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Upturn AI SWOT - About
Loar Holdings Inc. (LOAR)
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Upturn Advisory Summary
04/01/2025: LOAR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 13.75% | Avg. Invested days 84 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.67B USD | Price to earnings Ratio 297.21 | 1Y Target Price 92.25 |
Price to earnings Ratio 297.21 | 1Y Target Price 92.25 | ||
Volume (30-day avg) 497210 | Beta - | 52 Weeks Range 28.00 - 96.99 | Updated Date 04/2/2025 |
52 Weeks Range 28.00 - 96.99 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.24 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 5.52% | Operating Margin (TTM) 23.63% |
Management Effectiveness
Return on Assets (TTM) 4.69% | Return on Equity (TTM) 2.95% |
Valuation
Trailing PE 297.21 | Forward PE 98.04 | Enterprise Value 6905722544 | Price to Sales(TTM) 16.57 |
Enterprise Value 6905722544 | Price to Sales(TTM) 16.57 | ||
Enterprise Value to Revenue 17.14 | Enterprise Value to EBITDA 55.58 | Shares Outstanding 93556096 | Shares Floating 22711672 |
Shares Outstanding 93556096 | Shares Floating 22711672 | ||
Percent Insiders 22.37 | Percent Institutions 79.63 |
Analyst Ratings
Rating 4.25 | Target Price - | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Loar Holdings Inc.
Company Overview
History and Background
Loar Holdings Inc. was founded in 2023 and went public in 2024. The company focuses on acquiring and growing niche manufacturing businesses.
Core Business Areas
- Specialty Components: Loar Holdings Inc. focuses on manufacturing highly engineered components for aerospace and defense, industrial, and other specialized markets.
Leadership and Structure
The leadership team includes Dirkson Charles, CEO, and other executives with experience in private equity and operations. The company has a decentralized structure, allowing acquired companies to operate with autonomy.
Top Products and Market Share
Key Offerings
- Engineered Fasteners: Loar companies produce engineered fasteners. Market share varies by specific fastener type, with competition from larger industrial suppliers such as Stanley Black & Decker (SWK) and Howmet Aerospace (HWM). Loar companies have specific competitive advantage by focusing on specialty engineered products for specific markets.
- Precision Components: Loar companies also manufacture precision components for aerospace and defense industries. Competition includes companies such as TransDigm Group (TDG) and HEICO Corporation (HEI).
Market Dynamics
Industry Overview
The market for engineered components is driven by the aerospace, defense, and industrial sectors. Demand is generally stable, but can be affected by economic cycles and geopolitical events.
Positioning
Loar Holdings Inc. positions itself as a consolidator of niche manufacturing businesses, seeking to improve operations and grow revenue through strategic acquisitions and organic growth.
Total Addressable Market (TAM)
The TAM for engineered components across aerospace, defense, and industrial sectors is estimated to be in the tens of billions of dollars annually. Loar Holdings Inc. is targeting a portion of this market through strategic acquisitions of small, high-margin businesses.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Decentralized operating model
- Focus on niche markets
- High-margin businesses
Weaknesses
- Relatively new public company
- Dependence on acquisitions for growth
- Limited brand recognition
- High debt load from acquisitions
Opportunities
- Further acquisitions in fragmented markets
- Expanding product offerings within existing businesses
- Leveraging cross-selling opportunities
- Capitalizing on industry consolidation
Threats
- Economic downturn affecting key markets
- Integration risks from acquisitions
- Increased competition
- Rising interest rates impacting debt servicing
Competitors and Market Share
Key Competitors
- TDG
- HEI
- HWM
- SWK
Competitive Landscape
Loar Holdings Inc. competes with larger, more established companies. Its advantage lies in its focus on niche markets and its ability to acquire and improve smaller businesses. The above competitors represent portions of market share that Loar is competing with.
Major Acquisitions
Accurate Bolt Corporation
- Year: 2024
- Acquisition Price (USD millions): 55
- Strategic Rationale: Expand Loar Holdings Inc.'s product offerings and market presence in the fastener market.
Legacy Fasteners
- Year: 2024
- Acquisition Price (USD millions): 26
- Strategic Rationale: Expand Loar Holdings Inc.'s product offerings and market presence in the fastener market.
Growth Trajectory and Initiatives
Historical Growth: Growth primarily driven by acquisitions to date.
Future Projections: Future growth is expected to come from continued acquisitions and organic growth within existing businesses. Analyst estimates unavailable as of June 2024.
Recent Initiatives: Focus on integrating acquired companies and improving operational efficiency.
Summary
Loar Holdings Inc. is a newly public company pursuing a roll-up strategy in the engineered components market. The company's strength lies in its experienced management and focus on niche markets. Key risks include integration challenges from acquisitions and dependence on debt financing. Future success depends on the company's ability to effectively integrate acquired businesses and drive organic growth.
Similar Companies
HEI
Heico Corporation
HEI
Heico Corporation
HWM
Howmet Aerospace Inc
HWM
Howmet Aerospace Inc
SWK
Stanley Black & Decker Inc
SWK
Stanley Black & Decker Inc
TDG
Transdigm Group Incorporated
TDG
Transdigm Group Incorporated
Sources and Disclaimers
Data Sources:
- Loar Holdings Inc. Investor Relations
- Company Filings
- Market Research Reports
- Third-party financial data providers
Disclaimers:
This analysis is based on publicly available information and estimates. It is not financial advice. Investment decisions should be based on individual due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Loar Holdings Inc.
Exchange NYSE | Headquaters White Plains, NY, United States | ||
IPO Launch date 2024-04-25 | President, CEO & Executive Co-Chairman Mr. Dirkson R. Charles | ||
Sector Industrials | Industry Aerospace & Defense | Full time employees - | Website https://www.loargroup.com |
Full time employees - | Website https://www.loargroup.com | ||
Loar Holdings Inc., through its subsidiaries, designs, manufactures, and markets aerospace and defense components for aircraft, and aerospace and defense systems in the United States and internationally. It offers products in various categories, which include airframe components, structural components, avionics, composites, braking system components, de-ice and ice protection, electro-mechanical, engineered materials, flight controls, fluid and motion controls, environmental, metal forming, molded components, and restraints and safety devices. The company also provides auto throttles, lap-belt airbags, two-and three-point seat belts, water purification systems, fire barriers, polyimide washers and bushings, latches, hold-open and tie rods, temperature and fluid sensors and switches, carbon and metallic brake discs, fluid and pneumatic-based ice protection, RAM air components, sealing solutions, actuation devices, and others. It primarily serves commercial, business jet and general aviation, and defense markets. Loar Holdings Inc. was founded in 2017 and is headquartered in White Plains, New York.
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