AADX

Today, 12:38 PMApplied Aerospace & Defense posts record Q2 revenue and backlog, beats sales estimates, maintains 2026 outlook after IPO deleveraging

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Index	-
Market Cap	3.27B
Enterprise Value	4.30B
Income	-24.84M
Sales	522.09M
Book/sh	1.37
Cash/sh	0.09
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	-
Employees	1542
IPO	Jun 03, 2026

P/E	-
Forward P/E	-
PEG	-
P/S	6.27
P/B	14.00
P/C	205.60
P/FCF	-
EV/EBITDA	56.79
EV/Sales	8.23
Quick Ratio	1.69
Current Ratio	2.09
Debt/Eq	4.45
LT Debt/Eq	4.19
Option/Short	Yes / Yes

EPS (ttm)	-0.15
EPS next Y	-
EPS next Q	0.07
EPS this Y	-
EPS next Y	-
EPS next 5Y	-
EPS past 3/5Y	- -
Sales past 3/5Y	- -
EPS Y/Y TTM	24.26%
Sales Y/Y TTM	24.92%
EPS Q/Q	-107.01%
Sales Q/Q	21.01%
Earnings	Aug 12 BMO
EPS/Sales Surpr.	-15622.39% 7.39%

Insider Own	74.30%
Insider Trans	0.05%
Inst Own	4.99%
Inst Trans	4.80%
ROA	-1.66%
ROE	-10.47%
ROIC	-2.05%
Gross Margin	21.92%
Oper. Margin	8.44%
Profit Margin	-4.76%
SMA20	1.05%
SMA50	-2.65%
SMA200	-2.65%
Trades

Shs Outstand	170.74M
Shs Float	43.89M
Short Float	3.89%
Short Ratio	1.01
Short Interest	1.71M
52W High	24.24 -20.92%
52W Low	16.57 15.69%
Volatility	7.24% 8.00%
ATR (14)	1.65
RSI (14)	47.67
Beta	-
Rel Volume	1.28
Avg Volume	1.68M
Volume	1,667,885

Perf Week	-9.66%
Perf Month	-0.31%
Perf Quarter	-
Perf Half Y	-
Perf YTD	-7.61%
Perf Year	-
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Recom	1.43
Target Price	25.14
Prev Close	20.59
Price	19.17
Change %	-6.90%

Date	Action	Analyst	Rating Change	Price Target Change
Jun-29-26	Initiated	Wolfe Research	Outperform	$23
Jun-29-26	Initiated	Stifel	Buy	$24
Jun-29-26	Initiated	Robert W. Baird	Outperform	$30
Jun-29-26	Initiated	RBC Capital Mkts	Outperform	$24
Jun-29-26	Initiated	Morgan Stanley	Equal-Weight	$23
Jun-29-26	Initiated	Jefferies	Buy	$25
Jun-29-26	Initiated	BofA Securities	Buy	$24

Today 08:44AM	SpaceX Supplier Sinks On Earnings; Aerospace Parts Vendor Soars (Investor's Business Daily) -6.90%
07:20AM	Applied Aerospace: Q2 Earnings Snapshot (Associated Press)
06:55AM	SpaceX Supplier Applied Aerospace & Defense Beats Revenue Estimates and Backlog Rises to $1.1 Billion (Barrons.com)
06:30AM	Applied Aerospace & Defense Reports Second Quarter 2026 Financial Results (Business Wire)
Aug-10-26 09:38AM	Defense Tech Firm Lyntris, Backers Seek $528 Million in US IPO (Bloomberg)
07:41AM	Loading…
07:41AM	Defense tech firm Lyntris targets $2.5 billion valuation in US IPO (Reuters)
Jul-23-26 08:01AM	If You Like SpaceX, You're Going to Love This SpaceX Supplier (Barrons.com) +10.47%
Jul-07-26 12:41PM	The Space Economy Isn't Science Fiction Anymore: 6 Stocks to Launch Your Portfolio (Barrons.com)
Jun-29-26 05:27PM	AADX Stock Gains 2% After-Hours Applied Aerospace & Defense Draws Wave Of Bullish Wall Street Calls (Stocktwits) +9.89%
10:28AM	Why Applied Aerospace Stock Is a Buy After the SpaceX Supplier's Lackluster IPO (Barrons.com)
07:55AM	This SpaceX Supplier's Stock Is a Buy After Lackluster IPO, According to Wall Street (Barrons.com)
Jun-04-26 10:02AM	Applied Aerospace & Defense IPO raises $650 million on NYSE (Quartz)
Jun-03-26 05:10PM	Applied Aerospace & Defense debuts on the NYSE (CNN Business)
01:18PM	Applied Aerospace & Defense valued at $3.5 billion as shares rise in NYSE debut (Reuters)
08:55AM	NYSE Content Update: Applied Aerospace & Defense Raises $650 Million in IPO (PR Newswire)

Applied Aerospace & Defense, Inc. provides advanced design, engineering, and vertically integrated manufacturing solutions for the aerospace, defense, and space technology sectors. The private company is based in Huntsville, AL and has subsidiaries in the United States. The company specializes in mission-critical hardware for extreme environments across space and launch systems, defense aviation and airborne systems, and C5ISR and precision strike systems. Its product portfolio includes flight systems for fixed wing, rotary wing, and autonomous platforms; space vehicle parts such as nose cones, fairings, payload adapters, and satellite assemblies; as well as precision platforms and deployable systems. The company was founded in 2022. James William Ferguson has been the CEO of the company since 2025.

CEO & DirectorMr. James William Ferguson III

Chief Financial OfficerMr. Jeffrey L. McRae

Chief Operating OfficerMr. Kevin Bidlack

Chief Growth OfficerMr. Christopher B. Rogers

Chief Accounting OfficerMr. Kai W. Kasiguran

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Lynch Susan D	Director	Jun 04 '26	Buy	20.00	8,000	160,000	8,000	Jun 04 06:00 PM
McRae Jeffrey L.	Chief Financial Officer	Jun 04 '26	Buy	20.00	25,000	500,000	25,000	Jun 04 05:55 PM
Goldstein Scott (NMN)	Director	Jun 04 '26	Buy	20.00	500	10,000	4,750	Jun 04 05:53 PM
Katzman James C	Director	Jun 04 '26	Buy	20.00	25,000	500,000	29,250	Jun 04 05:53 PM

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Applied Aerospace & Defense Inc

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