# Loar Holdings Inc. (LOAR)

> Source: Nexqual · https://nexqual.com/LOAR · data as of 2026-10-23 16:26 UTC · cite as "Nexqual, Loar Holdings Inc. (LOAR), nexqual.com/LOAR" · informational, not investment advice.

**Price:** USD 62.64 (-3.36% today) · US market open, as of October 23, 2026 at 16:26 UTC; quotes may be delayed. Prev close 64.82 · day 61.82–64.41 · 52w 53.15–82.49 · market cap $5.87B · NYQ

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $586M, net income $68.0M (11.6% margin) (SEC filings).
- Valuation: P/E 86.3x (avg 197.6x at the last 2 fiscal year-ends), EV/EBITDA 47.6x, net debt $827M.
- 1 of 80 tracked superinvestors hold LOAR (13F, Q2 2026): 0 new, 0 added, 0 reduced, 1 unchanged.
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $2.1M; 1 not under a Rule 10b5-1 plan ($2.1M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.00 on a 1–5 scale) (5 analysts), mean target USD 86.2 (range 72–99).
- Total return with dividends: 1Y -22.2% vs S&P 500 +14.7%; 5Y +26.0% vs S&P 500 +77.5%.
- Next earnings: 2026-11-05, EPS estimate USD 0.33, revenue estimate $170M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|
| Revenue | $317M | $403M | $496M | $586M |
| Gross profit | $154M | $199M | $261M | — |
| Operating income | $69.5M | $87.6M | $106M | $128M |
| Net income | -$4.6M | $22.2M | $72.1M | $68.0M |
| EPS (diluted) | -$22620.18 | $0.24 | $0.75 | — |
| Gross margin | 48.6% | 49.4% | 52.7% | — |
| Operating margin | 21.9% | 21.8% | 21.4% | 21.9% |
| Net margin | -1.5% | 5.5% | 14.5% | 11.6% |
| Revenue growth | — | +26.9% | +23.2% | — |
| Cash + short-term investments | $21.5M | $54.1M | $84.8M | — |
| Total debt | $535M | $277M | $716M | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/E 86.3x · P/S 10.0x · EV/EBITDA 47.6x · EV/Sales 11.4x · P/B 4.9x · Earnings yield 1.16% · Net debt $827M · EV $6.70B
P/E at fiscal year-ends: Dec 2025 90.4x, Dec 2024 304.8x.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold LOAR. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| David Abrams | Abrams Capital Management | 47.15% | $2.58B | Unchanged |

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-05-20 | Danmola Taiwo K. | Director | 35,000 | $2.1M | 39.2% | No | Too little history (no open-market trades in 2023 or 2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus Buy (mean 2.00 on a 1–5 scale), 5 analysts; mean target USD 86.2 (low 72, high 99).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-19 | Morgan Stanley | Target lowered | Equal-Weight | $82 → $72 |
| 2026-08-07 | RBC Capital | Target raised | Outperform | $80 → $85 |
| 2026-07-15 | Morgan Stanley | Downgrade | Overweight → Equal-Weight | $91 → $82 |
| 2026-06-25 | Citigroup | Target raised | Buy | $71 → $87 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2024-04-22) |
|---|---|---|
| Total return | -22.2% | +26.0% |
| S&P 500 (SPY) | +14.7% | +77.5% |
| Per year | -22.2% | +9.7% |
| Volatility (annualized) | 41.9% | 46.9% |
| Max drawdown | -34.2% (Oct 2025→Apr 2026) | -42.9% (Apr 2025→Apr 2026) |

## Peers (Aerospace & Defense)
SARO (StandardAero, Inc.) USD 21.66 -0.28% · KTOS (Kratos Defense & Security Solut) USD 38.06 -0.55% · CAE (CAE Inc) USD 24.73 -1.16% · DRS (Leonardo DRS, Inc.) USD 34.3 +0.00% · MOG-A (Moog Inc.) USD 334.12 -2.22% · HII (Huntington Ingalls Industries, ) USD 273.54 -1.91%

## More
Full page: https://nexqual.com/LOAR · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Revenue by product line (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Total Commercial | $116.8M | 68.1% | +38.3% |
| — Commercial Aerospace (part of Total Commercial) | $83.4M | 48.6% | +53.7% |
| — Business Jet & General Aviation (part of Total Commercial) | $33.4M | 19.5% | +10.7% |
| Defense | $45.0M | 26.2% | +43.1% |
| Product & Service Other | $9.7M | 5.7% | +34.8% |
| Total revenue | $171.6M | 100% | — |

## Company outlook (8-K filed 2026-08-06)

- "(NYSE: LOAR) (the "Company," "Loar," "we," "us" and "our"), reported record results for the second quarter of 2026. "Through the first half of the year the business continues to outperform our expectations, driven by exceptional demand across our end-markets and strong conversion of our new business pipeline."

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.33 | $0.33 | +1.1% | $170.0M | 5 |
| Next quarter (ends 2026-12-31) | $0.33 | $0.33 | -1.4% | $174.6M | 5 |
| Current fiscal year (ends 2026-12-31) | $1.37 | $1.30 | +4.9% | $671.8M | 5 |
| Next fiscal year (ends 2027-12-31) | $1.61 | $1.57 | +2.6% | $746.8M | 5 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-11-05): ±12.1%; last 8 reports averaged ±5.8%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 53.8% | ±12.1% |
| 2026-12-18 | 56 | 47.7% | ±15.0% |
| 2027-01-15 | 84 | 43.8% | ±16.7% |
| 2027-03-19 | 147 | 46.1% | ±23.1% |
| 2027-06-17 | 237 | 45.7% | ±28.9% |