Welcome to our dedicated page for Loar Holdings SEC filings (Ticker: LOAR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Loar Holdings Inc. (NYSE: LOAR) SEC filings page provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. These documents include current reports on Form 8‑K, which Loar uses to report material events such as quarterly financial results, amendments to its credit agreement and the completion of acquisitions.
Form 8‑K filings for Loar cover topics like the announcement of financial results for quarters ended March 31, June 30 and September 30, where the company furnishes press releases under Item 2.02 (Results of Operations and Financial Condition). Other 8‑K items describe amendments to the company’s credit agreement, including incremental term loans and changes to delayed draw term loan commitments, as well as the entry into and completion of the securities purchase agreement for the acquisition of LMB Fans & Motors.
Loar’s 8‑K and 8‑K/A filings detailing the LMB acquisition explain the use of an incremental term loan under its credit agreement, the aggregate cash consideration and the assumption of net debt, and describe LMB as a global specialty player in tailor‑made high‑performance fans and motors with more than 2,000 unique products. These filings also reference exhibits such as the Nineteenth Amendment to the Credit Agreement and the form of securities purchase agreement.
On this page, AI‑powered tools can help interpret LOAR filings by summarizing key items, highlighting how changes to the credit agreement affect liquidity, and clarifying the significance of acquisition‑related disclosures. Users can quickly identify which filings relate to quarterly results, financing arrangements or completed transactions, and see how Loar presents non‑GAAP measures like EBITDA and Adjusted EBITDA in its furnished earnings materials.
Investors interested in insider activity, capital structure changes or acquisition details can use the filings page to review Loar’s official SEC documents in conjunction with AI summaries that explain the main points and context of each filing.
Loar Holdings Inc. reported record results for Q4 and full year
The company completed the LMB Fans & Motors and Harper Engineering acquisitions and borrowed an incremental
Loar Holdings Inc. received an amended ownership report from multiple Blackstone-affiliated entities showing a reduced stake in its common stock. As of December 31, 2025, Blackstone Inc. and related reporting persons may be deemed to beneficially own 3,550,193 shares of Loar common stock, or 3.8% of the class. This percentage is calculated against 93,622,471 shares outstanding as of November 4, 2025, as disclosed in Loar’s Form 10-Q. The filing states that, as of December 31, 2025, the reporting persons no longer beneficially own more than five percent of Loar’s common stock, making this an exit filing from the large-shareholder reporting threshold. The document also describes an internal Blackstone reorganization effective October 17, 2025, which changed which Blackstone entities are deemed beneficial owners, and clarifies that this reorganization did not involve any purchase or sale of Loar securities.
Capital International Investors has filed a Schedule 13G reporting a significant passive stake in Loar Holdings Inc. common stock. It is deemed the beneficial owner of 7,312,564 shares, representing 7.8% of the class, based on 93,622,471 shares believed outstanding as of 12/31/2025.
The firm reports sole voting power over 7,288,569 shares and sole dispositive power over 7,312,564 shares, with no shared voting or dispositive power. It certifies the position was acquired and is held in the ordinary course of business and not for the purpose of changing or influencing control of Loar Holdings.
Loar Holdings Inc. updated a recent disclosure about its purchase of LMB, a French maker of high‑performance fans and motors. The amendment clarifies that the aggregate cash consideration for acquiring all of LMB’s equity interests was EUR 367 million plus the assumption of net debt.
To support the deal, Loar Group entered into a Nineteenth Amendment to its Credit Agreement, making an incremental term loan of $445 million available. These borrowings, together with cash on hand, were used to pay a portion of the purchase price, related fees and expenses, and for working capital and general corporate purposes. The company also noted a press release announcing the completion of the LMB acquisition.
Loar Holdings Inc. entered into a Nineteenth Amendment to its Credit Agreement to make an incremental term loan of $445 million available to subsidiary Loar Group Inc. The loan will help fund the acquisition of LMB, cover related fees and expenses, and support working capital and general corporate purposes.
On December 23, 2025, Loar Group completed the acquisition of LMB, a company founded over 60 years ago that designs and produces tailor-made high-performance fans, blowers, motors and specialized rotating machines, offering more than 2,000 unique products. The aggregate cash consideration paid to the sellers was $367 million plus the assumption of net debt, financed with cash on hand and borrowings under the amended Credit Agreement.
Loar Holdings Inc. reported that on November 25, 2025 it amended its Credit Agreement to increase its delayed draw term loan commitment by
Loar Holdings Inc. reported strong Q3 2025 results, with net sales of $126.751 million, up 22.4% year over year. Net income rose to $27.606 million, and diluted EPS was $0.29. Gross margin improved to 52.7% as scale and mix offset higher amortization.
For the nine months, net sales reached $364.533 million and net income was $59.635 million. Operating cash flow was $81.857 million, supporting a cash balance of $98.955 million at quarter end. Long‑term debt, net, was $279.357 million, with $100.0 million of delayed‑draw term loan and a $50.0 million revolver available under the Credit Agreement.
The quarter reflects contributions from acquisitions and lower interest expense. Loar acquired Beadlight Ltd. on July 28, 2025 for £24.6 million ($32.8 million) in cash. A planned acquisition of LMB for €370 million remains pending, financed with additional borrowings and an incremental loan facility commitment of up to the U.S. dollar equivalent of €400.0 million. The effective tax rate benefited from the OBBBA enactment, which drove a discrete tax benefit.
Loar Holdings Inc. (LOAR) furnished an 8‑K announcing financial results for the quarter ended September 30, 2025. The company disclosed that a press release detailing these results is included as Exhibit 99.1 and incorporated by reference.
The information under Item 2.02, including Exhibit 99.1, is being furnished and is not deemed “filed” under Section 18 of the Exchange Act.
Loar Holdings ownership disclosure: GPV Loar LLC and Paul S. Levy report beneficial ownership of 8,012,580 common shares, representing 8.6% of the issuer's 93,622,471 outstanding shares. The filing is a Schedule 13G/A reporting the current ownership stake and the relationship between the reporting persons.
The statement clarifies voting and disposition rights: Mr. Levy is reported as having sole voting and sole dispositive power over the 8,012,580 shares, while GPV Loar LLC is reported with shared voting and shared dispositive power for the same shares. The filing also references a Joint Filing Agreement (Exhibit 99.1) among the reporting persons. This disclosure documents a single beneficial holder with material (over 5%) ownership and defines the allocation of voting and disposal authority for those shares.
Loar Holdings Inc. disclosed beneficial ownership by Charles Family Trust 13 and by Dirkson R. Charles. The trust reports 4,043,005 shares, equal to 4.3% of the outstanding common stock, with shared voting and dispositive power. Mr. Charles reports 4,185,005 shares, equal to 4.5%, which includes 142,000 fully vested options and reflects his sole voting and dispositive power over the reported shares. The filing clarifies the allocation of voting and disposition authority between the trust and Mr. Charles.