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LOARGROUP Loar Holdings Inc. Q2 2026 Earnings Presentation Proprietary and Confidential XXASXALOARGROUP ་་་
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Forward Looking Statements & Special Notice Regarding Pro Forma and Non-GAAP Information Proprietary and Confidential 2 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 financial performance. The words “anticipate,” “assume,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “future,” “will,” “seek,” “foreseeable,” the negative version of these words or similar terms and phrases may identify forward-looking statements in this presentation, but the absence of these words does not mean that a statement is not forward-looking. The forward-looking statements contained in this presentation, including, but not limited to, the statements under the heading “Full Year 2026 Outlook Details” are based on management’s current expectations and are not guarantees of future performance. Our expectations and beliefs are expressed in management’s good faith, and we believe there is a reasonable basis for them, however, the forward-looking statements are subject to various known and unknown risks, uncertainties, assumptions, or changes in circumstances that are difficult to predict or quantify. Actual results may differ materially from these expectations due to changes in global, regional, or local economic, business, competitive, market, regulatory, and other factors, many of which are beyond our control. We believe that these factors include but are not limited to the following: the almost exclusive focus of our business on the aerospace and defense industry; our heavy reliance on certain customers for a significant portion of our sales; the fact that we have in the past consummated acquisitions and our intention to continue to pursue acquisitions, and that our business may be adversely affected if we cannot consummate acquisitions on satisfactory terms, or if we cannot effectively integrate acquired operations; and the other risks and uncertainties described in Part I, Item 1A of our Annual Report on Form 10-K for the year ended December 31, 2025 filed with the Securities and Exchange Commission (“SEC”), as well as other periodic reports filed by the Company from time to time with the SEC. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this presentation. Should one or more of these risks or uncertainties materialize, or should any of our assumptions prove incorrect, our actual results may vary in material respects from those projected in the forward-looking statements. Any forward-looking statement made by us in this presentation speaks only as of the date of this presentation and is expressly qualified in its entirety by the cautionary statements included in this presentation. Factors or events that could cause our actual results to differ may emerge from time to time, and it is not possible for us to predict all of them. We may not actually achieve the plans, intentions or expectations disclosed in our forward-looking statements and you should not place undue reliance on our forward-looking statements. Our forward-looking statements do not reflect the potential impact of any future acquisitions, mergers, dispositions, joint ventures, investments, or other strategic transactions we may make. We undertake no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by any applicable law. Special Notice Regarding Pro Forma Information This presentation sets forth certain pro forma financial information. This pro forma financial information gives effect to certain recently completed acquisitions. Such pro forma information is based on certain assumptions and adjustments and does not purport to present our actual results of operations or financial condition had the transactions reflected in such pro forma financial information occurred at the beginning of the relevant period, in the case of income statement information, or at the end of such period, in the case of balance sheet information, nor is it necessarily indicative of the results of operations that may be achieved in the future. Special Notice Regarding Non-GAAP Information We present in this presentation certain financial information based on our EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, and Adjusted Earnings Per Share. References to “EBITDA” mean earnings before interest, taxes, depreciation and amortization, references to “Adjusted EBITDA” mean EBITDA plus, as applicable for each relevant period, certain adjustments as set forth in the reconciliations of net loss to EBITDA and Adjusted EBITDA, and references to “Adjusted EBITDA Margin” refer to Adjusted EBITDA divided by net sales. References to “Adjusted Earnings Per Share” means net income plus certain adjustments as set forth in the reconciliations below to derive Adjusted EBITDA from EBITDA, less the tax effect of these adjustments. EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, and Adjusted Earnings Per Share are not measurements of financial performance under U.S. GAAP. We present EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, and Adjusted Earnings Per Share because we believe they are useful indicators for evaluating operating performance. In addition, our management uses Adjusted EBITDA to review and assess the performance of the management team in connection with employee incentive programs and to prepare its annual budget and financial projections. Moreover, our management uses Adjusted EBITDA of target companies to evaluate acquisitions. Although we use EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, and Adjusted Earnings Per Share on as measures to assess the performance of our business and for the other purposes set forth above, the use of non-GAAP financial measures as analytical tools has limitations, and you should not consider any of them in isolation, or as a substitute for analysis of our results of operations or cash flow from operations as reported in accordance with U.S. GAAP. Our calculations of EBITDA, Adjusted EBITDA, Adjusted EBITDA Margin, and Adjusted Earnings Per Share may not be comparable to the calculations of similarly titled measures reported by other companies. A presentation of the most directly comparable GAAP measures and a reconciliation to such measures are set forth in the appendix, other than with respect to the non-GAAP information under the heading “Full Year 2026 Outlook Details” for which no reconciliation is provided because to do so would be potentially misleading and not practical given the difficulty of projecting event-driven transactional and other non-core operating items in any future period, which may be significant.
