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AA&D Holdings, LP filed as a major shareholder of Applied Aerospace & Defense, Inc., reporting beneficial ownership of 126,786,731 shares of common stock. This represents 73.5% of the outstanding common stock, based on 172,393,518 shares outstanding after giving effect to the underwriters' option to purchase an additional 1,650,000 shares as referenced in the issuer's quarterly report. AA&D Holdings has sole voting and sole dispositive power over all reported shares. The shares are held directly by AA&D Holdings, which is managed and controlled through affiliates of Greenbriar Equity Group, L.P., including GB Eagle GP, LLC and Greenbriar Equity Capital V, L.P.
Applied Aerospace & Defense, Inc. reported rapid top-line growth but a large GAAP loss for the six months ended June 30, 2026. Revenue rose to $301.7 million from $224.5 million, driven by all three end markets and contributions from recent acquisitions, with CBI alone adding $43.2 million of revenue and $1.9 million of net income post-close.
Growth came with sharply higher costs. Cost of goods sold increased to $230.9 million, and selling, general, and administrative expense jumped to $151.6 million, largely due to $110.8 million of share-based compensation, most tied to equity units vesting at the IPO. Intangible amortization reached $18.2 million. As a result, the company posted a six‑month net loss of $169.1 million versus $12.0 million a year earlier, and operating cash outflow was $82.1 million.
The June 2026 IPO generated $635.6 million of net proceeds, of which about $621.2 million was used to repay term loans and revolving borrowings under the 2022 Credit Agreement, reducing total debt to $405.8 million and lowering the debt‑to‑capitalization ratio to 0.33. Contract backlog increased to $1.13 billion, and remaining performance obligations totaled $947.6 million, with most expected to convert to revenue by the end of 2027.
Applied Aerospace & Defense, Inc. reported strong top-line growth for the quarter ended June 30, 2026, alongside a large GAAP loss tied to its IPO. Revenue was $167.3 million, up 47.4% from $113.5 million, driven by all three end markets, including notable growth in C5ISR and Precision Strike Systems.
The company incurred a net loss of $154.0 million, largely due to $110.1 million of share-based compensation and transaction expenses related to its June 2026 IPO. Adjusted EBITDA reached a record $36.4 million, up 38.5% year over year, with an Adjusted EBITDA margin of 21.8%. Contract backlog was $1.13 billion, supporting multi-year revenue visibility.
Applied completed a $683.0 million IPO, generating approximately $635.6 million of net primary proceeds from about 34.2 million primary shares at $20.00 per share, which management states reduced pro forma net leverage to 2.7x. For full year 2026, the company expects revenue of $670–$690 million and non-GAAP Adjusted EBITDA of $150–$155 million.
Applied Aerospace & Defense, Inc. announced that its Board appointed Chris Rogers as President and Chief Strategy Officer, effective July 27, 2026. His prior role as Chief Growth Officer is being consolidated into this newly created position, and he will continue to report to CEO Trip Ferguson.
Rogers has served as Chief Growth Officer since December 2025 and previously spent more than 20 years at Harris Williams, most recently as Managing Director and Head of the Aerospace, Defense & Government Services Group, following earlier service as a U.S. Marine Corps officer. The company states there are no family relationships or related‑party transactions requiring disclosure and no arrangements with other persons tied to his appointment. His compensation remains under the package established in December 2025.
The company furnished a press release under a Regulation FD disclosure, noting that Rogers will oversee strategy and key growth functions as the company scales after its June 2026 IPO. An earnings call is scheduled for August 12, 2026.
AA&D Holdings, LP reported disposition transactions in this Form 4 filing.
AA&D Holdings, LP, a major stockholder of Applied Aerospace & Defense, Inc., reported a pro rata distribution of 11,456,787 common shares on July 15, 2026. The shares were distributed to its limited partners without consideration and remain subject to IPO lock-up restrictions. Voting and dispositive power over AA&D Holdings’ remaining 126,786,731 shares is exercised by a Greenbriar-affiliated board that disclaims beneficial ownership beyond its pecuniary interest.
Applied Aerospace & Defense, Inc. director Susan D. Lynch purchased 8,000 shares of common stock at $20.00 per share. The footnote explains these shares were bought under a directed share program in connection with the company’s initial public offering, giving her a new direct holding of 8,000 shares.
Applied Aerospace & Defense, Inc. Chief Financial Officer Jeffrey L. McRae bought 25,000 shares of common stock in an open-market purchase at $20.00 per share. The transaction, made under the company’s directed share program in connection with its initial public offering, brings his direct holding to 25,000 shares.
Applied Aerospace & Defense, Inc. director Scott Goldstein reported acquiring common stock and equity awards. He purchased 500 shares of common stock in an open-market transaction at $20.00 per share under the issuer’s directed share program connected to its initial public offering. After this purchase, the filing shows he directly holds 4,750 common shares.
Goldstein was also granted 4,250 Restricted Share Units on June 4, 2026. Each RSU represents the right to receive one common share upon vesting, generally on the first anniversary of the grant or immediately before the next annual meeting, subject to continued board service. Vested RSUs will settle in common stock within 30 days after vesting.
Applied Aerospace & Defense, Inc. director James C. Katzman reported two transactions involving the company’s common stock. He made an open-market purchase of 25,000 shares at $20.00 per share under the issuer’s directed share program connected to its initial public offering, bringing his direct holdings to 29,250 shares.
He also received a grant of 4,250 Restricted Share Units on June 4, 2026. Each RSU represents the right to receive one share of common stock, vesting on the first anniversary of the grant date or immediately before the next Annual Meeting, whichever comes first, subject to his continued service on the Board.
Applied Aerospace & Defense, Inc. completed its initial public offering of 32,500,000 shares of common stock at $20.00 per share under an underwriting agreement with major investment banks. The underwriters also received a 30-day option to buy up to 4,875,000 additional shares.
In connection with the IPO, the company put key governance and compensation structures in place, including new indemnification agreements for directors and officers, a 2026 Omnibus Incentive Plan, and a 2026 Employee Stock Purchase Plan. It also adopted a second amended and restated certificate of incorporation and amended and restated bylaws.