Loar Holdings Inc.

NYSE:LOAR Stock Report

Market Cap: US$7.6b

Loar Holdings Future Growth

Future criteria checks 3/6

Loar Holdings is forecast to grow earnings and revenue by 19.9% and 12.9% per annum respectively. EPS is expected to grow by 17.6% per annum. Return on equity is forecast to be 10.1% in 3 years.

Key information

19.9%

Earnings growth rate

17.60%

EPS growth rate

Aerospace & Defense earnings growth18.4%
Revenue growth rate12.9%
Future return on equity10.11%
Analyst coverage

Low

Last updated25 Jun 2026

Recent future growth updates

Recent updates

Narrative Update • Jun 29

LOAR: Aftermarket Strength And Index Changes Will Shape Balanced Near Term Outlook

Loar Holdings' analyst fair value estimate has been revised from $83.40 to $86.60, reflecting updated price targets that cite an improving commercial and defense aftermarket as a potential 90 day catalyst for the stock. Analyst Commentary Recent commentary on Loar Holdings reflects a mix of optimism about near term catalysts and some caution after earlier target trims, giving investors a balanced set of signals to weigh.
Narrative Update • Jun 15

LOAR: Rebased Margin Assumptions Will Support Future Upside Despite Recent Market Repricing

Narrative Update on Loar Holdings Loar Holdings' consensus analyst price target has been reduced by multiple firms in recent research, with an aggregate cut of around $40 as analysts reflect updated assumptions around discount rates, growth, and valuation multiples. Analyst Commentary Recent research reports have centered on resetting price targets for Loar Holdings rather than changing overall views on the business.
Narrative Update • Jun 01

LOAR: Rebased Margin Assumptions Will Support Future Earnings Compounding Potential

Analysts have trimmed their average price target for Loar Holdings by about $6, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that are consistent with the recent series of target cuts from major firms. Analyst Commentary Recent target cuts of US$6 to US$15 across several firms suggest analysts are recalibrating their models rather than reacting to a single new data point.
New Narrative • May 31

Certification And Acquisition Risks Will Challenge Aerospace Pipeline Yet Support Durable Upside Potential

Catalysts About Loar Holdings Loar Holdings is an aerospace and defense supplier focused on proprietary components across commercial OEM, commercial aftermarket, general aviation and defense platforms. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • May 19

Loar: Flying At A Lower Altitude

Summary Loar Holdings has seen a 25% share price pullback despite raising its 2026 outlook and delivering strong Q1 growth. LOAR's M&A-driven expansion continues, but expensive debt financing—near 10% interest—and high leverage raise valuation concerns. Adjusted EBITDA margins rose to 40.5%, and full-year guidance was increased, yet realistic earnings multiples remain a steep 50x. While operational momentum is strong and valuation multiples have compressed, I remain cautious due to premium pricing and dilutive dealmaking. Read the full article on Seeking Alpha
Analysis Article • May 14

The Strong Earnings Posted By Loar Holdings (NYSE:LOAR) Are A Good Indication Of The Strength Of The Business

The subdued stock price reaction suggests that Loar Holdings Inc.'s ( NYSE:LOAR ) strong earnings didn't offer any...
New Narrative • May 11

Expanding Aircraft Backlogs And Aftermarket Demand Will Support A Strong Long Term Outlook

Catalysts About Loar Holdings Loar Holdings is an aerospace and defense supplier focused on proprietary components across commercial original equipment, commercial aftermarket, general aviation and defense end markets. What are the underlying business or industry changes driving this perspective?
Narrative Update • Apr 28

LOAR: Strong Margins And M&A Execution Will Support Future Earnings Compounding

Analysts have reduced their average price target on Loar Holdings by $12, citing recalibrated profit margin expectations, a lower assumed future P/E multiple, and updated views following recent M&A activity and share price underperformance. Analyst Commentary Street research on Loar Holdings over recent weeks shows a mix of enthusiasm for the business model and caution around valuation assumptions, especially after recent M&A activity and share price underperformance.
Narrative Update • Apr 13

