Loar Holdings jumps as record Q4 results and higher 2026 outlook refocus investors
Loar Holdings (LOAR) is higher after the company posted record Q4 and full-year 2025 results and raised its full-year 2026 net sales and Adjusted EBITDA outlook. The move is being reinforced by investor focus on recently closed acquisitions, including Harper Engineering, that expand exposure to commercial aerospace growth.
1. What’s moving the stock
Shares of Loar Holdings Inc. (NYSE: LOAR) are moving higher as investors revisit the company’s latest earnings update showing record fourth-quarter and full-year 2025 performance and a higher full-year 2026 operating outlook. In its Feb. 26, 2026 earnings release, Loar reported Q4 2025 net sales of $131.8 million (+19.3% year over year) and adjusted EBITDA of $49.8 million (+23.9%), with adjusted EBITDA margin improving to 37.8%. (ir.loargroup.com)
2. The catalyst: higher 2026 outlook and acquisition-driven growth
Loar lifted its full-year 2026 forecast to net sales of $640 million to $650 million (from $540 million to $550 million) and adjusted EBITDA of $253 million to $258 million (from $209 million to $214 million), reflecting the impact of the LMB Fans & Motors and Harper Engineering acquisitions and underlying demand strength. Management also guided to adjusted EBITDA margin of about 40%. (ir.loargroup.com)
3. Balance sheet and execution focus
The market is also weighing the financing and integration picture. Loar said it borrowed $445 million under its credit agreement to fund the LMB acquisition and, in connection with LMB and Harper, added incremental debt that it expects will lift interest expense to about $80 million in 2026; the company said it expects both acquisitions to be accretive to earnings within a year of closing. (ir.loargroup.com) (ir.loargroup.com)
4. What to watch next
Key near-term watch items include how quickly Loar realizes margin and aftermarket expansion opportunities from Harper (acquired for $250 million cash) and whether the company can sustain its improved profitability while carrying higher interest costs. Investors will also track whether commercial aerospace production and aftermarket trends remain supportive of the company’s low-double-digit market growth assumptions embedded in its 2026 outlook. (ir.loargroup.com)