STOCK TITAN

Loar Holdings Inc. (LOAR) SEC Filings

LOAR NYSE

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.

Loar Holdings Inc. filings document the formal disclosures of an aerospace and defense component manufacturer, including furnished earnings releases on Form 8-K, proxy materials and material-event reports. Results filings describe net sales, net income, Adjusted EBITDA, margins and acquisition-related effects within its component portfolio.

The company's regulatory record also covers governance and stockholder voting matters in its definitive proxy statement, along with credit agreement amendments, incremental term loan availability and completed acquisition disclosures. These filings document capital structure, financing arrangements, acquisition-related matters and board oversight for Loar's public-company reporting.

Rhea-AI Summary

Loar Holdings Inc. delivered strong top-line growth for the quarter and six months ended June 30, 2026. Net sales were $171,579 thousand for the quarter and $327,667 thousand for the first half, an increase of $89,885 thousand or 37.8% over 2025, driven by higher commercial OEM and aftermarket demand, stronger non‑aerospace sales, and contributions from the Beadlight, LMB, and Harper Engineering acquisitions.

Operating income rose to $41,852 thousand for the quarter and $75,369 thousand year‑to‑date. Adjusted EBITDA reached $69,449 thousand and $132,668 thousand, yielding a 40.5% margin. Net income, however, declined to $16,742 thousand for the quarter and $27,885 thousand for the half as substantially higher interest expense, increased amortization of acquired intangibles, and inventory step‑up from acquisitions weighed on earnings. The Harper Engineering purchase totaled $249.8 million and, together with the LMB deal, lifted total debt to $952,362 thousand and debt‑to‑capitalization to 44%. Loar held $122,433 thousand of cash and had $35 million of delayed draw term loan capacity plus a $50 million revolver available, and management believes cash generation and existing credit facilities will cover needs for at least the next twelve months.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-4.12%
Tags
quarterly report
-
Rhea-AI Summary

Loar Holdings Inc., a diversified aerospace and defense components supplier, reported record results for the quarter ended June 30, 2026. Net sales were $171.6 million, up 39.4% year over year, including 12.3% organic growth to $138.3 million. Adjusted EBITDA reached $69.4 million, up 47.4%, with Adjusted EBITDA margin improving to 40.5% from 38.3%. Net income was $16.7 million, roughly flat versus the prior-year quarter, as higher interest expense and amortization offset operating gains; diluted EPS was $0.18 versus $0.17. Management noted a business pipeline of approximately $750 million, with initial orders supporting about $200 million of revenue over the next five years.

For the first half of 2026, net sales were $327.7 million, up 37.8%, while Adjusted EBITDA was $132.7 million, up 47.0%. Net income declined to $27.9 million from $32.0 million, pressured by higher interest, increased non-cash amortization of acquired intangibles and inventory step-up tied to the LMB and Harper Engineering acquisitions. At June 30, 2026, assets totaled 2,326,048 (amounts in thousands) with cash of $122.4 million and long-term debt of 942,598 (thousands).

The company raised its full-year 2026 outlook. Net sales are now expected between $665 million and $675 million (previously $645–$655 million), net income between $56 million and $60 million (previously $53–$57 million) and Adjusted EBITDA between $265 million and $270 million (previously $257–$262 million). Adjusted EBITDA margin is projected at about 40%, net income margin about 8%, diluted EPS between $0.57 and $0.62, and Adjusted EPS between $1.32 and $1.36, with interest expense around $80 million.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-4.12%
Tags
current report
-
Rhea-AI Summary

Loar Holdings Inc. held its 2026 Annual Meeting of Shareholders on June 2, 2026. Shareholders re-elected Raja Bobbili, Alison Bomberg, and Margaret (Peg) McGetrick to the board, each receiving strong majority support.

Investors also ratified Ernst & Young LLP as independent auditor for the fiscal year ending December 31, 2026, with 76,125,490 votes in favor. In advisory votes, shareholders approved 2025 compensation for named executive officers and chose to hold future say‑on‑pay votes annually, confirming support for current compensation and governance practices.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
current report
Rhea-AI Summary

Loar Holdings Inc. director Danmola Taiwo K. reported an open-market sale of common stock. On May 20, 2026, the director sold 35,000 shares of Loar Holdings common stock at a weighted average price of $60.59 per share, in multiple trades between $60.00 and $61.33. After this transaction, the director directly holds 54,286 shares of Loar Holdings common stock.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Filing
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
other
-
Rhea-AI Summary

Loar Holdings Inc. disclosure: Capital International Investors amended its Schedule 13G/A to report beneficial ownership of 8,928,972 shares of Loar common stock, representing 9.5% of the 93,622,471 shares believed outstanding as of 03/31/2026. The filing lists sole voting power for 8,897,830 shares and sole dispositive power for 8,928,972 shares.

The filing states CII is a division of Capital Research and Management Company and related investment management entities and identifies Aaron Espin as signing the amendment on behalf of CII.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
ownership
Rhea-AI Summary

Loar Holdings Inc. reported strong top-line growth but lower profit for the three months ended March 31, 2026. Net sales rose to $156.1 million from $114.7 million, driven by organic growth and the 2025–2026 acquisitions of LMB and Harper Engineering.

Net income declined to $11.1 million from $15.3 million, as higher interest expense of $18.7 million and increased amortization and inventory step-up from acquisitions weighed on earnings. Diluted EPS was $0.12, unchanged per share but on lower total profit.

Adjusted EBITDA increased to $63.2 million from $43.1 million, a 40.5% margin, reflecting underlying operating strength. The Harper Engineering deal cost $249.9 million in cash plus contingent consideration, contributing to long-term debt rising to about $950 million and total debt-to-capitalization of 45%, while cash reached $94.9 million and operating cash flow was $30.9 million.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-2.8%
Tags
quarterly report
-
Rhea-AI Summary

Loar Holdings Inc. reported record first-quarter 2026 results, combining strong sales growth with higher non-cash and interest costs. Net sales reached $156.1 million, up 36.1% from the prior-year quarter, while net income declined to $11.1 million from $15.3 million as interest expense and amortization of acquired intangibles rose and inventory step-up from recent acquisitions was recognized.

Adjusted EBITDA increased to $63.2 million, up 46.6%, and Adjusted EBITDA Margin improved to 40.5% from 37.6%, reflecting operating leverage and accretive acquisitions. Diluted EPS was $0.12, down from $0.16, but Adjusted EPS rose to $0.34 from $0.28.

Loar raised its full-year 2026 outlook for net sales to $645–$655 million and Adjusted EBITDA to $257–$262 million, and increased Adjusted EPS guidance to $1.26–$1.30. At the same time, it lowered GAAP net income guidance to $53–$57 million and diluted EPS to $0.54–$0.59, reflecting higher expected interest and amortization expenses.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-2.8%
Tags
current report
-
Filing
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
annual report
Rhea-AI Summary

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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
proxy

FAQ

How many Loar Holdings (LOAR) SEC filings are available on StockTitan?

StockTitan tracks 32 SEC filings for Loar Holdings (LOAR), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Loar Holdings (LOAR)?

The most recent SEC filing for Loar Holdings (LOAR) was filed on August 6, 2026.