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Upturn AI SWOT - About
LOAR 
Loar Holdings Inc. (LOAR)
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Upturn Advisory Summary
09/15/2025: LOAR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $97.19
1 Year Target Price $97.19
| 3 | Strong Buy |
| 2 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 9.94% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.16B USD | Price to earnings Ratio 166.26 | 1Y Target Price 97.19 |
Price to earnings Ratio 166.26 | 1Y Target Price 97.19 | ||
Volume (30-day avg) 5 | Beta - | 52 Weeks Range 62.10 - 99.67 | Updated Date 09/15/2025 |
52 Weeks Range 62.10 - 99.67 | Updated Date 09/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.46 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.82% | Operating Margin (TTM) 24.25% |
Management Effectiveness
Return on Assets (TTM) 5.2% | Return on Equity (TTM) 4.7% |
Valuation
Trailing PE 166.26 | Forward PE 76.34 | Enterprise Value 7344004582 | Price to Sales(TTM) 15.85 |
Enterprise Value 7344004582 | Price to Sales(TTM) 15.85 | ||
Enterprise Value to Revenue 16.26 | Enterprise Value to EBITDA 52 | Shares Outstanding 93622496 | Shares Floating 35909835 |
Shares Outstanding 93622496 | Shares Floating 35909835 | ||
Percent Insiders 20.19 | Percent Institutions 87.76 |
Upturn AI SWOT
Loar Holdings Inc.
Company Overview
History and Background
Loar Holdings Inc. was founded in 2012. It is focused on acquiring and building businesses in the aerospace, defense, and industrial sectors. It has grown through strategic acquisitions, building a diversified portfolio within specialized manufacturing.
Core Business Areas
- Aerospace: Manufactures precision components and assemblies for aerospace applications, including structural parts, engine components, and avionics systems.
- Defense: Provides specialized components and systems for defense applications, supporting both military and commercial customers. This may include complex machined parts and assemblies.
- Industrial: Offers a range of engineered products and solutions for industrial customers, focusing on niche applications and high-performance requirements. Includes specialized fasteners and precision components.
Leadership and Structure
Loar Holdings Inc. is led by its CEO, Dirkson Charles, and supported by a management team with experience in aerospace, defense, and industrial manufacturing. The organizational structure is designed to support decentralized operations with centralized oversight and strategic guidance.
Top Products and Market Share
Key Offerings
- Precision Machined Components: Precision machined components for aerospace, defense, and industrial customers. Includes complex parts with tight tolerances and specialized materials. While specific market share data for this product is unavailable, it is a critical component in the aerospace industry, with competitors like RBC Bearings Incorporated (ROLL) and Woodward, Inc. (WWD).
- Engineered Fasteners: High-performance fasteners for critical applications in aerospace and industrial markets. This market is competitive, with companies like TriMas Corporation (TRS) and LISI S.A. being key players. Specific revenue data is unavailable.
Market Dynamics
Industry Overview
The aerospace, defense, and industrial sectors are characterized by high barriers to entry, demanding performance requirements, and long-term contracts. Growth is driven by increasing air travel, defense spending, and industrial automation.
Positioning
Loar Holdings Inc. positions itself as a specialized manufacturer of high-value components and solutions, focusing on niche markets and strategic acquisitions to achieve growth and profitability.
Total Addressable Market (TAM)
The combined TAM for the aerospace, defense, and industrial components markets is estimated to be in the hundreds of billions of dollars globally. Loar Holdings Inc. targets specific segments within this TAM, focusing on areas where it can establish a competitive advantage through technology and expertise.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams across multiple sectors
- Strong relationships with blue-chip customers
- Specialized manufacturing capabilities
- Experienced management team
- Successful track record of acquisitions
Weaknesses
- Dependence on key customers
- Integration risks associated with acquisitions
- Exposure to cyclical industries
- Limited brand recognition compared to larger competitors
Opportunities
- Further acquisitions to expand product portfolio and geographic reach
- Increased demand from the aerospace and defense sectors
- Adoption of new technologies to improve manufacturing efficiency
- Expansion into adjacent markets
Threats
- Economic downturns impacting aerospace and industrial sectors
- Increased competition from larger players
- Disruptions in the supply chain
- Geopolitical instability affecting defense spending
Competitors and Market Share
Key Competitors
- TransDigm Group Incorporated (TDG)
- HEICO Corporation (HEI)
- RBC Bearings Incorporated (ROLL)
- TriMas Corporation (TRS)
Competitive Landscape
Loar Holdings Inc. competes with larger, more established players in the aerospace, defense, and industrial sectors. Its competitive advantage lies in its specialized manufacturing capabilities, focus on niche markets, and ability to quickly integrate acquisitions.
Major Acquisitions
Lonsdale, Capital Partners
- Year: 2022
- Acquisition Price (USD millions): 250
- Strategic Rationale: Broadened Loar's European footprint, enhancing engineered products.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been achieved through strategic acquisitions and organic growth within its core business segments.
Future Projections: Future growth projections are dependent on the company's ability to execute its acquisition strategy and capitalize on market opportunities in the aerospace, defense, and industrial sectors.
Recent Initiatives: Recent initiatives include acquisitions of companies with complementary capabilities and expansion into new geographic markets.
Summary
Loar Holdings is a private equity-backed company strategically acquiring businesses in niche aerospace, defense, and industrial manufacturing sectors. Its strength lies in its diversified portfolio and acquisition expertise. However, reliance on acquisitions and economic cyclicality pose risks. Future success depends on smooth integration and capitalizing on industry growth while competing with well-established competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Industry Reports
- Competitor Filings
- Third-Party Market Research
Disclaimers:
The information provided is based on available data and represents an informed analysis. Market conditions and company performance are subject to change. Market share numbers can fluctuate and may not add up to 100%. Financial data is limited due to the company's private status. This analysis should not be considered investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Loar Holdings Inc.
Exchange NYSE | Headquaters White Plains, NY, United States | ||
IPO Launch date 2024-04-25 | President, CEO & Executive Co-Chairman Mr. Dirkson R. Charles | ||
Sector Industrials | Industry Aerospace & Defense | Full time employees 1500 | Website https://www.loargroup.com |
Full time employees 1500 | Website https://www.loargroup.com | ||
Loar Holdings Inc., through its subsidiaries, designs, manufactures, and markets aerospace and defense components for aircraft, and aerospace and defense systems in the United States and internationally. The company 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. It also provides auto throttles, lap-belt airbags, two-and three-point seat belts, water purification systems, fire barriers, polyimide washers and bushings, latches, 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, and others. The company 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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