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Upturn AI SWOT - About
LOAR 
Loar Holdings Inc. (LOAR)
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Upturn Advisory Summary
08/28/2025: LOAR (1-star) is currently NOT-A-BUY. Pass it for now.
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 12.24% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.82B USD | Price to earnings Ratio 158.35 | 1Y Target Price 97.19 |
Price to earnings Ratio 158.35 | 1Y Target Price 97.19 | ||
Volume (30-day avg) 5 | Beta - | 52 Weeks Range 62.10 - 99.67 | Updated Date 08/29/2025 |
52 Weeks Range 62.10 - 99.67 | Updated Date 08/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.46 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date 2025-08-13 | When - | Estimate 0.1833 | Actual 0.23 |
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 158.35 | Forward PE 84.75 | Enterprise Value 7003218787 | Price to Sales(TTM) 15.1 |
Enterprise Value 7003218787 | Price to Sales(TTM) 15.1 | ||
Enterprise Value to Revenue 15.5 | Enterprise Value to EBITDA 49.58 | Shares Outstanding 93622496 | Shares Floating 35909835 |
Shares Outstanding 93622496 | Shares Floating 35909835 | ||
Percent Insiders 20.19 | Percent Institutions 87.66 |
Upturn AI SWOT
Loar Holdings Inc.
Company Overview
History and Background
Loar Holdings Inc., founded in 2019, is a diversified manufacturer supplying niche engineered products for aerospace & defense, and industrial markets. It focuses on acquiring and growing specialized businesses.
Core Business Areas
- Aerospace & Defense: Provides engineered components and systems for the aerospace and defense industries, including precision fasteners, complex assemblies, and thermal management solutions.
- Industrial: Supplies specialized components and solutions to various industrial sectors, such as power generation, oil & gas, and transportation.
Leadership and Structure
Dirkson Charles serves as the CEO. The organizational structure is based on decentralized business units operating under a central holding company.
Top Products and Market Share
Key Offerings
- Precision Fasteners: High-strength fasteners used in aircraft engines and structures. Market share is difficult to determine precisely due to the fragmented nature of the market, but Loar aims to be a significant player. Competitors include Howmet Aerospace, LISI Aerospace.
- Thermal Management Solutions: Heat exchangers and cooling systems for aerospace and industrial applications. This segment has a smaller market share. Competitors include Boyd Corporation, Aavid Thermalloy.
- Complex Assemblies: Assembled components and systems for aircraft and industrial equipment. This segment has a smaller market share. Competitors include TransDigm Group, Triumph Group.
Market Dynamics
Industry Overview
The aerospace and defense and industrial markets are characterized by high barriers to entry, long product lifecycles, and stringent regulatory requirements. Demand is driven by factors such as aircraft production rates, defense spending, and industrial output.
Positioning
Loar Holdings Inc. positions itself as a provider of specialized, high-value engineered components and solutions, primarily serving niche markets with limited competition. Their acquisition strategy aims to consolidate fragmented markets.
Total Addressable Market (TAM)
The TAM for Loar's combined segments is estimated to be several billion USD. Loar's current revenues represent a small fraction of this TAM, leaving substantial room for growth.
Upturn SWOT Analysis
Strengths
- Strong focus on niche markets
- Experienced management team
- Acquisition-driven growth strategy
- Diversified customer base
- High barriers to entry in target markets
Weaknesses
- Reliance on acquisitions for growth
- Relatively small size compared to major competitors
- Potential integration risks from acquisitions
- Exposure to cyclical industries
Opportunities
- Further consolidation of fragmented markets
- Expansion into new geographic regions
- Development of new products and services
- Increased outsourcing by major OEMs
- Growing demand for specialized engineered components
Threats
- Economic downturns
- Increased competition
- Supply chain disruptions
- Geopolitical instability
- Technological obsolescence
Competitors and Market Share
Key Competitors
- HWM
- TDG
- COL
Competitive Landscape
Loar Holdings competes with larger, more established players in the aerospace & defense and industrial markets. Its competitive advantage lies in its specialization and agility.
Major Acquisitions
WM Berg
- Year: 2023
- Acquisition Price (USD millions): 190
- Strategic Rationale: Expands Loaru2019s product portfolio in precision mechanical components.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by acquisitions.
Future Projections: Future growth is expected to continue to be acquisition-led, with a focus on expanding into new markets and product lines. Analyst estimates not readily available.
Recent Initiatives: Recent initiatives include expanding its portfolio of engineered solutions and optimizing operational efficiency across its acquired businesses.
Summary
Loar Holdings employs a strategy focused on acquiring niche businesses. The company's success hinges on its ability to integrate acquisitions effectively and capitalize on operational synergies. However, its relatively small size compared to its larger competitors and reliance on acquisitions pose risks. Potential exists in TAM for significant long term growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Loar Holdings Inc. website
- Company press releases
- Third-party industry reports
- SEC filings for publicly listed competitors
Disclaimers:
This analysis is based on available public information and 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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