its financial results for the quarter ended June 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference.

The information in Item 2.02 and in the accompanying Exhibit 99.1 is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall they be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing, except as expressly set forth by specific reference in such a filing.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit

Number

Description

99.1

Press release issued by Loar Holdings Inc. on August 6, 2026

104

Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date:

August 6, 2026

By:

/s/ Glenn D’Alessandro

Glenn D’Alessandro

Treasurer and Chief Financial Officer

EX-99.1

Filename: ck0002000178-ex99_1.htm · Sequence: 2

EX-99.1

Exhibit 99.1

Loar Holdings Inc. Reports Q2 2026 Record Results and Upward Revision to 2026 Outlook

August 6, 2026

WHITE PLAINS, NY., August 6, 2026 /ACCESSWIRE/ -- Loar Holdings Inc. (NYSE: LOAR) (the “Company,” “Loar,” “we,” “us” and “our”), reported record results for the second quarter of 2026.

"Through the first half of the year the business continues to outperform our expectations, driven by exceptional demand across our end-markets and strong conversion of our new business pipeline. Of the approximately $750 million in our pipeline, we secured initial orders which provide visibility to approximately $200 million of revenue over the next five years," said Dirkson Charles, Loar Holdings Chief Executive Officer and Executive Co-Chairman of the Board of Directors.

Second Quarter 2026

•

Net sales of $171.6 million, up 39.4% compared to the prior year’s quarter.

•

Net income of $16.7 million, equal to the prior year’s quarter.

•

Diluted earnings per share of $0.18 compared to $0.17 for the prior year’s quarter.

•

Adjusted EBITDA of $69.4 million up 47.4% compared to the prior year’s quarter.

•

Net income margin of 9.8% compared to 13.6% for the prior year’s quarter.

•

Adjusted EBITDA Margin for the quarter was 40.5% compared to 38.3% for the prior year’s quarter.

•

Adjusted Earnings Per Share of $0.38, up 22.6% compared to $0.31 for the prior year’s quarter.

Loar reported net sales for the quarter of $171.6 million, an increase of $48.5 million or 39.4% over the prior year’s quarter. Organically,(1) net sales increased 12.3% or $15.1 million, to $138.3 million.

Net income for the quarter was $16.7 million, equal to the prior year’s quarter. Net income for the quarter was impacted by higher interest expense and higher non-cash amortization of acquired intangible assets.

Adjusted EBITDA for the quarter was $69.4 million, an increase of 47.4% or $22.3 million compared to the prior year’s quarter. Adjusted EBITDA Margin was 40.5%, compared to 38.3% in the second quarter of the prior year. The increase in Adjusted EBITDA Margin was due to the execution of our strategic value drivers and the accretive impact of increased sales.

Year-to-Date

•

Net sales of $327.7 million, up 37.8% over the comparable prior year period.

•

Net income of $27.9 million, compared to $32.0 million for the prior year period.

•

Diluted earnings per share of $0.29 compared to $0.33 for the prior year period.

•

Adjusted EBITDA of $132.7 million, up 47.0% over the comparable prior year period.

•

Net income margin of 8.5% compared to 13.5% for the prior year period.

•

Adjusted EBITDA Margin was 40.5% compared to 38.0% in the comparable prior year period.

•

Adjusted Earnings Per Share of $0.72, up 22.0% compared to $0.59 over the comparable prior year period.

Loar reported net sales for the six months ended June 30, 2026 of $327.7 million, an increase of $89.9 million or 37.8% over the comparable period of the prior year. Organically,(1) net sales increased 11.9% or $28.2 million, to $266.0 million.

Net income for year-to-date June 30, 2026 was $27.9 million, a decrease of $4.1 million compared to the same period of the prior year. The decrease in net income was primarily driven by higher interest expense, higher non-cash amortization of acquired intangible assets, and non-cash expense of inventory step-up attributable to the acquisitions of LMB and Harper Engineering.