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Agenda Proprietary and Confidential 3 • Our Value Drivers, Our Portfolio, and Our Products • Q2 2026 Earnings Highlights • Full Year 2026 – Outlook Today’s Speakers: • Dirkson Charles – CEO and Executive Co-Chairman of the Board of Directors • Brett Milgrim – Executive Co- Chairman of the Board of Directors • Glenn D’Alessandro – CFO and Treasurer • Ian McKillop – Director of Investor Relations
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Consistent and predictable performance… Proprietary and Confidential 4 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
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Proprietary and Confidential 5 Simple approach to driving value…year-to-date See special notice regarding non-GAAP information on page 2 and the reconciliation of Net Income to Adjusted EBITDA in the appendix Q2 2026 $69.4 Q2 2025 $47.1 +47.4% Launching New Products Optimizing Productivity Achieving Price Above Inflation Readying Talent L RO A Q2 2026 $171.6 Q2 2025 $123.1 +39.4% Adjusted EBITDANet Sales Q1 2026 $63.2 Q1 2025 $43.1 Q1 2026 $156.1 Q1 2025 $114.7 +36.1% Adjusted EBITDANet Sales +46.6% Q2 2026 is the 16th consecutive quarter of sequential Adjusted EBITDA growth
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$2 $4 $7 $10 $23 $32 $38 $63 $51 $61 $83 $113 $146 $189 $9 $23 $39 $42 $76 $94 $113 $183$165$189 $239 $318 $403 $496 Proprietary and Confidential 6 Net Sales Simple approach to driving value… long-term Adj. EBITDA Launching New Products Optimizing Productivity Achieving Price Above Inflation Readying Talent L RO A *CAGR is calculated using the mid-point of the 2026 Guide. 2026G represents guide range, see slide 14 for more details, as well as the special notice regarding non-GAAP information on page 2 and the reconciliation of Net Income to Adjusted EBITDA in the appendix $665 - $675 $265 - $270
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A diverse and balanced portfolio… Proprietary and Confidential 7 Commercial 46% Defense 28% Non-Aviation 4% Business Jet & General Aviation 22% End Market(1) (% of 2025 Revenue) Aftermarket 51% OEM 49% Aftermarket vs. OEM(1) (% of 2025 Revenue) Proprietary Non- Proprietary Products Loar Group specializes in the design, manufacture, and sale of niche components that are essential for today’s aerospace and defense systems. (1) Pro forma sales which include full year impact of the acquisitions of Beadlight which closed in July of 2025, LMB Fans & Motors which closed December of 2025, and Harper Engineering which closed in January of 2026. Please see additional special notice on pro forma information on page 2 Global increase in military funding40% Adjusted EBITDA Margin Ability to capture growth through all cycles
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Adding one to two brands to our family of companies each year… Proprietary and Confidential 8 Wide-Ranging Component Manufacturer Precision Components Composite Tubing Manufacturer Hydraulic Valves and Assemblies High Temperature Molded Composites High Temperature Processing Advanced Sensors and Switches Water Purification and Microfiltration Wide-Ranging Aircraft Systems & Products Flight Critical Systems Engineered Piston and Sealing Rings Ice Protection Systems and Drag Reduction Technologies Aftermarket Solutions Provider Advanced Safety Products and Systems Components and Assemblies Highly Engineered Structural Hardware 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Highly Engineered Avionics Interface Solutions Illumination and Interior Products High Performance Fans and Motors Interior Latching and Securing Devices
