Is Loar Holdings Inc. (NYSE:LOAR) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Loar Holdings Inc. at current levels.
A TransDigm in the making, trading at TransDigm-lite multiples because the market hasn't connected the M&A flywheel to the aftermarket mix shift.
Where LOAR is headed
Loar exits 2027 as the cleanest pure-play proprietary aerospace components story on the US market, with roughly $700M in revenue, an aftermarket mix pushing toward 55%, and EBITDA margins north of 40%. The mental model that matters here is simple. Loar buys small, niche aerospace parts businesses with sole-source positions on specific airframes, plugs them into a centralized pricing and operations engine, and rides the 20-30 year aftermarket tail. It is the TransDigm playbook, run by people who literally trained in that playbook, on a base small enough that each acquisition still moves the needle.
Read the full Compass Direction on LOAR
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $65.50).
See the full LOAR analysisGet calls like this, free
Join the Alexandria e-letter for forward-looking verdicts, earnings intelligence, and the contrarian reads the crowd misses. Twice a week, no noise.
Free forever. Unsubscribe anytime. We never share your email.
Frequently asked questions
Is Loar Holdings Inc. (NYSE:LOAR) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Loar Holdings Inc. at current levels. A TransDigm in the making, trading at TransDigm-lite multiples because the market hasn't connected the M&A flywheel to the aftermarket mix shift.
What is LOAR's Compass Score?
Loar Holdings Inc. scores 87/100 on Alexandria's Compass, placing it in the "True North" tier. Scores blend eight factors and update weekly.
What is the price target for LOAR?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the LOAR page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.