{"filings":[{"id":2217237,"accession_number":"0001193125-26-346904","cik":2096300,"company_name":"AEVEX Corp.","ticker":"AVEX","form_type":"8-K","filed_at":"2026-08-12T20:18:21+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"AEVEX to acquire BlackSea Technologies for up to $650M in cash and stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Deal value: $600M base enterprise value plus up to $50M earnout; consideration ~$350M stock (12.7M shares at $27.50) + cash.","Expected close September 2026, subject to HSR waiting period expiration and customary conditions; no stockholder vote required.","BlackSea expected to generate $150M FY2026 revenue with margins in line with AEVEX; adds USV/UUV maritime capabilities.","BlackSea operates 57,000-sq-ft Baltimore facility with ~40 USVs/month capacity; cash portion financed from cash on hand and existing credit.","Seller restricted from transferring shares for 180 days; up to 70% transferable by day 365; earnout tied to share price and GARC/CHASER/COMET revenue."],"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":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":4233227866.88,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2217161,"accession_number":"0002096300-26-000023","cik":2096300,"company_name":"AEVEX Corp.","ticker":"AVEX","form_type":"8-K","filed_at":"2026-08-12T20:15:35+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEVEX Q2 revenue up 99.5% to $201.8M; swings to net income, acquires BlackSea","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $201.8M, up 99.5% from $101.1M in Q2 2025.","Net income $6.7M vs net loss $11.8M in Q2 2025; adjusted EBITDA $28.1M vs $3.6M.","Announced definitive agreement to acquire BlackSea Technologies to expand autonomous systems portfolio.","FY 2026 guidance: revenue $700-720M, adjusted EBITDA $105.0-111.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":418484000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4233227866.88,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":888800,"accession_number":"0001193125-26-259643","cik":2096300,"company_name":"AEVEX Corp.","ticker":"AVEX","form_type":"8-K","filed_at":"2026-06-05T20:20:45+00:00","items":["1.01","9.01"],"status":"ready","headline":"AEVEX prices 8M-share public offering at $27/share; company sells 5.7M shares, selling stockholders 2.3M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Offering of 8M shares of Class A common stock priced at $27.00 per share.","Company sells 5,726,157 shares; selling stockholders sell 2,273,843 shares.","Underwriters granted 30-day option to purchase up to additional 858,923 shares from company and 341,077 from selling stockholders.","Underwriters led by Goldman Sachs, BofA Securities, and Jefferies; offering closed June 5, 2026.","Net proceeds to company not specified; use of proceeds not disclosed."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4233227866.88,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":554517,"accession_number":"0002096300-26-000011","cik":2096300,"company_name":"AEVEX Corp.","ticker":"AVEX","form_type":"8-K","filed_at":"2026-05-20T20:11:14+00:00","items":["2.02","9.01"],"status":"ready","headline":"AEVEX Q1 revenue surges 307% to $216.7M; net income $21.0M vs loss a year ago","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2026 revenue $216.7M, up 307% YoY from $53.3M; net income $21.0M vs net loss $27.3M.","Adjusted EBITDA $36.4M compared to $(13.4)M in Q1 2025, a $49.8M improvement.","Full-year 2026 guidance: revenue $600-620M, adjusted EBITDA $88.0-94.5M.","Company swung to profitability from prior-year loss, driven by strong revenue growth."],"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":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4233227866.88,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97687,"accession_number":"0001193125-26-177298","cik":2096300,"company_name":"AEVEX Corp.","ticker":"AVEX","form_type":"8-K","filed_at":"2026-04-24T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"AEVEX Corp. enters new $375M credit facility, repays prior debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New credit facilities aggregate $375M: $100M term loan, $75M delayed draw term loan, $200M revolver.","Prior credit agreement dated March 18, 2020 fully repaid and terminated on April 20, 2026.","Financial covenants: max total net leverage ratio 3.50:1 (3.00:1 after June 2029); min interest coverage 3.00:1.","Facilities mature April 20, 2031; interest rates based on SOFR plus 2.25%-3.00% or base rate plus 1.25%-2.00%.","Guaranteed by certain subsidiaries and secured by substantially all assets."],"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":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4233227866.88,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97686,"accession_number":"0001193125-26-164202","cik":2096300,"company_name":"AEVEX Corp.","ticker":"AVEX","form_type":"8-K","filed_at":"2026-04-20T23:59:59+00:00","items":["1.01","3.02","3.03","5.03","5.02","9.01"],"status":"ready","headline":"AEVEX Corp. completes IPO of 18.4M shares at $20, raising $368M; appoints five new directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Priced 16M shares at $20, plus underwriters fully exercised 2.4M option, for total 18.4M shares sold.","Net proceeds not disclosed; IPO closed April 20, 2026; shares trade on NYSE under AVEX.","Issued 63.3M shares of Class B common stock to ATS Investment Holdings in a private placement.","Appointed five new directors: Bradley Feldmann, Matthew Klein, Brandon Levitan, Matthew Norton, Benjamin Spacapan.","Madison Dearborn (MDP) entered into Director Designation Agreement with board control rights tied to ownership."],"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":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":4233227866.88,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}