Loar Holdings Inc. designs, manufactures, and sells niche aerospace and defense components used on commercial, business jet, general aviation, and defense aircraft platforms. The company focuses on highly engineered, mission-critical parts with significant intellectual property content and a large aftermarket base, which it believes supports recurring revenue and higher margins over long aircraft lifecycles.
23,8 %
52,7 %
14,5 %
+23,2 %
4.70
2.98
| % | |
|---|---|
| Aircraft components | 45% Specialized parts used across aircraft interiors, exteriors, engines, and systems. |
| Aftermarket parts and services | 55% Replacement and support products sold after aircraft entry into service. |
| OEM sales | 45% Components sold to original equipment manufacturers for new aircraft production. |
| Defense components | 25% Products used in defense aircraft and aerospace systems. |
| Commercial and general aviation components | 70% Parts sold into commercial, business jet, and general aviation platforms. |
Loar sells to aerospace OEMs, aftermarket channels, and defense customers that need qualified, highly reliable...
Buy components for new aircraft production, especially on major platforms like the Airbus A320 family and Boeing 737 family.
Buy replacement parts and support products for installed aircraft fleets to maintain airworthiness and uptime.
Buy niche parts and systems for private and light aircraft where qualification and reliability matter.
Buy specialized components for military aircraft and aerospace systems with long program lives.
Buy a small set of adjacent products outside aviation, representing a limited diversification outlet.
The filings do not provide a country-level revenue split, but Loar describes its business as global and tied to...
Loar is focused on expanding organic growth through backlog conversion, new product development, and deeper penetration...
Firm orders already in hand can support revenue growth without relying only on new wins.
Aftermarket sales are recurring and historically higher margin than OEM sales.
Buying niche brands adds product breadth, customer relationships, and cross-selling opportunities.
New content on existing platforms can deepen share and extend the installed base.
Loar is highly exposed to aerospace and defense demand, so disruptions in flight activity, OEM production, defense...
Most revenue comes from a single industry cluster, so shocks to aircraft production or flight hours can reduce demand.
A limited number of customers account for a meaningful share of sales, increasing bargaining and volume risk.
Specialized parts and certified materials can be hard to replace quickly, and inflation can compress margins.
Growth strategy relies on buying and integrating niche businesses, which can create operational and valuation risk.
Aerospace components require lengthy qualification and approvals, making supplier replacement difficult.
Acquisition-driven growth has been funded with debt, so higher rates or weaker cash flow could constrain flexibility.
: 28.4.2026