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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
10/08/2026: LOAR (1-star) is currently NOT-A-BUY. Pass it for now.
Loar Holdings Inc. is a focused aerospace and defense company that grows by acquiring niche manufacturers of proprietary, high-engineered components. Its primary business strength lies in its portfolio of 'must-have' parts that generate stable, high-margin aftermarket revenue. The investment story centers on the company's ability to continue its successful buy-and-build strategy in a fragmented market. However, investors face execution risks associated with integrating acquisitions, along with potential sensitivity to commercial aircraft production cycles and supply chain constraints. The stock may suit growth-oriented investors, though it is currently not a source of dividend income and is subject to valuation and integration-related risks.
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 active acquisition strategy and focus on high-margin aerospace niches offer significant potential for earnings growth. |
| Momentum investor | Mixed fit | Momentum appeal depends on the company's ability to successfully execute its M&A integration and sustain revenue acceleration. |
| Value investor | Weak fit | The stock currently trades at valuations reflecting aggressive growth expectations, which may not satisfy traditional value criteria. |
| Dividend investor | Weak fit | Loar Holdings does not pay a dividend, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Weak fit | High volatility associated with growth-stage industrial companies and acquisition integration risks may exceed the risk tolerance of conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is subject to market sentiment swings typical of high-growth aerospace firms. |
| Valuation risk | Medium / high | Significant capital appreciation requires consistent execution to justify the current valuation multiple. |
| Competition risk (Aerospace MRO/OEM parts) | Medium | Strong competition from entrenched players like TransDigm may challenge market share expansion. |
| Business quality | Medium | While niche products have strong margins, the company's quality is dependent on the success of its ongoing integration efforts. |
| Dividend income | Low / none | No dividend payments provide no cushion or income for shareholders. |
| Execution risk | Medium / high | Future growth relies heavily on the management team's ability to identify and successfully integrate new acquisitions. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -6.97% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/08/2026 |
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 5.71B USD | Price to earnings Ratio 85.92 | 1Y Target Price 89.8 |
Price to earnings Ratio 85.92 | 1Y Target Price 89.8 | ||
Volume (30-day avg) 705.0K shares | Beta 0.64 | 52 Weeks Range 53.15 - 83.43 | Updated Date 10/08/2026 |
52 Weeks Range 53.15 - 83.43 | Updated Date 10/08/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.71 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Aerospace Components | Hydraulic systems, actuators, and specialty fasteners. | The company generates revenue by selling critical, specialized parts that aircraft manufacturers and airlines need. |
| Defense Applications | Hardware for military platforms and specialized equipment. | This segment provides steady demand by supplying mission-critical parts to the defense sector. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 85.92 | Forward PE 40.32 | Enterprise Value 6.81B | Price to Sales(TTM) 9.75 |
Enterprise Value 6.81B | Price to Sales(TTM) 9.75 | ||
Enterprise Value to Revenue 11.61 | Enterprise Value to EBITDA 35.28 | Shares Outstanding 93.69M | Shares Floating 43.39M |
Shares Outstanding 93.69M | Shares Floating 43.39M | ||
Percent Insiders 19.32 | Percent Institutions 96.62 |
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.
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