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. invites stockholders to a virtual 2026 annual meeting on June 2, 2026, with a record date of April 6, 2026. Holders of common stock can vote online, by phone, by mail, or during the webcast.
Stockholders will elect three Class II directors (Raja Bobbili, Alison Bomberg, and Margaret McGetrick), ratify Ernst & Young as auditor for 2026, cast an advisory vote on 2025 executive compensation, and choose how often to hold future advisory pay votes, with the board recommending “one year.”
The proxy highlights strong 2025 performance, including record sales of $496.3 million, up 23.2%, and record Adjusted EBITDA of $189.1 million with a 38.1% margin, driven by double-digit organic growth and acquisitions. It also details board structure, director independence, committee roles, non-employee director pay, and a performance-based bonus plan and IPO-related stock options for executives.
Loar Holdings Inc. director Paul S. Levy reported an indirect open-market purchase of common stock through GPV Loar LLC. On March 13, 2026, GPV Loar LLC bought 75,000 shares at a weighted average price of $64.90 per share, with individual trade prices ranging from $64.55 to $65.275. Following this transaction, GPV Loar LLC held 8,087,580 Loar Holdings shares, which may be deemed beneficially owned by Levy as the sole manager of the LLC.
Loar Holdings director Margaret A. McGetrick reported a bona fide gift of 71,429 shares of Loar common stock on March 11, 2026. The shares were transferred for no consideration to the Margaret McGetrick Revocable Trust, where she serves as trustee and she and her immediate family are sole beneficiaries.
After the transfer, McGetrick holds 17,857 shares directly and 71,429 shares indirectly through the trust, and remains the beneficial owner of the trust’s shares. This filing reflects an internal estate and ownership planning move rather than an open-market stock purchase or sale.
Loar Holdings Inc. director and 10% owner Anthony Carpenito reported open-market purchases of the company’s common stock. On March 12 and 13, he bought a total of 4,800 shares at weighted average prices around $64–$65 per share, bringing his directly held position to 4,800 shares.
He also reports indirect beneficial ownership of 31,438,420 shares held by investment funds including Abrams Capital Partners II, Riva Capital Partners IV and V, Abrams Capital Partners I, and Whitecrest Partners. He is a member of the general partners of these funds and disclaims beneficial ownership beyond his pecuniary interest.
Loar Holdings Inc. director and ten percent owner Bobbili Raja, through an estate planning vehicle, reported open‑market purchases of a total of 50,000 shares of common stock on 2026-03-12. The vehicle bought 20,000 shares at a weighted average price of $62.763 and 30,000 shares at a weighted average price of $64.1742.
After these transactions, the estate planning vehicle held 50,000 shares. A separate holding entry reports 31,438,420 shares of Loar common stock indirectly held through affiliated investment funds ACP II, Riva IV, ACPI, WCP and Riva V. Raja disclaims beneficial ownership of these securities except to the extent of his pecuniary interest.
Loar Holdings Inc. director and officer Charles Dirkson R, through the Charles Family Trust 13, reported amended insider buying of Common Stock. Over three open-market purchases on March 10–12, the trust bought 44,000 shares at weighted average prices around $67.15–$67.50 per share. Following these transactions, the trust’s indirect holdings increased to 4,087,005 shares of Loar Holdings Common Stock. This Form 4/A corrects prior footnotes that had mistakenly described the transactions as sales and clarifies they were purchases.
Loar Holdings Inc. officer Michael J. Manella filed a Form 4 showing a bona fide gift of 429,960 shares of Common Stock on March 10, 2026. These shares were transferred for no consideration to the Michael J. Manella Living Trust - 2006, where he serves as trustee.
Following the transfer, Manella’s direct holdings in the reported line are shown as zero shares, while 896,531 shares are held indirectly by him as trustee of the living trust. The footnotes state he and his immediate family are the sole beneficiaries and that he remains the beneficial owner, so this reflects an internal estate-planning move rather than a market trade.
Loar Holdings Inc. director and officer Charles Dirkson reported three indirect open-market purchases of Common Stock through the Charles Family Trust 13. Across March 10–12, the trust bought a total of 44,000 shares at prices around $67 per share.
Following these purchases, indirect holdings reported for the trust were 4,087,005 shares of Loar common stock. The filing notes that Dirkson, as trustee, may be deemed to beneficially own these shares but disclaims beneficial ownership beyond his pecuniary interest.
Loar Holdings Inc. outlines its aerospace and defense components business, emphasizing highly engineered, proprietary parts with strong aftermarket exposure. About 89% of 2025 net sales came from proprietary products and an estimated 55% from aftermarket, which can support recurring, higher‑margin revenue across aircraft lifecycles.
The company serves commercial, business jet, general aviation and defense markets, with no single customer over 12% of 2025 net sales and no single aircraft platform over 7%, aiming for resilience through diversification. Loar has executed 20 acquisitions since 2012, including the $250 million cash purchase of Harper Engineering in January 2026, and pursues a disciplined M&A strategy focused on niche, IP‑rich businesses.
Key risks include heavy dependence on the aerospace and defense sector, reliance on a concentrated customer base, cyclical OEM demand, supply chain and inflation pressures, significant indebtedness, cybersecurity threats, extensive regulatory oversight, and potential shifts in U.S. and foreign defense spending or climate‑related regulation that could affect future performance.