Added to YB: 2026-09-08
Pitch date: 2026-09-04
AADX [bullish]
Applied Aerospace & Defense, Inc.
Author Info
Monte Independent Investment Research is a small- and mid-cap industrials research firm that specializes in uncovering value in small- and mid-cap industrials through a hybrid research approach that blends top-down market analysis with bottom-up company fundamentals. Sign up for the newsletter.
Company Info
Applied Aerospace & Defense, Inc. designs, engineers, and manufactures integrated aerospace and defense subsystems for space and defense applications.
Market Cap
$2.2B
Pitch Price
N/A
Price Target
43.00 (+233%)
Dividend
N/A
EV/EBITDA
-254.72
P/E
-12.80
EV/Sales
4.59
Sector
Aerospace and Defense
Category
growth
Research & Analysis: Applied Aerospace & Defense (NYSE: AADX) q2’26 Earnings Update
AADX (earnings): Applied Aerospace earns a cautious Buy view and a $43 target after its post-IPO pullback, supported by Q2 revenue growth of 47% to $167M and backlog growth of roughly 30% to $1.13B. New-program starts compressed margins but are expected to ease in H2, while 40% excess manufacturing capacity supports operating leverage. Key risks are dependence on government-funded programs, customer concentration and potential additional capital needs.
Read full article (5 min)