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Products that support every aspect of flight… Proprietary and Confidential 9 No one part was more than approximately 3% of the company’s 2025 Net Sales*Diverse Portfolio Offering With Over 25,000 Products Offered (*) Pro forma sales for full year 2025. Includes full year impact of the Beadlight, LMB Fans & Motors and Harper Engineering acquisitions. Please see special notice on pro forma information on page 2
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Commercial 56% Military 22% Biz Jet, GA, Roto 22% 5 Year Organic Growth Opportunities ~$750M Organic new business pipeline… 2026 – 2030 Proprietary and Confidential 10 ComMil BJ/GA Com Cockpit SafetyBrakes ComMil Auto Throttles Avionic Cooling ComMil BJ/GA De-Ice ComBJ/GA Latches ComBJ/GA *Products shown are a sample of the current opportunities
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Proprietary and Confidential 11 Organic new business pipeline… 2026 – 2030 Samples of Products Converting ~$200M to Base Business 5 Year Organic Growth Opportunities ~$750M 5 Year Base Business Deliverable Sales ~$200M 5 Year Organic Growth Opportunities ~$550M
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Results by End Market – Pro Forma(1) Proprietary and Confidential 12 End Market Drivers Pro Forma(1) Net Sales Total Commercial OEM: • Improving OEM production environment Total Commercial Aftermarket: • Secular increases in travel continues to drive demand Defense: • Increasing demand from global conflicts and asset readiness End Market Q2 2026 vs Q2 2025 YTD Q2 2026 vs. YTD Q2 2025 Total Commercial OEM +28.1% +23.0% Total Commercial Aftermarket +11.5% +11.4% Defense +7.8% +2.9% Total +16.5% +13.9% (1) Pro forma sales which include full year impact of the acquisitions of Beadlight which closed in July of 2025, LMB Fans & Motors which closed December of 2025, and Harper Engineering which closed in January of 2026. Please see additional special notice on pro forma information on page 2
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• Higher amortization of acquired intangible assets Quarterly Financial Results Proprietary and Confidential 13 • Net sales up 12.3% organically • Value drivers and operating leverage on higher sales Please see additional special notice on non-GAAP information on page 2 and reconciliations in the appendix Q2 Q2 $thousands 2026 2025 ∆ Net Sales 171,579 123,123 39.4% Gross Profit 91,202 66,199 37.8% Margin 53.2% 53.8% Net Income 16,742 16,713 0.2% Adjusted Net Income 36,252 26,951 34.5% Adjusted EBITDA 69,449 47,118 47.4% Adj EBITDA Margin 40.5% 38.3% • Higher operating income offset by higher interest expense and amortization of acquired intangible assets • Adjusting for non-cash/non-recurring items
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Adjusted EBITDA margin drumbeat Proprietary and Confidential 14 Operating Leverage Executing on Productivity Initiatives Value-Based Pricing Winning Profitable New Business Q2 2025 Q2 2026 40.5% 38.3% Initial Margin of Acquisitions Public Company Infrastructure Costs 2021 2022 2023 2024 2025 36.3% 35.5% 34.7% 32.2% 38.1% 2020 30.9% ~40.0% 2026 Guide Please see additional special notice on non-GAAP information on page 2 and reconciliations in the appendix
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2026 Market Assumptions Proprietary and Confidential 15 Total Commercial - OEM High-double digits (17%-20%) Total Commercial - Aftermarket Low-double digits Defense Mid-single digits
