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Loar Holdings Inc.
$6.1B
Market Cap
90.7
P/E
PEG
7.0%
ROCE
6.4%
ROE
0.62
D/E
24.8%
OPM
-18.8%
% from 52W High
29
α RS
🔍 LOAR is showing an earnings-catalyst setup because an ECS of 73.4 last quarter, Sector RRG has Industrials in the Improving quadrant with the trail still strengthening, and it's within 18.8% of its 52-week high. The main caution: rising_margins's Backtest win rate is only 47.4%. Net: Mixed signal stack, not a recommendation. ? ECS RRG 52W High Backtest
Sources
ECS 73.4 · Industrials in Improving quadrant · 18.8% from 52W high · Backtest win rate 47.4%
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🌏 Global Investor Returns
Currency-adjusted total returns for LOAR including FX impact
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📈 Price History
Ratio Health
Excellent
Good
Average
Poor
By Category
📊 Sector Averages
About

Loar Holdings Inc., through its subsidiaries, designs, manufactures, and sells aerospace and defense components for aircraft, and aerospace and defense systems in the United States and internationally. It offers airframe components, structural components, avionics, composites, braking system components, de-ice and ice protection, electro-mechanical, engineered materials, flight controls, fluid and motion controls, environmental, metal forming, molded components, and restraints and safety devices. The company also provides auto throttles, lap-belt airbags, two-and three-point seat belts, water purification systems, fire barriers, polyimide washers and bushings, latches, interior securing devices, hold-open and tie rods, temperature and fluid sensors and switches, carbon and metallic brake discs, fluid and pneumatic-based ice protection, RAM air components, sealing solutions, motion and actuation devices, edge-lighted panels and knobs, and annunciators for incandescent and LED illuminated pushbutton switches, high-performance fans and cooling devices, lighting, Human-Machine Interface products, and bespoke lighting systems, and others. It primarily serves commercial, business jet and general aviation, and defense markets. Loar Holdings Inc. was incorporated in 2017 and is headquartered in White Plains, New York.

Key Ratios Snapshot
📈 Growth Pattern
📊 Quick Scorecard
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⭐ Superinvestors Holding LOAR
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Manager Shares Value % of Fund Period
Jim Simons Renaissance Technologies LLC 55.1K $3.2M 0.00% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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📊 MIXED Loar Holdings Q1 2026: Record sales $156M, adj. EBITDA margin 40.5%, guidance raised.
Revenue & Profitability
Q1 2026 revenue was $156 million, an 11% pro forma increase year-over-year. Adjusted EBITDA margin reached a record 40.5%, up 290 basis points. Adjusted net income increased 20% year-over-year, while GAAP net income declined $4 million due to higher interest and non-cash acquisition-related charges. The company raised full-year 2026 guidance to net sales of $645-$655 million and adjusted EBITDA of $257-$262 million.
Outlook
Management sees secular tailwinds from increasing air travel, cargo movement, and defense spending. Commercial aftermarket demand remains strong with book-to-bill above 1x, though airlines are rationalizing capacity due to higher fuel costs. Defense is expected to grow mid-single digits in 2026, driven by record backlog. The company expects 10%+ organic sales growth and 15%+ adjusted EBITDA growth into the foreseeable future.
Growth Drivers
Key growth drivers include a record $700 million new business pipeline (up from $600 million), new product certifications (e.g., brakes on 11 platforms), and strong commercial OEM growth of 18% in Q1. Commercial aftermarket grew 11%. Defense, while lumpy, ended Q1 with a record backlog. The company also expects M&A to contribute one to two deals per year.
Balance Sheet & CapEx
Capital expenditures for 2026 are expected to be around $19 million, or approximately 3% of sales, in line with historical rates. No specific investments in AI or large infrastructure projects were mentioned.
Margins
Adjusted EBITDA margins reached a record 40.5% in Q1 2026, up 290 basis points year-over-year. Gross profit, excluding non-cash acquisition adjustments, would have been 57.6%. Margin expansion is driven by operating leverage, value-based pricing, productivity initiatives, and a favorable sales mix. Management expects margins to continue improving.
Key Risks
Risks include the lumpy nature of defense sales (e.g., F-18 brakes, RC-135 autothrottle), geopolitical uncertainty and higher fuel costs potentially reducing airline capacity, FAA certification delays, and temporary distributor inventory reductions. Management believes its proprietary products and value drivers can mitigate these impacts.
Generated by AI · Q1 2026 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-08-06
Record Q2 2026 results with 17% sales growth, 40.5% adjusted EBITDA margin, and strong cash flow. Updated 2026 guidance reflects higher sales and earnings expectations, driven by robust commercial OEM and aftermarket demand, successful acquisitions, and a $750M organic pipeline.
Q1 2026 Q1 2026 2026-05-07
Record Q1 2026 results with 11% sales growth, record adjusted EBITDA margin, and a $700M new business pipeline. Guidance for 2026 was raised, with organic sales and EBITDA expected to grow 10%+ and 15%+ annually, respectively.
Q4 2025 Q4 2025 2026-02-26
Record 2025 results with double-digit sales and margin growth, driven by strong aftermarket and OEM demand, strategic acquisitions, and proprietary products. 2026 guidance raised, with continued focus on organic and inorganic growth, margin expansion, and robust cash flow.
Q3 2025 Q3 2025 2025-11-12
Record Q3 2025 results featured double-digit sales and margin growth, driven by strong commercial and defense demand. 2025 guidance was raised, and 2026 outlook projects continued double-digit growth, robust cash flow, and margin expansion, with new product launches fueling future gains.
Q2 2025 Q2 2025 2025-08-13
Record Q2 2025 results featured double-digit sales and margin growth, with updated 2025 guidance raised for revenue, EBITDA, and EPS. Recent acquisitions, including Beadlight, are expected to drive further growth, while demand remains strong across all segments.
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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Information Sources:
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