AADX Applied Aerospace & Defense Inc.

$AADX added in size here in the $8.40’s. Backlog continues to grow, demand side is strong. They will improve margins as they learn to scale. Should be back to $15 in the back half of next year if they execute on their margin improvement plan

$AADX Achieved record revenue of $182.1 million, up 48.6% year over year Generated net income of $30.6 million and diluted earnings per share of $0.18 Delivered Adjusted EBITDA of $39.7 million, up 37.4% year over year Grew contract backlog to nearly $1.3 billion providing solid multi-year revenue visibility

$AADX ..MC is 1.45 billion with revs just under a billion and order backlog at 1.35 billion..under the radar stock🕶

$AADX Disappointing action today, but the long term vision in the call sounded very bullish. Had some Apache rotor orders that were supposed to land in Q4 get pushed back to first half of 2027 waiting to get approval. They also said they're looking at making another acquisition soon, which doesn't necessarily help near-term share price usually, but hopefully it is something geared towards expanding their vertical capabilities for manufacturing in their space segment. Margins are down because they are increasing capex to expand capacity in response to increased demand. They said margins should return to high 20s by the second half of next year. This is a great long-term hold from here just a little short-term turbulence, which is likely causing impatient investors to move money elsewhere. I'll be holding for years.

$AADX you’d think the company would try and retain their investors and provide any information whatsoever but instead NOTHING, though the fundamentals are there, I guess it doesn’t matter when the stock falls .50-.75c daily. Earnings are around the corner and it appears that’s what we are all going to have to wait for, in hopes that it’s actually what they promised and not another huge failure. They are making sure to keep that risk/reward open and we are getting strung along…. The stock has continued to drop and clearly they do not care and a little after the earnings, all the shares are released and can be dropped on us, I have cut my loses and kept a small portion, I will hold a small portion and see if they can prove it. Fundamentals are there and they will definitely make money from the backlog but we need to see them start turning that into cashflow and maybe announce some more contracts or ANY NEWS AT ALL TO relieve this falling knife and pressure that’s been on the stock.

$AADX AADX's Guidance Cut Overshadows Q3 Results, RBC Says Applied Aerospace & Defense lowered its 2026 guidance largely due to timing issues and higher costs, though not a lack of demand, overshadowing the Q3 beat, RBC Capital Markets said in a note Wednesday. The company said it now expects full-year 2026 total revenue of between $660 million and $670 million and non-GAAP adjusted earnings before interest, taxes, depreciation, and amortization of between $137 million and $142 million. The analysts said the lowered outlook was largely driven by delays in rotorcraft work related to Apache approval and supply chain constraints affecting forgings and castings. "We view this as a timing issue, not a demand issue, given the work is fully funded and sole-source," the analysts said. Looking ahead to 2027, management said about 75% of expected revenue is already backed by firm, funded orders, representing a potential revenue base of about $800 million, the analysts added.

$AADX so this stock is serious sick and untradable. I got in the wrong time. Why every pumper tell me this will go back to 20. I got wacked. Now there is no way to get out unless slash a 30 % loss

$AADX excited for earnings, hoping there’s no non cash impairments or anything weird. It shouldn’t though, so let’s get ready!!

$AADX At these prices I have to wonder If someone just tries to take It out In the low teens

$AADX I wish I had millions, just so I can buy this goldmine, for now day trading it is lol.

$AADX If this is a supposed supplier for Space x shouldn’t this be moving. Guess we will see at Earnings.

$AADX you can't fix stupid. Which is me for buying it and for all the people selling it. I'm not going anywhere

$AADX ..adding this..tgey IPO’d at 20…I see this heading back to 20 after new year..IPO lockup and EOY tax selling in progress right now🕶

$AADX's price target cut today by Michael Ciarmoli (Guggenheim) from $30 to $15. What a beautiful job to be an analyst ...

$AADX Q3 '26 Earnings Results & Recap Applied expects full year 2026 total revenue of between $660M and $670M and non-GAAP Adjusted EBITDA of between $137M and $142M.

$AADX NOPE ITS NOT FROM LICKUP 👇 The stock lock-up period for Applied Aerospace & Defense, Inc. (AADX) is scheduled to expire on November 30, 2026 (180 days after its initial public offering prospectus dated June 2, 2026).