AADX

HUNTSVILLE, Ala.--(BUSINESS WIRE)--Applied Aerospace & Defense (“Applied”), a premier provider of advanced manufacturing for mission-critical space and defense applications, announced the appointment of Robert Wingfield as Chief Information Officer. As CIO, Robert will lead the company's digital strategy and oversee the full lifecycle of information systems including cybersecurity, data architectures, enterprise applications, digital manufacturing systems, and AI‑enabled operational analyti.

HUNTSVILLE, Ala.--(BUSINESS WIRE)--Applied Aerospace & Defense (“Applied” or the “Company”), a premier provider of advanced manufacturing solutions for mission-critical space and defense applications, announced it will report financial results for the third quarter ended on September 30, 2026, on Wednesday, November 11, 2026, before the market opens. Management will also host a conference call at 8:30 a.m. eastern time (ET) on Wednesday, November 11, 2026, to review the third quarter results.

Applied Aerospace & Defense is rated Buy after a 37% post-IPO decline, offering an improved entry point. AADX's June IPO meaningfully reduced net leverage, enhancing financial flexibility for growth and selective acquisitions. Q2 revenue grew 47% year-over-year with a $1.13 billion backlog, but margin expansion and positive cash flow hinge on successful program ramps.

Applied Aerospace & Defense shares have declined 35% since IPO, bringing valuations to more attractive levels. Applied Aerospace now trades at below 3x sales and 14–15x EBITDA, with improving earnings visibility and a growing $1.13 billion backlog. Second-half revenue guidance implies strong sequential growth, while adjusted EBITDA guidance suggests potential upside versus consensus.

Baron Small Cap Fund (the Fund) was up 12.57% (Institutional Shares) in the second quarter, trailing the Russell 2000 Growth Index (the Index) by 13.14%, as the Index was up 25.71%. Shares increased during the quarter as Vertiv reported strong Q1 financial results (adjusted earnings per share increased 83% year-over-year) and increased fiscal year guidance fueled by organic sales growth of around 30%. Planet Fitness, Inc. , the leading high-value, low-cost gym operator, detracted from performance in the second quarter after the company lowered full-year guidance following weaker-than-expected member additions in the first quarter.

Investors need to pay close attention to AADX stock based on the movements in the options market lately.

Applied Aerospace & Defense, Inc. (AADX) Q2 2026 Earnings Call Transcript

Applied Aerospace & Defense NYSE: AADX reported record second-quarter revenue and adjusted EBITDA in its first earnings call as a public company, while highlighting a growing contract backlog, capacity investments and continued demand across space and defense programs.

SpaceX supplier Applied Aerospace & Defense reports a surprise second-quarter loss but revenue tops expectations.

HUNTSVILLE, Ala.--(BUSINESS WIRE)--Applied Aerospace & Defense (NYSE: AADX) (“Applied” or "the Company"), a premier provider of advanced design, engineering, and vertically integrated manufacturing solutions for leading and next-generation space and defense technology companies, today reported its financial results for the second quarter ended June 30, 2026. Second Quarter 2026 & Recent Highlights: Generated record revenue of $167.3 million, up 47.4% year over year Incurred a net loss o.