Loar Holdings Inc. SEC Filings

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.

Loar Holdings Inc. reported record results for Q4 and full year 2025, driven by strong aerospace and defense demand and recent acquisitions. Net sales for 2025 reached $496.3 million, up 23.2%, while net income rose to $72.1 million, up 224.5% from the prior year. Adjusted EBITDA increased to $189.1 million, up 29.2%, with net income margin improving to 14.5% and Adjusted EBITDA Margin to 38.1%. Q4 net sales were $131.8 million and net income $12.5 million, with Adjusted EBITDA of $49.8 million.

The company completed the LMB Fans & Motors and Harper Engineering acquisitions and borrowed an incremental $685 million under its credit agreement, contributing to higher debt and interest costs. For full year 2026, Loar now expects net sales between $640 million and $650 million, Adjusted EBITDA between $253 million and $258 million, and Adjusted EBITDA Margin of about 40%. However, projected net income has been revised to $59–63 million and diluted EPS to $0.60–0.65, with net income margin around 9%, reflecting an expected increase in interest expense to approximately $80 million.

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.