Loar Holdings (LOAR) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Loar Holdings published the results on November 5, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Loar Holdings reports EPS two ways: GAAP, under the accounting rules every US filer follows, and Adjusted Earnings Per Share, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Loar changed how it calculates Adjusted Earnings Per Share to also exclude amortization of acquired intangible assets, and restated the prior year. The year-ago adjusted EPS of $0.43 is on the new basis; Loar first reported $0.35 for Q3 2025.
• Loar acquired LMB Fans & Motors on December 23, 2025 and Harper Engineering on January 21, 2026. Their sales are outside organic growth until the 13th month after each deal. Loar reports in thousands; figures here are in millions.

Source: Loar Holdings Q3 2026 results, November 5, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Loar Holdings splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Loar Holdings's Total commercial revenue was $120 million in Q3 2026, up 32% from $91.4 million in Q3 2025, 68% of total revenue.
• Loar Holdings's Total defense revenue was $45.5 million in Q3 2026, up 58% from $28.8 million in Q3 2025, 26% of total revenue.
• Loar Holdings's Total other revenue was $10.2 million in Q3 2026, up 56% from $6.5 million in Q3 2025, 6% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

Loar lists its outlook as bullet points. Quoted below are its CFO's comment, then the 2026 net sales range, the 2026 diluted EPS range and the 2026 Adjusted EPS range. Its first 2027 outlook is summarised in the explainer.

In its Q3 2026 release, Loar Holdings said:

“We're raising our full year 2026 outlook for the third time this year”

“between $669 million and $679 million, up from between $665 million and $675 million.”

“between $0.62 and $0.66, up from between $0.57 and $0.62.”

“between $1.36 and $1.40, up from between $1.32 and $1.36.”

Source: Loar Holdings Q3 2026 release, Nov 5, 2026.

This is the company's own guidance as of Nov 5, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the LOAR forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS, each as first reported in that quarter's release. Adjusted EPS is left out because Loar changed its definition to exclude amortization of acquired intangible assets and restated earlier periods.

We do not hold a confirmed date for Loar Holdings's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 5, 2026

Loar Holdings' net sales were $176.2 million in Q3 2026, up 39.0% from $126.8 million. Commercial customers bought $120.5 million of that, defense $45.5 million and other markets $10.2 million. Within commercial, commercial aerospace was $86.3 million and business jet and general aviation $34.2 million. (Loar Holdings Q3 2026 release, Nov 5, 2026)

Acquisitions drove much of the increase. Organic net sales rose 15.8%, or $20.1 million, to $146.8 million. Net acquisition sales of $29.3 million came from LMB Fans & Motors, bought on December 23, 2025 for $474.8 million in cash, and Harper Engineering, bought on January 21, 2026 for $249.8 million in cash. (Loar Holdings Q3 2026 release, Nov 5, 2026; Loar Holdings Form 10-Q, Q3 2026, Nov 5, 2026)

Loar's 10-Q lists the organic drivers: OEM total commercial sales up $7.6 million (18.7%) on higher narrow-body and wide-body production rates, aftermarket total commercial sales up $5.1 million (10.0%) on use of the aged commercial fleet, non-aerospace products up $3.6 million (54.3%) on industrial gas-turbine components, and defense up $3.9 million (13.4%). (Loar Holdings Form 10-Q, Q3 2026, Nov 5, 2026)

Loar makes niche aerospace and defense components such as auto throttles, lap-belt airbags, seat belts and water purification systems. By its own estimate about 89% of 2025 net sales came from proprietary products and about 55% from aftermarket products. Its two largest customers accounted for about 19% of sales in 2025. (Loar Holdings Form 10-K, 2025, Mar 2, 2026)

Loar Holdings' GAAP diluted EPS fell to $0.20 in Q3 2026 from $0.29, even as operating income rose to $46.2 million from $29.0 million. Net interest expense climbed to $20.0 million from $6.0 million because of interest on borrowings tied to the LMB and Harper Engineering acquisitions, and the tax line swung from a $4.6 million benefit to a $6.6 million provision. (Loar Holdings Q3 2026 release, Nov 5, 2026; Loar Holdings Form 10-Q, Q3 2026, Nov 5, 2026)

The effective tax rate was 25.2% against (20.0)% a year earlier. Loar says the Q3 2025 rate included a one-time benefit from enactment of the One Big Beautiful Bill Act. (Loar Holdings Form 10-Q, Q3 2026, Nov 5, 2026)

Adjusted EPS of $0.39 adds back $16.6 million of amortization of acquired intangible assets, $4.4 million of stock-based compensation and $780 thousand of transaction expenses, less a tax adjustment. Loar now excludes acquired intangible amortization from this measure, which lifted the restated Q3 2025 figure to $0.43. Diluted shares were 95,769 thousand, against 95,875 thousand a year earlier. (Loar Holdings Q3 2026 release, Nov 5, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Loar Holdings gives a full-year outlook in its release and raised its 2026 outlook for the third time this year. It now expects 2026 net sales between $669 million and $679 million, Adjusted EBITDA between $270 million and $275 million, diluted EPS between $0.62 and $0.66 and Adjusted EPS between $1.36 and $1.40. (Loar Holdings Q3 2026 release, Nov 5, 2026)

Loar also gave a first outlook for 2027: net sales between $745 million and $755 million, Adjusted EBITDA between $312 million and $317 million, diluted EPS between $0.93 and $0.97 and Adjusted EPS between $1.64 and $1.68. It assumes low-double-digit growth in commercial OEM, commercial aftermarket and defense. (Loar Holdings Q3 2026 release, Nov 5, 2026)

A consensus figure is the average of the models published by the analysts who cover Loar Holdings, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Loar Holdings's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning LOAR is on is LOAR a buy or a sell?, what analysts expect next is on the LOAR forecast, and what the company does is on the Loar Holdings (LOAR) stock page.

Every number on this page can be traced to a document Loar Holdings published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.