Loar (LOAR) Q1 2026 Earnings Call Transcript

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DATE

Thursday, May 7, 2026 astatine 10:30 a.m. ET

CALL PARTICIPANTS

• Chief Executive Officer and Executive Co-Chairman — Dirkson R. Charles

• Executive Co-Chairman — Brett N. Milgrim

• Treasurer and Chief Financial Officer — Glenn D’Alessandro

• Director of Investor Relations — Ian McKillop

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Full Conference Call Transcript

Operator: Ladies and gentlemen, convey you for your involvement successful Loar Holdings Inc. league call. Please proceed to basal by. The presumption volition statesman momentarily. Greetings, and invited to the Loar Holdings Inc. 2026 Q1 Earnings Call. At this time, each participants are successful a listen-only mode. A question-and-answer league volition travel the ceremonial presentation. As a reminder, this league is being recorded. I would present similar to crook the league implicit to your host, Ian McKillop, Director of Investor Relations. You whitethorn begin.

Ian McKillop: Thank you, Barak. Good morning, everyone, and invited to the Loar Holdings Inc. 2026 Q1 Earnings Conference Call. Presenting connected the telephone this greeting are Loar Holdings Inc.’s Chief Executive Officer and Executive Co-Chairman, Dirkson R. Charles; Executive Co-Chairman, Brett N. Milgrim; Treasurer and Chief Financial Officer, Glenn D’Alessandro; arsenic good arsenic myself, Ian McKillop, the Director of Investor Relations. Please sojourn our website astatine loargroup.com to get a descent platform and telephone replay information. Before we begin, we would similar to punctual you that statements made during this telephone that are not humanities successful information are forward-looking statements.

For further accusation astir important factors that could origin existent results to disagree materially from those expressed oregon implied successful the forward-looking statements, delight notation to our website and latest filings with the SEC, disposable done the Investor Relations conception of our website oregon astatine sec.gov. We would besides similar to counsel you that during the call, we volition beryllium referring to adjusted EBITDA, adjusted EBITDA margin, adjusted nett income, and adjusted net per share, each of which is simply a non-GAAP fiscal measure. Please spot the tables and related footnotes successful the net presumption for the astir straight comparable GAAP measures and applicable reconciliations. To statesman today, I volition present crook the telephone implicit to Dirkson.

Dirkson R. Charles: Thanks, Ian. Good morning, everyone. I americium Dirkson, Founder, CEO, and Executive Co-Chairman of Loar Holdings Inc. As you each know, Loar Holdings Inc. was founded with the ngo and imaginativeness to physique an aerospace concern currency compounder wrapped successful a civilization that each our mates tin beryllium arrogant of. Thirteen weeks ago, I shared with each of you however excited I was astir what we would execute successful 2026. I stated that we planned connected achieving grounds fiscal results done accordant and resilient performance. The results for 2026 Q1 are each quarterly records for sales, adjusted EBITDA, and adjusted EBITDA margins. More importantly, our currency conversion sum to nett income was 230%.