LOAR

Loar Holdings Inc.

LOAR.US loargroup.com + Research + Basket
CIK 0002000178
Employees 1,700
Phone 914 909 1311
Fiscal year end December
IPO Apr 25, 2024
Address 20 New King Street, White Plains, NY, United States, 10604
64.24
-0.58 (-0.89%)
USD · NYSE
52-week range
53.15
82.49
Trading at 38% of the 52-week range
Market Cap
6.07B
P/E Ratio
91.28
Forward P/E
38.76
Book Value
12.80
Div. Yield
N/A
% Institutions
96.28%
% Insiders
19.32%

1 Year

-18.9%

3 Year

+131.5%

10 Year

+131.5%
Description

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.

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People

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Directors & Officers

Name Title Year Born
Mr. Dirkson R. Charles President, CEO & Executive Co-Chairman 1964
Mr. Brett N. Milgrim Executive Co-Chairman 1969
Mr. Glenn D'Alessandro Treasurer & CFO 1965
Mr. Michael J. Manella VP, General Counsel & Secretary 1957
Ian McKillop Director of Investor Relations NA
Mr. Paul Dolan Executive Vice President NA
Ms. Nicole Huque Chief Talent Officer NA
Mr. Terry Queener Executive Vice President NA
Mr. Jeremy S. Halford Executive Vice President 1973

Insider Trading

Open insider trading
Date Insider Name Title Transaction Type Shares Price Value SEC
Mar 13, 2026 Paul S Levy N/A Purchase 75.00K $64.90 $4.87M SEC
Mar 13, 2026 Anthony Carpenito N/A Purchase 50.00 $64.70 $3.24K SEC
Mar 12, 2026 Anthony Carpenito N/A Purchase 4.75K $64.97 $308.61K SEC
Mar 12, 2026 Dirkson R Charles N/A Purchase 36.43K $67.45 $2.46M SEC
Mar 12, 2026 Raja Bobbili N/A Purchase 50.00K $63.61 $3.18M SEC
Mar 11, 2026 Dirkson R Charles N/A Purchase 4.17K $67.49 $281.16K SEC
Mar 10, 2026 Dirkson R Charles N/A Purchase 3.40K $67.41 $229.19K SEC
May 19, 2025 Michael J Manella N/A Sale 19.68K $80.91 $1.59M SEC
May 19, 2025 Paul S Levy N/A Sale 175.92K $80.91 $14.23M SEC
May 19, 2025 Glenn D'alessandro N/A Sale 19.94K $80.91 $1.61M SEC
May 19, 2025 Dirkson R Charles N/A Sale 88.77K $80.91 $7.18M SEC
May 19, 2025 Brett N Milgrim N/A Sale 84.12K $80.91 $6.81M SEC
May 16, 2025 Alison Bomberg N/A Sale 690.26K $80.91 $55.85M SEC
May 16, 2025 Anthony Carpenito N/A Sale 690.26K $80.91 $55.85M SEC
May 16, 2025 Brett N Milgrim N/A Sale 558.70K $80.91 $45.20M SEC
May 16, 2025 David C Abrams N/A Sale 703.69K $80.91 $56.94M SEC
May 16, 2025 Dirkson R Charles N/A Sale 589.61K $80.91 $47.70M SEC
May 16, 2025 Glenn D'alessandro N/A Sale 132.44K $80.91 $10.72M SEC
May 16, 2025 Michael J Manella N/A Sale 130.74K $80.91 $10.58M SEC
May 16, 2025 Paul S Levy N/A Sale 1.17M $80.91 $94.54M SEC

