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.
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 $175.0 million, bringing the total delayed draw term loan commitment to $275.0 million. The amendment also extends the period during which this delayed draw term loan can be borrowed through September 30, 2026. As of November 25, 2025, the full $275.0 million in delayed draw term loan commitments remained available to the company.
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.
Loar Holdings Inc. reported strong first-half 2025 operating results driven by organic growth and acquisitions. Net sales rose 25.9% year-over-year to $237.8 million for the six months and 26.9% to $123.1 million in Q2, with net income of $32.0 million year-to-date and $16.7 million in Q2. Gross margin improved to 52.9% for the six months and 53.8% in Q2 as operating leverage and favorable mix offset higher amortization.
Cash strengthened to $103.3 million at June 30, 2025, adjusted EBITDA was $90.3 million year-to-date and adjusted EBITDA margin was 38.0%. Long-term debt under the Credit Agreement remained at $281.4 million with $150 million of available commitments (a $100M delayed draw and $50M revolver). The company completed the AAI acquisition (Aug 2024) which contributed materially to 2025 sales and completed the July 28, 2025 acquisition of Beadlight; a pending LMB acquisition for €365M remains subject to closing conditions and financing. Management is evaluating recent U.S. tax legislation and will reflect any impact in subsequent filings.
Loar Holdings Inc. announced financial results for the quarter ended June 30, 2025 and furnished a press release as Exhibit 99.1 to its Form 8-K dated August 13, 2025.
The filing emphasizes that the press release information is being furnished and shall not be deemed filed for purposes of Section 18 of the Exchange Act. The company is listed on the New York Stock Exchange under LOAR, is incorporated in Delaware, and the report was signed by Glenn D'Alessandro, Treasurer and Chief Financial Officer.