Loar Holdings Inc. · NYSE:LOAR
Loar — Investor Presentation (2024)
14 slides from Loar's investor presentation, 2024
Slide 1: Investor Presentation
Investor Presentation Proprietary and Confidential 1
Slide 2: Legal Disclaimer
Legal Disclaimer Forward-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
Slide 3: We are a Family of Companies…
We are a Family of Companies… 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. With established relationships across leading aerospace and defense original equipment manu
Slide 4: Simple Approach to Driving Value
Simple Approach to Driving Value Value Drivers Net Sales $318 L $239 Launching New Products $183 $189 $165 $113 $94 $76 $39 $42 O $9 $23 Optimizing Productivity 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Adj. EBITDA $113 A Achieving Price Above Inflation $83 $63 $61 $51 $38 $32 R $1
Slide 5: Diverse and Proprietary Portfolio
Diverse and Proprietary Portfolio Our business focuses on mission-critical, highly engineered solutions with high-intellectual property content. Our products cover a diverse range of applications supporting 250+ platforms in use today for a diverse customer base within the commercial, business jet a
Slide 6: Disciplined Acquisition Playbook
Disciplined Acquisition Playbook Acquiror of Choice in the Fragmented Aerospace Aerospace & Proprietary Significant Components Market Content and/or Aftermarket Defense Focus Processes Exposure Niche Markets Long-Standing Extensive Aerospace & Defense industry experience to identify and Cross-Sell a
Slide 7: We Serve Virtually all Platforms
We Serve Virtually all Platforms Aircraft Platforms COMMERCIAL BUSINESS JET MILITARY AERO-ENGINES CFM 56 Bombardier Challenger 300 F-35 Airbus A320 Family CFM LEAP Boeing 737 Family Bombardier Challenger 650 F-15/F-16/F-22 PT6 Airbus 350 Beech King Air Family F/A-18 …and many others …and many others
Slide 8: Broad Product Offering
Broad Product Offering Wide Ranging Portfolio Offering With Over 15,000+ Products Offered Mission critical nature of products with high monetary and reputational cost of Angle of Attack Sensors / Systems Flight Control Computers Lap-belt Airbags 2 & 3 Point Seat Belts Water Purification Systems Wast
Slide 9: Global Manufacturing Footprint
Global Manufacturing Footprint 12 Manufacturing Locations 16 Niche Brands ~1,400 Employees As of March 31, 2024 Manufacturing Location Proprietary and Confidential 9
Slide 10: Investor Information
Investor Information • Exchange: NYSE • Symbol: LOAR • Fiscal Year – January 1 to December 31 • Investor Contact: ir@loargroup.com • Additional Information: www.loargroup.com / info@loargroup.com Proprietary and Confidential 10
Slide 11: Appendix – Reconciliation of EBITDA and Adjusted EBITDA to Net Income (Loss)
Appendix – Reconciliation of EBITDA and Adjusted EBITDA to Net Income (Loss) (in thousands unless otherwise indicated) Proprietary and Confidential 11
Slide 12: Appendix – Reconciliation of EBITDA and Adjusted EBITDA to Net Income (Loss)
Appendix – Reconciliation of EBITDA and Adjusted EBITDA to Net Income (Loss) (in thousands unless otherwise indicated) Proprietary and Confidential 12
Slide 13: Appendix – Reconciliation of EBITDA and Adjusted EBITDA to Net Income (Loss)
Appendix – Reconciliation of EBITDA and Adjusted EBITDA to Net Income (Loss) (in thousands unless otherwise indicated) Proprietary and Confidential 13
Slide 14: Investor Presentation
Investor Presentation Proprietary and Confidential 14