Adjusted EBITDA for the first six months of 2026 was $132.7 million, an increase of 47.0% or $42.4 million over the comparable period of the prior year. Adjusted EBITDA Margin was 40.5%, compared to 38.0% for the comparable prior year period. The increase in Adjusted EBITDA Margin was due to the execution of our strategic value drivers and the accretive impact of increased sales.

Please see the attached Table 4 for a reconciliation of net income to EBITDA, Adjusted EBITDA and

Adjusted EBITDA Margin for the periods discussed in this press release.

(1)

Net organic sales represent net sales from our existing businesses for comparable periods and exclude net sales from acquisitions. We include net sales from new acquisitions in net organic sales from the 13th month after the acquisition on a comparative basis with the prior period.

Full Year 2026 Outlook – Revised

“Our Q2 and year-to-date results reflect the strength and consistency of Loar’s operating model. Achieving Adjusted EBITDA Margin above 40% for the second consecutive quarter underscores the quality of our portfolio, robust demand across our end markets, and our disciplined focus on executing our strategic value drivers,” said Glenn D’Alessandro, Loar Holdings Treasurer and Chief Financial Officer. “As we look ahead, we remain well positioned to capitalize on attractive growth opportunities while continuing to deliver strong results.” Our outlook for the full year 2026 includes:

•

Net sales – between $665 million and $675 million, up from between $645 million and $655 million.

•

Net income – between $56 million and $60 million, up from between $53 million and $57 million.

•

Adjusted EBITDA – between $265 million and $270 million, up from between $257 million and $262 million.

•

Adjusted EBITDA Margin – approximately 40%.

•

Diluted Earnings per share – between $0.57 and $0.62, up from between $0.54 and $0.59.

•

Net income margin – approximately 8%.

•

Adjusted Earnings Per Share – between $1.32 and $1.36 up from between $1.26 and $1.30.

•

Interest expense – approximately $80 million.

•

Depreciation expense – approximately $15 million.

•

Amortization expense – approximately $65 million.

•

Market Assumptions – Full year outlook is based on the following assumptions:

Commercial, Business Jet, and General Aviation OEM growth of high-double digits (17% -20%).

Commercial, Business Jet, and General Aviation aftermarket growth of low-double digits.

Defense growth of mid-single digits.

Adjusted EBITDA, Adjusted Earnings Per Share and Adjusted EBITDA Margin are non-GAAP financial measures provided in the “Full Year 2026 Outlook – Revised” section on a forward-looking basis. The Company does not provide a reconciliation of such forward-looking measures to the most directly comparable financial measures calculated and presented in accordance with GAAP because to do so would be potentially misleading and not practical given the difficulty of projecting event-driven transactional and other non-core operating items in any future period. The magnitude of these items, however, may be significant.

Earnings Conference Call

A conference call will be held at 11:00 a.m., Eastern Time on August 6, 2026. To participate in the call telephonically please dial +1 877-407-0670 / +1 215-268-9902. International participants can find a list of toll-free numbers here. A live audio webcast will also be available at the following link as well as through the Investor section of Loar Holdings website; https://ir.loargroup.com.

The webcast will be archived and available for replay later in the day.

About Loar Holdings Inc.

Loar Holdings Inc. is a diversified manufacturer and supplier of niche aerospace and defense components that are essential for today’s aircraft and aerospace and defense systems. Loar has established relationships across leading aerospace and defense original equipment manufacturers and Tier Ones worldwide.