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Full Year 2026 Outlook Details Proprietary and Confidential 16 1.26 Low High Net Sales $665 $675 Adjusted EBITDA $265 $270 Adjusted EBITDA Margin ~40% Net Income $56 $60 Diluted Earnings Per Share $0.57 $0.62 Adjusted Earnings Per Share $1.32 $1.36 2026 Revised Outlook*2026 Previous Outlook* $millions except for Earnings Per Share Low High Net Sales $645 $655 Adjusted EBITDA $257 $262 Adjusted EBITDA Margin ~40% Net Income $53 $57 Diluted Earnings Per Share $0.54 $0.59 Adjusted Earnings Per Share $1.26 $1.30 *Please see additional special notice non-GAAP information on page 2
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Full Year 2026 Outlook – Assumptions Proprietary and Confidential 17 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 Diluted Share Count ~ 97 million shares
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• Higher amortization of acquired intangible assets, and non- cash inventory step-up Appendix - Year to Date Financial Results Proprietary and Confidential 18 • Net sales up 11.9% organically • Higher interest expense in addition to the items above • Value drivers and operating leverage on higher sales Please see additional special notice on non-GAAP information on page 2 and reconciliations in the appendix YTD YTD $thousands 2026 2025 ∆ Net Sales 327,667 237,782 37.8% Gross Profit 170,443 125,905 35.4% Margin 52.0% 52.9% Net Income 27,885 32,029 -12.9% Adjusted Net Income 68,511 56,948 20.3% Adjusted EBITDA 132,668 90,251 47.0% Adj EBITDA Margin 40.5% 38.0% • Adjusting for non-cash/non-recurring items
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Appendix – Reconciliation of Net Income to EBITDA and Adjusted EBITDA (in thousands unless otherwise indicated) Proprietary and Confidential 19
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Appendix – Reconciliation of Earnings Per Share to Adjusted Earnings Per Share and Net Income to Adjusted Net Income (in thousands unless otherwise indicated) Proprietary and Confidential 20 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 $ 32,029 Denominator for basic and diluted earnings per sha re: Weighted-average common shares outstanding —ba sic 93,647 93,586 93,635 93,571 Effect of dilutive common shares 1,874 2,527 1,951 2,362 Weighted average common shares outstanding —diluted 95,521 96,113 95,586 95,933 Earnings per share —ba sic $ 0.18 $ 0.18 $ 0.30 $ 0.34 Earnings per share —diluted $ 0.18 $ 0.17 $ 0.29 $ 0.33 Adjusted Earnings Per Share Net income $ 16,742 $ 16,713 $ 27,885 $ 32,029 Gross adjustments to EBITDA 7,653 7,114 18,413 11,645 Amortization of acquired intangible assets (1) 16,570 9,637 32,260 19,197 Tax adjustment (2) (4,713 ) (3,468 ) (10,047 ) (5,923 ) Adjusted Net Income $ 36,252 $ 29,996 $ 68,511 $ 56,948 Adjusted Earnings Per Share —diluted $ 0.38 $ 0.31 $ 0.72 $ 0.59 Diluted earnings per share to Adjusted Earnings Per Share Earnings per share —diluted $ 0.18 $ 0.17 $ 0.29 $ 0.33 Adjustments to diluted earnings per share: Other expense 0.01 — 0.01 — Recognition of inventory step -up — — 0.05 — Transaction expenses 0.02 0.02 0.03 0.02 Stock-based compensation 0.05 0.04 0.09 0.07 Acquisition and facility integration costs — 0.01 0.01 0.03 Gross adjustments to EBITDA 0.08 0.07 0.19 0.12 Amortization of acquired intangible assets (1) 0.17 0.10 0.34 0.20 Tax adjustment (2) (0.05 ) (0.03 ) (0.10 ) (0.06 ) Adjusted Earnings Per Share —diluted $ 0.38 $ 0.31 $ 0.72 $ 0.59 (1) The calculation of Adjusted Earnings Per Share has been updated for the current and prior year’s results to reflect an adjustment for amortization of acquired intangible assets. We believe this adjustment provides a more consistent view of our earnings. (2) The tax adjustment represents the tax effect of the adjustments at the applicable effective tax rate. To determine the applicable effective tax rate, transaction expenses and stock-based compensation are excluded from Adjusted Net Income and therefore we have excluded the impact those items have on the effective tax rate.
