Applied Aerospace & Defense, Inc. reported results
SEC 8-KRead source ↗
Applied Aerospace & Defense, Inc. is a US-listed company in the aerospace & defense industry. Its financial year ends in December.
Stock price today
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Third-party market data · may be delayed
Model estimate per share
~$9.4
Forward price-to-earnings vs peers
Base case. Range ~$7.7–$13. Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings.
Price vs value
No Buy/Hold/Sell rating is issued: limited reported history: available models are shown without a Buy/Hold/Sell rating.
Applied Aerospace & Defense, Inc. valuation: adjust assumptions and compare models →
Who’s trading
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
- Insiders4 buying, 0 selling4 purchases and 0 sales by directors and officers, last 12 monthsInsider trades
- Funds85 adding, 0 cuttingOf 32 active managers that changed their stake, 32 added; quarter to June 30, 2026Fund buyers and sellers
The Fundamentalytics view
Current signal Results well short of expectations: Reported earnings per share missed the analysts' consensus estimate by 2558% in the quarter to 2026-06-30.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
Highlights
How we pick theseStrengths
Nothing in Applied Aerospace & Defense, Inc.'s latest figures clears our strength thresholds.
Things to watch
- Estimates being cut. Analysts' consensus for next year's earnings per share has fallen 5.4% over 90 days.
Latest results
- Earnings per share
- -$0.25 against an average estimate of $0.01: missed by 2558.0%
- Share reaction
- -8.7% in the first session after the results on August 12, 2026, against +0.9% for the S&P 500
- Next report
- November 11, 2026; average EPS estimate $0.12
Price chart
- 1 day-0.2%
- 1 week+8.3%
- 1 month-11.9%
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Third-party market data · may be delayed
At a glance
Earnings
- Last results
- August 12, 2026
News & updates
Company announcements, filed results and changes that matter to shareholders.
Valuation models
We value Applied Aerospace & Defense, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 10.2%: the 10-year Treasury yield (4.9%) plus a beta of 1.16 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. | — | Does not apply: the projected cash flows don't support a positive value |
| Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. | ~$9.4 ~$7.7–$13 | Included |
| Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. | — 0 | Does not apply: no positive value |
| Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. | — | Does not apply: revenue and margins don't support a positive value |
| Combined value Weighted average of the models that apply: the primary model (growth cash-flow model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. | ~$9.4 ~$7.7–$13 | 1 model |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Applied Aerospace & Defense, Inc. with Aerospace & Defense in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
Moat
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Low.
Forecasts and guidance
Next results: November 11, 2026, before the open. Analysts expect revenue of $170m and EPS of $0.12 (range $0.09 to $0.16) for the quarter.
Analysts' consensus
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | −$0.97 | — | $682m | — |
| Next | $0.40 | +141% | $788m | +16% |
Next year's EPS estimate has moved −5.4% in 90 days, across 4 analysts.
How the EPS forecast has moved
The consensus EPS forecast for the current fiscal year is −1028.6% on 90 days ago. In the last 30 days, 1 analyst raised Applied Aerospace & Defense, Inc.'s forecast and 1 cut it.
Average of analysts' published estimates (third-party data).
View chart data
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | $0.10 | $0.42 |
| 60 days ago | $0.10 | $0.40 |
| 30 days ago | −$1.02 | $0.40 |
| 7 days ago | −$1.02 | $0.40 |
| Now | −$0.97 | $0.40 |
Earnings against estimates
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | $0.01 | −$0.25 | −2558.0% |
Adjusted EPS as companies report it, against the average analyst estimate.
Positioning
- Short interest
- — of tradable shares
- Days to cover
- 2.94 at average volume
- Short interest, 1 month
- +108% to October 15, 2026
- Held by institutions
- 99% of shares
- Held by insiders
- 0.0% of shares
- Employees
- 1,542 full time
Share-price performance
Market data may be delayedPrice behaviour
- 52-week range
- Not enough history
- From 52-week high
- —
- vs 50-day average
- −7.1%
- vs 200-day average
- —
- Volatility (1 year)
- —
- Beta vs S&P 500
- —
Share price after results
- Next day
- 0 up, 1 down typical move ±8.7%
- After a week
- 0 up, 1 down typical move ±16.1%
- After a month
- 0 up, 1 down typical move ±40.7%
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| August 12, 2026 | −8.7% | +0.9% | −16.1% | −40.7% |
Fundamentals
Who owns it
Funds buying and selling- Reported value
- $910M
- Institutions reporting
- 92
- Positions opened / closed
- 85 / 0
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Alliancebernstein L.P. | $75.8M | 3.3M | 8.3% | — |
| Temasek Holdings (Private) Ltd | $74M | 3.3M | 8.1% | — |
| Massachusetts Financial Services Co | $55.1M | 2.3M | 6.1% | — |
| BAMCO Inc | $49.5M | 2.2M | 5.4% | — |
| T. Rowe Price Investment Management, Inc. | $46.6M | 2.0M | 5.1% | — |
| Blackrock, Inc. | $43.9M | 1.9M | 4.8% | — |
| American Century Companies Inc | $39.7M | 1.7M | 4.4% | — |
| Jupiter Topco LLC | $30.4M | 1.3M | 3.3% | — |
| Vanguard Portfolio Management LLC | $29M | 1.3M | 3.2% | — |
| Norges Bank | $28.5M | 1.3M | 3.1% | — |
| Driehaus Capital Management LLC | $28M | 1.2M | 3.1% | — |
| Ophir Asset Management Pty Ltd | $27.3M | 1.2M | 3.0% | — |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Applied Aerospace & Defense, Inc.'s complete shareholder register. Values are as reported by the filers .
Insider trading activity
Full insider history and chart Insider purchases History → $1.2M 4 trades by 4 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $1.2M net buying
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| Katzman James C Director | June 4, 2026 | Buy | 25,000 | $20.00 | $500,000 |
| Goldstein Scott (Nmn) Director | June 4, 2026 | Buy | 500 | $20.00 | $10,000 |
| Mcrae Jeffrey L. Chief Financial Officer | June 4, 2026 | Buy | 25,000 | $20.00 | $500,000 |
| Lynch Susan D Director | June 4, 2026 | Buy | 8,000 | $20.00 | $160,000 |
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
Earnings dates and SEC filings
Results announcements
- August 12, 2026
Recent SEC filings
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- S-1 S-1
Data status
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
Applied Aerospace & Defense, Inc. in brief
- What does Applied Aerospace & Defense, Inc. do?
- Applied Aerospace & Defense, Inc. is a US-listed company in the aerospace & defense industry. Its financial year ends in December.
- What is Applied Aerospace & Defense, Inc.'s stock ticker?
- Applied Aerospace & Defense, Inc. trades under the ticker AADX on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
- Who are Applied Aerospace & Defense, Inc.'s largest institutional shareholders?
- By value reported in 13F filings for June 30, 2026, the largest reported holders are Alliancebernstein L.P., Temasek Holdings (Private) Ltd and Massachusetts Financial Services Co. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
- Are insiders buying or selling Applied Aerospace & Defense, Inc. stock?
- Over the last 12 months, Applied Aerospace & Defense, Inc.'s directors and officers reported 4 open-market purchases and 0 sales on Form 4. The insider trading page charts every trade.
- When is Applied Aerospace & Defense, Inc.'s next earnings date?
- Around November 11, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Applied Aerospace & Defense, Inc. announces its own schedule.
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