Non-GAAP Supplemental Information

We present in this press release certain financial information based on our EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Net Income and Adjusted Earnings Per Share. References to “EBITDA” mean earnings before interest, taxes, depreciation and amortization, references to “Adjusted EBITDA” mean EBITDA plus, as applicable for each relevant period, certain adjustments as set forth in the reconciliations of net income to EBITDA and Adjusted EBITDA, and references to “Adjusted EBITDA Margin” refer to Adjusted EBITDA divided by net sales. References to “Adjusted Net Income” mean net income plus certain adjustments as set forth in the reconciliations below to derive Adjusted EBITDA from EBITDA and the amortization of acquired intangible assets, less the tax effect of these adjustments. References to "Adjusted Earnings Per Share" mean Adjusted Net Income divided by weighted average common shares outstanding—diluted. EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Net Income and Adjusted Earnings Per Share are not measurements of financial performance under U.S. GAAP. We present EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Net Income and Adjusted Earnings Per Share because we believe they are useful indicators for evaluating operating performance. In addition, our management uses Adjusted EBITDA to review and assess the performance of the management team in connection with employee incentive programs and to prepare its annual budget and financial projections. Moreover, our management uses Adjusted EBITDA of target companies to evaluate acquisitions.

Although we use EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Net Income and Adjusted Earnings Per Share as measures to assess the performance of our business and for the other purposes

set forth above, the use of non-GAAP financial measures as analytical tools has limitations, and you should not consider any of them in isolation, or as a substitute for analysis of our results of operations as reported in accordance with U.S. GAAP. Some of these limitations are:

•

EBITDA, Adjusted EBITDA and Adjusted EBITDA Margin do not reflect the significant interest expense, or the cash requirements necessary to service interest payments on our indebtedness.

•

Although depreciation and amortization are non-cash charges, the assets being depreciated and amortized will often have to be replaced in the future, and the cash requirements for such replacements are not reflected in EBITDA, Adjusted EBITDA and Adjusted EBITDA Margin.

•

EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Net Income and Adjusted Earnings Per Share exclude the cash expense we have incurred to integrate acquired businesses into our operations, which is a necessary element of certain of our acquisitions.

•

The omission of the substantial amortization expense associated with our intangible assets further limits the usefulness of EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Net Income and Adjusted Earnings Per Share.

•

EBITDA, Adjusted EBITDA and Adjusted EBITDA Margin do not include the payment of taxes, which is a necessary element of our operations.

Because of these limitations, EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Net Income and Adjusted Earnings Per Share should not be considered as measures of cash available to us to invest in the growth of our business. Management compensates for these limitations by not viewing EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Net Income and Adjusted Earnings Per Share in isolation and specifically by using other U.S. GAAP measures, such as net sales and operating profit, to measure our operating performance. EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Net Income and Adjusted Earnings Per Share are not measurements of financial performance under U.S. GAAP, and they should not be considered as alternatives to net income or cash flow from operations determined in accordance with U.S. GAAP. Our calculations of EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Net Income and Adjusted Earnings Per Share may not be comparable to the calculations of similarly titled measures reported by other companies.

Future Looking Statements

This press release includes express or implied forward-looking statements. Forward-looking statements include all statements that are not historical facts, including those that reflect our current views with respect to, among other things, our operations and financial performance. The words “anticipate,” “assume,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “future,” “will,” “seek,” “foreseeable,” the negative version of these words or similar terms and phrases may identify forward-looking statements in this press release, but the absence of these words does not mean that a statement is not forward-looking.

The forward-looking statements contained in this press release, including, but not limited to, the statements under the heading “Full Year 2026 Outlook – Revised” are based on management’s current expectations and are not guarantees of future performance. Our expectations and beliefs are expressed in management’s good faith, and we believe there is a reasonable basis for them, however, the forward-looking statements are subject to various known and unknown risks, uncertainties, assumptions, or changes in circumstances that are difficult to predict or quantify. Actual results may differ materially from these expectations due to changes in global, regional, or local economic, business, competitive, market, regulatory, and other factors, many of which are beyond our control. We believe that these factors include but are not limited to the following: the almost exclusive focus of our business on the aerospace and

defense industry; our heavy reliance on certain customers for a significant portion of our sales; the fact that we have in the past consummated acquisitions and our intention to continue to pursue acquisitions, and that our business may be adversely affected if we cannot consummate acquisitions on satisfactory terms, or if we cannot effectively integrate acquired operations; and the other risks and uncertainties described in Part I, Item 1A of the Annual Report on Form 10-K for the year ended December 31, 2025 filed with the Securities and Exchange Commission (“SEC”), and other periodic reports filed by the Company from time to time with the SEC.

