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Applied Aerospace & Defense, Inc. Stock Price

NYSE:AADX Community·US$2.9b Market Cap
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  • 2 Fair Values set on narratives written by author

AADX Share Price Performance

US$17.00
-2.01 (-10.57%)
US$17.00
-2.01 (-10.57%)
Price US$17.00

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Snowflake Analysis

Reasonable growth potential and fair value.

1 Risk
4 Rewards

Applied Aerospace & Defense, Inc. Key Details

US$522.1m

Revenue

US$380.0m

Cost of Revenue

US$142.1m

Gross Profit

US$166.9m

Other Expenses

-US$24.8m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.15
27.21%
-4.76%
430.0%
View Full Analysis

About AADX

Founded
2022
Employees
1542
CEO
James Ferguson
WebsiteView website
applied-ad.com

Applied Aerospace & Defense, Inc. designs, engineers, and manufactures integrated aerospace and defense subsystems for space and defense applications. The company provides Space and launch Systems, which include propellant tanks and engine nozzles; nose cones, fairings, and payload adapters; solar arrays and deployable systems; satellite bus and payload assemblies; Spinnaker® de-orbit systems; antennas and precision platforms; and landing legs, tubes, and booms; Defense Aviation and Airborne Systems, which support airborne mission platforms for air dominance, ground attack, electronic warfare, air-to-air refueling, transport, and autonomous collaborative combat, and include wings and control surfaces, landing gear and arresters, engine shafts, gears, and transmissions; fuel tanks and refueling booms; and fuselage structures; C5ISR and Precision Strike Systems, which support land and maritime based integrated defense systems for intelligence, surveillance, reconnaissance, forward presence, and stand-off missions, and include radar and communications antennas; missile bodies and launchers; directed energy systems; and electronic enclosures; detection and tracking platforms; and maritime sensors and propulsion. It also provides design, prototyping and manufacturing of hardware and assemblies using composite, metallic, and polymer manufacturing. The company uses IP-enabled processes and production supported by specialized equipment and experience. It offers in-house testing and inspection along with materials and testing services to support performance and verification requirements. The company also provides Spinnaker® Deorbit Systems with configurations for satellites and launch vehicle components to support de-orbit applications. The company was formerly known as GB Eagle Topco, Inc. and changed its name to Applied Aerospace & Defense, Inc. in November 2025. Applied Aerospace & Defense, Inc. was incorporated in 2022 and is headquartered in Huntsville, Alabama. Applied Aerospace & Defense, Inc. is a subsidiary of AA&D Holdings, LP.

Recent AADX News & Updates

Seeking Alpha Jul 02

Applied Aerospace & Defense: Mission-Critical Defense Content Justifies A Buy

Summary Applied Aerospace & Defense is rated a buy due to its mission-critical content, long customer relationships, and sole/single-source positions supporting pricing power. AADX’s $1.06 billion backlog and $3.8 billion weighted pipeline provide strong visibility into future growth, with significant exposure to expanding defense and space markets. Approximately 87% of AADX revenue is from sole- or single-source contracts, and 33% is tied to aftermarket and sustainment, supporting recurring revenue streams. Valuation at ~31x NTM EBITDA is justified by robust growth prospects and margin stability, though integration and execution risks remain for this newly combined public entity. Read the full article on Seeking Alpha

Recent updates

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