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    Loar Holdings Inc (LOAR)

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    Loar Holdings, LLC specializes in the design, manufacture, and sale of niche aerospace and defense components. The company provides mission-critical, highly engineered solutions with significant intellectual property content, serving the commercial aerospace, business jet and general aviation, and defense markets. Its products are used across nearly every major aircraft platform, offering a diverse range of solutions for both OEM and aftermarket needs.

    1. Commercial Aerospace - Supplies components such as auto throttles, lap-belt airbags, and water purification systems for use in commercial aircraft platforms.
    2. Business Jet and General Aviation - Provides engineered solutions including seat belts, fire barriers, and motion and actuation devices tailored for business jets and general aviation aircraft.
    3. Defense - Delivers specialized products such as temperature and fluid sensors, carbon and metallic brake discs, and sealing solutions for defense applications.
    4. Aftermarket Products - Offers recurring revenue streams through the sale of replacement parts and maintenance solutions across all end markets.
    5. Other Aerospace Components - Manufactures niche items like polyimide washers, latches, and RAM air components for various aerospace applications.
    1. Given the commercial OEM challenges due to strikes and supply chain issues with Boeing and Textron , how confident are you in achieving your high single-digit growth forecast for the commercial OEM and aftermarket segments in 2025, and what specific strategies are you implementing to mitigate these risks?

    2. Your 2025 guidance assumes no additional acquisitions, yet your growth strategy includes completing one or two acquisitions each year ; how do you plan to achieve your projected net sales of $470 million to $480 million in 2025 without factoring in future acquisitions, and what impact could potential acquisition timing have on your financial targets?

    3. With defense sales expected to be up high double digits but acknowledging the lumpiness due to ordering patterns , how are you addressing the volatility in the defense market to ensure consistent revenue growth and meet your 2025 guidance?

    4. Your adjusted EBITDA margins are projected to improve to approximately 37.5% in 2025, despite higher interest expenses and investments in infrastructure as a newly public company ; what specific initiatives are driving this margin expansion, and how sustainable are these improvements in the face of potential cost pressures?

    5. Considering the increase in net debt due to the $360 million term loan for the acquisition of Applied Avionics , how do you plan to manage leverage and interest expenses going forward, and what is your strategy to maintain strong cash flow conversion exceeding 125% of net income in 2025 ?

    No recent press releases or 8-K filings found for LOAR.