Slide 1: Loar Holdings Inc. Q2 2026 Earnings Presentation
Loar Holdings Inc. Q2 2026 Earnings Presentation Proprietary and Confidential 1
Slide 2: Forward Looking Statements & Special Notice Regarding Pro Forma and Non-GAAP Information
Forward Looking Statements & Special Notice Regarding Pro Forma and Non-GAAP Information 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
Slide 3: Agenda
Agenda Today’s Speakers: • Our Value Drivers, Our Portfolio, • Dirkson Charles – CEO and and Our Products Executive Co-Chairman of the Board of Directors • Brett Milgrim – Executive Co- • Q2 2026 Earnings Highlights Chairman of the Board of Directors • Glenn D’Alessandro – CFO and Treasurer • Full Y
Slide 4: Consistent and predictable performance…
Consistent and predictable performance… Record Performance $200 million of new business converted into base business Strong demand across all end-markets Commercial OEM production stabilized and growing Commercial aftermarket continues secular growth trends Significant increase in 2026 Guidance Prop
Slide 5: Simple approach to driving value…year-to-date
Simple approach to driving value…year-to-date Net Sales Adjusted EBITDA Net Sales Adjusted EBITDA +36.1% +46.6% +39.4% +47.4% Q2 2026 is the 16th $156.1 $63.2 consecutive quarter $171.6 $69.4 of sequential Adjusted EBITDA growth $114.7 $43.1 $123.1 $47.1 Q1 2025 Q1 2026 Q1 2025 Q1 2026 Q2 2025 Q2 20
Slide 6: Simple approach to driving value… long-term
Simple approach to driving value… long-term Net Sales Adj. EBITDA $265 - $270 $665 - $675 $189 $496 $403 $146 $318 $113 $239 $83 $183 $189 $63 $61 $165 $51 $113 $32 $38 $94 $76 $23 $39 $42 $7 $10 $9 $23 $2 $4 *CAGR is calculated using the mid-point of the 2026 Guide. 2026G represents guide range, se
Slide 7: A diverse and balanced portfolio…
A diverse and balanced portfolio… Loar Group specializes in the design, manufacture, and sale of niche components that are essential for today’s aerospace and defense systems. Products End Market(1) Aftermarket vs. OEM(1) (% of 2025 Revenue) (% of 2025 Revenue) Non-Aviation Non- 4% Aftermarket Propr
Slide 8: Adding one to two brands to our family of companies each year…
Adding one to two brands to our family of companies each year… Wide-Ranging Components Engineered Piston Ice Protection Systems and High Performance Component Manufacturer and Assemblies and Sealing Rings Drag Reduction Technologies Fans and Motors Illumination and Precision Water Purification High
Slide 9: Products that support every aspect of flight…
Products that support every aspect of flight… Diverse Portfolio Offering With Over 25,000 Products Offered No one part was more than approximately 3% of the company’s 2025 Net Sales* (*) Pro forma sales for full year 2025. Includes full year impact of the Beadlight, LMB Fans & Motors and Harper Engi
Slide 10: Organic new business pipeline… 2026 – 2030
Organic new business pipeline… 2026 – 2030 Com Com BJ/GA Biz Jet, GA, Roto Brakes Mil 22% Cockpit Safety Com Com 5 Year Organic Growth Mil BJ/GA Opportunities Commercial Auto Throttles ~$750M 56% De-Ice Com Com Military 22% BJ/GA BJ/GA Mil Avionic Cooling Latches Proprietary and Confidential *Produc
Slide 11: Organic new business pipeline… 2026 – 2030
Organic new business pipeline… 2026 – 2030 Samples of Products 5 Year Organic Growth Opportunities ~$550M 5 Year Organic Growth Opportunities ~$750M 5 Year Base Business Deliverable Sales ~$200M Converting ~$200M to Base Business Proprietary and Confidential 11
Slide 12: Results by End Market – Pro Forma