LOAR: Strong Margins And Free Cash Flow Support Future Earnings Compounding

Loar Holdings' updated analyst price target, which now implies a fair value of $89.20 per share versus $91.60 previously, reflects analysts' refinements to the discount rate and forward P/E assumptions alongside recent target changes from major firms. Analyst Commentary Recent research highlights a mix of optimism and caution around Loar Holdings, with several firms fine tuning price targets and ratings as they reassess core assumptions on margins, free cash flow and the impact of recent M&A.
Narrative Update • Mar 29

LOAR: Strong Margins And Free Cash Conversion Will Support Future Earnings Compounding

Analyst price targets for Loar Holdings have shifted modestly higher overall into a $83 to $98 range, as analysts highlight strong margins, solid free cash conversion, and ongoing confidence despite recent share under performance and upcoming Q4 results. Analyst Commentary Recent research highlights a generally constructive stance on Loar Holdings, with price targets clustered in the low to high $80s and up to $98.
Narrative Update • Mar 13

LOAR: Sector Momentum And M&A Execution Will Support Future Earnings Compounding

Narrative Update on Loar Holdings The updated analyst price target for Loar Holdings has shifted modestly as our fair value estimate moves from $93.80 to $91.60. This reflects recent Street research, where price targets now range from $83 to $98, with analysts citing strong margins, free cash conversion, and ongoing M&A as key drivers of their views.
Narrative Update • Feb 27

LOAR: Sector Momentum And M&A Integration Will Support Stronger Earnings Power

Analysts trimmed their fair value estimate for Loar Holdings by about $0.33 to $93.80, citing updated assumptions on revenue growth, profit margins, and future P/E multiples in light of recent price target moves to $90 and $87 and ongoing M&A activity. Analyst Commentary Recent Street research around Loar Holdings offers a mixed but useful view of how the stock is being framed on both the upside and the risk side.
Narrative Update • Feb 11

LOAR: Sector Tailwinds Through 2026 Will Support Stronger Earnings Power

Loar Holdings' analyst price target increased by $4 to $87, as analysts point to updated aerospace and defense group estimates and expectations that sector momentum could continue through the first half of 2026. Analyst Commentary Recent research updates around Loar Holdings center on the higher $87 price target and refreshed aerospace and defense assumptions.
Narrative Update • Jan 27

LOAR: Sector Momentum Through 2026 Will Support Stronger Future Earnings Power

Analysts have lifted their price target on Loar Holdings to US$87 from US$83, reflecting updated views on fair value, discount rate, and long term assumptions in line with recent research across the aerospace and defense group. Analyst Commentary Bullish Takeaways Bullish analysts view the move to a US$87 price target as better aligning the stock with updated sector research across aerospace and defense, suggesting the prior fair value framework may have been conservative.
Narrative Update • Jan 11

LOAR: Higher Revenue And Margin Assumptions Will Support Stronger Future Earnings Power

Analysts have adjusted their price target for Loar Holdings to US$93.30, reflecting updated views on revenue growth, profit margins and future P/E assumptions that they consider better aligned with the company’s current outlook. Valuation Changes Fair Value: Model fair value is unchanged at US$93.30 per share, suggesting the updated inputs broadly offset each other in the calculation.
Narrative Update • Dec 24

LOAR: Future Earnings Power Will Overcome Slightly Softer Margin Expectations

Analysts have modestly reduced their price target on Loar Holdings to approximately $93.30 from about $95.36. This reflects a slightly higher discount rate and marginally softer profit margin expectations, which more than offset incremental improvements in projected revenue growth and future valuation multiples.
Narrative Update • Dec 10

LOAR: Higher Multiples Will Reward Strong Forward Earnings Power

Analysts have modestly increased their price target on Loar Holdings to about 100 times forward earnings, from roughly 93 times previously, citing slightly higher discount rate assumptions and a more conservative view on profit margins, despite broadly unchanged fair value and revenue growth expectations. Valuation Changes Fair Value: Unchanged at approximately $95.36 per share, reflecting stable long term fundamental assumptions.
Narrative Update • Nov 26

