STOCK TITAN

Loar Holdings (NYSE: LOAR) clarifies EUR 367M LMB deal and $445M loan

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
8-K/A

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.

Insights

Loar finances a sizable LMB acquisition with new term debt and cash.

Loar Holdings Inc. completed the acquisition of LMB, a long-established French producer of specialized fans and motors, for aggregate cash consideration of EUR 367 million plus assumed net debt. This represents a substantial expansion of Loar’s footprint into a niche aerospace-related equipment segment with over 2,000 unique rotating machines.

To fund the transaction, Loar Group entered into a Nineteenth Amendment to its Credit Agreement, providing an incremental term loan of $445 million. The proceeds, together with cash on hand, are earmarked to pay part of the purchase price, transaction fees and expenses, and to support working capital and general corporate purposes. The amended Credit Agreement includes representations, covenants, and events of default described as customary for this type of facility.

The update in this amendment also clarifies that the consideration disclosure is in EUR 367 million rather than a prior $367 million reference, aligning the stated purchase price with the deal’s euro-denominated structure. Future company filings may provide additional detail on LMB’s contribution to revenue, margins, and leverage metrics following the closing on December 23, 2025.

true000200017800020001782025-12-232025-12-23

 

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549

 

FORM 8-K/A

(Amendment No. 1)

 

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): December 23, 2025

 

 

Loar Holdings Inc.

(Exact name of Registrant as Specified in Its Charter)

 

 

Delaware

001-42030

82-2665180

(State or Other Jurisdiction
of Incorporation)

(Commission File Number)

(IRS Employer
Identification No.)

 

 

 

 

 

20 New King Street

 

White Plains, New York

 

10604

(Address of Principal Executive Offices)

 

(Zip Code)

 

Registrant’s Telephone Number, Including Area Code: 914 909-1311

 

 

(Former Name or Former Address, if Changed Since Last Report)

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:


Title of each class

 

Trading
Symbol(s)

 


Name of each exchange on which registered

Common stock, par value $0.01 per share

 

LOAR

 

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

 


Explanatory Note

 

Explanatory Note

This Current Report on Form 8-K/A amends the Current Report on Form 8-K filed by Loar Holdings Inc. with the Securities and Exchange Commission on December 29, 2025 (the “Original 8-K”). This Form 8-K/A is being filed solely for the purpose of updating the disclosure in Item 2.01 of the Original 8-K of the aggregate cash consideration of $367 million plus the assumption of net debt to EUR 367 million plus the assumption of net debt.

Item 1.01 Entry into a Material Definitive Agreement.

On December 23, 2025, Loar Holdings Inc. (the “Registrant,” “we,” “us” or “our”), Loar Group Inc. (“Loar Group”), certain subsidiary guarantors, certain lenders, First Eagle Alternative Credit, LLC, as administrative agent for the lenders and as collateral agent for the secured parties, and Citibank, N.A., as the revolving administrative agent, entered into the Nineteenth Amendment to Credit Agreement (the "Credit Agreement Amendment" and the existing credit agreement as amended thereby, the "Credit Agreement") pursuant to which, among other things, the Registrant amended its existing credit agreement to make available to Loar Group an incremental term loan in an aggregate principal amount equal to $445 million for purposes of (i) paying a portion of the consideration payable by it pursuant to the terms of that certain securities purchase agreement (the "Purchase Agreement") by and among the Registrant, Loar Group and Ace Aèro Partenaires, a société de libre partenariat organized under the laws of France ("AAP Support" and "AAP Plateforme"), AAP Side-Car LMB FUND, a fund represented by its management company, Tikehau Investment Management, a société par actions simplifiée organized under the laws of France, Thomas Bernard, a French citizen, Amundi Private Equity Funds, and certain other persons (collectively, "Sellers"), pursuant to which it agreed to acquire all of the issued and outstanding equity interests of ASC3 LMB Topco, a société par actions simplifiée organized under the laws of France (the "Topco") and ASC3 LMB FinCo, a société par actions simplifiée organized under the laws of France ("FinCo", and, together with Topco and their direct and indirect subsidiaries, "LMB")), (ii) paying fees and expenses incurred in connection with the foregoing, and (iii) otherwise to fund working capital and general corporate purposes. The Credit Agreement contains representations and warranties, covenants and events of default customary for agreements of this type.

The above summary of the Credit Agreement Amendment does not purport to be complete and is qualified in its entirety by reference to the Credit Agreement Amendment, which is attached hereto as Exhibit 10.1 and is incorporated herein by reference.


Item 2.01 Completion of Acquisition or Disposition of Assets.

