{"filings":[{"id":2198957,"accession_number":"0001628280-26-055948","cik":2118195,"company_name":"Applied Aerospace & Defense, Inc.","ticker":"AADX","form_type":"8-K","filed_at":"2026-08-12T11:26:46+00:00","items":["2.02","9.01"],"status":"ready","headline":"Applied Aerospace Q2 revenue $167.3M (+47.4% YoY); net loss $154M on IPO costs; backlog $1.13B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record revenue of $167.3M, up 47.4% YoY; adjusted EBITDA $36.4M, up 38.5%.","Net loss of $154.0M driven by share-based comp and June 2026 IPO transaction expenses.","Backlog over $1.1B; C5ISR/Precision Strike revenue surged $35.9M YoY.","Completed $683M IPO (~34.2M shares at $20), net proceeds ~$635.6M; net leverage 2.7x pro forma.","FY2026 guidance: revenue $670-690M, adjusted EBITDA $150-155M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2144680,"accession_number":"0001628280-26-055006","cik":2118195,"company_name":"Applied Aerospace & Defense, Inc.","ticker":"AADX","form_type":"8-K","filed_at":"2026-08-10T12:00:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Applied Aerospace names Chris Rogers President and Chief Strategy Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chris Rogers, former Chief Growth Officer, appointed President and Chief Strategy Officer effective July 27, 2026.","Rogers spent 20+ years at Harris Williams, most recently as Managing Director and Head of Aerospace, Defense & Government Services.","He will report to CEO Trip Ferguson; compensation unchanged from prior role.","Appointment precedes company's earnings call scheduled for August 12, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":862517,"accession_number":"0001193125-26-257600","cik":2118195,"company_name":"Applied Aerospace & Defense, Inc.","ticker":"AADX","form_type":"8-K","filed_at":"2026-06-04T20:45:57+00:00","items":["1.01","3.03","5.03","5.02","9.01"],"status":"ready","headline":"Applied Aerospace closes IPO of 32.5M shares at $20.00; majority holder gets board nomination rights","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO priced at $20.00/share; 32.5M firm shares sold, plus underwriter option for up to 4.875M additional.","Gross proceeds to company ~$650M before expenses; shares trade on NYSE under ticker AADX.","Stockholder Agreement with AA&D Holdings (Greenbriar) gives it board nomination rights based on ownership thresholds (100% to 1 director).","Adopted 2026 Omnibus Incentive Plan and 2026 Employee Stock Purchase Plan; entered indemnification agreements with directors/officers.","Filed amended certificate of incorporation and bylaws effective June 2, 2026; initial board set at 8 members with classified terms."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}