Recent 8-K filings for AVEX

• August 12, 2026, 4:18 PM ET M&A materiality 0.90 positive item 1.01item 3.02item 7.01item 9.01

  AEVEX to acquire BlackSea Technologies for up to $650M in cash and stock

  Deal value: $600M base enterprise value plus up to $50M earnout; consideration ~$350M stock (12.7M shares at $27.50) + cash.

• August 12, 2026, 4:15 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  AEVEX Q2 revenue up 99.5% to $201.8M; swings to net income, acquires BlackSea

  Total revenue $201.8M, up 99.5% from $101.1M in Q2 2025.

• June 5, 2026, 4:20 PM ET other material materiality 0.60 neutral item 1.01item 9.01 ◈ Material Agreements

  AEVEX prices 8M-share public offering at $27/share; company sells 5.7M shares, selling stockholders 2.3M

  Offering of 8M shares of Class A common stock priced at $27.00 per share.

• May 20, 2026, 4:11 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  AEVEX Q1 revenue surges 307% to $216.7M; net income $21.0M vs loss a year ago

  Q1 2026 revenue $216.7M, up 307% YoY from $53.3M; net income $21.0M vs net loss $27.3M.

• April 24, 2026, 7:59 PM ET debt materiality 0.65 neutral item 1.01item 1.02item 2.03item 9.01 ◈ Material Agreements ×2◈ Debt Financings

  AEVEX Corp. enters new $375M credit facility, repays prior debt

  New credit facilities aggregate $375M: $100M term loan, $75M delayed draw term loan, $200M revolver.

• April 20, 2026, 7:59 PM ET other material materiality 1.00 positive item 1.01item 3.02item 3.03item 5.03item 5.02item 9.01 ◈ Governance Changes ×2◈ Equity Issuances◈ Material Agreements

  AEVEX Corp. completes IPO of 18.4M shares at $20, raising $368M; appoints five new directors

  Priced 16M shares at $20, plus underwriters fully exercised 2.4M option, for total 18.4M shares sold.

Earnings & guidance

Materiality & sentiment trend

Max materiality 1.00 · Median 0.80 · Most common event earnings

4 positive 0 negative 2 neutral

source · AVEX on sec.gov