AADX Filings — Applied Aerospace & Defense, Inc.

FilingSpy

AADX Filings — Applied Aerospace & Defense, Inc. - FilingSpy

Last event

Aug 12

8-K

Events · 12 mo

8-K + 6-K

Earnings releases

Item 2.02 · 12 mo

Leadership changes

Item 5.02 · 12 mo

Aug 12, 2026Earnings8-K

Applied Aerospace & Defense reports record Q2 2026 revenue of $167.3 million, up 47.4% YoY

Net loss of $154.0 million in Q2 2026, primarily due to share-based compensation and IPO-related transaction expenses.

Show details

Record revenue of $167.3 million for Q2 2026, up 47.4% from $113.5 million in Q2 2025.
Record Adjusted EBITDA of $36.4 million, up 38.5% year over year.
Contract backlog grew to over $1.1 billion as of June 30, 2026.
Full-year 2026 outlook: revenue between $670 million and $690 million, Adjusted EBITDA between $150 million and $155 million.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

Primary filing Press release

Aug 10, 2026Leadership8-K

Applied Aerospace & Defense appoints Chris Rogers as President and Chief Strategy Officer, effective July 27, 2026.

His prior Chief Growth Officer role was subsumed into the new position.

Show details

Chris Rogers, previously Chief Growth Officer, was appointed President and Chief Strategy Officer on August 7, 2026, effective July 27, 2026.
Rogers will continue to report to CEO Trip Ferguson.
His compensation has not been modified in connection with the appointment; existing arrangements from December 2025 remain in effect.
The appointment follows the company's June 2026 IPO and is part of an executive leadership restructuring.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

Primary filing Press release

Jun 4, 2026Leadership8-K

Applied Aerospace & Defense completes $650M IPO, selling 32.5M shares at $20.00.

On June 2, 2026, Applied Aerospace & Defense, Inc. entered into an underwriting agreement with Morgan Stanley, Jefferies, BofA Securities, and RBC Capital Markets for its IPO.

Show details

The IPO consisted of 32,500,000 shares of common stock at a public offering price of $20.00 per share, with an underwriter option for an additional 4,875,000 shares.
The IPO closed on June 4, 2026, and the firm shares were delivered.
In connection with the IPO, the company entered into a Registration Rights Agreement and a Stockholders Agreement with AA&D Holdings, LP.
The company also adopted the 2026 Omnibus Incentive Plan and 2026 Employee Stock Purchase Plan, and entered into indemnification agreements with its directors and executive officers.
The company filed a second amended and restated certificate of incorporation and adopted amended and restated bylaws, effective June 2, 2026.

1.01 Entry into a Material Definitive Agreement · 3.03 Material Modification to Rights of Security Holders · 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year · 9.01 Financial Statements and Exhibits