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Upturn AI SWOT - About
LOAR 
Loar Holdings Inc. (LOAR)
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Upturn Advisory Summary
10/21/2025: LOAR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration 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 15.86% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/21/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.65B USD | Price to earnings Ratio 177.74 | 1Y Target Price 97.19 |
Price to earnings Ratio 177.74 | 1Y Target Price 97.19 | ||
Volume (30-day avg) 5 | Beta - | 52 Weeks Range 62.10 - 99.67 | Updated Date 10/21/2025 |
52 Weeks Range 62.10 - 99.67 | Updated Date 10/21/2025 | ||
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 177.74 | Forward PE 80 | Enterprise Value 7670747005 | Price to Sales(TTM) 16.94 |
Enterprise Value 7670747005 | Price to Sales(TTM) 16.94 | ||
Enterprise Value to Revenue 16.98 | Enterprise Value to EBITDA 54.31 | Shares Outstanding 93622471 | Shares Floating 35909835 |
Shares Outstanding 93622471 | Shares Floating 35909835 | ||
Percent Insiders 20.19 | Percent Institutions 88.14 |
Upturn AI SWOT
Loar Holdings Inc.
Company Overview
History and Background
Loar Holdings Inc. was founded in 2023 and has grown through strategic acquisitions in the aerospace and defense sectors. The company focuses on acquiring and building niche manufacturing businesses.
Core Business Areas
- Specialty Components: Designs, manufactures, and supplies specialty components for aerospace and defense applications. Includes highly engineered fasteners, precision machined parts, and assemblies.
Leadership and Structure
Dirkson Charles, CEO, leads the company. Loar operates with a decentralized structure, allowing acquired companies to maintain their operational independence while benefiting from Loar's resources.
Top Products and Market Share
Key Offerings
- Precision Fasteners: High-strength fasteners used in aircraft and defense systems. Market share is difficult to ascertain precisely but is estimated to be a significant percentage (5-10%) of the specialized aerospace fastener market. Competitors include Howmet Aerospace, Lisi Aerospace, and TriMas Corporation.
- Precision Machined Parts: Complex machined parts for critical aerospace and defense applications. Market share similarly difficult to pinpoint, but estimated to be a similar percentage (5-10%) in specialized applications. Competitors include BAE Systems, Triumph Group, and General Dynamics.
Market Dynamics
Industry Overview
The aerospace and defense components industry is experiencing steady growth driven by increased aircraft production, defense spending, and aftermarket demand. It's characterized by high barriers to entry due to stringent regulatory requirements and technical expertise.
Positioning
Loar Holdings focuses on niche segments of the aerospace and defense components market, targeting high-value, specialized products. Its acquisition-based growth strategy aims to consolidate fragmented markets and enhance operational efficiencies.
Total Addressable Market (TAM)
The TAM for aerospace and defense components is estimated at several hundred billion USD annually. Loar is positioned to capture a growing share of this market through strategic acquisitions and organic growth.
Upturn SWOT Analysis
Strengths
- Specialized product offerings
- Acquisition expertise
- Decentralized operating model
- Strong relationships with key customers
- Experienced management team
Weaknesses
- Reliance on acquisitions for growth
- Integration risks associated with acquired companies
- Potential exposure to economic cycles in the aerospace and defense industries
- Limited operating history as a public company
- High Debt
Opportunities
- Further consolidation of fragmented markets
- Expansion into new product lines and geographies
- Increased outsourcing by aerospace and defense OEMs
- Growth in aftermarket demand
- Investments in advanced manufacturing technologies
Threats
- Economic downturns affecting aerospace and defense spending
- Increased competition from larger players
- Disruptions in supply chains
- Changes in government regulations
- Rising interest rates impacting acquisition financing
Competitors and Market Share
Key Competitors
- HEI
- TDG
- COL
- FFIV
Competitive Landscape
Loar Holdings focuses on acquiring specialized manufacturers and allowing them to operate independently, however the company is smaller than TDG, HEI, and COL.
Major Acquisitions
NWI Holdings, Inc.
- Year: 2024
- Acquisition Price (USD millions): 158
- Strategic Rationale: The acquisition of NWI Holdings provides Loar with a specialized manufacturer of fasteners to complement Loar's existing product offerings.
G&H Aerospace
- Year: 2024
- Acquisition Price (USD millions): 130
- Strategic Rationale: The acquisition of G&H Aerospace provides Loar with a vertically integrated supplier of complex structural components and assemblies.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is primarily driven by acquisitions. Key acquisitions should be detailed in this section.
Future Projections: Future growth is expected to continue through acquisitions and organic growth in existing businesses. Analyst estimates are unavailable.
Recent Initiatives: Recent initiatives include strategic acquisitions of niche aerospace and defense component manufacturers and focus on optimizing operations of acquired businesses.
Summary
Loar Holdings is a growth-oriented company employing strategic acquisitions within the aerospace and defense sectors. Its decentralized approach and focus on specialized products are working well, but its success is significantly linked to continued acquisition success. The company needs to manage integration risks effectively and ensure it maintains a strong financial profile to support future acquisitions. Monitoring industry trends and managing competitive pressures will be vital.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Press Releases
- SEC Filings (where available)
- Market Reports
- Analyst Reports (where available)
Disclaimers:
Data and analysis are based on publicly available information and are subject to change. Market share estimates are approximate. The AI-based fundamental rating is based on an automated analysis and should not be considered financial 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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