Tearsheet

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


0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 26%
Expensive valuation multiples
P/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
1 Attractive operating margins
Op 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 negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.7%
2 Attractive cash flow generation
CFO/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%
 
3 Low stock price volatility
Vol 12M is 42%
 
4 Megatrend and thematic drivers
Megatrends include Advanced Aviation & Space, and Advanced Materials. Themes include Advanced Air Mobility, Drone Technology, Show more.
 
0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 26%
1 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 23%
2 Attractive cash flow generation
CFO/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%
3 Low stock price volatility
Vol 12M is 42%
4 Megatrend and thematic drivers
Megatrends include Advanced Aviation & Space, and Advanced Materials. Themes include Advanced Air Mobility, Drone Technology, Show more.
5 Expensive valuation multiples
P/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
6 Yield minus risk free rate is negative
ERPEquity 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.

Show more

Stock Movement Drivers

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
LOAR Return------8%-8%
Peers Return-13%-2%-3%14%-2%47%36%
S&P 500 Return16%27%-19%24%23%16%112%

Monthly Win Rates [3]
LOAR Win Rate----75%30% 
Peers Win Rate17%8%10%12%5%31% 
S&P 500 Win Rate58%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.

Unique KeyEventXLIS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-22.6%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven29.2%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven273 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-42.8%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven74.8%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven232 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-24.6%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven32.6%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven312 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-63.3%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven172.8%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven1463 days1480 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.

About Loar (LOAR)

Better Bets than Loar (LOAR)

Trade Ideas

Select past ideas related to LOAR. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
CNM_11212025_Dip_Buyer_FCFYield11212025CNMCore & MainDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
7.3%7.3%-1.6%
VRRM_11212025_Dip_Buyer_FCFYield11212025VRRMVerra MobilityDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
2.3%2.3%-1.2%
LII_11212025_Dip_Buyer_ValueBuy11212025LIILennox InternationalDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
4.8%4.8%0.0%
ADP_11212025_Monopoly_xInd_xCD_Getting_Cheaper11212025ADPAutomatic Data ProcessingMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
1.6%1.6%-1.2%
CW_11212025_Quality_Momentum_RoomToRun_10%11212025CWCurtiss-WrightQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
2.2%2.2%0.0%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
CNM_11212025_Dip_Buyer_FCFYield11212025CNMCore & MainDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
7.3%7.3%-1.6%
VRRM_11212025_Dip_Buyer_FCFYield11212025VRRMVerra MobilityDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
2.3%2.3%-1.2%
LII_11212025_Dip_Buyer_ValueBuy11212025LIILennox InternationalDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
4.8%4.8%0.0%
ADP_11212025_Monopoly_xInd_xCD_Getting_Cheaper11212025ADPAutomatic Data ProcessingMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
1.6%1.6%-1.2%
CW_11212025_Quality_Momentum_RoomToRun_10%11212025CWCurtiss-WrightQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
2.2%2.2%0.0%

Recent Active Movers

Recent Active Movers

More From Trefis

Peer Comparisons for Loar

Peers to compare with:

Financials

LOARFLYATROAPEXBETADFSCMedian
NameLoar Firefly .AstronicsAPEX Glo.BETA Tec.DEFSEC T. 
Mkt Price68.3018.5551.72-29.503.5429.50
Mkt Cap6.4-1.8---4.1
Rev LTM452101831--4276
Op Inc LTM104-21150---921
FCF LTM80-19951---921
FCF 3Y Avg--8---11-1
CFO LTM89-16574---932
CFO 3Y Avg--22---106

Growth & Margins

LOARFLYATROAPEXBETADFSCMedian
NameLoar Firefly .AstronicsAPEX Glo.BETA Tec.DEFSEC T. 
Rev Chg LTM26.1%-6.2%--166.4%26.1%
Rev Chg 3Y Avg--19.5%--94.3%56.9%
Rev Chg Q26.9%-3.8%--330.2%26.9%
QoQ Delta Rev Chg LTM6.1%-0.9%--35.8%6.1%
Op Mgn LTM23.0%-209.3%6.0%---209.1%-101.6%
Op Mgn 3Y Avg--2.2%---699.5%-348.6%
QoQ Delta Op Mgn LTM0.1%-1.7%--86.7%1.7%
CFO/Rev LTM19.8%-164.1%8.9%---212.3%-77.6%
CFO/Rev 3Y Avg--2.5%---716.7%-357.1%
FCF/Rev LTM17.7%-197.5%6.1%---216.3%-95.7%
FCF/Rev 3Y Avg--0.8%---777.8%-388.5%

Valuation

LOARFLYATROAPEXBETADFSCMedian
NameLoar Firefly .AstronicsAPEX Glo.BETA Tec.DEFSEC T. 
Mkt Cap6.4-1.8---4.1
P/S17.9-1.9---9.9
P/EBIT87.0-32.3---59.6
P/E181.8--523.2----170.7
P/CFO90.4-22.0---56.2
Total Yield0.6%--0.2%---0.2%
Dividend Yield0.0%-0.0%---0.0%
FCF Yield 3Y Avg---0.5%----0.5%
D/E0.0-0.2---0.1
Net D/E0.0-0.2---0.1

Returns

LOARFLYATROAPEXBETADFSCMedian
NameLoar Firefly .AstronicsAPEX Glo.BETA Tec.DEFSEC T. 
1M Rtn-12.3%-22.0%6.1%---10.6%-11.5%
3M Rtn-7.3%-58.2%40.5%--19.6%6.1%
6M Rtn-24.5%-61.1%---18.3%
12M Rtn-23.3%-215.2%---95.9%
3Y Rtn--466.5%---466.5%
1M Excs Rtn-12.3%-22.0%6.1%---10.6%-11.4%
3M Excs Rtn-12.7%-62.0%27.1%--13.0%0.2%
6M Excs Rtn-39.2%-46.4%---3.6%
12M Excs Rtn-39.4%-206.7%---83.7%
3Y Excs Rtn--493.7%---493.7%

Financials

Price Behavior

Short Interest

Short Interest: As Of Date11142025
Short Interest: Shares Quantity3,794,705
Short Interest: % Change Since 103120256.3%
Average Daily Volume911,828
Days-to-Cover Short Interest4.16
Basic Shares Quantity93,586,000
Short % of Basic Shares4.1%

SEC Filings

Expand for More

Report DateFiling DateFiling
6302025813202510-Q 6/30/2025
3312025513202510-Q 3/31/2025
12312024331202510-K 12/31/2024
93020241113202410-Q 9/30/2024
6302024813202410-Q 6/30/2024
3312024514202410-Q 3/31/2024
123120234262024424B4 12/31/2023

Insider Activity

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 OwnerTitleFiling DateActionPriceSharesTransacted
Value
Value of
Held Shares
Form
0Blackstone Holdings IV L.P. 6112025Sell82.612,656,060219,417,117561,956,755Form
1GSO Capital Opportunities Fund III LP 6112025Sell82.612,656,060219,417,117561,956,755Form
2Blackstone Alternative Credit Advisors LP 6112025Sell82.612,656,060219,417,117561,956,755Form
3Bobbili Raja 5202025Sell80.91690,25855,847,1872,543,610,254Form
4Carpenito Anthony 5202025Sell80.91690,25855,847,1872,543,610,254Form