These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this press release. Should one or more of these risks or uncertainties materialize, or should any of our assumptions prove incorrect, our actual results may vary in material respects from those projected in the forward-looking statements. Any forward-looking statement made by us in this press release speaks only as of the date of this press release and is expressly qualified in its entirety by the cautionary statements included in this press release. Factors or events that could cause our actual results to differ may emerge from time to time, and it is not possible for us to predict all of them. We may not actually achieve the plans, intentions or expectations disclosed in our forward-looking statements and you should not place undue reliance on our forward-looking statements. Our forward-looking statements do not reflect the potential impact of any future acquisitions, mergers, dispositions, joint ventures, investments, or other strategic transactions we may make. We undertake no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by any applicable law.

Contact

Ian McKillop

Loar Holdings Inc. Investor Relations

IR@loargroup.com

Loar Holdings Inc.

Table 1: Condensed Consolidated Balance Sheets

(Unaudited, amounts in thousands except share amounts)

June 30, 2026

December 31, 2025

Assets

Current assets:

Cash and cash equivalents

122,433

84,827

Accounts receivable, net

106,989

88,026

Inventories

127,605

109,036

Other current assets

12,768

11,123

Income taxes receivable

5,349

5,486

Total current assets

375,144

298,498

Property, plant and equipment, net

88,038

82,536

Finance lease assets

1,755

1,894

Operating lease assets

12,274

6,229

Other long-term assets

29,206

25,935

Intangible assets, net

739,129

606,406

Goodwill

1,080,502

1,008,377

Total assets

2,326,048

2,029,875

Liabilities and stockholders' equity

Current liabilities:

Accounts payable

29,442

18,606

Current portion of long-term debt, net

6,728

4,362

Current portion of finance lease liabilities

304

279

Current portion of operating lease liabilities

1,272

818

Income taxes payable

2,268

3,022

Accrued expenses and other current liabilities

36,438

36,419

Total current liabilities

76,452

63,506

Deferred income taxes

73,771

68,377

Long-term debt, net

942,598

711,338

Finance lease liabilities

2,732

2,891

Operating lease liabilities

11,213

5,605

Other long-term liabilities

19,888

3,405

Total liabilities

1,126,654

855,122

Commitments and contingencies

Stockholders' equity:

Preferred stock, $0.01 par value, 1,000,000 shares authorized, and no shares issued or outstanding

—

Common stock, $0.01 par value, 485,000,000 shares authorized; 93,684,471 and 93,622,471 issued and outstanding at June 30, 2026 and December 31, 2025, respectively

937

936

Additional paid-in capital

1,136,009

1,125,015

Retained earnings

79,471

51,586

Accumulated other comprehensive loss

(17,023

)

(2,784

)

Total stockholders' equity

1,199,394

1,174,753

Total liabilities and stockholders' equity

2,326,048

2,029,875

Loar Holdings Inc.

Table 2: Condensed Consolidated Statements of Income

(Unaudited, amounts in thousands except per common share amounts)

Three Months Ended June 30,

Six Months Ended June 30,

2026

2025

2026

2025

Net sales

171,579

123,123

327,667

237,782

Cost of sales

80,377

56,924

157,224

111,877

Gross profit

91,202

66,199

170,443

125,905

Selling, general and administrative expenses

46,522

36,898

91,007

70,000

Transaction expenses

1,561

1,984

2,800

2,444

Other expense

1,267

—

1,267

—

Operating income

41,852

27,317

75,369

53,461

Interest expense, net

20,014

6,481

38,724

12,940

Income before income taxes

21,838

20,836

36,645

40,521

Income tax provision

5,096

4,123

8,760

8,492

Net income

16,742

16,713

27,885

32,029

Earnings per share:

Basic

0.18

0.30

0.34

Diluted

0.18

0.17

0.29

0.33

Weighted average common shares outstanding:

Basic

93,647

93,586

93,635

93,571

Diluted

95,521

96,113

95,586

95,933

Loar Holdings Inc.

