Loar (LOAR)

Market Price (11/13/2026): $76.13 | Market Cap: $7.1 BilSector: Industrials | Industry: Aerospace & Defense

Loar (LOAR)

Market Price (11/13/2026): $76.13
Market Cap: $7.1 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 34%

Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 25%

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 44%

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 -39%, 3Y Excs Rtn is -20%

Expensive valuation multiples
P/SPrice/Sales ratio is 11x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 48x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 51x, P/EPrice/Earnings or Price/(Net Income) is 117x

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 -4.5%

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 34%
1	Attractive operating margins Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 25%
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 44%
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 -39%, 3Y Excs Rtn is -20%
6	Expensive valuation multiples P/SPrice/Sales ratio is 11x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 48x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 51x, P/EPrice/Earnings or Price/(Net Income) is 117x
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 -4.5%
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

VTI0.00%

ITOT0.00%

IWB0.00%

IJR0.16%

VB0.03%

MISL0.71%

SLYG0.21%

IJT0.21%

+15 more covered ETFs

Valuation & Metrics

FYE: 12/31	Forward FYE		Now	Historical (CYE & TTM)
	2027	2026	11/13/26	2025	2024	2023	2022
Share Price			$76.13	$68.00	$73.91	�	�
Mkt Cap ($ Bil)			7.1	6.4	6.7	-	-
+ Debt ($ Bil)			1.0	0.7	0.3	0.5	0.0
- Cash ($ Bil)			0.2	0.1	0.1	0.0	0.0
TEV ($ Bil)			7.9	7.1	7.0
Valuation Ratios
P/S	9.5	10.5	11.2	12.8	16.8	-	-
P/EBIT	24.3	28.0	49.1	59.9	83.1	-	-
P/E	44.6	53.0	118.9	88.2	303.5	-	-
P/FCF	—	—	60.2	64.1	146.4	-	-
Sector Ratios (* = sector average)
P/S *			1.7	1.7	1.6	1.5	1.2
P/EBIT *			12.5	12.1	12.1	12.0	9.5
P/E *			17.5	16.9	17.8	16.3	13.0
P/FCF *			13.1	13.8	14.4	11.7	10.5

FYE: 12/31	Forward FYE		Now
	2027	2026	11/13/26
Share Price			$76.13
Mkt Cap ($ Bil)			7.1
+ Debt ($ Bil)			1.0
- Cash ($ Bil)			0.2
TEV ($ Bil)			7.9
Valuation Ratios
P/S	9.5	10.5	11.2
P/EBIT	24.3	28.0	49.1
P/E	44.6	53.0	118.9
P/FCF	—	—	60.2
Sector Ratios (* = sector average)
P/S *			1.7
P/EBIT *			12.5
P/E *			17.5
P/FCF *			13.1

FYE: 12/31	LOAR [1]	S&P 500 [2]
REVENUE GROWTH
LTM Revenue [3]	$635.6 Mil	—
FY 2026 Sales	$677.8 Mil	—
FY 2027 Sales	$754.1 Mil	—
FY 2026 Sales Growth	6.6%	—
FY 2027 Sales Growth	11.3%	8.6%
EARNINGS
LTM Net Income (GAAP) [3]	$60.0 Mil	—
FY 2026 Net Income (Non-GAAP)	$134.6 Mil	—
FY 2027 Net Income (Non-GAAP)	$159.9 Mil	—
FY 2027 Net Income Growth	18.8%	12.8%
FY 2026 EPS (Non-GAAP)	$1.40	—
FY 2027 EPS (Non-GAAP)	$1.67	—
FY 2027 EPS Growth	18.8%	—
VALUATION
FY 2026 P/S	10.5	1.7
FY 2027 P/S	9.5	—
FY 2026 P/E	53.0	8.9
FY 2027 P/E	44.6	—

[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 11/30/27 (~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)	0.6
Rev Chg Q	39.0%	8.8%
Rev Chg LTM	33.8%	8.7%
Rev Chg 3Y Avg	29.6%	6.5%
PROFITABILITY	FAIR
Op Inc LTM ($ Bil)	0.2
CFO LTM ($ Bil)	0.1
Net Inc LTM ($ Bil)	0.1
Op Mgn LTM	24.6%	19.0%
CFO/Rev LTM	21.5%	21.4%
Net Inc Mgn	9.4%	13.5%
VALUATION	VERY HIGH
P/S	11.2	3.2
P/CFO	52.2	15.4
P/FCF	60.2	20.5
P/E	118.9	21.9
STABILITY	GOOD
Debt/Equity	0.14	0.19
Cash/Assets	0.07	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
2/25/2027	Earnings Release	Rev: $174 Mil (E) EPS: $0.31 (E)

Why The Stock Moved

Qualitative Assessment

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Prices as of 11/12/2026

Nov 12: down 5.3% in one day (S&P 500 down 0.4%)
The stock declined without specific company news. The S&P 500 also saw a small decrease on this day.

Up 30.5% from its Oct 7 low to Nov 10, down 5.7% since (S&P 500 down 3.5%)
The upward run was primarily due to company-specific factors, notably the Q3 earnings beat on November 5. Other significant days, including October 29 and November 2, came without company news.

Nov 5: up 4.7% on its earnings report (S&P 500 down 4.4%)
The stock rose as the company reported Q3 earnings of $0.39 per share, beating estimates of $0.33 per share. Revenues also beat estimates, while diluted EPS was $0.20.

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Stock Movement Drivers

Fundamental Drivers

The 9.6% change in LOAR stock from 7/31/2026 to 11/12/2026 was primarily driven by a 24.3% change in the company's P/E Multiple.

(LTM values as of)	7312026	11122026	Change
Stock Price ($)	68.45	75.04	9.6%
Change Contribution By:
Total Revenues ($ Mil)	538	636	18.2%
Net Income Margin (%)	12.6%	9.4%	-25.3%
P/E Multiple	94.3	117.2	24.3%
Shares Outstanding (Mil)	94	94	-0.1%
Cumulative Contribution			9.6%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2026 to 11/12/2026

	Return	Correlation
LOAR	9.6%
Market (SPY)	1.4%	17.1%
Sector (XLI)	-5.8%	45.5%

Fundamental Drivers

The 33.7% change in LOAR stock from 4/30/2026 to 11/12/2026 was primarily driven by a 60.9% change in the company's P/E Multiple.

(LTM values as of)	4302026	11122026	Change
Stock Price ($)	56.12	75.04	33.7%
Change Contribution By:
Total Revenues ($ Mil)	496	636	28.1%
Net Income Margin (%)	14.5%	9.4%	-35.1%
P/E Multiple	72.8	117.2	60.9%
Shares Outstanding (Mil)	94	94	-0.1%
Cumulative Contribution			33.7%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2026 to 11/12/2026

	Return	Correlation
LOAR	33.7%
Market (SPY)	5.6%	33.2%
Sector (XLI)	-2.7%	55.7%

Fundamental Drivers

The -5.2% change in LOAR stock from 10/31/2025 to 11/12/2026 was primarily driven by a -29.8% change in the company's P/E Multiple.

(LTM values as of)	10312025	11122026	Change
Stock Price ($)	79.13	75.04	-5.2%
Change Contribution By:
Total Revenues ($ Mil)	452	636	40.7%
Net Income Margin (%)	9.8%	9.4%	-3.9%
P/E Multiple	166.9	117.2	-29.8%
Shares Outstanding (Mil)	94	94	-0.1%
Cumulative Contribution			-5.2%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 11/12/2026

	Return	Correlation
LOAR	-5.2%
Market (SPY)	11.9%	43.0%
Sector (XLI)	10.2%	60.1%

Fundamental Drivers

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Market Drivers

10/31/2023 to 11/12/2026

	Return	Correlation
LOAR
Market (SPY)	87.3%	43.5%
Sector (XLI)	79.1%	49.9%

Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
LOAR Return	-	-	-	51%	-8%	10%	54%
Peers Return	8%	2%	44%	38%	45%	0%	219%
S&P 500 Return	27%	-19%	24%	23%	16%	11%	103%
Monthly Win Rates [3]
LOAR Win Rate	-	-	-	78%	25%	64%
Peers Win Rate	50%	47%	62%	70%	68%	53%
S&P 500 Win Rate	75%	42%	67%	75%	67%	45%
Max Drawdowns [4]
LOAR Max Drawdown	-	-	-	-	-36%	-29%
Peers Max Drawdown	-17%	-26%	-14%	-14%	-21%	-30%
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 11/12/2026 (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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Peer Outperformance in Aerospace & Defense

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Share of Aerospace & Defense constituents that LOAR has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.

56%

of 70 industry peers · 5.2% return

—

insufficient peer history

—

insufficient peer history

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Median price return by industry across the Industrials sector, ranked by 5Y. Aerospace & Defense is LOAR's own industry. Use this to see which corners of the sector have carried the returns.

Industry	Names	1Y med	3Y med	5Y med	Top 3 by 5Y
Construction & Engineering	28	-13.1%	102.0%	110.3%	FIX 1052% · STRL 943% · AGX 661%
Construction Machinery & Heavy Transportation Equipment	14	12.3%	66.8%	100.8%	ALSN 273% · WAB 218% · CAT 214%
Marine Transportation	5	17.8%	34.2%	94.4%	MATX 141% · KEX 120%
Aerospace & Defense ←	54	2.3%	56.3%	60.0%	ATI 1004% · FTAI 897% · HWM 608%
Industrial Machinery & Supplies & Components	71	5.6%	52.1%	34.6%	CRS 827% · MLI 285% · SYM 255%
Rail Transportation	7	33.7%	77.8%	34.3%	CSX 59% · UNP 40% · NSC 34%
Diversified Support Services	34	18.4%	42.6%	32.8%	CXW 176% · OPLN 131% · CACI 128%
Trading Companies & Distributors	19	14.8%	37.2%	29.1%	DXPE 336% · URI 210% · AIT 195%
Building Products	34	-2.3%	10.6%	16.1%	MOD 833% · GFF 343% · TT 134%
Industrial Conglomerates	17	15.4%	8.4%	3.7%	CSW 102% · DD 76% · CSL 73%
Cargo Ground Transportation	16	35.2%	17.0%	3.5%	XPO 288% · R 258% · ARCB 24%
Electrical Components & Equipment	39	-1.7%	62.3%	2.5%	POWL 1567% · VRT 689% · BE 491%
Office Services & Supplies	10	16.3%	21.5%	0.6%	PBI 138% · HNI 39% · MSA 21%
Data Processing & Outsourced Services	6	-8.7%	1.7%	-13.2%	EXLS 58% · BR 19% · G -9%
Agricultural & Farm Machinery	16	12.0%	-3.0%	-25.0%	DE 102% · TTC 13% · AGCO 1%
Research & Consulting Services	13	1.0%	-11.0%	-26.2%	HURN 219% · FCN 36% · BAH 6%
Passenger Airlines	11	3.7%	75.1%	-29.8%	LTM 3143% · UAL 123% · DAL 113%
Environmental & Facilities Services	29	-16.5%	27.5%	-33.6%	GEO 237% · CLH 177% · RSG 99%
Human Resource & Employment Services	22	20.7%	-14.4%	-41.4%	ADP 49% · FA 18% · PAYX 8%
Air Freight & Logistics	12	-31.2%	-6.3%	-42.6%	FDX 74% · EXPD 62% · CHRW 60%
Security & Alarm Services	9	-47.7%	42.1%	-45.7%	BCO 87%
Passenger Ground Transportation	3	-26.1%	32.3%	-50.5%	UBER 53% · CAR -50% · LYFT -69%
Airport Services	4	-40.6%	-60.2%	-83.3%	JOBY -41%

Median of constituents with a full price history over each window. Top names are limited to companies above $2B market cap.

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	Loar Stock Climbs 28% On A 7-Day Winning Streak	11/11/2026
11	Loar Stock: 6 Straight Green Days, Up 27%	11/10/2026
12	What Is The Market Seeing In Loar Stock?	10/22/2026
13	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	Loar Stock Climbs 28% On A 7-Day Winning Streak
11	Loar Stock: 6 Straight Green Days, Up 27%
12	What Is The Market Seeing In Loar Stock?
13	Stocks Trading At 52-Week Low

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ADRX	Adarx Pharmaceuticals	1.5	12.1%	-22.9%
ATEX	Anterix	1.6	8.0%	278.8%
KOS	Kosmos Energy	1.3	7.4%	141.3%
LUNR	Intuitive Machines	2.1	7.0%	-19.7%
IBP	Installed Building Products	6.0	6.8%	-12.7%

Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
ADIG	ADI Global Distribution	0.7	-49.8%	-55.4%
ENVX	Enovix	0.4	-28.7%	-75.3%
CTVA	Corteva	6.1	-24.3%	-8.0%
EMAT	Evolution Metals & Technologies	0.6	-19.2%	-95.3%
SEPN	Septerna	1.9	-13.8%	50.1%
MANE	Veradermics	5.5	-13.6%	258.4%
DGII	Digi International	2.2	-12.7%	35.0%
SANA	Sana Biotechnology	0.6	-12.2%	-50.6%
NVAX	Novavax	1.4	-12.2%	30.4%
GPN	Global Payments	23.8	-12.0%	15.1%

Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
FLY	Firefly Aerospace	4.1	66.8%	13.1%
AOSL	Alpha & Omega Semiconductor	0.9	65.2%	54.1%
BW	Babcock & Wilcox Enterprises	0.7	56.8%	-23.3%
LUNR	Intuitive Machines	2.1	51.2%	-19.7%
FRVO	Fervo Energy	1.8	49.6%	-68.1%
AVEX	AEVEX	0.7	48.6%	-48.9%
FROG	JFrog	13.5	48.2%	77.1%
DCTH	Delcath Systems	0.8	47.6%	111.7%
LASR	nLight	2.5	46.8%	14.8%
AAON	AAON	6.5	44.8%	3.7%

Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
EMAT	Evolution Metals & Technologies	0.6	-48.2%	-95.3%
ADIG	ADI Global Distribution	0.7	-46.7%	-55.4%
STLN	Starling Oncology	0.4	-44.0%	-27.5%
PRAA	PRA	0.5	-41.8%	-32.8%
NRDS	Nerdwallet	0.5	-36.0%	-46.1%
PAYS	PaySign	0.5	-33.7%	84.3%
AGNT	AGNT	0.4	-31.5%	-69.5%
KRT	Karat Packaging	0.7	-31.3%	63.5%
OPEN	Opendoor Technologies	1.2	-31.0%	-78.8%
NAVI	Navient	0.6	-30.4%	-50.0%

Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
REPL	Replimune	2.3	93.0%	126.1%
SGRY	Surgery Partners	3.4	79.2%	72.0%
ULH	Universal Logistics	0.8	76.6%	99.2%
GDYN	Grid Dynamics	1.1	74.4%	48.2%
LQDA	Liquidia	5.2	71.2%	68.5%
XERS	Xeris Biopharma	2.9	70.4%	112.1%
ONT	Onterris	0.8	70.3%	-7.0%
VRDN	Viridian Therapeutics	3.3	65.8%	-2.1%
BRZE	Braze	5.2	65.0%	35.9%
XNCR	Xencor	2.9	63.0%	149.1%

Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
AESI	Atlas Energy Solutions	0.7	-50.3%	-41.6%
MNTN	MNTN	0.4	-46.9%	-58.2%
IOVA	Iovance Biotherapeutics	3.4	-46.3%	179.5%
MPT	Medical Properties Trust	1.0	-44.1%	-63.7%
PCT	PureCycle Technologies	0.3	-44.1%	-79.0%
BXBL	BOXABL	5.4	-43.6%	-81.6%
VCYT	Veracyte	2.0	-43.4%	-41.5%
STLN	Starling Oncology	0.4	-42.4%	-27.5%
BCAX	Bicara Therapeutics	0.7	-41.7%	-39.9%
SGML	Sigma Lithium	0.6	-41.0%	-62.0%

Peer Comparisons

Peers to compare with:

Financials

	LOAR	PH	TDG	HEI	WWD	CW	Median
Name	Loar	Parker H.	TransDigm	Heico	Woodward	Curtiss-.
Mkt Price	76.13	962.19	1,203.60	339.52	331.88	477.08	408.30
Mkt Cap	7.1	121.3	68.2	47.4	19.7	17.5	33.6
Rev LTM	636	22,407	10,558	5,177	4,192	3,737	4,684
Op Inc LTM	157	4,796	4,867	1,245	672	712	978
FCF LTM	119	3,855	1,913	1,030	377	590	810
FCF 3Y Avg	82	3,440	1,870	790	337	527	659
CFO LTM	137	4,334	2,187	1,111	585	709	910
CFO 3Y Avg	95	3,875	2,090	857	472	609	733

Growth & Margins

	LOAR	PH	TDG	HEI	WWD	CW	Median
Name	Loar	Parker H.	TransDigm	Heico	Woodward	Curtiss-.
Rev Chg LTM	33.8%	11.9%	19.6%	20.7%	22.3%	10.7%	20.1%
Rev Chg 3Y Avg	-	4.5%	17.1%	25.8%	14.9%	9.9%	14.9%
Rev Chg Q	39.0%	17.9%	22.6%	23.1%	21.2%	9.6%	21.9%
QoQ Delta Rev Chg LTM	8.4%	4.2%	5.5%	5.4%	4.9%	2.3%	5.1%
Op Inc Chg LTM	41.5%	16.2%	16.2%	29.8%	58.6%	15.3%	23.0%
Op Inc Chg 3Y Avg	-	12.8%	18.5%	29.0%	45.1%	14.0%	18.5%
Op Mgn LTM	24.6%	21.4%	46.1%	24.0%	16.0%	19.1%	22.7%
Op Mgn 3Y Avg	23.7%	20.5%	46.0%	22.5%	13.8%	18.3%	21.5%
QoQ Delta Op Mgn LTM	0.6%	-0.2%	-0.4%	0.5%	1.1%	0.2%	0.4%
CFO/Rev LTM	21.5%	19.3%	20.7%	21.5%	14.0%	19.0%	20.0%
CFO/Rev 3Y Avg	18.4%	18.6%	23.2%	19.1%	13.0%	17.8%	18.5%
FCF/Rev LTM	18.7%	17.2%	18.1%	19.9%	9.0%	15.8%	17.7%
FCF/Rev 3Y Avg	15.8%	16.5%	20.8%	17.6%	9.4%	15.5%	16.2%

Valuation

	LOAR	PH	TDG	HEI	WWD	CW	Median
Name	Loar	Parker H.	TransDigm	Heico	Woodward	Curtiss-.
Mkt Cap	7.1	121.3	68.2	47.4	19.7	17.5	33.6
P/S	11.2	5.4	6.5	9.2	4.7	4.7	5.9
P/Op Inc	45.5	25.3	14.0	38.1	29.4	24.6	27.3
P/EBIT	49.1	23.8	14.3	38.0	26.8	23.4	25.3
P/E	118.9	32.6	32.4	56.0	35.7	31.5	34.2
P/CFO	52.2	28.0	31.2	42.7	33.7	24.7	32.5
Total Yield	0.9%	3.9%	3.2%	1.9%	3.2%	3.3%	3.2%
Dividend Yield	0.0%	0.8%	0.1%	0.1%	0.4%	0.2%	0.1%
FCF Yield 3Y Avg	1.3%	3.5%	2.6%	1.9%	2.3%	3.1%	2.4%
D/E	0.1	0.1	0.5	0.1	0.1	0.1	0.1
Net D/E	0.1	0.1	0.5	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	23.1%	0.9%	8.2%	14.4%	-0.2%	-5.0%	4.6%
3M Rtn	2.9%	-8.9%	-3.4%	-8.6%	-7.4%	-30.7%	-8.0%
6M Rtn	22.7%	9.5%	2.1%	14.3%	-9.0%	-36.4%	5.8%
12M Rtn	6.7%	13.3%	-8.0%	4.2%	21.6%	-17.3%	5.5%
3Y Rtn	56.0%	135.6%	41.8%	104.0%	150.1%	125.2%	114.6%
1M Excs Rtn	25.3%	1.9%	9.7%	15.0%	2.3%	-3.4%	6.0%
3M Excs Rtn	0.5%	-6.5%	-2.1%	-7.2%	-8.2%	-29.6%	-6.9%
6M Excs Rtn	21.1%	7.9%	0.5%	12.7%	-10.6%	-38.0%	4.2%
12M Excs Rtn	-7.5%	1.5%	-18.3%	-8.0%	12.5%	-28.2%	-7.8%
3Y Excs Rtn	-19.1%	69.2%	-16.3%	36.0%	85.2%	56.5%	46.2%

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

Expand for Morenull

Clinical Pipeline

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Financials

Annual
Quarterly

$ Mil \| FY: 12/31	LTM	2025	2024	2023	2022
Period End	9/30/2026	12/31/2025	12/31/2024	12/31/2023	12/31/2022
Filing Date	11/5/2026	3/2/2026	3/31/2025	4/26/2024	4/26/2024
Key Financials
Total Revenue	636	496	403	317	239
Gross Profit	334	261	199	154	112
EBITDA	217	157	124	108	73
Operating Income	157	119	93	73	48
Net Income	60	72	22	-5	-2
EPS	0.64	0.77	0.25	-0.06	-0.03
Growth Rates
Total Revenue Growth	33.8%	23.2%	26.9%	32.6%	-
EBITDA Growth	45.3%	26.6%	15.6%	46.4%	-
Operating Income Growth	41.5%	28.8%	27.1%	52.7%	-
Net Income Growth	-5.3%	224.5%	581.7%	-86.9%	-
Margins
Gross Margin	52.6%	52.7%	49.4%	48.6%	46.6%
EBITDA Margin	34.2%	31.7%	30.8%	33.9%	30.7%
Operating Income Margin	24.6%	24.0%	23.0%	23.0%	19.9%
Net Income Margin	9.4%	14.5%	5.5%	-1.5%	-1.0%
Cash & Debt
Total Cash	159	85	54	21	35
Total Debt	964	725	286	545	496
Net Debt / (Cash)	805	640	232	524	461
Cash Flows & CapEx
Net Cash from Operations	137	112	55	13	13
Total CapEx	-18	-13	-9	-12	-8
Free Cash from Operations	119	99	46	1	5
Returns to Shareholders
Dividends	0	-0	-0	-0	-0
Share Repurchases	-0	-0	-0	-0	-0
Share Count
Basic Shares (Wtd Avg, Mil)		93.6	89.4	77.0	77.0
Diluted Shares (Wtd Avg, Mil)		95.9	91.7	77.0	77.0

$ Mil \| FY: 12/31	2026Q3	2026Q2	2026Q1	2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4
Period End	9/30/2026	6/30/2026	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
Filing Date	11/5/2026	8/6/2026	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
Key Financials Quarterly
Total Revenue	176	172	156	132	127	123	115	110	104	97	92	86
Ebitda	66	62	52	37	42	40	39	29	34	30	31	28
Operating Income	47	44	35	31	31	30	27	22	25	23	22	18
Net Income	20	17	11	13	28	17	15	4	9	8	2	-1
EPS	0.21	0.18	0.12	0.13	0.29	0.18	0.16	0.04	0.10	0.09	0.03	-0.01
Key Financials TTM
Total Revenue TTM	636	586	538	496	475	452	426	403	379	358	335	317
Ebitda TTM	217	193	171	157	149	141	132	124	123	116	112	108
Operating Income TTM	157	141	127	119	111	104	97	93	88	83	78	73
Net Income TTM	60	68	68	72	63	44	35	22	18	12	5	-5
Growth Rates Quarterly
Total Revenue Growth	39.0%	39.4%	36.1%	19.3%	22.4%	26.9%	24.8%	27.8%	25.0%	31.1%	23.7%	-
EBITDA Growth	58.2%	54.5%	35.9%	26.7%	24.6%	32.0%	23.3%	5.4%	26.6%	12.0%	18.6%	-
Operating Income Growth	50.0%	46.2%	29.3%	38.1%	27.6%	27.7%	21.8%	28.1%	25.5%	27.8%	27.0%	-
Net Income Growth	-29.1%	0.2%	-27.2%	239.5%	218.9%	118.7%	581.0%	743.1%	203.3%	1126.5%	129.9%	-
Margins Quarterly
EBITDA Margin	37.5%	36.0%	33.6%	28.0%	33.0%	32.5%	33.7%	26.3%	32.4%	31.2%	34.1%	31.9%
Operating Income Margin	26.7%	25.4%	22.4%	23.6%	24.7%	24.2%	23.6%	20.4%	23.7%	24.1%	24.2%	20.3%
Net Income Margin	11.1%	9.8%	7.1%	9.5%	21.8%	13.6%	13.4%	3.3%	8.4%	7.9%	2.4%	-0.7%
Cash & Debt
Total Cash	159	122	95	85	99	103	80	54	55	73	28	21
Total Debt	964	965	960	725	289	287	287	286	612	260	544	545
Net Debt / (Cash)	805	842	865	640	190	184	206	232	556	187	516	524
Cash Flows Quarterly
Net Cash from Operations	45	30	31	30	30	24	28	21	16	7	11	12
Total CapEx	-6	-3	-4	-6	-3	-3	-2	-2	-2	-2	-2	-4
Free Cash from Operations	39	27	27	25	27	21	27	18	14	5	8	8
Cash Flows TTM
Net Cash from Operations TTM	137	121	115	112	103	89	73	55	46	31	21	13
Total CapEx TTM	-18	-15	-15	-13	-10	-9	-8	-9	-11	-12	-13	-12
Free Cash from Operations TTM	119	106	100	99	93	80	64	46	36	19	8	1
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	7.3%	6.8%	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	6.1%	6.4%	5.8%	6.1%	8.1%	6.3%	5.8%	5.3%	4.5%	7.8%	8.3%	7.7%
Share Count
Basic Shares (Wtd Avg, Mil)	93.7	93.6	93.6	93.6	93.6	93.6	93.6	91.3	89.7	87.5	88.0	77.0
Diluted Shares (Wtd Avg, Mil)	95.8	95.5	95.7	95.8	95.9	96.1	95.8	94.5	91.9	89.2	88.0	77.0

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	2023
Single Segment	72	22	-5
Total	72	22	-5

Price Behavior

Price Behavior

Market Price	$75.04
Market Cap ($ Bil)	7.0
First Trading Date	04/25/2024
Distance from 52W High	-7.7%
	50 Days	200 Days
DMA Price	$65.42	$66.59
DMA Trend	down	down
Distance from DMA	14.7%	12.7%
	3M	1YR
Volatility	40.0%	44.0%
Downside Capture	67.15	149.24
Upside Capture	86.84	140.26
Correlation (S&P 500)	10.1%	43.4%

LOAR Betas & Captures as of 10/31/2026

	1M	2M	3M	6M	1Y	3Y
Beta	0.65	0.98	1.37	1.57	1.70	0.05
Up Beta	-0.51	0.85	2.22	1.91	2.16	-0.36
Down Beta	1.48	1.21	1.29	1.32	1.71	0.04
Up Capture	52%	53%	91%	185%	147%	134%
Bmk +ve Days	12	18	28	62	130	427
Stock +ve Days	11	17	28	65	118	319
Down Capture	32%	139%	149%	140%	143%	107%
Bmk -ve Days	10	25	36	64	121	325
Stock -ve Days	11	26	36	61	133	310

[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	2.5%	44.0%	0.17	-
Sector ETF (XLI)	10.9%	18.3%	0.41	60.5%
Equity (SPY)	11.8%	13.7%	0.55	43.0%
Gold (GLD)	-6.6%	28.9%	-0.24	28.3%
Commodities (DBC)	32.8%	21.3%	1.22	-31.9%
Real Estate (VNQ)	9.8%	14.2%	0.41	41.3%
Bitcoin (BTCUSD)	-28.5%	43.4%	-0.66	20.1%

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	9.3%	48.5%	0.51	-
Sector ETF (XLI)	11.6%	17.8%	0.49	49.9%
Equity (SPY)	11.6%	17.3%	0.50	43.5%
Gold (GLD)	16.2%	19.2%	0.68	18.1%
Commodities (DBC)	8.2%	19.6%	0.30	-9.0%
Real Estate (VNQ)	1.4%	18.9%	-0.04	26.8%
Bitcoin (BTCUSD)	3.7%	51.5%	0.25	21.8%

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	4.6%	48.5%	0.51	-
Sector ETF (XLI)	13.5%	20.2%	0.58	49.9%
Equity (SPY)	15.5%	18.0%	0.73	43.5%
Gold (GLD)	11.1%	16.6%	0.54	18.1%
Commodities (DBC)	7.6%	18.1%	0.33	-9.0%
Real Estate (VNQ)	6.2%	20.7%	0.25	26.8%
Bitcoin (BTCUSD)	58.4%	66.3%	0.98	21.8%

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

Short Interest

Short Interest: As Of Date	10302026
Short Interest: Shares Quantity	7.5 Mil
Short Interest: % Change Since 10152026	0.5%
Average Daily Volume	0.8 Mil
Days-to-Cover Short Interest	9.6 days
Basic Shares Quantity	93.7 Mil
Short % of Basic Shares	8.0%

Returns Analyses

	Title
0	How Low Can Loar Stock Really Go?

Earnings Returns History

Updated 11/13/2026

Expand for More

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
11/5/2026	4.7%	13.7%
8/6/2026	-4.1%	-2.8%	-7.8%
5/7/2026	-2.8%	-0.8%	2.4%
2/26/2026	1.1%	10.6%	-16.1%
11/12/2025	-2.6%	-10.8%	-4.5%
8/13/2025	-2.2%	2.4%	13.9%
5/13/2025	-6.4%	-14.6%	-15.6%
2/21/2025	-1.2%	5.9%	-2.3%
...
SUMMARY STATS
# Positive	4	6	4
# Negative	7	5	6
Median Positive	2.9%	10.3%	18.2%
Median Negative	-2.8%	-2.8%	-8.9%
Max Positive	18.9%	19.5%	36.7%
Max Negative	-8.1%	-14.6%	-16.1%

Collapse to Preview

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
11/5/2026	4.7%	13.7%
8/6/2026	-4.1%	-2.8%	-7.8%
5/7/2026	-2.8%	-0.8%	2.4%
2/26/2026	1.1%	10.6%	-16.1%
11/12/2025	-2.6%	-10.8%	-4.5%
8/13/2025	-2.2%	2.4%	13.9%
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	4	6	4
# Negative	7	5	6
Median Positive	2.9%	10.3%	18.2%
Median Negative	-2.8%	-2.8%	-8.9%
Max Positive	18.9%	19.5%	36.7%
Max Negative	-8.1%	-14.6%	-16.1%

SEC Filings

Expand for More

Report Date	Filing Date	Filing
09/30/2026	11/05/2026	10-Q
06/30/2026	08/06/2026	10-Q
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

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Report Date	Filing Date	Filing
09/30/2026	11/05/2026	10-Q
06/30/2026	08/06/2026	10-Q
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 11/6/2026

Latest: Q3 2026 Earnings Reported 11/5/2026

Forward Guidance					Guidance Change
Metric	Source	Low	Mid	High	% Chg	% Delta	Change	Prior
2026 Depreciation expense	Reported		15.00 Mil		0.0%		Affirmed	Guidance: 15.00 Mil for 2026
2026 Amortization expense	Reported		65.00 Mil		0.0%		Affirmed	Guidance: 65.00 Mil for 2026
2026 Commercial, Business Jet, and General Aviation OEM growth	Reported	19.0%	20.5%	22.0%		2.0%	Raised	Guidance: 18.5% for 2026
2026 Net sales	Reported	669.00 Mil	674.00 Mil	679.00 Mil	0.6%		Raised	Guidance: 670.00 Mil for 2026
2026 Adjusted EBITDA	Reported	270.00 Mil	272.50 Mil	275.00 Mil	1.9%		Raised	Guidance: 267.50 Mil for 2026
2026 Adjusted EBITDA Margin	Reported		40.0%			0.0%	Affirmed	Guidance: 40.0% for 2026
2026 Interest expense	Reported		80.00 Mil		0.0%		Affirmed	Guidance: 80.00 Mil for 2026
2026 Net income	Reported	60.00 Mil	62.00 Mil	64.00 Mil	6.9%		Raised	Guidance: 58.00 Mil for 2026
2026 Net income margin	Reported		9.0%			1.0%	Raised	Guidance: 8.0% for 2026
2026 Diluted Earnings per share	Reported	0.62	0.64	0.66	7.6%		Raised	Guidance: 0.6 for 2026
2026 Adjusted Earnings Per Share	Reported	1.36	1.38	1.4	3.0%		Raised	Guidance: 1.34 for 2026
2027 Depreciation expense	Reported		15.00 Mil		0.0%		Same New	Guidance: 15.00 Mil for 2026
2027 Amortization expense	Reported		67.00 Mil		3.1%		Higher New	Guidance: 65.00 Mil for 2026
2027 Net sales	Reported	745.00 Mil	750.00 Mil	755.00 Mil	11.9%		Higher New	Guidance: 670.00 Mil for 2026
2027 Adjusted EBITDA	Reported	312.00 Mil	314.50 Mil	317.00 Mil	17.6%		Higher New	Guidance: 267.50 Mil for 2026
2027 Adjusted EBITDA Margin	Reported		42.0%			2.0%	Higher New	Guidance: 40.0% for 2026
2027 Interest expense	Reported		83.00 Mil		3.8%		Higher New	Guidance: 80.00 Mil for 2026
2027 Net income	Reported	91.00 Mil	93.00 Mil	95.00 Mil	60.3%		Higher New	Guidance: 58.00 Mil for 2026
2027 Net income margin	Reported		12.0%			4.0%	Higher New	Guidance: 8.0% for 2026
2027 Diluted Earnings per share	Reported	0.93	0.95	0.97	59.7%		Higher New	Guidance: 0.6 for 2026
2027 Adjusted Earnings Per Share	Reported	1.64	1.66	1.68	23.9%		Higher New	Guidance: 1.34 for 2026

Prior: Q2 2026 Earnings Reported 8/6/2026

Forward Guidance					Guidance Change
Metric	Source	Low	Mid	High	% Chg	% Delta	Change	Prior
2026 Depreciation expense	Reported		15.00 Mil		0.0%		Affirmed	Guidance: 15.00 Mil for 2026
2026 Amortization expense	Reported		65.00 Mil		0.0%		Affirmed	Guidance: 65.00 Mil for 2026
2026 Commercial, Business Jet, and General Aviation OEM growth	Reported	17.0%	18.5%	20.0%
2026 Revenue	Reported	665.00 Mil	670.00 Mil	675.00 Mil	3.1%		Raised	Guidance: 650.00 Mil for 2026
2026 Adjusted EBITDA	Reported	265.00 Mil	267.50 Mil	270.00 Mil	3.1%		Raised	Guidance: 259.50 Mil for 2026
2026 Adjusted EBITDA Margin	Reported		40.0%			0.0%	Affirmed	Guidance: 40.0% for 2026
2026 Interest expense	Reported		80.00 Mil		0.0%		Affirmed	Guidance: 80.00 Mil for 2026
2026 Net Income	Reported	56.00 Mil	58.00 Mil	60.00 Mil	5.5%		Raised	Guidance: 55.00 Mil for 2026
2026 Net income margin	Reported		8.0%			0.0%	Affirmed	Guidance: 8.0% for 2026
2026 Diluted Earnings per share	Reported	0.57	0.6	0.62	5.3%		Raised	Guidance: 0.57 for 2026
2026 Adjusted Earnings Per Share	Reported	1.32	1.34	1.36	4.7%		Raised	Guidance: 1.28 for 2026

Q1 2026 Earnings Reported 5/7/2026

Forward Guidance					Guidance Change
Metric	Source	Low	Mid	High	% Chg	% Delta	Change	Prior
2026 Depreciation expense	Reported		15.00 Mil
2026 Amortization expense	Reported		65.00 Mil
2026 Net sales	Reported	645.00 Mil	650.00 Mil	655.00 Mil	0.8%		Raised	Guidance: 645.00 Mil for 2026
2026 Adjusted EBITDA	Reported	257.00 Mil	259.50 Mil	262.00 Mil	1.6%		Raised	Guidance: 255.50 Mil for 2026
2026 Adjusted EBITDA Margin	Reported		40.0%			0.0%	Affirmed	Guidance: 40.0% for 2026
2026 Interest expense	Reported		80.00 Mil		0.0%		Affirmed	Guidance: 80.00 Mil for 2026
2026 Net income	Reported	53.00 Mil	55.00 Mil	57.00 Mil	-9.8%		Lowered	Guidance: 61.00 Mil for 2026
2026 Net income margin	Reported		8.0%			-1.0%	Lowered	Guidance: 9.0% for 2026
2026 Diluted Earnings per share	Reported	0.54	0.57	0.59	-9.6%		Lowered	Guidance: 0.63 for 2026
2026 Adjusted Earnings Per Share	Reported	1.26	1.28	1.3	64.1%		Raised	Guidance: 0.78 for 2026

Q4 2025 Earnings Reported 2/26/2026

Forward Guidance					Guidance Change
Metric	Source	Low	Mid	High	% Chg	% Delta	Change	Prior
2026 Net sales	Reported	640.00 Mil	645.00 Mil	650.00 Mil	18.3%		Raised	Guidance: 545.00 Mil for 2026
2026 Adjusted EBITDA	Reported	253.00 Mil	255.50 Mil	258.00 Mil	20.8%		Raised	Guidance: 211.50 Mil for 2026
2026 Adjusted EBITDA Margin	Reported		40.0%
2026 Interest expense	Reported		80.00 Mil
2026 Effective tax rate	Reported		25.0%
2026 Net income	Reported	59.00 Mil	61.00 Mil	63.00 Mil	-26.1%		Lowered	Guidance: 82.50 Mil for 2026
2026 Net income margin	Reported		9.0%
2026 Diluted Earnings per share	Reported	0.6	0.63	0.65	-26.5%		Lowered	Guidance: 0.85 for 2026
2026 Adjusted Earnings Per Share	Reported	0.76	0.78	0.8

Insider Activity

Updated 5/22/2026

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#	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

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#	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 Nov 13, 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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ℹ Bull Pillars: 0 · Bear Pillars: 0 · Combined Score: 0 →

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Core Cache Last Updated: 11/12/2026

Loar (LOAR)

Market Price (11/13/2026): $76.13 | Market Cap: $7.1 BilSector: Industrials | Industry: Aerospace & Defense

Loar (LOAR)

Market Price (11/13/2026): $76.13Market Cap: $7.1 BilSector: IndustrialsIndustry: Aerospace & Defense

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CONVICTION RATIONALE

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PRIMARY RISK

Market Price (11/13/2026): $76.13
Market Cap: $7.1 Bil
Sector: Industrials
Industry: Aerospace & Defense