Results by End Market – Pro Forma(1) End Market Drivers Pro Forma(1) Net Sales YTD Q2 2026 Total Commercial OEM: Q2 2026 vs vs. YTD Q2 End Market Q2 2025 2025 • Improving OEM production environment Total Commercial +28.1% +23.0% Total Commercial Aftermarket: OEM • Secular increases in travel continu
Slide 13: Quarterly Financial Results
Quarterly Financial Results Q2 Q2 $thousands 2026 2025 ∆ Net Sales 171,579 123,123 39.4% • Net sales up 12.3% organically Gross Profit 91,202 66,199 37.8% • Higher amortization of acquired intangible assets Margin 53.2% 53.8% • Higher operating income offset by higher interest expense Net Income 16,
Slide 14: Adjusted EBITDA margin drumbeat
Adjusted EBITDA margin drumbeat Operating Leverage Winning Profitable New Business ~40.0% 38.1% 40.5% Executing on Productivity Initiatives 36.3% 38.3% 35.5% 34.7% Value-Based Pricing 32.2% 30.9% Initial Margin of Acquisitions 2020 2021 2022 2023 2024 2025 2026 Q2 2025 Q2 2026 Guide Public Company I
Slide 15: 2026 Market Assumptions
2026 Market Assumptions Total Commercial - Total Commercial - OEM Defense Aftermarket High-double digits Low-double digits Mid-single digits (17%-20%) Proprietary and Confidential 15
Slide 16: Full Year 2026 Outlook Details
Full Year 2026 Outlook Details 2026 Previous Outlook* 2026 Revised Outlook* Low High Low High $millions except for Earnings Per Share 1.26 Net Sales $645 $655 Net Sales $665 $675 Adjusted EBITDA $257 $262 Adjusted EBITDA $265 $270 Adjusted EBITDA Margin ~40% Adjusted EBITDA Margin ~40% Net Income $5
Slide 17: Full Year 2026 Outlook – Assumptions
Full Year 2026 Outlook – Assumptions Full Year 2026 Outlook Capital Expenditures ~ $20 million, up from ~$19 million Full Year Interest Expense ~ $80 million Full Year Effective Tax Rate ~ 25% Depreciation ~ $15 million Amortization ~ $65 million Non-Cash Stock-Based Compensation ~ $18 million Dilut
Slide 18: Appendix - Year to Date Financial Results
Appendix - Year to Date Financial Results YTD YTD $thousands 2026 2025 ∆ Net Sales 327,667 237,782 37.8% • Net sales up 11.9% organically Gross Profit 170,443 125,905 35.4% • Higher amortization of acquired intangible assets, and non- Margin 52.0% 52.9% cash inventory step-up Net Income 27,885 32,02
Slide 19: Appendix – Reconciliation of Net Income to EBITDA and Adjusted EBITDA
Appendix – Reconciliation of Net Income to EBITDA and Adjusted EBITDA (in thousands unless otherwise indicated) Proprietary and Confidential 19
Slide 20: Appendix – Reconciliation of Earnings Per Share to Adjusted Earnings Per Share and Net Income to Adjusted Net Income
Appendix – Reconciliation of Earnings Per Share to Adjusted Earnings Per Share and Net Income to Adjusted Net Income (in thousands unless otherwise indicated) Three Months Ended June 30, Six Months Ended June 30, 2026 2025 2026 2025 Reported earnings per share Net income $ 16,742 $ 16,713 $ 27,885 $
Slide 21: Appendix – Reconciliation of Net (Loss) Income to EBITDA and Adjusted EBITDA
Appendix – Reconciliation of Net (Loss) Income to EBITDA and Adjusted EBITDA (in thousands unless otherwise indicated) EBITDA & Adjusted EBITDA Reconciliations (dollars in thousands) 2017 October 2, 2017 Year Ended Year Ended Year Ended Year Ended Year Ended Year Ended Year Ended Year Ended 12 Month
Slide 22: Appendix – Reconciliation of Net (Loss) Income to EBITDA and Adjusted EBITDA
Appendix – Reconciliation of Net (Loss) Income to EBITDA and Adjusted EBITDA (1) For the period January 1, 2017, through October 1, 2017 (“Predecessor Period”), the Company is referred to as the “Predecessor.” For the period October 2, 2017, through December 31, 2017 (“Successor Period”), the Compan