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Appendix – Reconciliation of Net (Loss) Income to EBITDA and Adjusted EBITDA (in thousands unless otherwise indicated) Proprietary and Confidential 21 EBITDA & Adjusted EBITDA Reconciliations (dollars in thousands) Net income (loss) $ 72,146 $ 22,231 $ (4,615) $ (2,469) $ (5,354) $ (17,052) $ (4,152) $ (5,721) $ (7,063) $ (3,409) $ (3,654) $ (122) $ 1,278 $ 6,075 $ (1,058) $ (2,404) Adjustm ents: Incom e tax provision (benefit) 8,432 6,830 7,052 (142) (2,599) (2,147) 774 (1,101) (13,228) (12,414) (814) 499 685 (2,382) 105 160 Interest ex pense, net 25,665 52,112 67,054 42,071 31,637 32,864 29,304 16,846 10,610 3,817 6,793 8,933 981 15 10 14 Refinancing costs - 6,459 - - - - - - - - - - - - - - Loss on ex tinguishm ent of debt (a) - - - - - - - - 5,233 - 5,233 - - - - - Foreign ex change adjustm ent (b) - - - - - - - - - - - (72) - - - - G ain on insurance recoveries (c) - - - - - - - - - - - - - (150) - - Operating incom e (loss) 106,243 87,632 69,491 39,460 23,684 13,665 25,926 10,024 (4,448) (12,006) 7,558 9,238 2,944 3,558 (943) (2,230) Depreciation 11,935 11,244 9,938 8,882 9,143 8,622 7,879 7,256 5,390 1,937 3,453 5,073 2,163 2,028 1,416 399 Amortization 39,065 31,826 28,086 25,074 23,550 22,429 21,919 16,405 8,399 4,613 3,786 4,795 1,246 906 1,385 817 EBITDA 157,243 130,702 107,515 73,416 56,377 44,716 55,724 33,685 9,341 (5,456) 14,797 19,106 6,353 6,492 1,858 (1,014) Adjustm ents: Am ortization of inventory step-up (d) 45 1,102 603 704 740 3,241 2,001 1,162 6,929 6,441 488 1,385 414 160 666 1,341 Other (incom e) loss (e) 159 (4,452) (762) (861) 396 (1,663) – (3,521) 2,313 2,313 (500) - - - - Transaction ex penses (f) 11,281 3,390 3,394 6,365 804 2,001 2,811 2,135 10,074 7,482 2,592 1,416 1,840 – 688 664 Stock-based com pensation (g) 14,931 11,103 372 1,526 1,686 1,686 1,686 1,665 934 381 553 247 189 189 166 101 Acquisition integration costs (h) 5,465 4,491 1,621 1,913 642 405 931 2,406 1,101 288 813 197 451 21 21 - COV ID-19 related ex penses (i) - - – 210 147 399 - - - - - - - - - - Management service agreement fees and ex penses (j) - - – - - - - - 843 - 843 1,157 616 567 454 554 Adjusted EBITDA $ 189,124 $ 146,336 $ 112,743 $ 83,273 $ 60,792 $ 50,785 $ 63,153 $ 37,532 $ 31,535 $ 9,136 $ 22,399 $ 23,008 $ 9,863 $ 7,429 $ 3,853 $ 1,646 Net sales $ 496,283 $ 402,819 $ 317,477 $ 239,434 $ 188,897 $ 164,564 $ 182,623 $ 112,572 $ 94,346 $ 26,179 $ 68,167 $ 75,780 $ 42,371 $ 39,240 $ 22,983 $ 8,923 Net (loss) income margin 14.5% 5.5% -1.4% -1.0% -2.8% -10.4% -2.3% -5.1% -7.5% -13.0% -5.4% -0.2% 3.0% 15.5% -4.6% -26.9% Adjusted EBITDA Margin 38.1% 36.3% 35.5% 34.8% 32.2% 30.9% 34.6% 33.3% 33.4% 34.9% 32.9% 30.4% 23.3% 18.9% 16.8% 18.4% Y ear E nded December 31, 2014 Y ear E nded December 31, 2013 Y ear E nded December 31, 2012 January 1, 2017 through October 1, 2017 2017 12 Months E nded December 31, 2017 Octob er 2, 2017 through December 31, 2017 Y ear E nded December 31, 2025 Y ear E nded December 31, 2024 Y ear E nded December 31, 2016 Y ear E nded December 31, 2015 Y ear E nded December 31, 2023 Y ear E nded December 31, 2022 Y ear E nded December 31, 2021 Y ear E nded December 31, 2020 Y ear E nded December 31, 2019 Y ear E nded December 31, 2018
