Every 8-K that Applied Aerospace & Defense, Inc. (AADX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow AADX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AADX filings page.
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.
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.