---
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"
generated_at: "2026-08-12T11:30:03.820314+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Applied Aerospace Q2 revenue $167.3M (+47.4% YoY); net loss $154M on IPO costs; backlog $1.13B

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-055948
- JSON: https://secwatch.observer/filing/0001628280-26-055948.json
- Plain text: https://secwatch.observer/filing/0001628280-26-055948.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.