Loar: Ignore The Premium, Buy The Growth

Impact · against what's priced in

Loar Holdings presents a strong growth profile with significant Q2 sales and EBITDA increases and raised 2026 guidance. While leverage and GAAP pressure are risks, the operational momentum provides a clear positive catalyst.

LOAR+0.60

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In context

Record Q2 sales growth of 39.4% and adjusted EBITDA growth of 47.4%, coupled with raised 2026 guidance, indicate strong operational momentum that outweighs concerns regarding 3.1x leverage.

Read from the article alone

• ebitda▲56%
• guidance
• m and a
• earnings
• LOAR
• aerospace
• defense
• leverage
• organic growth