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US aerospace & defense company; specific product line not confirmed.
US aerospace & defense company; specific product line not confirmed.
Moat: none
Headquarters: United States · Employees: 1,542
Size Applied Aerospace & Defense (AADX) is a United States Industrials company (Aerospace & Defense) with a market value of $1.67B, the 1917th largest of 3,117 United States companies the cockpit tracks. Shares closed at $9.67 on 6 Nov 2026.
Growth Revenue grew 35.2% over the last twelve months (peer median +8.6%); the operating margin is -10.2% (peer median 5.1%).
Valuation It trades at 23.4× forward earnings against a peer median of 27.1× (7th cheapest of 16).
Capital Return on invested capital runs 9.9 points below its cost of capital (6.2% WACC).
Backlog Backlog (remaining performance obligations) was $948M at 30 Jun 2026. Backlog detail →
Short interest Short interest is 3.9% of the free float (15 Oct 2026).
Next results Next results expected around 11 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | |
|---|---|---|---|
| Revenue | $576M | $499M | $400M |
| Revenue growth | — | +25% | — |
| Gross profit | $116M | $113M | $74.6M |
| EBITDA | -$18.6M | $98.3M | $69.5M |
| Net income | -$174M | -$17.0M | -$34.8M |
| Free cash flow | n/a | -$46.4M | -$10.2M |
| Capital expenditure | n/a | $17.4M | $14.9M |
| Total debt | $432M | $707M | $646M |
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Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | AADX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -13.3% | -5.5% | 7th lowest of 20 |
| Distance from 52-week high | -60.1% | -35.8% | 4th lowest of 21 |
| Revenue growth (TTM) | +35.2% | +8.6% | 4th highest of 20 |
| Operating margin | -10.2% | 5.1% | 3rd lowest of 21 |
| Forward P/E | 23.4× | 27.1× | 7th cheapest of 16 |
| ROIC minus cost of capital | -9.9 pp | -4.3 pp | 5th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Applied Aerospace & Defense AADX | United States | $1.67B | n/a | +35% | -10% | 23.4× | n/a | n/a |
| Montana Aerospace AERO.SW | Switzerland | $1.69B | -2% | -36% | 7% | 20.5× | 6.1% | +6.3% |
| Avio AVIO.MI | Italy | $1.60B | -2% | +14% | 1% | 89.7× | 26.1% | +10.6% |
| MTAR Technologies MTARTECH.NS | India | $1.77B | -18% | +108% | 20% | 64.7× | 48.5% | +29.2% |
| Aequs AEQUS.NS | India | $1.56B | +8% | +33% | -7% | n/a | n/a | n/a |
| Redwire RDW | United States | $1.80B | -35% | +63% | -41% | n/a | n/a | n/a |
| China Marine Information Electronics 600764.SS | China | $1.82B | -28% | +9% | -2% | 85.3× | n/a | n/a |
| Cirrus Aircraft 2507.HK | Hong Kong | $1.85B | +5% | +14% | 13% | 10.6× | -1.4% | +18.3% |
| Xi'an Triangle Defense 300775.SZ | China | $1.50B | -39% | -29% | 2% | 17.6× | 31.7% | +21.0% |
| Beijing Beimo High-tech Frictional Material 002985.SZ | China | $1.46B | -17% | +36% | 28% | 38.2× | n/a | n/a |
| Aerospace Industrial Development 2634.TW | Taiwan | $1.46B | +3% | +3% | 6% | 19.5× | 4.1% | +11.0% |
| Chemring CHG.L | United Kingdom | $1.92B | +13% | -4% | 13% | 27.0× | n/a | n/a |
| Beijing Highlander Digital Technology 300065.SZ | China | $1.44B | -48% | -32% | -1% | 78.8× | n/a | n/a |
| Ligeance Aerospace Technology 000697.SZ | China | $1.94B | -9% | +24% | -10% | n/a | n/a | n/a |
| Sensofusion SENSO.HE | Finland | $1.97B | n/a | n/a | 64% | n/a | n/a | n/a |
| Cadre CDRE | United States | $1.40B | +9% | +20% | 11% | 22.5× | 16.9% | +8.6% |
| Beijing LeiKe Defense Technology 002413.SZ | China | $1.39B | -46% | -5% | -6% | n/a | n/a | n/a |
| Hefei Jianghang Aircraft Equipment 688586.SS | China | $1.38B | -11% | -4% | 2% | 27.1× | 49.7% | +2.6% |
| Ducommun DCO | United States | $2.04B | -1% | +9% | 10% | 27.6× | n/a | n/a |
| Bodycote BOY.L | United Kingdom | $2.09B | +35% | +2% | 15% | 18.1× | 22.6% | +4.0% |
| AECC Aero Science And Technology 600391.SS | China | $2.13B | +16% | -15% | 4% | 253.6× | 29.7% | +9.7% |
Applied Aerospace & Defense reported $948M of remaining performance obligations at 30 Jun 2026.