Loar (LOAR)

Market Price (7/30/2026): $67.0 | Market Cap: $6.3 BilSector: Industrials | Industry: Aerospace & Defense

Loar (LOAR)

Market Price (7/30/2026): $67.0
Market Cap: $6.3 Bil
Sector: Industrials
Industry: Aerospace & Defense

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 26%

Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 24%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 21%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 19%

Low stock price volatility
Vol 12M is 42%

Megatrend and thematic drivers
Megatrends include Advanced Aviation & Space, and Advanced Materials. Themes include Advanced Air Mobility, Drone Technology, Show more.

Weak multi-year price returns
2Y Excs Rtn is -24%, 3Y Excs Rtn is -24%

Expensive valuation multiples
P/SPrice/Sales ratio is 12x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 55x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 54x, P/EPrice/Earnings or Price/(Net Income) is 92x

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 -3.2%

Key risks
LOAR key risks include [1] a severe blow to credibility and potential compliance issues stemming from an SEC registration revocation and [2] significant insider selling that signals a lack of internal confidence.

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 24%
2	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 21%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 19%
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	Weak multi-year price returns 2Y Excs Rtn is -24%, 3Y Excs Rtn is -24%
6	Expensive valuation multiples P/SPrice/Sales ratio is 12x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 55x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 54x, P/EPrice/Earnings or Price/(Net Income) is 92x
7	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 -3.2%
8	Key risks LOAR key risks include [1] a severe blow to credibility and potential compliance issues stemming from an SEC registration revocation and [2] significant insider selling that signals a lack of internal confidence.

LOAR in ETFs

Weight = LOAR's share of each fund

VTI0.01%

ITOT0.00%

IWB0.00%

VB0.05%

MISL0.73%

ITA0.18%

DFAS0.11%

VBK0.10%

+10 more covered ETFs

Valuation & Metrics

FYE: 12/31	Forward FYE		Now	Historical (CYE & TTM)
	2027	2026	7/30/26	2025	2024	2023	2022
Share Price			$67.00	$68.00	$73.91	�	�
Mkt Cap ($ Bil)			6.3	6.4	6.6	-	-
+ Debt ($ Bil)			1.0	0.3	0.6	0.0	0.0
- Cash ($ Bil)			0.1	0.1	0.1	0.0	0.0
TEV ($ Bil)			7.1	6.7	7.2
Valuation Ratios
P/S	8.7	9.6	11.7	13.4	17.5	-	-
P/EBIT	31.6	34.9	55.2	64.4	80.4	-	-
P/E	42.7	50.4	92.3	100.5	368.9	-	-
P/FCF	—	—	63.0	68.7	186.6	-	-
Sector Ratios (* = sector average)
P/S *			1.7	1.7	1.5	1.4	1.2
P/EBIT *			12.5	12.1	12.1	11.1	9.8
P/E *			17.8	17.3	17.1	16.0	13.9
P/FCF *			13.9	13.4	13.7	11.7	9.9

FYE: 12/31	Forward FYE		Now
	2027	2026	7/30/26
Share Price			$67.00
Mkt Cap ($ Bil)			6.3
+ Debt ($ Bil)			1.0
- Cash ($ Bil)			0.1
TEV ($ Bil)			7.1
Valuation Ratios
P/S	8.7	9.6	11.7
P/EBIT	31.6	34.9	55.2
P/E	42.7	50.4	92.3
P/FCF	—	—	63.0
Sector Ratios (* = sector average)
P/S *			1.7
P/EBIT *			12.5
P/E *			17.8
P/FCF *			13.9

FYE: 12/31	LOAR [1]	S&P 500 [2]
REVENUE GROWTH
LTM Revenue [3]	$537.7 Mil	—
FY 2026 Sales	$653.7 Mil	—
FY 2027 Sales	$722.7 Mil	—
FY 2026 Sales Growth	21.6%	—
FY 2027 Sales Growth	10.6%	13.0%
EARNINGS
LTM Net Income (GAAP) [3]	$68.0 Mil	—
FY 2026 Net Income (Non-GAAP)	$124.5 Mil	—
FY 2027 Net Income (Non-GAAP)	$146.8 Mil	—
FY 2027 Net Income Growth	17.9%	19.8%
FY 2026 EPS (Non-GAAP)	$1.30	—
FY 2027 EPS (Non-GAAP)	$1.54	—
FY 2027 EPS Growth	17.9%	—
VALUATION
FY 2026 P/S	9.6	1.8
FY 2027 P/S	8.7	—
FY 2026 P/E	50.4	8.4
FY 2027 P/E	42.7	—

[1] LOAR forward figures are analyst consensus for the next two fiscal years (fiscal year end 12/31). Net Income and EPS are non-GAAP (adjusted) consensus. P/S and P/E divide the current market cap by the consensus figure.
[2] S&P 500 figures are the SPY ETF's holdings-weighted forward aggregate. P/S and P/E reflect FY1/FY2 consensus blended to the 12-month window ending 7/31/27 (~one year forward), shown when ≥90% of index weight has estimates. Growth is the aggregate next-fiscal-year vs current-fiscal-year (FY1→FY2) change. Index-level dollar Sales, Net Income and EPS are not applicable.
[3] LTM = reported trailing-twelve-month actuals (GAAP).

	LOAR	S&P 500
REVENUE GROWTH	VERY GOOD
Rev LTM ($ Bil)	0.5
Rev Chg Q	36.1%	9.1%
Rev Chg LTM	26.3%	7.8%
Rev Chg 3Y Avg	26.7%	5.9%
PROFITABILITY	GOOD
Op Inc LTM ($ Bil)	0.1
CFO LTM ($ Bil)	0.1
Net Inc LTM ($ Bil)	0.1
Op Mgn LTM	23.7%	18.4%
CFO/Rev LTM	21.4%	21.5%
Net Inc Mgn	12.6%	13.0%
VALUATION	VERY HIGH
P/S	11.7	3.4
P/CFO	54.6	15.7
P/FCF	63.0	20.4
P/E	92.3	24.4
STABILITY	GOOD
Debt/Equity	0.15	0.19
Cash/Assets	0.04	0.07

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Metric	Value	Date	Source
Proprietary Products Percentage of Net Sales	approximately 85%	12312024	Link
Aftermarket Percentage of Net Sales	55%	5132025	Link
Commercial End Market Percentage of Net Sales	43%	12312024	Link
Business Jet and General Aviation End Market Percentage of Net Sales	27%	12312024	Link
Defense End Market Percentage of Net Sales	22%	12312024	Link
Non-Aviation End Market Percentage of Net Sales	8%	12312024	Link
Top 5 Customers Percentage of Net Sales	33%	12312024	Link
Largest Customer Percentage of Net Sales	no more than 13%	12312024	Link
Largest Aircraft Platform Percentage of Net Sales	no more than 7%	12312024	Link

Price Chart

Upcoming
8/06/2026	Earnings Release	Rev: $162 Mil (E) EPS: $0.31 (E)

Why The Stock Moved

Qualitative Assessment

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Updated on 7/29/2026

Loar (LOAR) stock has gained about 15% since 3/31/2026 because of the following key factors:

1. Strong Fiscal Q1 2026 Earnings Beat and Upward Revised Outlook.

Loar Holdings Inc. reported record fiscal Q1 2026 results on May 7, 2026, exceeding analyst expectations. The company announced an Earnings Per Share (EPS) of $0.34, significantly beating the consensus estimate of $0.15 by $0.19. Additionally, quarterly revenue grew 36.1% year-over-year, reaching $156.09 million, surpassing analyst estimates of $149.71 million. Following these strong results, Loar also provided an upward revision to its full year 2026 outlook.

2. Favorable Analyst Sentiment and Raised Price Targets.

The company has received a consensus "Moderate Buy" rating from six Wall Street analysts, with an average twelve-month price target of $84.40. Analysts have shown increased confidence in the stock, with Citigroup boosting its price target from $71.00 to $87.00 on June 25, 2026, and Zacks Research upgrading Loar from a "hold" rating to a "strong-buy" rating on July 7, 2026.

3. Strategic Acquisition Bolstering Growth Prospects.

Loar Holdings Inc. announced the acquisition of Applied Avionics, Inc. on June 27, 2026. This strategic acquisition is anticipated to contribute to the company's growth, expanding its portfolio of niche aerospace and defense components and strengthening its market position.

4. Positive Aerospace and Defense Industry Tailwinds.

The broader aerospace and defense sector has experienced sustained positive momentum. Increased geopolitical risks and rearmament efforts are expected to drive defense spending throughout the decade. Furthermore, the global commercial aftermarket Maintenance, Repair, and Overhaul (MRO) demand is projected to grow at a Compound Annual Growth Rate (CAGR) of 3.2% between 2026 and 2035, with a particular focus on the engine segment. As a diversified manufacturer and supplier of essential aerospace and defense components, Loar is well-positioned to benefit from these industry trends.

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Stock Movement Drivers

Fundamental Drivers

The 16.1% change in LOAR stock from 3/31/2026 to 7/29/2026 was primarily driven by a 23.2% change in the company's P/E Multiple.

(LTM values as of)	3312026	7292026	Change
Stock Price ($)	57.29	66.51	16.1%
Change Contribution By:
Total Revenues ($ Mil)	496	538	8.3%
Net Income Margin (%)	14.5%	12.6%	-13.0%
P/E Multiple	74.3	91.6	23.2%
Shares Outstanding (Mil)	94	94	0.0%
Cumulative Contribution			16.1%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2026 to 7/29/2026

	Return	Correlation
LOAR	16.1%
Market (SPY)	12.2%	51.1%
Sector (XLI)	9.2%	69.4%

Fundamental Drivers

The -2.2% change in LOAR stock from 12/31/2025 to 7/29/2026 was primarily driven by a -8.9% change in the company's P/E Multiple.

(LTM values as of)	12312025	7292026	Change
Stock Price ($)	68.00	66.51	-2.2%
Change Contribution By:
Total Revenues ($ Mil)	475	538	13.2%
Net Income Margin (%)	13.3%	12.6%	-5.2%
P/E Multiple	100.5	91.6	-8.9%
Shares Outstanding (Mil)	94	94	0.0%
Cumulative Contribution			-2.2%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 7/29/2026

	Return	Correlation
LOAR	-2.2%
Market (SPY)	7.3%	52.5%
Sector (XLI)	14.2%	65.7%

Fundamental Drivers

The -22.8% change in LOAR stock from 6/30/2025 to 7/29/2026 was primarily driven by a -59.9% change in the company's P/E Multiple.

(LTM values as of)	6302025	7292026	Change
Stock Price ($)	86.17	66.51	-22.8%
Change Contribution By:
Total Revenues ($ Mil)	426	538	26.3%
Net Income Margin (%)	8.3%	12.6%	52.4%
P/E Multiple	228.4	91.6	-59.9%
Shares Outstanding (Mil)	94	94	-0.1%
Cumulative Contribution			-22.8%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2025 to 7/29/2026

	Return	Correlation
LOAR	-22.8%
Market (SPY)	19.1%	47.2%
Sector (XLI)	21.0%	60.9%

Fundamental Drivers

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Market Drivers

6/30/2023 to 7/29/2026

	Return	Correlation
LOAR
Market (SPY)	70.4%	45.9%
Sector (XLI)	71.5%	50.5%

Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
LOAR Return	-	-	-	51%	-8%	5%	47%
Peers Return	8%	2%	44%	38%	45%	18%	277%
S&P 500 Return	27%	-19%	24%	23%	16%	9%	98%
Monthly Win Rates [3]
LOAR Win Rate	-	-	-	78%	25%	57%
Peers Win Rate	50%	47%	62%	70%	67%	63%
S&P 500 Win Rate	75%	42%	67%	75%	67%	43%
Max Drawdowns [4]
LOAR Max Drawdown	-	-	-	-	-36%	-29%
Peers Max Drawdown	-17%	-26%	-14%	-14%	-21%	-19%
S&P 500 Max Drawdown	-5%	-25%	-10%	-8%	-19%	-9%

[1] Cumulative total returns since the beginning of 2021
[2] Peers: PH, TDG, HEI, WWD, CW.
[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] 2026 data is for the year up to 7/29/2026 (YTD)

About Loar (LOAR)

Business Description Analogies Products Customers Suppliers Management Key Risks Emerging Threats Market Size Revenue Drivers Capital Allocation

Loar (LOAR) specializes in the design, manufacture, and sale of essential, highly engineered components for the aerospace and defense sectors. The company's focus is on mission-critical products with high intellectual property content, which accounted for approximately 85% of its 2023 net sales. These diverse products support nearly every major aircraft platform and include items such as auto throttles, lap-belt airbags, seat belts, water purification systems, fire barriers, temperature and fluid sensors, carbon and metallic brake discs, ice protection systems, and motion and actuation devices.

Loar primarily serves the commercial, business jet and general aviation, and defense end markets, catering to a diversified customer base with no single customer or aircraft platform representing an outsized portion of revenue. A key strength of Loar's business model is its significant aftermarket exposure, which generated 52% of its 2023 net sales through predictable, recurring, and higher-margin revenue streams over the long lifespan of aircraft platforms. The company benefits from substantial barriers to entry, including extensive and costly product qualification processes, the relatively small cost of its products within an aircraft's total cost, and long-standing relationships as a trusted supplier of high-quality, on-time solutions.

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A smaller TransDigm focused on niche aerospace components.

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Auto throttles: Systems that automatically control aircraft engine thrust.
Lap-belt airbags: Airbag systems integrated into lap belts for enhanced occupant safety in aircraft.
Two- and three-point seat belts: Standard safety restraint systems for aircraft occupants.
Water purification systems: Systems designed to treat and purify water for use on aircraft.
Fire barriers: Components that provide fire protection and containment within aircraft structures.
Polyimide washers and bushings: Engineered components used for insulation, friction reduction, or spacing in various aircraft systems.
Latches: Locking mechanisms used for securing various aircraft components or access panels.
Hold-open and tie rods: Components used to secure or position parts, often for access or structural integrity.
Temperature and fluid sensors and switches: Devices that monitor and control temperature and fluid levels or flow in aircraft systems.
Carbon and metallic brake discs: Critical components of aircraft braking systems.
Fluid and pneumatic-based ice protection: Systems designed to prevent ice accumulation on aircraft surfaces using fluid or air.
RAM air components: Parts that manage the flow of external air for various aircraft functions.
Sealing solutions: Gaskets, seals, and other components to prevent leaks or contain fluids or gases in aircraft systems.
Motion and actuation devices: Mechanisms that produce or control movement in aircraft systems.
Hydraulic valves: Devices that control the flow, pressure, and direction of hydraulic fluid in aircraft.
Keepers: Components used to retain or secure other parts in place within aircraft systems.
Rate control devices: Mechanisms designed to regulate the speed or rate of movement for specific aircraft functions.
Starter generators: Components that act as both engine starters and electrical power generators for aircraft.

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Loar (LOAR) sells its products primarily to other companies, specifically within the aerospace and defense industry. Based on the provided background information: * Loar serves a diversified customer base within three core end markets: commercial, business jet and general aviation, and defense. * Their customers include Original Equipment Manufacturers (OEMs) for new aircraft platforms and various entities in the aftermarket for parts and services over the life of aircraft platforms. * The company explicitly states that "No more than 14% of our 2023 net sales came from any single customer, and no more than 6% of our 2023 net sales came from any single aircraft platform." This indicates a highly diversified customer base without reliance on any single "major" customer. Due to the highly diversified nature of their customer base and the absence of specific company names in the provided text, individual major customer companies cannot be identified or listed by name and symbol.

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Dirkson Charles, Chief Executive Officer and Co-Chairman
Prior to Loar, Dirkson Charles, along with Glenn D’Alessandro and Michael Manella, helped lead K&F through 17 years of sustained success, including its initial public offering and ultimate sale to Meggitt plc. They subsequently worked together at McKechnie until its 2010 sale to TransDigm. This team leveraged their deep industry expertise to launch Loar.

Glenn D’Alessandro, Chief Financial Officer
Before Loar, Glenn D’Alessandro, alongside Dirkson Charles and Michael Manella, helped lead K&F through 17 years of sustained success, including its initial public offering and ultimate sale to Meggitt plc. They later worked together at McKechnie until its 2010 sale to TransDigm. The team utilized their extensive experience to build Loar.

Michael Manella, VP & General Counsel
Michael Manella, with Dirkson Charles and Glenn D’Alessandro, helped lead K&F through 17 years of sustained success, including its initial public offering and ultimate sale to Meggitt plc. Following this, they worked together at McKechnie until its 2010 sale to TransDigm, building a strong foundation of industry knowledge before launching Loar.

Brett Milgrim, Co-Chairman
Brett Milgrim worked alongside the management team at McKechnie, where he was a Managing Director and Partner of JLL, which was McKechnie’s majority owner before its sale to TransDigm.

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Key Business Risks for Loar (LOAR)

Dependence on the Aerospace and Defense Industry: Loar specializes in designing, manufacturing, and selling niche components for aerospace and defense systems. As such, the company's financial performance is significantly tied to the health and growth of the commercial, business jet, general aviation, and defense end markets. Any adverse events, such as economic downturns, changes in government defense spending, or disruptions in aircraft production cycles, could negatively impact demand for their products and services.
Risks Associated with Acquisition Strategy: Loar's business model includes a "proven acquisition strategy," having executed and integrated 16 strategic acquisitions since 2012. While this strategy has historically driven growth, future acquisitions carry inherent risks, including difficulties in integration, potential overvaluation of targets, and the possibility that acquired businesses may not perform as anticipated. These factors could negatively impact Loar's financial results and operational efficiency.
Ability to Achieve Sustained GAAP Profitability: Despite generating $113 million in Adjusted EBITDA in 2023, Loar reported a GAAP net loss of $5 million for the same year. A continued inability to achieve sustained GAAP net income, even with strong operational cash flow metrics, could impact investor confidence, valuation, and access to capital for future growth initiatives.

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Loar (LOAR) is expected to drive future revenue growth over the next 2-3 years through several key strategies:

Aftermarket Sales Growth: Loar anticipates continued strong growth in its commercial aftermarket segment, primarily fueled by sustained demand for commercial air travel and an aging global commercial aircraft fleet. This segment saw a 19% annual increase in 2025 and a 34% rise in Q4 2025.
Commercial OEM Production Increases: The company expects revenue growth from commercial OEM sales, driven by improved production rates for major aircraft platforms. In 2025, commercial OEM sales increased by 11% annually and 8% in Q4.
Defense Segment Expansion: Loar projects ongoing growth in its defense sector, supported by strong demand across various platforms and an increase in market share due to new product launches. This segment experienced a 19% annual growth in 2025 and 14% in Q4 2025.
Strategic Acquisitions: A significant driver of future revenue is Loar's proven acquisition strategy, targeting 1-2 acquisitions annually. Since going public less than two years ago, the company has invested over $1.1 billion in mergers and acquisitions, doubling its business size.
New Product Introductions and Organic Growth: Loar emphasizes new product launches as a primary source of organic growth, with a pipeline projected to generate over $600 million in sales opportunities over the next five years. The company anticipates growing sales by over 10% organically year-over-year.

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Outbound Investments

Since 2012, Loar has executed and successfully integrated 16 strategic acquisitions.
The company employs a highly disciplined approach to evaluating acquisition targets, focusing on companies with valuable intellectual property, high aftermarket content, revenue synergies, cross-selling potential, and strong customer relationships.
Loar operates in a highly fragmented market, which has historically provided numerous acquisition targets to enhance and grow its platform.

Capital Expenditures

Loar invested $12 million in capital expenditures in 2023.
In 2023, $6 million of the capital expenditures were one-time investments related to the relocation of a manufacturing facility and the construction of a new factory.
Historical capital expenditures from 2021 to 2023, excluding one-time investments, averaged 3% of net sales.
The company expects capital needs for the next 12 months to be approximately 3% of net sales.

Interactive Breakdown

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Better Bets vs. Loar (LOAR)

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Latest Trefis Analyses

	Title	Date
0	DASHBOARDS
1	LOAR Stock Surges 16% In A 7-day Spree On Record Earnings And Raised Outlook	03/05/2026
2	Loar Earnings Notes	12/28/2026
3	How Low Can Loar Stock Really Go?	10/17/2025
4	How Does Loar Stock Stack Up Against Its Peers?	08/13/2025
5	Why Loar Stock Moved: LOAR Stock Has Lost 9% Since 2024 Fiscal End, Primarily Due To Unfavorable Change In Price To Sales Multiple (P/S)	08/08/2025
6	Loar (LOAR) Valuation Ratios Comparison	08/08/2025
7	Loar (LOAR) Operating Cash Flow Comparison	02/17/2025
8	Loar (LOAR) Net Income Comparison	02/15/2025
9	ARTICLES
10	Stocks Trading At 52-Week Low	03/13/2026

	Title
0	DASHBOARDS
1	LOAR Stock Surges 16% In A 7-day Spree On Record Earnings And Raised Outlook
2	Loar Earnings Notes
3	How Low Can Loar Stock Really Go?
4	How Does Loar Stock Stack Up Against Its Peers?
5	Why Loar Stock Moved: LOAR Stock Has Lost 9% Since 2024 Fiscal End, Primarily Due To Unfavorable Change In Price To Sales Multiple (P/S)
6	Loar (LOAR) Valuation Ratios Comparison
7	Loar (LOAR) Operating Cash Flow Comparison
8	Loar (LOAR) Net Income Comparison
9	ARTICLES
10	Stocks Trading At 52-Week Low

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MTUM	iShares MSCI USA Momentum Factor ETF	Equity	-9.9%	13.2%
SPMO	Invesco S&P 500 Momentum ETF	Equity	-9.1%	14.6%
ICLN	iShares Global Clean Energy ETF	Equity	-9.0%	2.7%
URA	Global X Uranium ETF	Equity	-8.4%	-12.2%
ARKQ	ARK Autonomous Technology & Robotics ETF	Equity	-8.0%	-4.4%

Top Gainers

Ticker	Company	Category	1M Rtn	YTD Rtn
USO	United States Oil Fund LP	Commodity	20.8%	87.0%
ETHA	iShares Ethereum Trust ETF	Cryptocurrency	16.3%	-36.5%
KWEB	KraneShares CSI China Internet ETF	Equity	14.4%	-18.4%
FXI	iShares China Large-Cap ETF	Equity	13.9%	-5.7%
HGER	Harbor Commodity All-Weather Strategy...	Commodity	11.4%	29.9%
PDBC	Invesco Optimum Yield Diversified Com...	Commodity	10.9%	32.6%
DBC	Invesco DB Commodity Index Tracking Fund	Commodity	10.8%	31.6%
XOP	State Street SPDR S&P Oil & Gas Explo...	Equity	10.7%	36.8%
AKRE	Akre Focus ETF	Equity	10.5%	-10.4%
XLE	State Street Energy Select Sector SPD...	Equity	9.5%	32.0%

Top Losers

Ticker	Company	Category	1M Rtn	YTD Rtn
NASA	Tema Space Innovators ETF	Equity	-29.6%	-18.4%
EWY	iShares MSCI South Korea ETF	Equity	-27.0%	48.3%
SOXX	iShares Semiconductor ETF	Equity	-24.3%	54.5%
SOXQ	Invesco PHLX Semiconductor ETF	Equity	-23.7%	47.6%
SMH	VanEck Semiconductor ETF	Equity	-20.2%	40.0%
MTUM	iShares MSCI USA Momentum Factor ETF	Equity	-15.7%	13.2%
ICLN	iShares Global Clean Energy ETF	Equity	-15.1%	2.7%
ARKQ	ARK Autonomous Technology & Robotics ETF	Equity	-14.7%	-4.4%
URA	Global X Uranium ETF	Equity	-14.6%	-12.2%
SPMO	Invesco S&P 500 Momentum ETF	Equity	-14.0%	14.6%

Peer Comparisons

Peers to compare with:

Financials

	LOAR	PH	TDG	HEI	WWD	CW	Median
Name	Loar	Parker H.	TransDigm	Heico	Woodward	Curtiss-.
Mkt Price	66.51	951.07	1,264.60	355.23	385.42	679.41	532.41
Mkt Cap	6.2	120.0	73.6	49.6	23.0	25.1	37.3
Rev LTM	538	20,987	9,503	4,911	3,998	3,606	4,455
Op Inc LTM	127	4,388	4,448	1,154	597	668	911
FCF LTM	100	3,678	1,850	926	389	591	758
FCF 3Y Avg	57	3,248	1,776	727	343	508	618
CFO LTM	115	4,095	2,105	997	564	677	837
CFO 3Y Avg	69	3,658	1,973	791	461	574	682

Growth & Margins

	LOAR	PH	TDG	HEI	WWD	CW	Median
Name	Loar	Parker H.	TransDigm	Heico	Woodward	Curtiss-.
Rev Chg LTM	26.3%	6.0%	13.3%	18.8%	19.0%	12.2%	16.0%
Rev Chg 3Y Avg	-	5.0%	17.3%	25.9%	15.8%	11.1%	15.8%
Rev Chg Q	36.1%	10.6%	18.3%	25.3%	23.4%	13.4%	20.9%
QoQ Delta Rev Chg LTM	8.3%	2.6%	4.3%	6.0%	5.5%	3.1%	4.9%
Op Inc Chg LTM	30.5%	10.3%	14.5%	26.8%	41.6%	16.5%	21.7%
Op Inc Chg 3Y Avg	-	16.1%	21.1%	27.1%	53.3%	14.8%	21.1%
Op Mgn LTM	23.7%	20.9%	46.8%	23.5%	14.9%	18.5%	22.2%
Op Mgn 3Y Avg	23.2%	20.0%	46.1%	22.1%	13.4%	17.9%	21.0%
QoQ Delta Op Mgn LTM	-0.4%	-0.1%	0.1%	0.8%	0.5%	0.3%	0.2%
CFO/Rev LTM	21.4%	19.5%	22.2%	20.3%	14.1%	18.8%	19.9%
CFO/Rev 3Y Avg	14.8%	18.1%	23.6%	18.6%	13.0%	17.6%	17.8%
FCF/Rev LTM	18.5%	17.5%	19.5%	18.9%	9.7%	16.4%	18.0%
FCF/Rev 3Y Avg	12.0%	16.0%	21.2%	17.1%	9.7%	15.6%	15.8%

Valuation

	LOAR	PH	TDG	HEI	WWD	CW	Median
Name	Loar	Parker H.	TransDigm	Heico	Woodward	Curtiss-.
Mkt Cap	6.2	120.0	73.6	49.6	23.0	25.1	37.3
P/S	11.6	5.7	7.7	10.1	5.7	7.0	7.3
P/Op Inc	49.0	27.4	16.5	42.9	38.5	37.5	38.0
P/EBIT	54.8	25.5	16.6	42.8	34.4	36.0	35.2
P/E	91.6	34.5	35.4	62.8	44.7	49.0	46.9
P/CFO	54.2	29.3	35.0	49.7	40.7	37.1	38.9
Total Yield	1.1%	3.7%	10.0%	1.7%	2.5%	2.1%	2.3%
Dividend Yield	0.0%	0.8%	7.2%	0.1%	0.3%	0.1%	0.2%
FCF Yield 3Y Avg	0.8%	3.7%	2.2%	1.7%	2.3%	3.0%	2.2%
D/E	0.2	0.1	0.4	0.1	0.0	0.0	0.1
Net D/E	0.1	0.1	0.4	0.0	0.0	0.0	0.1

Returns

	LOAR	PH	TDG	HEI	WWD	CW	Median
Name	Loar	Parker H.	TransDigm	Heico	Woodward	Curtiss-.
1M Rtn	-16.6%	-1.3%	-4.4%	1.4%	-9.0%	-7.9%	-6.2%
3M Rtn	23.7%	0.6%	10.7%	36.2%	6.9%	-2.4%	8.8%
6M Rtn	-3.6%	4.2%	-10.4%	7.3%	18.5%	2.3%	3.3%
12M Rtn	-7.2%	30.5%	-15.9%	9.9%	47.6%	38.2%	20.2%
3Y Rtn	36.3%	145.8%	67.1%	104.4%	228.6%	259.4%	125.1%
1M Excs Rtn	-14.9%	0.4%	-2.8%	3.1%	-7.3%	-6.2%	-4.5%
3M Excs Rtn	15.3%	-3.4%	7.1%	32.2%	3.5%	-6.2%	5.3%
6M Excs Rtn	-10.8%	-1.7%	-16.2%	0.1%	12.4%	-1.9%	-1.8%
12M Excs Rtn	-22.8%	15.3%	-30.4%	-4.8%	35.2%	24.2%	5.3%
3Y Excs Rtn	-24.3%	86.2%	7.1%	39.8%	164.8%	194.3%	63.0%

Comparison Analyses

	Title
0	How Does Loar Stock Stack Up Against Its Peers?

FDIC Bank Data

Bank Capital

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Bank Deposits

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Bank Assets

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Bank Loans

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FDA Approved Drugs Data

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Financials

Annual
Quarterly

$ Mil \| FY: 12/31	LTM	2025	2024	2023	2022
Period End	3/31/2026	12/31/2025	12/31/2024	12/31/2023	12/31/2022
Filing Date	5/7/2026	3/2/2026	3/31/2025	4/26/2024	4/26/2024
Key Financials
Total Revenue	538	496	403	317	239
Gross Profit	281	261	199	154	112
EBITDA	171	157	124	108	73
Operating Income	127	119	93	73	48
Net Income	68	72	22	-5	-2
EPS	0.72	0.77	0.25	-0.06	-0.03
Growth Rates
Total Revenue Growth	26.3%	23.2%	26.9%	32.6%	-
EBITDA Growth	30.1%	26.6%	15.6%	46.4%	-
Operating Income Growth	30.5%	28.8%	27.1%	52.7%	-
Net Income Growth	92.6%	224.5%	581.7%	-86.9%	-
Margins
Gross Margin	52.2%	52.7%	49.4%	48.6%	46.6%
EBITDA Margin	31.8%	31.7%	30.8%	33.9%	30.7%
Operating Income Margin	23.7%	24.0%	23.0%	23.0%	19.9%
Net Income Margin	12.6%	14.5%	5.5%	-1.5%	-1.0%
Cash & Debt
Total Cash	95	85	54	21	35
Total Debt	960	725	286	545	496
Net Debt / (Cash)	865	640	232	524	461
Cash Flows & CapEx
Net Cash from Operations	115	112	55	13	13
Total CapEx	-15	-13	-9	-12	-8
Free Cash from Operations	100	99	46	1	5
Returns to Shareholders
Dividends	0	-0	-0	-0	-0
Share Repurchases	-0	-0	-0	-0	-0

