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Upturn AI SWOT - About
Loar Holdings Inc. (LOAR)
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Upturn Advisory Summary
07/02/2025: LOAR (2-star) is currently NOT-A-BUY. Pass it for now.
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 $101.56
1 Year Target Price $101.56
| 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 07/02/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.70B USD | Price to earnings Ratio 216.66 | 1Y Target Price 101.56 |
Price to earnings Ratio 216.66 | 1Y Target Price 101.56 | ||
Volume (30-day avg) 5 | Beta - | 52 Weeks Range 52.26 - 99.67 | Updated Date 07/2/2025 |
52 Weeks Range 52.26 - 99.67 | Updated Date 07/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.38 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.29% | Operating Margin (TTM) 23.59% |
Management Effectiveness
Return on Assets (TTM) 4.87% | Return on Equity (TTM) 4.62% |
Valuation
Trailing PE 216.66 | Forward PE 106.38 | Enterprise Value 7908818325 | Price to Sales(TTM) 18.1 |
Enterprise Value 7908818325 | Price to Sales(TTM) 18.1 | ||
Enterprise Value to Revenue 18.58 | Enterprise Value to EBITDA 60.12 | Shares Outstanding 93556096 | Shares Floating 35846944 |
Shares Outstanding 93556096 | Shares Floating 35846944 | ||
Percent Insiders 22.22 | Percent Institutions 69.32 |
Upturn AI SWOT
Loar Holdings Inc.
Company Overview
History and Background
Loar Holdings Inc. was founded in 2014 and quickly established itself as a provider of niche engineered products. They've expanded through strategic acquisitions. Their focus is on highly engineered solutions for specialized markets.
Core Business Areas
- Aerospace & Defense: Designs, manufactures, and supplies components and systems for the aerospace and defense industries. This includes precision hardware, specialized fasteners, and engineered solutions for aircraft and military vehicles.
- Industrial: Produces components for industrial applications, such as fluid control systems, motion control devices, and specialized machinery. This segment serves a broad range of industrial sectors.
Leadership and Structure
The leadership team comprises experienced executives with backgrounds in engineering, manufacturing, and finance. Loar Holdings operates with a decentralized structure, allowing individual business units to maintain operational autonomy while benefiting from centralized resources.
Top Products and Market Share
Key Offerings
- Specialized Fasteners: High-strength, custom-engineered fasteners used in aerospace and defense applications. Data on market share is not publicly available. Key competitors include Alcoa Fastening Systems, LISI Aerospace, and Stanley Black & Decker.
- Fluid Control Systems: Precision fluid control systems for industrial machinery and aerospace applications. Data on market share is not publicly available. Competitors include Parker Hannifin, Swagelok, and Eaton Corporation.
Market Dynamics
Industry Overview
The aerospace, defense, and industrial sectors are characterized by high barriers to entry, stringent regulatory requirements, and long product lifecycles. Demand is driven by factors such as global economic growth, defense spending, and technological advancements.
Positioning
Loar Holdings focuses on niche markets within the broader aerospace, defense, and industrial sectors. Its competitive advantage lies in its ability to provide highly engineered solutions and its strong customer relationships.
Total Addressable Market (TAM)
The TAM is estimated to be hundreds of billions across all segments they serve. Loar is strategically positioned to capture a portion of this market through targeted acquisitions and organic growth, focusing on high-value, specialized segments.
Upturn SWOT Analysis
Strengths
- Strong engineering capabilities
- Focus on niche markets
- Established customer relationships
- Acquisition-driven growth strategy
- Decentralized operational structure
Weaknesses
- Reliance on acquisitions for growth
- Potential integration challenges
- Concentration in specific industries
- Limited brand recognition compared to larger competitors
- Higher costs associated with specialty manufacturing
Opportunities
- Expansion into new geographic markets
- Increased demand for engineered solutions in aerospace and defense
- Technological advancements creating new applications
- Consolidation opportunities within the fragmented market
- Further development of existing product lines
Threats
- Economic downturn impacting key industries
- Increased competition from larger players
- Supply chain disruptions
- Regulatory changes impacting aerospace and defense
- Fluctuations in raw material prices
Competitors and Market Share
Key Competitors
- PARKER-HANNIFIN CORP (PH)
- Eaton Corporation PLC (ETN)
- Stanley Black & Decker (SWK)
Competitive Landscape
Loar Holdings competes with larger, more diversified industrial conglomerates. Loar focuses on specific, high-value niche markets, offering specialized engineered solutions, while larger companies have broader product portfolios and greater economies of scale. Since Loar holdings is a private company, Market Share Comparison data is mostly estimated and based on market capitalization and sector.
Major Acquisitions
nScrypt
- Year: 2022
- Acquisition Price (USD millions): 54
- Strategic Rationale: The acquisition of nScrypt allowed Loar to expand into microdispensing and 3D printing technologies further establishing a foothold in the Aerospace and Defense business.
Growth Trajectory and Initiatives
Historical Growth: Loar Holdings' historical growth has been driven primarily by strategic acquisitions. They acquire companies to expand their product offerings, enter new markets, and increase their overall scale.
Future Projections: Future growth is expected to be driven by continued acquisitions, organic growth within existing business units, and expansion into new markets. Analyst projections are unavailable due to the company's private status.
Recent Initiatives: Recent initiatives include the acquisition of companies specializing in engineered solutions for specific applications. They continue to optimize their operational efficiency and invest in new technologies.
Summary
Loar Holdings is a niche provider of engineered products, growing through acquisitions. Their focus on specialized markets and strong engineering capabilities are strengths. They are susceptible to economic downturns. Their fragmented landscape and focus niche markets allow them to continue growing despite competition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Press Releases
- Industry Reports
- Market Analysis
- Loarholdings.com
Disclaimers:
The information provided is based on available public data and estimates. Due to the private nature of Loar Holdings, some data may be limited or based on approximations. Market share figures are estimates. This analysis is for informational purposes only and does not constitute 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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