- ISIN
- US53947R1059
- Sector
- Industrials
- Industry
- Aerospace & Defense
- IPO Date
- Apr 25, 2024
Highlights
- Market Cap
- $6.41B
- Enterprise Value
- $6.34B
- EPS (TTM)
- $0.71
- PE Ratio
- 96.45
- PEG Ratio
- 0.44
- Total Revenue (TTM)
- $537.71M
- Gross Profit (TTM)
- $273.34M
- EBITDA (TTM)
- $152.16M
- Year Range
- $53.15 - $83.43
- Target Price
- $94.00
- ROA (TTM)
- 2.96%
- ROE (TTM)
- 5.76%
- Avg. Volume (1M)
- 632K
- Avg. Volume Value (1M)
- $45.45M
Share Price Chart
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Performance
LOAR Performance Chart
Loar Holdings Inc. (LOAR) is up 0.7% since the beginning of the year. At $68 per share, LOAR is trading 18.0% below its 52-week high of $83.
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Returns By Period
Loar Holdings Inc. (LOAR) has returned 0.66% so far this year and -4.13% over the past 12 months.
Loar Holdings Inc.
- 1D
- 0.31%
- 1M
- -15.39%
- 6M
- -0.19%
- YTD
- 0.66%
- 1Y
- -4.13%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 20.35%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
LOAR Monthly Returns History
Based on dividend-adjusted daily data since Apr 25, 2024, LOAR's average daily return is +0.12%, while the average monthly return is +2.36%. At this rate, an investment would double in approximately 2.5 years.
Historically, 50% of months were positive and 50% were negative. The best month was Apr 2025 with a return of +33.9%, while the worst month was Dec 2024 at -19.7%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.
On a daily basis, LOAR closed higher 52% of trading days. The best single day was Aug 13, 2024 with a return of +18.9%, while the worst single day was May 14, 2025 at -10.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.85% | 3.22% | -19.07% | -2.04% | 14.90% | 25.02% | -15.08% | 0.66% | |||||
| 2025 | 7.54% | -8.57% | -2.78% | 33.87% | -7.96% | -1.01% | -14.23% | -4.40% | 13.22% | -1.09% | -13.50% | -0.66% | -8.00% |
| 2024 | 16.27% | 8.89% | -6.25% | 17.02% | 18.66% | 0.58% | 15.54% | 6.85% | -19.73% | 64.24% |
Benchmark Metrics
Loar Holdings Inc. has an annualized alpha of 4.30%, beta of 1.43, and R2 of 0.21 versus S&P 500 Index. Calculated based on daily prices since April 25, 2024.
- This stock captured 45.41% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -73.93%) - a profile typical of hedging or uncorrelated assets.
- R2 of 0.21 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 4.30%
- Beta
- 1.43
- R²
- 0.21
- Upside Capture
- 45.41%
- Downside Capture
- -73.93%
Return for Risk
Risk / Return Rank
LOAR ranks 35 for risk / return — above 35% of stocks peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Loar Holdings Inc. (LOAR) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LOAR | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.59 | ||
| Sortino ratioReturn per unit of downside risk | -1.94 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.25 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.22 | 2.00 | -2.22 |
| Martin ratioReturn relative to average drawdown | -0.44 | 8.49 | -8.94 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Loar Holdings Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Loar Holdings Inc. was 45.97%, occurring on Apr 29, 2026. The portfolio has not yet recovered.
The current Loar Holdings Inc. drawdown is 31.20%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-45.97%Apr 2026 | 11mo 21d | — | 1y 2moMay 2025 - now | — |
-32.74%Mar 2025 | 3mo 18d | 1mo 13d | 5mo 1dNov 2024 - Apr 2025 | 2025 selloff2025 |
-17.03%Jul 2024 | 20d | 1mo 11d | 2mo 1dJun 2024 - Aug 2024 | — |
-13.75%May 2024 | 5d | 13d | 18dMay 2024 - Jun 2024 | — |
-12.08%May 2024 | 9d | 11d | 20dMay 2024 - May 2024 | — |
Drawdown Indicators
| LOAR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.97% | -56.78% | +10.81% |
Max Drawdown (1Y)Largest decline over 1 year | -34.37% | -9.10% | -25.27% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -31.20% | -1.58% | -29.62% |
Average DrawdownAverage peak-to-trough decline | -20.03% | -10.70% | -9.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.68% | 2.14% | +14.54% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Loar Holdings Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Loar Holdings Inc. is priced in the market compared to other companies in the Aerospace & Defense industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for LOAR, comparing it with other companies in the Aerospace & Defense industry. Currently, LOAR has a P/E ratio of 96.5. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for LOAR compared to other companies in the Aerospace & Defense industry. LOAR currently has a PEG ratio of 0.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for LOAR relative to other companies in the Aerospace & Defense industry. Currently, LOAR has a P/S ratio of 12.2. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for LOAR in comparison with other companies in the Aerospace & Defense industry. Currently, LOAR has a P/B value of 5.5. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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