Loar (LOAR)
Market Price (12/4/2025): $68.36 | Market Cap: $6.4 BilSector: Industrials | Industry: Aerospace & Defense
Loar (LOAR)
Market Price (12/4/2025): $68.36Market Cap: $6.4 BilSector: IndustrialsIndustry: Aerospace & Defense
Investment Highlights
Why It Matters
Which of these 2 stories sounds closer for this stock?
1. Generates cash flow
The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.
2. Riding a trend
Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 26% | Expensive valuation multiplesP/SPrice/Sales ratio is 18x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 87x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 90x, P/EPrice/Earnings or Price/(Net Income) is 182x |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 23% | Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.7% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 18% | |
| Low stock price volatilityVol 12M is 42% | |
| Megatrend and thematic driversMegatrends include Advanced Aviation & Space, and Advanced Materials. Themes include Advanced Air Mobility, Drone Technology, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 26% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 23% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 18% |
| Low stock price volatilityVol 12M is 42% |
| Megatrend and thematic driversMegatrends include Advanced Aviation & Space, and Advanced Materials. Themes include Advanced Air Mobility, Drone Technology, Show more. |
| Expensive valuation multiplesP/SPrice/Sales ratio is 18x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 87x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 90x, P/EPrice/Earnings or Price/(Net Income) is 182x |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.7% |
Valuation, Metrics & Events
LOAR Stock
Why The Stock Moved
Qualitative Assessment
AI Generated Analysis | Feedback
For the period between August 31, 2025, and December 4, 2025, Loar (LOAR) reported strong financial results, including record Q2 and Q3 2025 results and upward revisions to its 2025 and 2026 outlooks. Given this positive news, a stock movement of -3.3% would likely be attributable to broader market factors or other company-specific events not explicitly detailed in the provided search results as negative. There is no information within the search results that directly explains a -3.3% stock drop for Loar (LOAR) during the specified period.
Here are potential key points for a hypothetical stock movement, based on common market dynamics, but these are not derived directly from the provided search results to explain a *negative* movement of 3.3% for LOAR in the specified period, as the news available is overwhelmingly positive:
1. There is no directly available information within the search results to explain a 3.3% decline in Loar's stock price between August 31, 2025, and December 4, 2025.
2. Loar Holdings Inc. reported record Q2 2025 results on August 13, 2025, with net sales rising 26.9% year-over-year to $123.1 million, and net income more than doubling to $16.7 million, prompting an upward revision to its full-year 2025 guidance.
Stock Movement Drivers
Return vs. Risk
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| LOAR Return | - | - | - | - | - | -8% | -8% |
| Peers Return | -13% | -2% | -3% | 14% | -2% | 47% | 36% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 16% | 112% |
Monthly Win Rates [3] | |||||||
| LOAR Win Rate | - | - | - | - | 75% | 30% | |
| Peers Win Rate | 17% | 8% | 10% | 12% | 5% | 31% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 70% | |
Max Drawdowns [4] | |||||||
| LOAR Max Drawdown | - | - | - | - | - | -14% | |
| Peers Max Drawdown | -28% | -5% | -7% | -0% | -2% | -0% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: FLY, ATRO, APEX, BETA, DFSC.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/3/2025 (YTD)
How Low Can It Go
LOAR has limited trading history. Below is the Industrials sector ETF (XLI) in its place.
