Applied Aerospace & Defense, Inc. (AADX) SEC Filings & Earnings Calls
EquiReason read 3 Applied Aerospace & Defense, Inc. SEC filings in the last 12 months. Latest: 10-Q on 2026-08-12 — Strong revenue growth of 47.4% YoY, driven by defense and space demand; backlog up 30%; IPO strengthened balance sheet..
Source: SEC EDGAR filings · read by EquiReason
- Market cap
- 1.7B
- P/E TTM
- —
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 11 Nov, in 18 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
12 Aug 202610-QStrong revenue growth of 47.4% YoY, driven by defense and space demand; backlog up 30%; IPO strengthened balance sheet.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $167M | +47% y/y |
| Gross profit margin · Q2-2026 | 22.2% | |
| Adjusted EBITDA · Q2-2026 | $36M | +39% y/y |
| Adjusted EBITDA margin · Q2-2026 | 21.8% | |
| Contract backlog · 2026-06-30 | $1.13B | +30% y/y |
| Net loss · Q2-2026 | $-154M | |
| Total debt · 2026-06-30 | $406M |
Guidance
Capex guided $50M for FY2026
No explicit revenue guidance; capex guided $50M; demand commentary positive across all segments.
Risks flagged
Gross margin pressure from mix shift
“Excluding the effects of the share-based compensation, gross profit margin was consistent with prior year at 28.3%, as sales volume and improved throughput were offset by a change in product mix towards ramping programs with lower initial margins.” · word for word
Integration risk from multiple acquisitions
“The increase in revenue included approximately $31.3 million generated from the acquisitions completed in 2026.” · word for word
12 Aug 20268-K · 2.02Record revenue $167.3M (+47.4% YoY), record Adj EBITDA $36.4M (+38.5% YoY), backlog >$1.1B, FY26 revenue guidance $670-690M, Adj EBITDA $150-155M. IPO completed June 2026 raised $635.6M net.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $167M | +47% y/y |
| Adjusted EBITDA · Q2-2026 | $36M | +39% y/y |
| Contract Backlog · 2026-06-30 | $1.13B | |
| Net Loss · Q2-2026 | $154M | |
| Space and Launch Systems Revenue · Space and Launch Systems · Q2-2026 | $39M | +59% y/y |
| Defense Aviation and Airborne Systems Revenue · Defense Aviation and Airborne Systems · Q2-2026 | $79M | +5% y/y |
| C5ISR and Precision Strike Systems Revenue · C5ISR and Precision Strike Systems · Q2-2026 | $50M | +262% y/y |
Guidance
FY26 revenue $670-690M; FY26 Adj EBITDA $150-155M
First guidance as public company; revenue and EBITDA ranges imply continued strong growth and margin expansion.
Risks flagged
Net loss of $154M due to IPO-related share-based compensation and transaction expenses; profitability path uncertain.
“Incurred a net loss of $154.0 million primarily due to share-based compensation and transaction expenses related to the Company’s June 2026 initial public offering” · word for word
Applied Aerospace & Defense, Inc. — questions
- What did Applied Aerospace & Defense, Inc. file recently?
- 3 SEC filings in the last 12 months. Latest: 10-Q on 2026-08-12 — Strong revenue growth of 47.4% YoY, driven by defense and space demand; backlog up 30%; IPO strengthened balance sheet.
Every figure on this page comes from Applied Aerospace & Defense, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.