As previously disclosed in a Current Report on Form 8-K filed by the Registrant with the U.S. Securities and Exchange Commission on March 7, 2025, Loar Group , a wholly owned subsidiary of the Registrant, entered into the Purchase Agreement with Sellers, pursuant to which it agreed to acquire all of the issued and outstanding equity interests of LMB. Founded over 60 years ago, LMB is a global specialty player in the design and production of tailor-made high-performance fans and motors. Leveraging its many decades of expertise and proprietary designs, LMB provides the market with 2000+ unique fans, blowers, motors and specialized rotating machines.

On December 23, 2025, upon the terms and subject to the conditions set forth in the Purchase Agreement, Loar Group completed its acquisition of LMB from Sellers. The aggregate cash consideration paid to Sellers was EUR 367 million plus the assumption of net debt. The acquisition was financed through cash on hand and borrowing available under the Credit Agreement.

The above description of the Purchase Agreement does not purport to be complete and is qualified in its entirety by reference to the form of Purchase Agreement, a copy of which is filed as Exhibit 10.2 to this Current Report on Form 8-K and is incorporated herein by reference.

Item 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant.

The information set forth in Item 1.01 of this Current Report on Form 8-K is incorporated by reference into this Item 2.03.

Item 7.01 Regulation FD Disclosure.

On December 26, 2025, the Registrant issued a press release announcing the completion of its acquisition of LMB from Sellers. A copy of this press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference.

The information in this Item 7.01 and in the accompanying Exhibit 99.1 is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the


liabilities of that section, nor shall they be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing, except as expressly set forth by specific reference in such a filing.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

 

10.1 Nineteenth Amendment to Credit Agreement, dated as of December 23, 2025, by and among Loar Group Inc., Loar Holdings Inc., the other guarantors party thereto from time to time, the lenders party thereto from time to time, First Eagle Alternative Credit, LLC, as administrative agent for the lenders and as collateral agent for the secured parties, and Citibank, N.A., as the revolving administrative agent. EX-10.1

 

10.2 Form of Securities Purchase Agreement, by and among Loar Holdings Inc., Loar Group Inc., Ace Aèro Partenaires, AAP Side-Car LMB FUND, Thomas Bernard, Amundi Private Equity Funds and certain other persons (incorporated by reference to Exhibit 10.3 to Amendment No. 1 to the Current Report on Form 8-K/A filed by Loar Holdings Inc. with the Securities and Exchange Commission on February 25, 2025)

 

99.1 Press Release, dated December 26, 2025. EX-99

 

104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

 


SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

 

 

 

 

 

 

 

Date:

December 29, 2025

By:

/s/ Glenn D'Alessandro

 

 

 

Glenn D'Alessandro, Treasurer and Chief Finanical Officer

 


FAQ

What transaction did Loar Holdings Inc. (LOAR) complete with LMB?

Loar Group, a wholly owned subsidiary of Loar Holdings Inc., completed the acquisition of all issued and outstanding equity interests of LMB, a French company specializing in tailor-made high-performance fans, blowers, motors and other rotating machines.

How much did Loar Holdings Inc. (LOAR) pay to acquire LMB?

The aggregate cash consideration paid to the sellers for LMB was EUR 367 million plus the assumption of net debt, as clarified in the amended disclosure.

How was the LMB acquisition financed by Loar Holdings Inc. (LOAR)?

The acquisition was financed using cash on hand and an incremental term loan under the amended Credit Agreement, which makes available an additional $445 million in aggregate principal amount to Loar Group.

What is the Nineteenth Amendment to the Credit Agreement for Loar Holdings Inc. (LOAR)?

The Nineteenth Amendment to the Credit Agreement is an update to Loar’s existing credit facility that provides an incremental $445 million term loan for funding a portion of the LMB acquisition, paying related fees and expenses, and supporting working capital and general corporate purposes.

What change does this amended report make to Loar Holdings Inc. (LOAR) disclosures?

The amendment updates Item 2.01 to clarify that the aggregate cash consideration for the LMB acquisition is EUR 367 million plus the assumption of net debt, replacing an earlier reference to $367 million plus the assumption of net debt.

Did Loar Holdings Inc. (LOAR) issue a press release about the LMB acquisition?

Yes. The company issued a press release on December 26, 2025 announcing completion of the LMB acquisition, which is furnished as Exhibit 99.1.

Loar Holdings Inc.

NYSE:LOAR

LOAR Rankings

LOAR Latest News

LOAR Latest SEC Filings

LOAR Stock Data

6.03B
75.66M
Aerospace & Defense
Aircraft Parts & Auxiliary Equipment, Nec
Link
United States
WHITE PLAINS