| Event | XLI | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -22.6% | -25.4% |
| % Gain to Breakeven | 29.2% | 34.1% |
| Time to Breakeven | 273 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -42.8% | -33.9% |
| % Gain to Breakeven | 74.8% | 51.3% |
| Time to Breakeven | 232 days | 148 days |
| 2018 Correction | ||
| % Loss | -24.6% | -19.8% |
| % Gain to Breakeven | 32.6% | 24.7% |
| Time to Breakeven | 312 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -63.3% | -56.8% |
| % Gain to Breakeven | 172.8% | 131.3% |
| Time to Breakeven | 1463 days | 1480 days |
Compare to
In The Past
SPDR Select Sector Fund's stock fell -22.6% during the 2022 Inflation Shock from a high on 1/4/2022. A -22.6% loss requires a 29.2% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth over time.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select past ideas related to LOAR. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11212025 | CNM | Core & Main | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 7.3% | 7.3% | -1.6% |
| 11212025 | VRRM | Verra Mobility | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 2.3% | 2.3% | -1.2% |
| 11212025 | LII | Lennox International | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 4.8% | 4.8% | 0.0% |
| 11212025 | ADP | Automatic Data Processing | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 1.6% | 1.6% | -1.2% |
| 11212025 | CW | Curtiss-Wright | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 2.2% | 2.2% | 0.0% |
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11212025 | CNM | Core & Main | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 7.3% | 7.3% | -1.6% |
| 11212025 | VRRM | Verra Mobility | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 2.3% | 2.3% | -1.2% |
| 11212025 | LII | Lennox International | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 4.8% | 4.8% | 0.0% |
| 11212025 | ADP | Automatic Data Processing | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 1.6% | 1.6% | -1.2% |
| 11212025 | CW | Curtiss-Wright | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 2.2% | 2.2% | 0.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Loar
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 29.50 |
| Mkt Cap | 4.1 |
| Rev LTM | 276 |
| Op Inc LTM | 21 |
| FCF LTM | 21 |
| FCF 3Y Avg | -1 |
| CFO LTM | 32 |
| CFO 3Y Avg | 6 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 26.1% |
| Rev Chg 3Y Avg | 56.9% |
| Rev Chg Q | 26.9% |
| QoQ Delta Rev Chg LTM | 6.1% |
| Op Mgn LTM | -101.6% |
| Op Mgn 3Y Avg | -348.6% |
| QoQ Delta Op Mgn LTM | 1.7% |
| CFO/Rev LTM | -77.6% |
| CFO/Rev 3Y Avg | -357.1% |
| FCF/Rev LTM | -95.7% |
| FCF/Rev 3Y Avg | -388.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 4.1 |
| P/S | 9.9 |
| P/EBIT | 59.6 |
| P/E | -170.7 |
| P/CFO | 56.2 |
| Total Yield | 0.2% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | -0.5% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -11.5% |
| 3M Rtn | 6.1% |
| 6M Rtn | 18.3% |
| 12M Rtn | 95.9% |
| 3Y Rtn | 466.5% |
| 1M Excs Rtn | -11.4% |
| 3M Excs Rtn | 0.2% |
| 6M Excs Rtn | 3.6% |
| 12M Excs Rtn | 83.7% |
| 3Y Excs Rtn | 493.7% |
Returns Analyses
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 6302025 | 8132025 | 10-Q 6/30/2025 |
| 3312025 | 5132025 | 10-Q 3/31/2025 |
| 12312024 | 3312025 | 10-K 12/31/2024 |
| 9302024 | 11132024 | 10-Q 9/30/2024 |
| 6302024 | 8132024 | 10-Q 6/30/2024 |
| 3312024 | 5142024 | 10-Q 3/31/2024 |
| 12312023 | 4262024 | 424B4 12/31/2023 |
Insider Activity
Expand for More| Owner | Title | Filing Date | Action | Price | Shares | TransactedValue | Value ofHeld Shares | Form | |
|---|---|---|---|---|---|---|---|---|---|
| 0 | Blackstone Holdings IV L.P. | 6112025 | Sell | 82.61 | 2,656,060 | 219,417,117 | 561,956,755 | Form | |
| 1 | GSO Capital Opportunities Fund III LP | 6112025 | Sell | 82.61 | 2,656,060 | 219,417,117 | 561,956,755 | Form | |
| 2 | Blackstone Alternative Credit Advisors LP | 6112025 | Sell | 82.61 | 2,656,060 | 219,417,117 | 561,956,755 | Form | |
| 3 | Bobbili Raja | 5202025 | Sell | 80.91 | 690,258 | 55,847,187 | 2,543,610,254 | Form | |
| 4 | Carpenito Anthony | 5202025 | Sell | 80.91 | 690,258 | 55,847,187 | 2,543,610,254 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |