Loar Holdings Inc.(LOAR)Stock Analysis
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Rank #304 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
LOAR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Loar Holdings Inc. (LOAR), a Industrials sector company. 13F Pro's AI-powered ranking engine scores LOAR at 70.5/100 on a 32-signal composite quality model, placing it at rank #304 of 2,879 stocks — the top 25% of the AI-ranked universe. LOAR scores in the top quartile across revenue growth (93.8), institutional flow (89.2), free cash flow (79.8). Areas of concern include revenue scale (37.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 33.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Loar Holdings Inc. reports quarterly revenue of $156.1M, net income of $11.1M, an operating margin of 21.5%. Top institutional holders of LOAR by reported 13-F value include ABRAMS CAPITAL MANAGEMENT, L.P., Capital International Investors, WELLINGTON MANAGEMENT GROUP LLP, based on the most recent SEC filings. LOAR trades on the NYSE exchange and files with the SEC under CIK 2000178. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LOAR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Loar Holdings Inc. directly from SEC EDGAR. Loar Holdings Inc.'s 13F Pro composite quality score has ranged between 8 and 72 since 2025, currently 70.5 — an improving long-term trajectory across 40 quarterly and live scoring snapshots.
What's Driving LOAR's Business? Latest 10-Q Breakdown
AI-extracted from Loar Holdings Inc.'s 10-Q filed 2026-05-07 — Q1 FY2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net sales grew 36.1% YoY to $156.1M on organic growth of 11.4% plus two strategic acquisitions (LMB and Harper Engineering); net income fell to $11.1M from $15.3M due to $12.2M higher interest expense from acquisition debt.
Largest Expense Items
Increased primarily due to $4.9M inventory step-up recognition from acquisitions and higher intangible amortization, partially offset by operating leverage.
Increased due to acquisition intangible amortization, stock-based compensation, and R&D expenses, partially offset by leverage of fixed costs.
Watch Items from the Filing
- Heavy acquisition debt: $964.7M term loans outstanding; interest expense surged $12.2M YoY to $18.7M. Leverage ratio increased to 45% of total capitalization from 38% at year-end 2025.
- Aerospace and defense concentration: Company serves 'almost exclusive focus' on aerospace/defense industry with heavy reliance on certain customers; diversification exists across platforms but industry downturn would materially impact results.
- Contingent acquisition liability: Harper Engineering purchase includes up to $55M additional consideration if financial targets are achieved 2026-2031; $15.3M recorded in other long-term liabilities.
- Acquisition integration: Two major acquisitions (LMB $474.8M in Dec 2025, Harper $249.9M in Jan 2026) closed within 29 days; net acquisition sales of $28.4M contributed 24.7% of Q1 growth; integration risks remain.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$156.1M
Net Income
Q1 2026
$11.1M
Free Cash Flow
Q1 2026
$30.9M
Operating Margin
Q1 2026
21.5%
ROIC
Q1 2026
1.6%
D/E Ratio
Q1 2026
0.81
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+56.3% YoYNet Income
+1663.3% YoYOperating Income
+52.9% YoYEPS (Diluted)
+100.0% YoYTotal Assets
+93.2% YoYTotal Debt
+32.8% YoYOp. Cash Flow
+776.3% YoY| Metric | FY 2025 | FY 2023 | FY 2022 |
|---|---|---|---|
| Revenue | $496.3M +56.3% | $317.5M | — |
| Net Income | $72.1M +1663.3% | $-4.6M | — |
| Operating Income | $106.2M +52.9% | $69.5M | — |
| EPS (Diluted) | $0.75 +100.0% | $-22620.18 | — |
| Total Assets | $2.03B +93.2% | $1.05B | — |
| Total Debt | $720.1M +32.8% | $542.4M | — |
| Operating Cash Flow | $112.3M +776.3% | $12.8M | — |
AI Insight: LOAR Financial Trends
Revenue surged 35% year-over-year to $156M in Q1 2026, but debt nearly tripled to $957M in two quarters, signaling an acquisition-driven leverage spike.
• Revenue grew consistently from $97M in Q2 2024 to $156M in Q1 2026, a 61% cumulative increase over seven quarters.
• Operating income expanded from $22M in Q2 2024 to $34M in Q1 2026, with operating margin improving from ~23% to ~22%.
• Operating cash flow accelerated from $7M in Q2 2024 to $31M in Q1 2026, reflecting improving cash conversion.
• Net income rose from $8M in Q2 2024 to $28M in Q3 2025, though it pulled back to $11M in Q1 2026.
⚠ Total debt jumped from $279M in Q3 2025 to $957M in Q1 2026 — a $678M surge likely tied to M&A activity.
⚠ Net income compressed to $11M in Q1 2026 despite record revenue; rising interest expense from new debt is a likely drag.
⚠ Equity grew modestly to $1,180M while debt ballooned — monitor whether acquired assets translate to earnings accretion.
AI Insight: LOAR Ratio Trends
LOAR's profitability metrics are softening into Q1 2026, with ROIC slipping to 6.3% and D/E doubling from 0.24 to 0.81 in two quarters.
• Operating margin has oscillated in a tight 18–23% band; Q1 2026 at 21.5% is mid-range, showing no sustained expansion.
• Net profit margin fell sharply from 21.8% in Q3 2025 to 7.1% in Q1 2026, suggesting one-off gains inflated the Q3 print.
• ROA dropped from 7.2% in Q3 2025 to 1.9% in Q1 2026, the lowest single-quarter reading in the dataset.
• ROIC peaked at 8.8% in Q2 2024 and has trended down to 6.3% in Q1 2026, despite a mid-cycle recovery through Q3 2025.
⚠ D/E surged from 0.24 in Q3 2025 to 0.81 in Q1 2026 — the highest leverage reading in the dataset. Monitor debt deployment.
⚠ Q4 seasonality consistently compresses margins (18.0–19.2%); watch whether Q2 2026 rebounds confirm the cyclical pattern.
⚠ TTM ROIC of 5.3% sits below every individual quarter shown; improving capital efficiency is a key inflection to track.
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Top Institutional Holders of LOAR
ABRAMS CAPITAL MANAGEMENT, L.P.
$1.8B32,050,240 shCapital International Investors
$504.9M8,813,395 shWELLINGTON MANAGEMENT GROUP LLP
$203.3M3,549,278 shWASATCH ADVISORS LP
$201.0M3,509,014 shBlackRock, Inc.
$138.6M2,420,003 shSTATE STREET CORP
$136.4M2,381,603 shBAMCO INC /NY/
$135.6M2,366,299 shUBS Group AG
$105.1M1,835,387 shVANGUARD CAPITAL MANAGEMENT LLC
$104.5M1,824,449 shVANGUARD PORTFOLIO MANAGEMENT LLC
$96.0M1,676,428 sh
| Fund | Value | Shares |
|---|---|---|
| ABRAMS CAPITAL MANAGEMENT, L.P. | $1.8B | 32,050,240 |
| Capital International Investors | $504.9M | 8,813,395 |
| WELLINGTON MANAGEMENT GROUP LLP | $203.3M | 3,549,278 |
| WASATCH ADVISORS LP | $201.0M | 3,509,014 |
| BlackRock, Inc. | $138.6M | 2,420,003 |
| STATE STREET CORP | $136.4M | 2,381,603 |
| BAMCO INC /NY/ | $135.6M | 2,366,299 |
| UBS Group AG | $105.1M | 1,835,387 |
| VANGUARD CAPITAL MANAGEMENT LLC | $104.5M | 1,824,449 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $96.0M | 1,676,428 |
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Popular Research
Is LOAR a good stock to buy?
13F Pro's AI-powered analysis of Loar Holdings Inc. (LOAR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LOAR are available on the LOAR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own LOAR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LOAR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Loar Holdings Inc.'s investment landscape.