Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI Summary - About
Loar Holdings Inc.(LOAR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for LOAR
11/06/2026: LOAR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Loar Holdings Inc. is an aerospace and defense component manufacturer focused on an aggressive buy-and-build strategy. The company has a leading position in niche, high-value proprietary parts that are essential to modern aircraft. Its main strength lies in its portfolio of 'must-have' components and a lean, decentralized operating model. Primary growth is driven by market consolidation and high aftermarket demand. Key risks include heavy dependence on successful acquisition integration, potential cyclicality in aviation, and concentrated platform exposure. The stock may best suit growth investors looking for exposure to aerospace manufacturing, while investors should monitor M&A activity and OEM production trends as key future developments.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company's focus on aggressive inorganic and organic growth makes it a compelling candidate for growth-oriented portfolios. |
| Momentum investor | Mixed fit | Momentum appeal is conditional on the stock maintaining upward price trends in the aerospace sector. |
| Value investor | Weak fit | The company's focus on growth often commands a valuation premium, which may not align with traditional value metrics. |
| Dividend investor | Weak fit | The company currently retains all cash for growth and does not provide a dividend yield. |
| Low-risk investor | Weak fit | The inherent risks of M&A integration and industry cyclicality make this less suitable for risk-averse investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | As a growth-oriented, acquisition-heavy firm, the stock price can be sensitive to market sentiment and M&A execution. |
| Valuation risk | Medium / high | High growth expectations are often priced into the stock, leaving little room for error in earnings execution. |
| Competition risk (Aerospace manufacturing) | Medium | Intense competition from established giants like HWM and TDG requires constant innovation and operational excellence. |
| Business quality | Strong | The focus on proprietary, highly specified components creates a strong 'moat' in its niche markets. |
| Dividend income | Low / none | Investors should not rely on this stock for income generation given the reinvestment policy. |
| Execution risk | Medium / high | Success is heavily dependent on the ability to integrate acquisitions efficiently without disrupting operations. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -4.02% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.05B USD | Price to earnings Ratio 119.52 | 1Y Target Price 86.2 |
Price to earnings Ratio 119.52 | 1Y Target Price 86.2 | ||
Volume (30-day avg) 1.1M shares | Beta 0.63 | 52 Weeks Range 53.15 - 82.49 | Updated Date 11/08/2026 |
52 Weeks Range 53.15 - 82.49 | Updated Date 11/08/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.63 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Aerospace Components | Proprietary fasteners, seals, and specialized hardware sold directly to OEMs. | The company sells parts that are essential for building planes, ensuring consistent demand. |
| Defense & Interconnects | Customized electronic components and wiring used in military and commercial aviation. | This segment provides stable, long-term contracts from defense programs and aircraft maintenance. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-11-05 | When Before Market | Estimate 0.29 | Actual 0.35 |
Profitability
Profit Margin 9.44% | Operating Margin (TTM) 27.05% |
Management Effectiveness
Return on Assets (TTM) 5.3% | Return on Equity (TTM) 5.04% |
Valuation
Trailing PE 119.52 | Forward PE 47.62 | Enterprise Value 7.86B | Price to Sales(TTM) 11.1 |
Enterprise Value 7.86B | Price to Sales(TTM) 11.1 | ||
Enterprise Value to Revenue 12.37 | Enterprise Value to EBITDA 36.18 | Shares Outstanding 93.69M | Shares Floating 43.39M |
Shares Outstanding 93.69M | Shares Floating 43.39M | ||
Percent Insiders 19.32 | Percent Institutions 84.25 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.