$LOAR

RBC Capital said Loar Holdings’ new business wins support long-term growth. In a note dated Aug. 7, 2026, RBC adjusted its price target to $85 from $80 and kept an Outperform rating, citing factors including visibility and fundamentals.

Loar Holdings Inc. (NYSE:LOAR) reported Q2 2026 record results. Net sales rose 39.4% to $171.6M, while net income was $16.7M and diluted EPS was $0.18. Adjusted EBITDA increased 47.4% to $69.4M. The company revised its 2026 outlook, raising net sales to $665M-$675M and Adjusted EBITDA to $265M-$270M.

Loar Holdings Inc. (LOAR) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ck0002000178-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Loar Holdings Inc. Reports Q2 2026 Record Results and Upward Revision to 2026 Outlook August 6, 2026 WHITE PLAINS, NY., August 6, 2026 /ACCESSWIRE/ -- Loar Holdings Inc. (NYSE: LOAR) (the “Company,” “Loar,” “we,” “us”

Citi analysts led by John Godyn attended the Farnborough International Airshow and reported to clients that channel checks point to accelerating missile demand and new aircraft orders. The note cites positive aftermarket trends for GE and CFM/LEAP engines, supportive secondary-market lease rates for lessors, and expectations for Airbus next-gen narrowbody activity. It also highlights potential M&A and ETN platform growth.

Ahead of Q2 earnings, Morgan Stanley kept a constructive view on aerospace and defense, citing resilient commercial demand, improving aircraft production, and durable aftermarket needs. It noted Boeing 737 MAX at 47 aircraft per month. For defense, it argued a $1.1T FY2027 base budget is underestimated. It downgraded Loar and TransDigm, cut CAE and Voyager, and adjusted price targets for multiple firms.

Citi upgraded its view on Loar Holdings (NYSE:LOAR), raising its 90-day price target to $87 from $71 and keeping a Buy rating, with an “upside catalyst watch” ahead of the Q2 2026 report. Citi cited improving commercial and defense aftermarket conditions. Loar reported Q1 2026 net sales of $156.1M (+36% YoY) and raised its 2026 outlook to $645M-$655M net sales and adjusted EPS $1.26-$1.30.

Loar Holdings (LOAR) is attracting attention after its CEO purchased US$2.9 million in stock near a 52-week low, coinciding with an earnings beat. Analysts project a fair value of $91.60, suggesting the stock is 29.4% undervalued, driven by a strong product pipeline and sustained air travel demand. However, the current P/E ratio of 83.9x is significantly higher than the industry average, raising questions about whether potential growth is already priced in.

Goldman Sachs has updated its US "conviction list," adding oil major ConocoPhillips (NYSE:COP) and aerospace supplier Loar Holdings (NYSE:LOAR), while removing several other companies. This adjustment reflects a market shift towards "heavy assets"—capital-intensive businesses less susceptible to AI disruption. ConocoPhillips is highlighted for its projected free cash flow growth and increased capital returns, while Loar is viewed as a high-quality earnings compounder with strong M&A potential in the aerospace sector.

Goldman Sachs Research analysts have updated their U.S. conviction list, adding ConocoPhillips (COP) and Loar Holdings (LOAR). Conversely, Huntington Ingalls Industries (HII), MSG Entertainment (MSGE), and Valero Energy (VLO) have been removed from the list. The report notes that ConocoPhillips is considered an "oil major."

RBC Capital has lowered its price target for Loar Holdings Inc. (NYSE:LOAR) to $90 from $92 but maintained an Outperform rating. The adjustment follows an update of estimates to reflect recent acquisitions of LMB Fans & Motors and Harper Engineering, with the firm believing these acquisitions offer significant cross-selling opportunities and margin improvements. Despite a high P/E ratio, Loar's PEG ratio suggests it may be undervalued given its growth potential, and analyst consensus remains strongly bullish.