Applied Aerospace & Defense, Inc. (AADX)
NYSE: AADX · Real-Time Price · USD
9.30
-1.42 (-13.25%)
At close: Nov 11, 2026, 4:00 PM EST
9.32
+0.02 (0.22%)
After-hours: Nov 11, 2026, 7:55 PM EST
Applied Aerospace & Defense Earnings Call Transcripts
Fiscal Year 2026
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Q3 set revenue, Adjusted EBITDA, bookings, and backlog records amid broad space and defense demand. Supplier and approval delays, alongside program ramp costs, reduced 2026 guidance; management expects margin recovery to high-20s in H2 2027.
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Record revenue and backlog were achieved, driven by strong growth across all segments and successful IPO proceeds used to reduce leverage. Guidance for 2026 remains robust, with margin expansion expected as new programs mature and strong visibility from a $1.1 billion backlog.