LOARLoar Holdings Inc.
Aircraft Parts & Auxiliary Equipment, NEC
- Revenue
- $496M
- 23% YoY
- Operating margin
- 21.4%
- 1.6% YoY
- EBITDA
- $118M
- 20% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 7.0×
- $827M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear1556× net incomeCash flow under 80% of net income
- Dilutive SBCClear3% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired46% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|
| Revenue | $317M | $403M | $496M | 23% |
| Operating income | $69M | $88M | $106M | 21% |
| Net income | −$5M | $22K | $72K | 225% |
| Operating cash flow | $13M | $55M | $112M | 104% |
| Stock-based comp | $372K | $11M | $15M | 34% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $4M | $3M | 139 | 180 |
| FY2024 | $3M | $34M | 151 | 123 |