Loar Holdings Inc. Q3 2025 Earnings Presentation Proprietary and Confidential 1 Forward Looking Statements & Special Notice Regarding Pro Forma and Non-GAAP Information Future-Looking Statements This presentation 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," "b ...

Financial Performance - Net sales increased by 26.9% to $123123 thousand in Q2 2025 compared to $97015 thousand in Q2 2024, with organic growth of 11.3%[42] - Gross profit increased by 39.3% in Q2 2025 due to a positive mix of higher margin products, value-based pricing, and optimized productivity[42] - Adjusted EBITDA increased by 34.5% to $47118 thousand in Q2 2025 compared to $35031 thousand in Q2 2024, with an Adjusted EBITDA Margin of 38.3% versus 36.1%[42] - Net income increased from $7641 thousand in Q2 2024 to $16713 thousand in Q2 2025[42] - The company expects to deliver 1%-3% of revenue growth annually through new product introductions[19] Portfolio and Market - In 2024, Commercial end market accounted for 42% of revenue, Defense 24%, Non-Aviation 7%, and Business Jet & General Aviation 27%[24] - Aftermarket accounted for 55% of 2024 revenue, while OEM accounted for 45%[24] - The A320 Family and 737 Family platforms represent 7% and 6% of annual sales respectively[36] - YTD Q2 2025, total sales increased by 11% compared to YTD Q2 2024, with Commercial up 13% and Defense up 24%[40] Outlook - The revised full year 2025 outlook projects net sales between $486 million and $494 million, and adjusted EBITDA between $184 million and $187 million[52] - The revised full year 2025 outlook projects adjusted EBITDA Margin of approximately 38.0%[52]