Table 3: Condensed Consolidated Statements of Cash Flows

(Unaudited, amounts in thousands)

Six Months Ended June 30,

2026

2025

Operating activities

Net income

27,885

32,029

Adjustments to reconcile net income to net cash provided by operating activities:

Depreciation

6,626

5,948

Amortization of intangible and other long-term assets

32,260

19,197

Amortization of debt issuance costs

1,923

447

Recognition of inventory step-up

4,916

—

Stock-based compensation

8,973

6,739

Deferred income taxes

950

884

Non-cash lease expense

670

313

Adjustment to contingent consideration liability

1,267

—

Changes in assets and liabilities, net of acquisitions:

Accounts receivable

(13,788

)

(7,653

)

Inventories

(12,275

)

(6,198

)

Other assets

(5,283

)

(3,421

)

Accounts payable

10,886

3,851

Income taxes (receivable) payable

(233

)

890

Accrued expenses and other current liabilities

(2,930

)

(571

)

Operating lease liabilities

(645

)

(292

)

Net cash provided by operating activities

61,202

52,163

Investing activities

Capital expenditures

(6,973

)

(4,718

)

Payment for acquisitions, net of cash acquired

(249,841

)

—

Net cash used in investing activities

(256,814

)

(4,718

)

Financing activities

Net proceeds from issuance of common stock

2,022

1,859

Proceeds from issuance of long-term debt

240,000

—

Payments of long-term debt

(3,425

)

—

Financing costs

(4,800

)

—

Payments of finance lease liabilities

(133

)

(110

)

Net cash provided by financing activities

233,664

1,749

Effect of translation adjustments on cash and cash equivalents

(446

)

Net increase in cash, cash equivalents and restricted cash

37,606

49,276

Cash, cash equivalents and restricted cash, beginning of period

84,827

54,066

Cash, cash equivalents and restricted cash, end of period

122,433

103,342

Supplemental information

Interest paid during the period, net of capitalized amounts

38,279

13,056

Income taxes paid during the period, net

7,742

7,061

Loar Holdings Inc.

Table 4: Reconciliation of Net income to EBITDA and Adjusted EBITDA

(Unaudited, amounts in thousands)

Three Months Ended June 30,

Six Months Ended June 30,

2026

2025

2026

2025

Net income

16,742

16,713

27,885

32,029

Adjustments:

Interest expense, net

20,014

6,481

38,724

12,940

Income tax provision

5,096

4,123

8,760

8,492

Operating income

41,852

27,317

75,369

53,461

Depreciation

3,374

3,050

6,626

5,948

Amortization

16,570

9,637

32,260

19,197

EBITDA

61,796

40,004

114,255

78,606

Adjustments:

Recognition of inventory step-up (1)

—

4,916

—

Other expense (2)

1,267

—

1,267

—

Transaction expenses (3)

1,561

1,984

2,800

2,444

Stock-based compensation (4)

4,581

3,650

8,973

6,739

Acquisition and facility integration costs (5)

244

1,480

457

2,462

Adjusted EBITDA

69,449

47,118

132,668

90,251

Net sales

171,579

123,123

327,667

237,782

Net income margin

9.8

13.6

8.5

13.5

Adjusted EBITDA Margin

40.5

38.3

40.5

38.0

(1)

Represents accounting adjustments to inventory associated with acquisitions of businesses that were charged to cost of sales when inventory was sold.

(2)

Represents an adjustment to the contingent purchase price for the Harper Engineering acquisition during the three and six months ended June 30, 2026.

(3)

Represents third party transaction-related costs for acquisitions comprising deal fees, legal, financial and tax due diligence expenses, and valuation costs that are required to be expensed as incurred.

(4)

Represents the non-cash compensation expense recognized by the Company for equity awards.

(5)

Represents costs incurred to integrate acquired businesses and product lines into our operations, facility relocation costs and other acquisition-related costs.