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Pamet Capital Management, LP 32.05M Jun 30, 2026 34.21% $47.15 0.00%
Capital Research & Mgmt Co - Division 3 8.80M Jun 30, 2026 9.40% $0.15 -0.11%
T. Rowe Price Investment Management,Inc. 4.15M Jun 30, 2026 4.43% $0.22 12.04%
Wellington Management Company LLP 4.06M Jun 30, 2026 4.34% $0.06 14.48%
Wasatch Advisors LP 3.24M Jun 30, 2026 3.46% $1.71 -7.62%
BAMCO Inc 2.52M Jun 30, 2026 2.69% $0.31 6.64%
State Street Corp 2.34M Jun 30, 2026 2.49% $0.01 -1.88%
BlackRock Inc 2.20M Jun 30, 2026 2.35% $0.00 -9.14%
Vanguard Capital Management, LLC 1.98M Jun 30, 2026 2.11% $0.00 8.48%
Vanguard Portfolio Management, LLC 1.77M Jun 30, 2026 1.89% $0.01 5.72%
Federated Hermes Inc 1.62M Jun 30, 2026 1.73% $0.19 5.69%
UBS Group AG 1.40M Jun 30, 2026 1.49% $0.01 -23.77%
Morgan Stanley - Brokerage Accounts 1.15M Jun 30, 2026 1.23% $0.00 69.52%
JPMorgan Chase & Co 954.33K Jun 30, 2026 1.02% $0.00 -18.06%
Amvescap Plc. 883.39K Jun 30, 2026 0.94% $0.01 92.95%
Dimensional Fund Advisors, Inc. 864.60K Jun 30, 2026 0.92% $0.01 15.69%
Capital World Investors 831.85K Jun 30, 2026 0.89% $0.01 6.27%
TimesSquare Capital Management, LLC 798.58K Jun 30, 2026 0.85% $0.95 -13.75%
The Goldman Sachs Group Inc 746.60K Jun 30, 2026 0.80% $0.01 24.02%
Artisan Partners Limited Partnership 737.57K Jun 30, 2026 0.79% $0.09 -11.81%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 American Funds Fundamental Invs A 2.87M 3.06% ▲ 0.00% Sep 30, 2026
2 American Funds Growth Fd of Amer A 2.65M 2.83% ▲ 0.00% Sep 30, 2026
3 American Funds SMALLCAP World A 1.84M 1.96% ▲ 0.00% Sep 30, 2026
4 T. Rowe Price Small-Cap Stock 1.71M 1.82% ▼ 0.57% Sep 30, 2026
5 Vanguard MStar Total Stk Mkt Idx Invest 1.35M 1.44% ▼ 9.66% Sep 30, 2026
6 Stt Strt® SPDR® S&P® Arspc & Dfnc ETF 1.11M 1.18% ▲ 0.21% Sep 30, 2026
7 Vanguard Small Cap Index 949.35K 1.01% ▼ 11.82% Sep 30, 2026
8 Wasatch Core Growth 939.92K 1.00% ▼ 7.44% Jun 30, 2026
9 Federated Hermes Kaufmann R 924.50K 0.99% ▲ 4.37% Jun 30, 2026
10 T. Rowe Price Instl Small-Cap Stock 916.91K 0.98% ▼ 2.22% Sep 30, 2026

Financial Highlights

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Market Cap: $6.07B
EBITDA: $214.22M
P/E Ratio: $91.28
Book Value: $12.80
Earnings/Share: $0.71
Profit Margin: 11.60%
Operating Margin: 26.18%
ROA (TTM): 4.89%
ROE (TTM): 5.84%
Revenue (TTM): $586.17M
Revenue/Share (TTM): $6.26
Earnings Growth (YOY): 5.20%
Revenue Growth (YOY): 39.40%

Valuation Metrics

Enterprise Value: $6.58B
Trailing P/E: 91.28
Forward P/E: 38.76

Shares Statistics

Shares Outstanding: 93.69M
Shares Float: 43.39M
% Insiders: 19.32%
% Institutions: 96.28%
Shares Short: 7.48M
Shares Short (Prior Month): 6.54M
Short Ratio: 9.90
Short % Float: 16.95%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
Line Item
Step Type
Value
Revenue
adjust
$496.28M
Cost of Goods Sold
adjust
$-234.96M
Gross Profit
subtotal
$261.33M
SG&A
adjust
$-94.72M
R&D
adjust
$-13.05M
Other Operating Expense
adjust
$-34.30M
Operating Income
subtotal
$119.25M
Other / Non-Operating Items
adjust
$-47.11M
Net Income
subtotal
$72.15M

Earnings Per Share (EPS) History

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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