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Applied Aerospace & Defense, Inc.NYSE:AADX Stock Report

Market Cap US$3.0b
Share Price
n/a
1Yn/a
7D11.2%
1D10.5%
Portfolio Value
View

Applied Aerospace & Defense, Inc.

NYSE:AADX Stock Report

Market Cap: US$3.0b

Applied Aerospace & Defense (AADX) Stock Overview

Designs, engineers, and manufactures integrated aerospace and defense subsystems for space and defense applications. More details

AADX fundamental analysis
Snowflake Score
Valuation3/6
Future Growth4/6
Past Performance0/6
Financial Health1/6
Dividends0/6

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Applied Aerospace & Defense, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Applied Aerospace & Defense
Historical stock prices
Current Share PriceUS$19.10
52 Week HighUS$24.24
52 Week LowUS$16.57
Beta0
1 Month Change4.09%
3 Month Changen/a
1 Year Changen/a
3 Year Changen/a
5 Year Changen/a
Change since IPO0.47%

Recent 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

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

Shareholder Returns

AADXUS Aerospace & DefenseUS Market
7D11.2%-2.1%-1.4%
1Yn/a17.1%16.4%

Return vs Industry: Insufficient data to determine how AADX performed against the US Aerospace & Defense industry.

Return vs Market: Insufficient data to determine how AADX performed against the US Market.

Price Volatility

Is AADX's price volatile compared to industry and market?
AADX volatility
AADX Average Weekly Movement15.2%
Aerospace & Defense Industry Average Movement9.3%
Market Average Movement7.1%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

Stable Share Price: AADX's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: Insufficient data to determine AADX's volatility change over the past year.

About the Company

FoundedEmployeesCEOWebsite
20221,542Trip Fergusonapplied-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.

Applied Aerospace & Defense, Inc. Fundamentals Summary

How do Applied Aerospace & Defense's earnings and revenue compare to its market cap?
AADX fundamental statistics
Market capUS$2.95b
Earnings (TTM)-US$24.84m
Revenue (TTM)US$522.09m
6.2x
P/S Ratio
-131.3x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
AADX income statement (TTM)
RevenueUS$522.09m
Cost of RevenueUS$380.02m
Gross ProfitUS$142.07m
Other ExpensesUS$166.92m
Earnings-US$24.84m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

Aug 12, 2026

Earnings per share (EPS)-0.15
Gross Margin27.21%
Net Profit Margin-4.76%
Debt/Equity Ratio430.0%

How did AADX perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/23 22:32
End of Day Share Price 2026/07/23 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Applied Aerospace & Defense, Inc. is covered by 7 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Peter ArmentBaird
Ronald EpsteinBofA Global Research
Sheila KahyaogluJefferies LLC