{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-055948","form_type":"8-K","ticker":"AADX","cik":"0002118195","company_name":"Applied Aerospace & Defense, Inc.","filed_at":"2026-08-12T11:26:46+00:00","discovered_at":"2026-08-12T11:30:00.421381+00:00","generated_at":"2026-08-12T11:30:03.820314+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Applied Aerospace Q2 revenue $167.3M (+47.4% YoY); net loss $154M on IPO costs; backlog $1.13B","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-055948","json":"https://secwatch.observer/filing/0001628280-26-055948.json","markdown":"https://secwatch.observer/filing/0001628280-26-055948.md","text":"https://secwatch.observer/filing/0001628280-26-055948.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/2118195/000162828026055948/0001628280-26-055948-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2118195/000162828026055948/aadx-20260812.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-12T11:30:03.820314+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}