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Loar Holdings (LOAR) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Loar Holdings (LOAR) Q3 2026 earnings results →

Q3 2026 Revenue up 39% year over year to $176M · 11¢ of every $1 of revenue kept as net profit · operating margin 26.2%

Loar Holdings made $176M in Q3 2026 (+39% Y/Y): Total Commercial $120M, Defense $45.5M, Product and Service Other $10.2M. Operating margin 26.2%, net earnings $19.6M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.

Revenue$176M
Year over year+39%
Operating margin26.2%
Net earnings$19.6M
Operating cash flow$44.9M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $176.2M in Q3 2026, up 39% year over year and up 3% from the previous quarter. Commercial Aerospace was the largest line at 49% of revenue. Commercial Aerospace added $27.4M year over year (up 47%), 56% of the total change.

Gross margin was 54.2%, up 1.5 points from Q3 2025. Operating profit was $46.2M, a 26.2% margin (up 3.3 points year over year). Of the extra revenue versus Q3 2025, 35% reached operating profit, above the 23% margin then. Operating expenses grew 30% against revenue growth of 39%. The fastest-growing cost line was SG&A (+34%). Net earnings were $19.6M, down 29% year over year. The effective tax rate was 25.2%.

Operating cash flow was $44.9M (up 51% year over year), 229% of net earnings. Non-cash charges added back $3.4M of depreciation and $4.4M of share-based compensation. Working capital and other items added $17.5M.

Quarterly history

Loar Holdings revenue by quarterLoar Holdings revenue by quarter$115MQ1 2025$123MQ2 2025$127MQ3 2025$132MQ4 2025$156MQ1 2026$172MQ2 2026$176MQ3 2026
Loar Holdings net earnings by quarterLoar Holdings net earnings by quarter$15.3MQ1 2025$16.7MQ2 2025$27.6MQ3 2025$12.5MQ4 2025$11.1MQ1 2026$16.7MQ2 2026$19.6MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 5, 2026$176M+39%26.2%$19.6M$44.9M
Q2 202610-QAug 6, 2026$172M+39%24.4%$16.7M$30.3M
Q1 202610-QMay 7, 2026$156M+36%21.5%$11.1M$30.9M
Q4 202510-KMar 2, 2026$132M+19%18.0%$12.5M$30.4M
Q3 202510-QNov 12, 2025$127M+22%22.9%$27.6M$29.7M
Q2 202510-QAug 13, 2025$123M+27%22.2%$16.7M$23.8M
Q1 202510-QMay 13, 2025$115M+25%22.8%$15.3M$28.4M

Charts

Loar Holdings: revenue growth, year over year and quarter over quarterLoar Holdings: revenue growth, year over year and quarter over quarterY/YQ/Q+25%Q1 2025+27%+7%Q2 2025+22%+3%Q3 2025+19%+4%Q4 2025+36%+18%Q1 2026+39%+10%Q2 2026+39%+3%Q3 2026
Latest (Q3 2026): Y/Y +39%, Q/Q +3%.
Loar Holdings: where the cash came from (+) and went (−), TTM to Q3 2026Loar Holdings: where the cash came from (+) and went (−), TTM to Q3 2026Acquisitions−$725MNet borrowing (+) / repaid (−)$685MOperating cash flow$137MCash drawn (+) / kept (−)−$60.4MOther financing−$18.8MOther investing−$18.0MShares issued$2.2MExchange rates−$1.4M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Loar Holdings: profit against cash, quarter by quarterLoar Holdings: profit against cash, quarter by quarterNet incomeOperating cash flow$3.7M$20.7MQ4 2024$15.3M$28.4MQ1 2025$16.7M$23.8MQ2 2025$27.6M$29.7MQ3 2025$12.5M$30.4MQ4 2025$11.1M$30.9MQ1 2026$16.7M$30.3MQ2 2026$19.6M$44.9MQ3 2026
Latest (Q3 2026): Net income $19.6M, Operating cash flow $44.9M.
Loar Holdings: diluted shares by fiscal yearLoar Holdings: diluted shares by fiscal year0MFY20230MFY20240MFY2025
+46906.4% since FY2023: more shares outstanding (issuance, stock pay).
Loar Holdings in its industry: growth against margin (10 companies, SIC 3728)Loar Holdings in its industry: growth against margin (10 companies, SIC 3728)revenue growth, year over year →↑ operating marginmedian +27%median 16%TDGARXSATRODCOKRMNAADXPKECVUAIRILOAR (+39%, 26%)
Aircraft Parts & Auxiliary Equipment, NEC; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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Customers and suppliers named in filings

Sells to

About Loar Holdings

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.

In its own words, from its 8-K, filed Aug 6, 2026.

Loar Holdings against its Aircraft Parts & Auxiliary Equipment, NEC peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +39% against the peers' median +27%. Operating margin: 26.2% against the peers' median 15.7%.

CompanyQuarterRevenueY/YOp. margin
LOAR Loar HoldingsQ3 2026$176M+39%26.2%
TDG TransDigm GroupQ3 FY26$2.7B+22%44.8%
ARXS ArxisQ3 2026$564M+36%23.7%
ATRO AstronicsQ2 2026$260M+27%15.6%
DCO DucommunQ3 2026$227M+6%11.4%
KRMN Karman HoldingsQ3 2026$202M+66%15.7%
AADX Applied Aerospace & DefenseQ2 2026$167M+47%-57.5%
PKE Park AerospaceQ2 FY27$20.8M+27%22.8%
CVU CPI AerostructuresQ2 2026$17.6M+16%6.8%

Source: Loar Holdings 10-Q on SEC EDGAR · CIK 2000178 · Aircraft Parts & Auxiliary Equipment, NEC

13F: who owns LOAR and who is buying

Largest holders of LOAR (13F)Largest holders of LOAR (13F)Abrams Capital Management, L.P.$2.6BCapital International Investors$710MT. Rowe Price Investment Manageme…$334MWellington Management Group LLP$328MVanguard Group$253MBamco$203MState Street$188MBlackRock$177MWasatch Advisors LP$162MVanguard Capital Management LLC$160M
Funds' net buying of LOAR by quarter (13F)Funds' net buying of LOAR by quarter (13F)−$1.9M2024-09$41.7M2024-12$62.0M2025-03$682M2025-06$20.7M2025-09$99.0M2025-12$234M2026-03−$58.8M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on LOAR

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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