$ Mil \| FY: 12/31	2026Q1	2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3	2023Q2
Period End	3/31/2026	12/31/2025	9/30/2025	6/30/2025	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023
Filing Date	5/7/2026	3/2/2026	11/12/2025	8/13/2025	5/13/2025	3/31/2025	11/13/2024	8/13/2024	5/14/2024	4/26/2024	11/13/2024	8/13/2024
Key Financials Quarterly
Total Revenue	156	132	127	123	115	110	104	97	92	86	83	74
Ebitda	52	37	42	40	39	29	34	30	31	28	27	27
Operating Income	35	31	31	30	27	22	25	23	22	18	20	18
Net Income	11	13	28	17	15	4	9	8	2	-1	3	1
EPS	0.12	0.13	0.29	0.18	0.16	0.04	0.10	0.09	0.03	-0.01	0.04	0.01
Key Financials TTM
Total Revenue TTM	538	496	475	452	426	403	379	358	335	317	-	-
Ebitda TTM	171	157	149	141	132	124	123	116	112	108	-	-
Operating Income TTM	127	119	111	104	97	93	88	83	78	73	-	-
Net Income TTM	68	72	63	44	35	22	18	12	5	-5	-	-
Growth Rates Quarterly
Total Revenue Growth	36.1%	19.3%	22.4%	26.9%	24.8%	27.8%	25.0%	31.1%	23.7%	-	-	-
EBITDA Growth	35.9%	26.7%	24.6%	32.0%	23.3%	5.4%	26.6%	12.0%	18.6%	-	-	-
Operating Income Growth	29.3%	38.1%	27.6%	27.7%	21.8%	28.1%	25.5%	27.8%	27.0%	-	-	-
Net Income Growth	-27.2%	239.5%	218.9%	118.7%	581.0%	743.1%	203.3%	1126.5%	129.9%	-	-	-
Margins Quarterly
EBITDA Margin	33.6%	28.0%	33.0%	32.5%	33.7%	26.3%	32.4%	31.2%	34.1%	31.9%	32.0%	36.6%
Operating Income Margin	22.4%	23.6%	24.7%	24.2%	23.6%	20.4%	23.7%	24.1%	24.2%	20.3%	23.6%	24.7%
Net Income Margin	7.1%	9.5%	21.8%	13.6%	13.4%	3.3%	8.4%	7.9%	2.4%	-0.7%	3.4%	0.8%
Cash & Debt
Total Cash	95	85	99	103	80	54	55	73	28	21	-	-
Total Debt	960	725	289	287	287	286	612	260	544	545	0	0
Net Debt / (Cash)	865	640	190	184	206	232	556	187	516	524	-	-
Cash Flows Quarterly
FCF from Operations	31	30	30	24	28	21	16	7	11	12	1	-4
Cash Flows TTM
FCF from Operations TTM	115	112	103	89	73	55	46	31	21	13	-	-
Returns to Shareholders Quarterly
Dividends	0	0	0	0	0	0	0	0	0	0	0	0
Share Repurchases	-0	-0	-0	-0	-0	-0	-0	-0	-0	-0	-0	-0
Return on Invested Capital (ROIC) Quarterly
ROIC	5.3%	5.2%	9.6%	7.4%	6.4%	6.7%	4.9%	7.4%	5.9%	7.5%	-	-
Return on Invested Capital (ROIC) TTM
ROIC TTM	5.8%	6.1%	8.1%	6.3%	5.8%	5.3%	4.5%	7.8%	8.3%	7.7%	-	-

Segment Financials

Revenue by Segment

$ Mil	2025	2024	2023	2022
Single Segment	496	403	317	239
Total	496	403	317	239

Net Income by Segment

$ Mil	2025	2024
Single Segment	72	22
Total	72	22

Price Behavior

Price Behavior

Market Price	$66.51
Market Cap ($ Bil)	6.2
First Trading Date	04/25/2024
Distance from 52W High	-18.8%
	50 Days	200 Days
DMA Price	$69.70	$68.24
DMA Trend	indeterminate	up
Distance from DMA	-4.6%	-2.5%
	3M	1YR
Volatility	45.0%	41.7%
Downside Capture	148.04	166.77
Upside Capture	231.92	129.22
Correlation (SPY)	47.0%	46.5%

LOAR Betas & Captures as of 6/30/2026

	1M	2M	3M	6M	1Y	3Y
Beta	1.04	1.52	1.82	1.78	1.51	0.18
Up Beta	0.92	1.72	2.25	2.05	1.83	0.17
Down Beta	1.52	1.37	0.98	1.92	1.39	-0.00
Up Capture	250%	299%	233%	198%	132%	109%
Bmk +ve Days	11	24	40	67	140	429
Stock +ve Days	14	26	37	64	123	280
Down Capture	-30%	51%	158%	144%	140%	102%
Bmk -ve Days	10	17	23	58	112	321
Stock -ve Days	7	15	26	61	128	263

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Based On 1-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with LOAR
LOAR	-8.4%	41.6%	-0.10	-
Sector ETF (XLI)	15.6%	16.9%	0.69	62.0%
Equity (SPY)	15.6%	12.8%	0.86	47.6%
Gold (GLD)	21.6%	28.1%	0.68	25.9%
Commodities (DBC)	31.5%	19.7%	1.27	-24.3%
Real Estate (VNQ)	15.9%	14.0%	0.82	34.3%
Bitcoin (BTCUSD)	-46.1%	42.9%	-1.32	27.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 5-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with LOAR
LOAR	6.7%	49.4%	0.45	-
Sector ETF (XLI)	12.9%	17.6%	0.57	50.5%
Equity (SPY)	12.4%	17.1%	0.55	45.9%
Gold (GLD)	17.1%	18.4%	0.75	17.1%
Commodities (DBC)	9.3%	19.5%	0.36	-5.0%
Real Estate (VNQ)	2.9%	18.9%	0.05	26.2%
Bitcoin (BTCUSD)	14.7%	53.3%	0.46	24.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 10-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with LOAR
LOAR	3.3%	49.4%	0.45	-
Sector ETF (XLI)	13.6%	20.0%	0.60	50.5%
Equity (SPY)	14.7%	17.9%	0.70	45.9%
Gold (GLD)	11.3%	16.1%	0.57	17.1%
Commodities (DBC)	7.1%	18.0%	0.32	-5.0%
Real Estate (VNQ)	5.1%	20.7%	0.21	26.2%
Bitcoin (BTCUSD)	57.7%	66.2%	0.98	24.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date	7152026
Short Interest: Shares Quantity	6.0 Mil
Short Interest: % Change Since 6302026	13.4%
Average Daily Volume	0.7 Mil
Days-to-Cover Short Interest	8.2 days
Basic Shares Quantity	93.6 Mil
Short % of Basic Shares	6.4%

Returns Analyses

	Title
0	How Low Can Loar Stock Really Go?

