Inferra AI / Company / AADX
Applied Aerospace & Defense, Inc.
AADX · Industrials
Last earnings Aug 12, 2026
Key results
Revenuequarter
$167.3 million
revenue of $167.3 million, up 47.4% year over year Incurred a net loss of $154.0 million primarily due to share-based compensation and transaction expenses related to the Company s June 2026 initial public offering ( IPO ) Delivered record Adjusted EBITDA of $36.4 million
SEC original ↗Applied Aerospace & Defense, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
Growthquarter
up 47.4%
revenue of $167.3 million, up 47.4% year over year Incurred a net loss of $154.0 million primarily due to share-based compensation and transaction expenses related to the Company s June 2026 initial public offering ( IPO ) Delivered record Adjusted EBITDA of $36.4 million
SEC original ↗Applied Aerospace & Defense, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
Consolidated revenuequarter
$167.3 million
Second Quarter 2026 Financial Results Consolidated revenue was $167.3 million, up 47.4% compared to the prior year period of $113.5 million.
SEC original ↗Applied Aerospace & Defense, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
Excluding the impact of acquisitions completed in 2026, revenue increased $22.5 million or 19.8%.
SEC original ↗Applied Aerospace & Defense, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
Revenue growth in Defense Aviation and Airborne Systems of $3.6 million was primarily attributable to sustained aftermarket demand across a large installed base of aircraft, as well as continued new production activity.
SEC original ↗Applied Aerospace & Defense, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
Revenue growth in C5ISR and Precision Strike Systems of $35.9 million was primarily attributable to higher revenue across a range of integrated air and missile defense systems and radar programs.
SEC original ↗Applied Aerospace & Defense, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
AI analysis
Q2 2026 · reported Aug 12, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
Guidance ladder — revenue
Delivered vs the company's guided range
EX-99 · Aug 12, 2026 Guide as stated by the company; range and midpoint computed from the stated figure.
Headline figures
| Metric | Q2 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $167.3 million | — | — |
| Growth | up 47.4% | — | — |
| Consolidated revenue | $167.3 million | — | — |
Guidance · company-stated
“of between $150 million and $155 million”
Guidance stated in the release for the full year 2026; figures as stated.
Capital allocation
After deducting underwriting discounts, commissions, and other offering costs, the Company received net proceeds of $ 635,637 , with such proceeds principally being used to repay outstanding borrowings under the 2022 Credit A greement (as defined below).
Refer to Note 10, Long-Term Debt, for additional disclosure regarding our long-term debt.
What changed vs last quarter
- Guide midpoint vs latest-quarter revenue +300.5% computed from stated figures
Event summary
Applied Aerospace & Defense, Inc. Q2 2026 — revenue of $167.3 million, up 47.4% year over year Incurred a net loss of $154.0 million primarily due to share-based compensation and transaction expenses related to the Company s June 2026 initial p…
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
total revenue: “total revenue of between $670 million and $690 million”
Adjusted EBITDA: “Adjusted EBITDA of between $150 million and $155 million”
total revenue (“the full year 2026”)
“Full Year 2026 Outlook For the full year 2026, the Company expects total revenue of between $670 million and $690 million, and non-GAAP Adjusted EBITDA of between $150 million and $155 million.”
Adjusted EBITDA (“the full year 2026”)
“Full Year 2026 Outlook For the full year 2026, the Company expects total revenue of between $670 million and $690 million, and non-GAAP Adjusted EBITDA of between $150 million and $155 million.”
Guidance stated in the release for the full year 2026; figures as stated.
Capital allocation
After deducting underwriting discounts, commissions, and other offering costs, the Company received net proceeds of $ 635,637 , with such proceeds principally being used to repay outstanding borrowings under the 2022 Credit A greement (as defined below).
SEC original ↗Applied Aerospace & Defense, Inc. — 10-Q Quarterly report10-QAug 12, 2026
Refer to Note 10, Long-Term Debt, for additional disclosure regarding our long-term debt.
SEC original ↗Applied Aerospace & Defense, Inc. — 10-Q Quarterly report10-QAug 12, 2026
To finance the acquisition and related transaction expenses, the Company received a combination of debt financing of $ 361,100 and equity financing of $ 18,000 .
SEC original ↗Applied Aerospace & Defense, Inc. — 10-Q Quarterly report10-QAug 12, 2026
Refer to Note 10, Long-term Debt, for further information regarding the debt financing.
SEC original ↗Applied Aerospace & Defense, Inc. — 10-Q Quarterly report10-QAug 12, 2026
Elimination of CBI s historical interest expense to reflect the repayment of CBI s debt at closing.
SEC original ↗Applied Aerospace & Defense, Inc. — 10-Q Quarterly report10-QAug 12, 2026
Additional interest expense reflecting the debt financing used to fund the acquisition.
SEC original ↗Applied Aerospace & Defense, Inc. — 10-Q Quarterly report10-QAug 12, 2026
Strategy & priorities
Looking ahead, we remain focused on operational excellence, disciplined investment, and expanding our content on enduring and next-generation programs to drive profitable growth and create long-term value for our customers and shareholders.
SEC original ↗Applied Aerospace & Defense, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
Near term demand is expected to remain supported by missile and munition rearmament, layered missile defense priorities, and continued national defense and budget investments in next-generation precision strike systems.
SEC original ↗Applied Aerospace & Defense, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
All statements other than statements of historical fact are forward-looking statements, including statements about our future results of operations, financial condition, business strategy, prospects, and plans and objectives.
SEC original ↗Applied Aerospace & Defense, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
### Contacts David Myers, SVP Marketing Strategy David.
SEC original ↗Applied Aerospace & Defense, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
All statements other than statements of historical facts contained in this Quarterly Report on Form 10-Q, including statements regarding our future results of operations or financial condition, business strategy, prospects, plans and objectives, are forward-looking statements.
SEC original ↗Applied Aerospace & Defense, Inc. — 10-Q Quarterly report10-QAug 12, 2026
Risks & headwinds
These statements involve risks, uncertainties, and other factors that could cause actual results to differ materially from those expressed or implied by the forward- looking statements.
SEC original ↗Applied Aerospace & Defense, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
Such risks, uncertainties and other factors include, without limitation changes in economic, capital market, and political conditions in the U.
SEC original ↗Applied Aerospace & Defense, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
Legal Proceedings 37 Item 1A.
SEC original ↗Applied Aerospace & Defense, Inc. — 10-Q Quarterly report10-QAug 12, 2026
The outcome of the events described in these forward-looking statements is subject to risks, uncertainties and other factors.
SEC original ↗Applied Aerospace & Defense, Inc. — 10-Q Quarterly report10-QAug 12, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
4 documentsEarnings releases
2 documentsPresentations
0 documentsNo presentations for Applied Aerospace & Defense, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Applied Aerospace & Defense, Inc. are held in this edition of the library.
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