LOAR: Higher Margins Expected To Drive Favorable Market Reappraisal

Narrative Update: Analyst Price Target for Loar Holdings Adjusted Analysts have revised their price target for Loar Holdings downward from $97.20 to $95.36. This adjustment reflects expectations for slower revenue growth, partially offset by stronger profit margins and a lower discount rate.
Analysis Article • Oct 01

Returns At Loar Holdings (NYSE:LOAR) Appear To Be Weighed Down

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Narrative Update • Sep 04

New Product Pipeline And Acquisitions Will Expand Global Aerospace Markets

With no change in the discount rate or net profit margin, Loar Holdings' consensus analyst price target remains stable at $97.20. What's in the News Raised full-year 2025 net sales guidance to $486–$494 million from prior $482–$490 million range.
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New Narrative • Apr 27

New Product Launches And Acquisition Will Elevate Aerospace And Defense

Strategic acquisitions and focus on aerospace and defense are expected to drive future revenue and EBITDA growth.
Seeking Alpha • Mar 13

Loar Holdings: Speculative Buy With Shareholder Dilution Risk And M&A Growth Opportunities

Summary Loar Holdings' stock has declined 15%, underperforming the S&P 500, due to market uncertainty and shareholder dilution concerns from aggressive M&A activities. The company is highly diversified across aerospace and defense sectors, with balanced OEM and aftermarket sales, and minimal reliance on single customers or products. Despite strong revenue and EBITDA growth projections, Loar Holdings remains expensive due to its M&A strategy, posing a risk of further shareholder dilution. While the stock is costly and risky, it offers speculative buy potential with significant upside if growth strategies succeed. Read the full article on Seeking Alpha
Seeking Alpha • Jul 21

Loar: A First Deal Post The IPO

Summary Loar's high valuation post-IPO raised concerns, despite solid earnings and acquisition performance. Loar's business model mirrors TransDigm, focusing on aerospace components with high margins and market-leading positions. Shares have traded within a range since the IPO, with a recent acquisition boosting sales but maintaining a very high valuation. Read the full article on Seeking Alpha
Seeking Alpha • Apr 29

Loar Holdings: This Aerospace Supplier Is Flying Too High In Its IPO

Summary Loar Holdings' shares have seen a huge surge in value after going public, leading to outrageously high valuations. The company specializes in designing, manufacturing, and selling niche aerospace and defense components, with a focus on mission-critical solutions. Despite strong growth and potential for GAAP profits, the high valuations and reliance on acquisitions make it difficult to be optimistic about Loar's future. Read the full article on Seeking Alpha

Earnings and Revenue Growth Forecasts

NYSE:LOAR - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20287881051781985
12/31/2027723831441635
12/31/2026654551081275
3/31/202653868100115N/A
12/31/20254967299112N/A
9/30/20254756393103N/A
6/30/2025452448089N/A
3/31/2025426356473N/A
12/31/2024403224655N/A
9/30/2024379183646N/A
6/30/2024358121931N/A
3/31/20243355821N/A
12/31/2023317-5113N/A
12/31/2022239-2513N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: LOAR's forecast earnings growth (19.9% per year) is above the savings rate (3.5%).

Earnings vs Market: LOAR's earnings (19.9% per year) are forecast to grow faster than the US market (18.4% per year).

High Growth Earnings: LOAR's earnings are forecast to grow, but not significantly.

Revenue vs Market: LOAR's revenue (12.9% per year) is forecast to grow faster than the US market (12.7% per year).

High Growth Revenue: LOAR's revenue (12.9% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: LOAR's Return on Equity is forecast to be low in 3 years time (10.1%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/06 10:10
End of Day Share Price 2026/07/06 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Loar Holdings Inc. is covered by 8 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jason GurskyCitigroup Inc
John GodynCitigroup Inc
Noah PoponakGoldman Sachs