Applied Aerospace & Defense, Inc. (AADX) stands at the forefront of innovative solutions within the aerospace and defense sectors, specializing in advanced technologies and systems integration tailored for both commercial and military applications. The company's strategic focus on research and development enables it to capitalize on emerging trends in aerospace technology, ensuring a competitive edge in a dynamic market. AADX's strong relationships with government and defense agencies underscore its position as a trusted partner, dedicated to enhancing operational efficiency and safety in a rapidly evolving landscape.
| Revenue (TTM) | $575.91M |
| Gross Profit (TTM) | $147.23M |
| EBITDA | $-18.32M |
| Operating Margin | -57.50% |
| Return on Equity | 0.00% |
| Return on Assets | 0.00% |
| Revenue/Share (TTM) | $3.34 |
| Book Value | $4.80 |
| Price-to-Book | 2.61 |
| Price-to-Sales (TTM) | 3.87 |
| EV/Revenue | 3.776 |
| EV/EBITDA | 106.37 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 47.40% |
| Shares Outstanding | $172.39M |
| Float | $45.54M |
| % Insiders | 0.04% |
| % Institutions | 97.99% |
Volatility is currently contracting
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.
HUNTSVILLE, Ala.--(BUSINESS WIRE)--Applied Aerospace & Defense (“Applied”), a premier provider of advanced manufacturing for mission-critical space and defense applications, today announced the appointment of Chris Rogers to the newly created position of President and Chief Strategy Officer. Following Applied's initial public offering (IPO) in June 2026, the Company is evolving its executive leadership structure to support accelerated growth and the scaling of its advanced manufacturing inf.
HUNTSVILLE, Ala.--(BUSINESS WIRE)--Applied Aerospace & Defense, Inc. (“Applied” or the “Company”), a premier provider of advanced manufacturing solutions for mission-critical space and defense applications, announced it will report second quarter financial results for the quarter ended on June 30, 2026, on Wednesday, August 12, 2026, before the market opens. Management will also host a conference call at 8:30 a.m. ET on Wednesday, August 12, 2026, to review the second quarter results. Parti.
Applied Aerospace & Defense is rated a buy due to its mission-critical content, long customer relationships, and sole/single-source positions supporting pricing power. AADX's $1.06 billion backlog and $3.8 billion weighted pipeline provide strong visibility into future growth, with significant exposure to expanding defense and space markets. Approximately 87% of AADX revenue is from sole- or single-source contracts, and 33% is tied to aftermarket and sustainment, supporting recurring revenue streams.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on AADX and any ticker you trade — then tracks every position and per-strategy win rate.