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Appendix – Reconciliation of Net (Loss) Income to EBITDA and Adjusted EBITDA Proprietary and Confidential 22 (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 Company is referred to as “Successor.” The Company applied pushdown accounting to the transaction. Due to the application of push-down accounting, different bases of accounting have been used to prepare the consolidated financial statements in the Predecessor Period and Successor Period. A black line separates the Predecessor Period and Successor Period to highlight the lack of comparability between these two bases of accounting. The Successor Period includes the accounts of Loar Holdings, LLC and its subsidiaries. The Predecessor Period includes the accounts of Loar Group Inc. Intercompany accounts and transactions between consolidated entities have been eliminated. (a) Represents the write-off of unamortized debt issuance costs associated with the extinguishment of debt. (b) Represents foreign exchange gains related to an overseas distribution center. (c) Represents insurance proceeds on property losses. (d) Represents accounting adjustments to inventory associated with acquisitions of businesses that were charged to cost of sales when inventory was sold. (e) Amounts represent income or losses not related to operations. The impact for the year ended December 31, 2024 represents a $2.9 million reduction in the estimated contingent purchase price for the CAV acquisition and $1.7 million of proceeds from the settlement of buyer-side representations and warranties insurance covering the acquisition of DAC. The impact for the years ended December 31, 2023, and 2022 represents a grant from the U.S. Department of Transportation under the Aviation Manufacturing Jobs Protection Program. The impact for the year ended December 31, 2021, represented certain long-lived asset write-offs of $1.4 million, partially offset by a government grant of $1.0 million. The impact for the year ended December 31, 2020, represented a government grant and a gain on sale of assets of $1.0 million and $0.7 million, respectively. The impact for the year ended December 31, 2018 is primarily attributable to contingent consideration payments for performance targets achieved post-acquisition. The impact for the 10 months ended October 1, 2017, represented an impairment of certain long-lived assets. The impact for the year ended December 31, 2016, represented a reversal of accrued contingency consideration related to unmet performance targets post-acquisition. (f) Represents third-party transaction-related costs for acquisitions comprising deal fees, legal, financial and tax due diligence expenses, and valuation costs that are required to be expensed as incurred. (g) Represents the non-cash compensation expense recognized by the Company for equity awards. (h) Represents costs incurred to integrate acquired businesses and product lines into Loar’s operations, facility relocation costs and other acquisition-related costs. (i) Represents incremental costs related to the pandemic that are not expected to recur once the pandemic dissipates and are clearly separable from normal operations (for example, additional cleaning and disinfecting of facilities by contractors above and beyond normal requirements and COVID sick pay). (j) Management service agreement fees and expenses paid to former owner.