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Applied Aerospace & Defense
Applied Aerospace & Defense (AADX) investor relations material
Applied Aerospace & Defense has been private
Applied Aerospace & Defense Registration filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Registration filing summary8 May, 2026
Company overview and business model
Provides advanced design, engineering, and vertically integrated manufacturing for space and defense technology sectors, serving Space & Launch Systems, Defense Aviation & Airborne Systems, and C5ISR & Precision Strike Systems.
Operates 11 U.S. facilities with ~1.5 million sq. ft. and over 1,500 employees, including 200+ engineers.
Holds entrenched, long-term relationships with blue-chip defense contractors and next-gen tech innovators, with ~87% of revenue from sole/single-source contracts.
Business model emphasizes IP-enabled processes, rapid prototyping, and full lifecycle support from design to sustainment.
Financial performance and metrics
FY2025 revenue: $498.8M, up 24.8% YoY; pro forma revenue (including CBI): $604.3M.
FY2025 net loss: $17.0M; pro forma net loss: $49.2M.
FY2025 Adjusted EBITDA: $117.9M (23.6% margin); pro forma Adjusted EBITDA: $141.9M (23.5% margin).
Q1 2026 revenue: $134.4M, up 21.0% YoY; pro forma Q1 2026 revenue: $152.0M.
As of March 31, 2026: $1,060.1M contract backlog; $1,017.8M total indebtedness.
Use of proceeds and capital allocation
IPO proceeds will be used primarily to repay outstanding term and revolving loans under the Credit Agreement.
Remaining proceeds allocated to general corporate purposes, including working capital, operating expenses, and capital expenditures.
No current intention to pay dividends; future earnings expected to be retained for business expansion.
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Applied Aerospace & Defense
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Amina0781App Store
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@theshortbearx.com
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