Earnings Returns History

Updated 6/10/2026

Expand for More

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
5/7/2026	-2.8%	-0.8%	2.4%
11/12/2025	-2.6%	-10.8%	-4.5%
5/13/2025	-6.4%	-14.6%	-15.6%
2/21/2025	-1.2%	5.9%	-2.3%
11/13/2024	-8.1%	-0.4%	-10.0%
8/13/2024	18.9%	19.5%	22.5%
5/14/2024	0.5%	9.9%	36.7%
SUMMARY STATS
# Positive	2	3	3
# Negative	5	4	4
Median Positive	9.7%	9.9%	22.5%
Median Negative	-2.8%	-5.8%	-7.2%
Max Positive	18.9%	19.5%	36.7%
Max Negative	-8.1%	-14.6%	-15.6%

Collapse to Preview

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
5/7/2026	-2.8%	-0.8%	2.4%
11/12/2025	-2.6%	-10.8%	-4.5%
5/13/2025	-6.4%	-14.6%	-15.6%
2/21/2025	-1.2%	5.9%	-2.3%
11/13/2024	-8.1%	-0.4%	-10.0%
8/13/2024	18.9%	19.5%	22.5%
5/14/2024	0.5%	9.9%	36.7%
SUMMARY STATS
# Positive	2	3	3
# Negative	5	4	4
Median Positive	9.7%	9.9%	22.5%
Median Negative	-2.8%	-5.8%	-7.2%
Max Positive	18.9%	19.5%	36.7%
Max Negative	-8.1%	-14.6%	-15.6%

SEC Filings

Expand for More

Report Date	Filing Date	Filing
03/31/2026	05/07/2026	10-Q
12/31/2025	03/02/2026	10-K
09/30/2025	11/12/2025	10-Q
06/30/2025	08/13/2025	10-Q
03/31/2025	05/13/2025	10-Q
12/31/2024	03/31/2025	10-K
09/30/2024	11/13/2024	10-Q
06/30/2024	08/13/2024	10-Q
03/31/2024	05/14/2024	10-Q
12/31/2023	04/26/2024	424B4

Collapse to Preview

Report Date	Filing Date	Filing
03/31/2026	05/07/2026	10-Q
12/31/2025	03/02/2026	10-K
09/30/2025	11/12/2025	10-Q
06/30/2025	08/13/2025	10-Q
03/31/2025	05/13/2025	10-Q
12/31/2024	03/31/2025	10-K
09/30/2024	11/13/2024	10-Q
06/30/2024	08/13/2024	10-Q
03/31/2024	05/14/2024	10-Q
12/31/2023	04/26/2024	424B4

Recent Forward Guidance

Updated 7/12/2026

Latest: Q1 2026 Earnings Reported 5/7/2026

Forward Guidance				Guidance Change
Metric	Low	Mid	High	% Chg	% Delta	Change	Prior
2026 Net sales	645.00 Mil	650.00 Mil	655.00 Mil	19.3%		Raised	Guidance: 545.00 Mil for 2026
2026 Net income	53.00 Mil	55.00 Mil	57.00 Mil	-33.3%		Lowered	Guidance: 82.50 Mil for 2026
2026 Adjusted EBITDA	257.00 Mil	259.50 Mil	262.00 Mil	22.7%		Raised	Guidance: 211.50 Mil for 2026
2026 Adjusted EBITDA Margin		40.0%
2026 Diluted Earnings per share	0.54	0.56	0.59	-33.5%		Lowered	Guidance: 0.85 for 2026
2026 Net income margin		8.0%
2026 Adjusted Earnings Per Share	1.26	1.28	1.3	50.6%		Raised	Guidance: 0.85 for 2026
2026 Interest expense		80.00 Mil
2026 Depreciation expense		15.00 Mil
2026 Amortization expense		65.00 Mil

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Insider Activity

Updated 5/22/2026

Expand for More

#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Danmola, Taiwo K		Direct	Sell	5222026	60.59	35,000	2,120,650	3,289,189	Form
2	Levy, Paul S		GPV Loar LLC	Buy	3172026	64.90	75,000	4,867,500	524,883,942	Form
3	Charles, Dirkson R	See Remarks	Charles Family Trust 13	Buy	3122026	67.45	36,434	2,457,473	275,668,487	Form
4	Charles, Dirkson R	See Remarks	Charles Family Trust 13	Buy	3122026	67.49	4,166	281,163	273,373,037	Form
5	Charles, Dirkson R	See Remarks	Charles Family Trust 13	Buy	3122026	67.41	3,400	229,194	272,768,161	Form

Collapse to Preview

#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Danmola, Taiwo K		Direct	Sell	5222026	60.59	35,000	2,120,650	3,289,189	Form
2	Levy, Paul S		GPV Loar LLC	Buy	3172026	64.90	75,000	4,867,500	524,883,942	Form
3	Charles, Dirkson R	See Remarks	Charles Family Trust 13	Buy	3122026	67.45	36,434	2,457,473	275,668,487	Form
4	Charles, Dirkson R	See Remarks	Charles Family Trust 13	Buy	3122026	67.49	4,166	281,163	273,373,037	Form
5	Charles, Dirkson R	See Remarks	Charles Family Trust 13	Buy	3122026	67.41	3,400	229,194	272,768,161	Form
6	Blackstone, Holdings IV LP		See Footnotes	Sell	6112025	82.61	3,000,000	247,830,000	10,395,642	Form
7	Gso, Capital Opportunities Fund Iii LP		See Footnotes	Sell	6112025	82.61	3,000,000	247,830,000	10,395,642	Form
8	Blackstone, Alternative Credit Advisors LP		See Footnotes	Sell	6112025	82.61	3,000,000	247,830,000	10,395,642	Form
9	Blackstone, Holdings IV LP		See Footnotes	Sell	5202025	80.91	234,563	18,977,953	14,156,744	Form
10	Blackstone, Alternative Credit Advisors LP		See Footnotes	Sell	5202025	80.91	234,563	18,977,953	14,156,744	Form
11	Gso, Capital Opportunities Fund Iii LP		See Footnotes	Sell	5202025	80.91	234,563	18,977,953	14,156,744	Form
12	Bobbili, Raja		See footnotes	Sell	5202025	80.91	690,258	55,847,187	2,543,610,254	Form
13	Carpenito, Anthony		See footnotes	Sell	5202025	80.91	690,258	55,847,187	2,543,610,254	Form
14	Abrams, Capital Management, LP		See footnotes	Sell	5202025	80.91	703,691	56,934,020	2,593,111,203	Form
15	Bomberg, Alison		See footnotes	Sell	5202025	80.91	690,258	55,847,187	2,543,610,254	Form
16	Abrams, David C		See footnotes	Sell	5202025	80.91	703,691	56,934,020	2,593,111,203	Form
17	Blackstone, Holdings IV LP		See Footnotes	Sell	5202025	80.91	1,557,994	126,053,711	14,467,591	Form
18	Blackstone, Alternative Credit Advisors LP		See Footnotes	Sell	5202025	80.91	1,557,994	126,053,711	14,467,591	Form
19	Gso, Capital Opportunities Fund Iii LP		See Footnotes	Sell	5202025	80.91	1,557,994	126,053,711	14,467,591	Form
20	Levy, Paul S		GPV Loar LLC	Sell	5192025	80.91	175,923	14,233,525	648,279,419	Form
21	Manella, Michael J	See Remarks	Direct	Sell	5192025	80.91	19,684	1,592,587	34,787,075	Form
22	D'Alessandro, Glenn	See Remarks	Direct	Sell	5192025	80.91	19,939	1,613,219	73,475,114	Form
23	Charles, Dirkson R	See Remarks	Charles Family Trust 13	Sell	5192025	80.91	88,767	7,181,934	327,110,236	Form
24	Milgrim, Brett N	Executive Co-Chairman	Direct	Sell	5192025	80.91	84,115	6,805,551	260,726,439	Form
25	Levy, Paul S		GPV Loar LLC	Sell	5192025	80.91	1,168,499	94,540,567	662,512,944	Form
26	Manella, Michael J	See Remarks	Direct	Sell	5192025	80.91	130,744	10,578,196	36,379,662	Form
27	D'Alessandro, Glenn	See Remarks	Direct	Sell	5192025	80.91	132,436	10,715,092	75,088,333	Form
28	Charles, Dirkson R	See Remarks	Charles Family Trust 13	Sell	5192025	80.91	589,605	47,703,584	334,292,169	Form
29	Milgrim, Brett N	Executive Co-Chairman	Direct	Sell	5192025	80.91	558,695	45,202,727	267,531,990	Form
30	Abrams, Capital Management, LP		See footnotes	Sell	5192025	80.91	4,673,986	378,161,457	2,650,045,223	Form
31	Abrams, David C		See footnotes	Sell	5192025	80.91	4,673,986	378,161,457	2,650,045,223	Form
32	Bomberg, Alison		See footnotes	Sell	5192025	80.91	4,584,763	370,942,629	2,599,457,441	Form
33	Bobbili, Raja		See footnotes	Sell	5192025	80.91	4,584,763	370,942,629	2,599,457,441	Form
34	Carpenito, Anthony		See footnotes	Sell	5192025	80.91	4,584,763	370,942,629	2,599,457,441	Form

Investor Activity (13F)

Updated Jul 30, 2026

13F holdings as of Mar 31, 2026 (Q1 2026)

Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

Active Manager	Value	% of Portfolio	Total Positions	QoQ	Filing
Abrams Capital Management, L.P.	$1.8 Bil	39.6%	11	Hold	13F
One Madison Group LLC	$39.8 Mil	4.6%	28	Hold	13F
Spyglass Capital Management LLC	$33.5 Mil	2.4%	25	TRIM -35.4%	13F

Active Manager

Active Manager	Value	% of Portfolio	Total Positions	QoQ	Filing
Spyglass Capital Management LLC	$33.5 Mil	2.4%	25	TRIM -35.4%	13F

Active Manager	Value	% of Portfolio	Total Positions	QoQ	Filing
Abrams Capital Management, L.P.	$1.8 Bil	39.6%	11	Hold	13F
One Madison Group LLC	$39.8 Mil	4.6%	28	Hold	13F
Spyglass Capital Management LLC	$33.5 Mil	2.4%	25	TRIM -35.4%	13F

LOAR Trade Sentinel

Stock Conviction

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CONVICTION RATIONALE

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STOCK ARCHETYPE

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INVESTMENT THESIS

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Mechanism: null

Supporting Evidence:

PRIMARY RISK

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Mechanism: null

Supporting Evidence:

Key KPI Watchlist

KPI	Status	Rationale

Core Investment Debate

BULL VIEW

CORE TENSION

PREVAILING SENTIMENT

BEAR VIEW

Next 6 months: Risks and Catalysts

Timeline	Event & Metric To Watch

Key Events in Last 6 Months

Date	Event	Stock Impact

Risk Management

Position Sizing

Diversification Alternatives

How Is The Market Pricing LOAR?

What will confirm the thesis

What will damage the thesis

Noise: Real but irrelevant to thesis

Repricing Catalyst

What LOAR Makes & Who Pays

TTM figures based on

LOAR Evolution: Price Return by Era

① Structure

② Volume / Momentum

③ Catalyst

Combined Score

0 / 12

1 Price Structure & Trend · ▾

2 Momentum ▾

3 Relative Strength vs. SPY ▾

4 Institutional Footprint & Volume ▾

5 Volatility ▾

6 Key Price Levels Range · Vol ▾

7 Earnings Reaction History ▾

8 How the Verdict Is Derived Three Pillars ▾

Pillar	Score
① Structure	0
② Vol / Mom	0
③ Catalyst	0

ℹ Bull Pillars: 0 · Bear Pillars: 0 · Combined Score: 0 →

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Core Cache Last Updated: 7/29/2026

Loar (LOAR)

Market Price (7/30/2026): $67.0 | Market Cap: $6.3 BilSector: Industrials | Industry: Aerospace & Defense

Loar (LOAR)

Market Price (7/30/2026): $67.0Market Cap: $6.3 BilSector: IndustrialsIndustry: Aerospace & Defense

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

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LOAR Trade Sentinel

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CONVICTION RATIONALE

STOCK ARCHETYPE

INVESTMENT THESIS

PRIMARY RISK

BULL VIEW

CORE TENSION

Market Price (7/30/2026): $67.0
Market Cap: $6.3 Bil
Sector: Industrials
Industry: Aerospace & Defense