Loar Holdings Inc.

Table 5: Sales by End-Market

(Unaudited, amounts in thousands)

Three Months Ended June 30,

Six Months Ended June 30,

2026

2025

2026

2025

Commercial Net Sales

Commercial aerospace OEM

37,160

19,440

68,681

35,504

Commercial aerospace aftermarket

46,256

34,836

89,771

67,239

Total commercial aerospace

83,416

54,276

158,452

102,743

Business jet & general aviation OEM

20,304

17,895

39,937

37,318

Business jet & general aviation aftermarket

13,099

12,267

24,165

23,702

Total business jet & general aviation

33,403

30,162

64,102

61,020

Total commercial OEM

57,464

37,335

108,618

72,822

Total commercial aftermarket

59,355

47,103

113,936

90,941

Total commercial

116,819

84,438

222,554

163,763

Defense Net Sales

Total defense OEM

26,971

14,332

50,013

26,058

Total defense aftermarket

18,062

17,139

35,669

34,195

Total defense

45,033

31,471

85,682

60,253

Other Net Sales

Total other OEM

5,001

2,655

9,769

5,521

Total other aftermarket

4,726

4,559

9,662

8,245

Total other

9,727

7,214

19,431

13,766

Net Sales

171,579

123,123

327,667

237,782

Loar Holdings Inc.

Table 6: Reconciliations of Earnings Per Share to Adjusted Earnings Per Share and Net Income to Adjusted Net Income

(Unaudited, amounts in thousands except per share amounts)

Three Months Ended June 30,

Six Months Ended June 30,

2026

2025

2026

2025

Reported earnings per share

Net income

16,742

16,713

27,885

32,029

Denominator for basic and diluted earnings per share:

Weighted-average common shares outstanding—basic

93,647

93,586

93,635

93,571

Effect of dilutive common shares

1,874

2,527

1,951

2,362

Weighted average common shares outstanding—diluted

95,521

96,113

95,586

95,933

Earnings per share—basic

0.18

0.30

0.34

Earnings per share—diluted

0.18

0.17

0.29

0.33

Adjusted Earnings Per Share

Net income

16,742

16,713

27,885

32,029

Gross adjustments to EBITDA

7,653

7,114

18,413

11,645

Amortization of acquired intangible assets (1)

16,570

9,637

32,260

19,197

Tax adjustment (2)

(4,713

)

(3,468

)

(10,047

)

(5,923

)

Adjusted Net Income

36,252

29,996

68,511

56,948

Adjusted Earnings Per Share—diluted

0.38

0.31

0.72

0.59

Diluted earnings per share to Adjusted Earnings Per Share

Earnings per share—diluted

0.18

0.17

0.29

0.33

Adjustments to diluted earnings per share:

Other expense

0.01

—

0.01

—

Recognition of inventory step-up

—

0.05

—

Transaction expenses

0.02

0.03

0.02

Stock-based compensation

0.05

0.04

0.09

0.07

Acquisition and facility integration costs

—

0.01

0.03

Gross adjustments to EBITDA

0.08

0.07

0.19

0.12

Amortization of acquired intangible assets (1)

0.17

0.10

0.34

0.20

Tax adjustment (2)

(0.05

)

(0.03

)

(0.10

)

(0.06

)

Adjusted Earnings Per Share—diluted

0.38

0.31

0.72

0.59

(1)

The calculation of Adjusted Earnings Per Share has been updated for the current and prior year’s results to reflect an adjustment for amortization of acquired intangible assets. We believe this adjustment provides a more consistent view of our earnings.

(2)

The tax adjustment represents the tax effect of the adjustments at the applicable effective tax rate. To determine the applicable effective tax rate, transaction expenses and stock-based compensation are excluded from Adjusted Net Income and therefore we have excluded the impact those items have on the effective tax rate.

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Document And Entity Information

Aug. 06, 2026

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Loar Holdings Inc.

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20 New King Street

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White Plains

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