WHITE PLAINS, NEW YORK / ACCESS Newswire / February 12, 2026 / Loar Holdings Inc. (NYSE:LOAR), will report Q4 and Full Year 2025 earnings before the market opens on Thursday, February 26, 2026. A conference call will follow at 10:30a.m. ...

Loar Holdings Inc. (NYSE:LOAR) is among the 10 best American defense stocks to buy according to Wall Street analysts. As of the close of business on February 5, the stock is a Strong Buy, with a one-year average share price target of $86.65, representing an upside of 33.27%. Loar Holdings Inc. (LOAR) a Strong Buy, Per Wall Street Recent updates include Citigroup analyst John Godyn cutting the stock price target to $81 from $87 on Thursday while maintaining a Buy rating. This is an adjustment to the firm ...

Core Viewpoint - Loar Holdings Inc. has successfully acquired Harper Engineering Company for a cash consideration of $250 million, marking a significant expansion in its operations [1] Group 1: Acquisition Details - The acquisition was completed on January 22, 2026, indicating a strategic move by Loar Holdings to enhance its market position [1] - Harper Engineering Company was founded in 1968, suggesting a long-standing presence in the engineering sector, which may provide Loar with valuable expertise and resources [1] Group 2: Financial Implications - The cash consideration for the acquisition is set at $250 million, reflecting Loar's commitment to growth through strategic investments [1]

Core Viewpoint - Loar Holdings Inc. has successfully completed the acquisition of LMB Fans & Motors for €367 million, along with the assumption of debt, marking a significant expansion in its portfolio of high-performance manufacturing capabilities [1] Group 1: Acquisition Details - The acquisition cost of LMB Fans & Motors is €367 million, which was paid in cash at closing [1] - The deal includes the assumption of debt, indicating a strategic financial commitment by Loar Holdings [1] Group 2: Company Background - LMB Fans & Motors has been in operation for over 60 years, establishing itself as a global leader in the design and manufacturing of customized, high-performance fans and motors [1]

Core Insights - Loar Holdings Inc. is recognized as a top aerospace and defense stock by Wall Street analysts, with multiple analysts initiating coverage with Buy ratings and price targets ranging from $83 to $91 [1][2][3]. Company Overview - Loar Holdings Inc. is a diversified manufacturer and supplier of niche components for the aerospace and defense industries, producing specialized parts such as seatbelts, fire barriers, braking systems, sensors, and control devices for various aviation sectors [5]. Market Position and Trends - The company is well-positioned to capitalize on megatrends in the commercial aerospace, defense, and space sectors, with expectations of achieving a market capitalization of at least $1 trillion [2]. - Analysts highlight Loar Holdings as an early-stage, high-quality compounder in the aerospace aftermarket sector, emphasizing its strong financial profile and strategic positioning [3]. Financial Performance - Loar Holdings reported record net sales of $126.8 million for the third quarter, reflecting a 22.4% year-over-year increase, alongside record adjusted EBITDA of $49.1 million, indicating robust demand in the defense and aerospace sectors [4].

Group 1: Aerospace Sector - The aerospace sector's valuation has risen above historical levels, with a current NTM EV/EBITDA trading at approximately 18 times, up from about 16 times at the beginning of the year, outperforming the S&P 500 index by a median premium of about 15% [2][3] - Strong air traffic has been a key driver for this valuation increase, highlighted by record passenger screenings by the TSA [2] - Despite some initial concerns regarding supply chain challenges and tariffs, the sector's valuation quickly rebounded as negative impacts did not materialize [2] Group 2: Defense Sector - The valuation multiples for major U.S. defense contractors have improved, with the current NTM P/E median at about 20 times, up from approximately 17 times at the beginning of 2025 [4] - The expansion in valuation multiples is partly due to alleviated concerns over potential defense spending cuts, as these cuts have not occurred [4] - Key government funding initiatives, including approximately $24 billion for the Iron Dome and $150 billion for overall defense, have provided support for the sector [4] Group 3: Space Sector - The space sector has experienced significant volatility, with the NTM EV/Sales median peaking above 10 times in September before dropping to about 4 times in November, and currently recovering to around 6 times [6] - Major IPOs in the sector, such as Voyager and Firefly, initially saw rapid market capitalization growth but have since declined below their issue prices due to investor caution [6] - Companies like Rocket Lab and Planet Labs are highlighted as strong performers, trading at approximately 35 times and 11 times NTM EV/EBITDA, respectively, supported by operational success and a new business model focus [6][7]

Core Insights - Loar Holdings Inc. (NYSE:LOAR) is viewed positively by analysts, despite a recent 7.63% decline in share price following its fiscal Q3 2025 earnings release [1] Group 1: Analyst Ratings and Price Targets - Sheila Kahyaoglu from Jefferies maintained a Buy rating with a price target of $90 as of December 5 [2] - Noah Poponak from Goldman Sachs initiated coverage with a Buy rating and a price target of $91 on November 25 [2] - The average 12-month price target from analysts indicates a potential upside of over 37% from the current share price [2] Group 2: Financial Performance - In Q3 2025, Loar Holdings reported a revenue increase of 22.44% year-over-year, reaching $126.75 million, exceeding estimates by $1.55 million [3] - The earnings per share (EPS) of $0.35 also surpassed expectations by $0.14 [3] - Management attributed growth to increased commercial passenger traffic and a strong backlog at airframe manufacturers [3] Group 3: Guidance Updates - The company raised its full-year net sales guidance to a range of $487 million to $495 million, up from the previous range of $486 million to $494 million [4] - Net income guidance was also increased from $65 million to $70 million, now expected to be between $70 million and $75 million [4] Group 4: Company Profile and Market Position - Goldman Sachs highlighted Loar Holdings as a high-quality aerospace aftermarket merger and acquisition compounder, still in its early stages [5] - The company specializes in designing and manufacturing niche aerospace and defense components for aircraft and related systems [5]

Group 1 - The stock of Loar Holdings Inc. (LOAR) closed at $71.37, reflecting a 4.2% gain over the past four weeks, with a mean price target of $92.5 indicating a potential upside of 29.6% [1] - Analysts have set short-term price targets for LOAR ranging from a low of $90.00 to a high of $97.00, with a standard deviation of $3.11, suggesting a consensus on the stock's upward potential [2] - The positive trend in earnings estimate revisions among analysts strengthens the view of potential upside for LOAR, as empirical research shows a correlation between earnings revisions and stock price movements [4][11] Group 2 - The Zacks Consensus Estimate for LOAR has increased by 17.6% due to one upward revision in earnings estimates over the last 30 days, with no negative revisions [12] - LOAR holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for upside [13] - While the consensus price target may not be a reliable indicator of the extent of LOAR's gains, it does provide a directional guide for potential price movement [14]

Core Viewpoint - Loar Holdings Inc. (LOAR.US) is considered one of the most attractive industrial stocks to buy, with strong buy ratings from four Wall Street analysts and an average target price indicating a potential upside of 30.42% from the current share price of $66.37 [1] Group 1: Analyst Ratings and Price Targets - The company has received four "strong buy" ratings from Wall Street analysts, with an average target price of $86.56 [1] - Goldman Sachs initiated coverage on the stock with a "buy" rating and a target price of $91, highlighting the company's strong financial health compared to peers [1] - Morgan Stanley resumed coverage with an "overweight" rating and set a target price of $100, emphasizing the effectiveness of the company's dual growth strategy [2] Group 2: Financial Performance - In Q3, the company achieved record sales of $127 million, driven by strong demand in the aerospace and defense sectors, resulting in a net profit of $19 million [1] - For Q1 2025, the company reported a year-over-year net sales increase of 11.1%, reaching $10.2 million, with an adjusted EBITDA margin improvement from 36.0% to 37.6% [2] Group 3: Strategic Initiatives - The company is focused on organic and inorganic growth strategies, including new product development, strengthening customer relationships, and exploring cross-selling opportunities [2] - Management maintains a positive outlook on acquisitions, supported by a strong pipeline of potential opportunities [2] Group 4: Company Overview - Loar Holdings Inc. is a diversified aerospace and defense company that designs and manufactures critical components for commercial, business, and general aviation, aiming to build a global specialized enterprise alliance [1]

Core Insights - Loar Holdings Inc. (NYSE:LOAR) is recognized as one of the best industrial stocks to buy, with a Strong Buy rating from 4 Wall Street analysts and an average price target of $86.56, indicating a 30.42% upside potential from the current share price of $66.37 [1] Group 1: Financial Performance - The company amended its Credit Agreement to increase the loan commitment by $175 million to a total of $275 million and extended the term loan's availability period through September 30, 2026 [2] - Loar Holdings reported record third-quarter sales of $127 million, driven by strong demand in the aerospace and defense sectors, and achieved a net income of $19 million [2] Group 2: Analyst Coverage and Market Position - Goldman Sachs initiated coverage of Loar Holdings on November 25 with a Buy rating and a price target of $91, highlighting the company as a high-quality aerospace aftermarket M&A compounder with a strong financial profile [3] - Analysts noted the company's steady fundamentals and growing presence in the aerospace components market, emphasizing its potential as it continues to build its position in the industry [3] Group 3: Company Overview - Loar Holdings Inc. is a diversified aerospace and defense company that designs and manufactures niche, critical components for commercial, business, and general aviation, focusing on creating a global alliance of specialized companies [4]