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AI brief of an SEC Form 8-K · Applied Aerospace & Defense, Inc. (AADX)

Applied Aerospace & Defense Q2 revenue up 47% to $167.3 million, net loss $154.0 million

Mixed Impact 4 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyApplied Aerospace & Defense, Inc. (AADX)
Form8-K, current report
Filed with the SECAug 12, 2026, 7:26 AM ET
Accession number0001628280-26-055948

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:48 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 12, 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.