LOAR
Loar Holdings Inc.

Loar Holdings Inc.LOAR

Industrials · Aerospace & Defense
64.17USD
-0.87%
Sep 23, 2026
LOAR overview ready
Supplier of qualified aircraft components driving OEM and aftermarket aerospace demand
Loar is a diversified supplier of proprietary, mission-critical aerospace and defense components.
Narrative is still early
Exposed to the Commercial Aerospace Fleet Utilization and Production Recovery narrative through Aircraft Component Aftermarket and Fleet Sustainment — component supplier.
Price trend is broken
Longer-term context reads new trend, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Demanding valuation
The price embeds expectations that run ahead of what comparable businesses command.
Fundamentals under pressure
Ev / ebitda is weak.
Primary risk
Dependence on aerospace and defense industry cyclicality.
Market Sep 22Price action Sep 22Research Aug 21

Conviction Level

NarrativeHeat6.7ThemeHeat7.1PriceAction3.4Valuation2.3CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads new trend, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$6.0B
Avg Volume (60D)
657.4K
60 sessions
Revenue Growth YoY
+29.8%
Trailing twelve months
Gross Margin
+53.4%
Operating Margin
+24.7%
Trailing twelve months
Free Cash Flow Yield
+1.4%
Distance from 200DMA
-4.9%
Next Earnings
2026-11-12
P/E
90.7x
EV / EBITDA
32.1x
EV / Sales
11.7x
Market metrics as of Sep 22, 2026

Fundamentals & Valuation

One of the two valuation perspectives says expensive; peers is the dissenting view.
Loar Holdings Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of what comparable businesses command. It trades at a 1.4% free-cash-flow yield and 32.1x EBITDA, which require sustained delivery to be justified.

Company Research

Thesis
Loar is a diversified supplier of proprietary, mission-critical aerospace and defense components. Its economic exposure is concentrated in qualified aircraft content that generates both OEM sales and recurring aftermarket replacement demand across commercial aerospace, business/general aviation, and defense.
Opportunity
Moderate opportunity
Flight-hour growth, an aging and expanding installed aircraft base, and commercial-aircraft production recovery drive recurring demand for qualified replacement components, repairs, and aircraft-system content over long platform lives.
Key risk
Dependence on aerospace and defense industry cyclicality.

Narrative & Theme

Commercial Aerospace Fleet Utilization and Production Recovery
Part of Aircraft Component Aftermarket and Fleet Sustainment, with strong fit.
This is a genuine, specific thematic fit rather than generic aerospace exposure.
Narrative HeatNeutral6.7 / 10
Theme HeatHeating up7.1 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Industrials · Aerospace & Defense
What they do

Loar Holdings Inc. designs, manufactures, and sells aerospace and defense components and systems through its subsidiaries, serving customers in the United States and internationally.

How it earns

The company generates revenue primarily through transactional sales of aerospace and defense parts and systems.

Products & services
Airframe components
Structural components
Avionics
Composites
Braking system components
De-ice and ice protection
Electro-mechanical components
Engineered materials
Flight controls
Fluid and motion controls
Environmental systems
Metal forming
Molded components
Restraints and safety devices
Auto throttles
Lap-belt airbags
Two- and three-point seat belts
Customers & end markets
Aerospace original equipment manufacturers (OEMs)
Maintenance, repair, and overhaul (MRO) providers
Defense contractors
Market position

Niche supplier with sole-source contracts in aerospace parts manufacturing.

Demand drivers
High cyclicality

Aerospace and defense spending and production cycles strongly influence demand.

Related companies

Finding other covered companies in the same part of this story…