Event-Driven Stocks

Loar Holdings Inc.

LOARNYSE

Industrials · Aircraft Parts & Auxiliary Equipment, NEC · DE · SEC filings ↗ · Compare ⊕

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Signs6 gooddetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23
Revenue$496.3M$402.8M$317.5M
Operating income$106.2M$87.6M$69.5M
Net income$72.1M$22.2M−$4.6M
Total assets$2.03B$1.45B$1.05B
Total liabilities$855.1M$362.1M$632.3M
Equity$1.17B$1.09B$418.1M
EPS (diluted)$0.75$0.24$-22620.18
Shares out.93.6M93.6M0

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
21.4%
Net margin
14.5%
Return on equity
6.1%
Return on assets
3.6%
Return on capital (ROCE)
5.4%
Liabilities / assets
42.1%
Debt / equity
0.73×
Book value / share
$12.56
Revenue growth (YoY)
23.2%
Net income growth (YoY)
224.5%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
2.64safe
Accruals / assets
2.0%clean
Beneish M-Score
-2.51normal
Piotroski F-Score
5/9mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
93
/ 100
Profitability 100Growth 100Catalyst 67Earnings quality 100Financial strength 100

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

6 good
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Conservative leverage (liabilities < 50% of assets)
  • Positive operating cash flow
  • Clean earnings (low accruals)
  • Altman Z″ in the safe zone

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
4 acquisitions8 disposals4 open-market buy(s)net 9.8M shares · last 12
InsiderDateTypeSharesPrice
Danmola Taiwo K.DirectorMay 20, 2026Sell35,000$60.59
Levy Paul SDirectorMar 13, 2026Buy75,000$64.90
Mcgetrick Margaret ADirectorMar 11, 2026Gift71,429$0.00
Carpenito AnthonyDirectorMar 12, 2026Buy1,260$64.45
Bobbili RajaDirectorMar 12, 2026Buy20,000$62.76
Manella Michael J.Officer — See RemarksMar 10, 2026Gift429,960$0.00
Charles Dirkson ROfficer — See RemarksMar 10, 2026Buy3,400$67.41
Blackstone Holdings Iv L.P.10% ownerJun 9, 2025Sell2.7M$82.61
Gso Capital Opportunities Fund Iii Lp10% ownerJun 9, 2025Sell2.7M$82.61
Blackstone Alternative Credit Advisors Lp10% ownerJun 9, 2025Sell2.7M$82.61
Bobbili RajaDirectorMay 16, 2025Sell690,258$80.91
Carpenito AnthonyDirectorMay 16, 2025Sell690,258$80.91

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20267.3M6.8+3.1%
Apr 30, 20267.1M7.2+24.7%
Apr 15, 20265.7M6.6-13.0%
Mar 31, 20266.5M5.7+27.9%
Mar 13, 20265.1M3.8-3.0%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.