Every material Form 8-K Applied Aerospace & Defense, Inc. has filed with the SEC since June 04, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Applied Aerospace & Defense reported record second-quarter 2026 revenue of $167.3 million, up 47.4% from a year earlier, and record Adjusted EBITDA of $36.4 million. The company also reported a net loss of $154.0 million, mainly from share-based compensation and transaction expenses tied to its June 2026 initial public offering. The company gave full-year 2026 guidance of $670 million to $690 million in revenue and $150 million to $155 million in Adjusted EBITDA.
Q2 2026 revenue was $167.3 million, up from $113.5 million in Q2 2025; net loss was $154.0 million, or $1.04 per share, versus a net loss of $4.7 million, or $0.05 per share, a year earlier.
Share-based compensation expense was $110.1 million in the quarter, and transaction costs were $5.2 million.
Adjusted EBITDA was $36.4 million, up 38.5%, with an Adjusted EBITDA margin of 21.8% versus 23.2% a year earlier.
Full-year 2026 outlook: revenue of $670 million to $690 million and Adjusted EBITDA of $150 million to $155 million; backlog was $1.13 billion as of June 30, 2026.
Applied Aerospace & Defense appointed Chris Rogers, its Chief Growth Officer, as President and Chief Strategy Officer, effective July 27, 2026, with his prior role folded into the new position. CEO Trip Ferguson remains in charge, and Rogers will continue to report to him; the filing states his compensation is unchanged. The change is an internal leadership reorganization that the company says follows its June 2026 IPO, and it does not include financial results.
Chris Rogers, age 51, named President and Chief Strategy Officer, effective July 27, 2026; Board action dated August 7, 2026
Rogers previously served as Chief Growth Officer since December 2025 and was an investment banker at Harris Williams from June 2005 to June 2025
Rogers will continue to report to CEO Trip Ferguson; his existing compensation remains in effect
Company's earnings call is scheduled for August 12, 2026
Applied Aerospace & Defense, Inc. (AADX) completed its initial public offering on June 4, 2026, selling 32,500,000 shares of common stock at $20.00 per share. The underwriters also received a 30-day option to buy up to 4,875,000 additional shares, and the company adopted new governance documents, equity plans and shareholder agreements in connection with the listing.
IPO of 32,500,000 firm shares at $20.00 per share, closed and delivered June 4, 2026
Underwriters hold a 30-day option to purchase up to 4,875,000 additional shares
Amended and restated certificate of incorporation and bylaws took effect June 2, 2026
Registration Rights Agreement and Stockholders Agreement with AA&D Holdings, LP dated June 4, 2026
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Applied Aerospace & Defense, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →