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Applied Aerospace: Q3 Earnings Snapshot
The company cited supply-chain and approval delays as it lowered 2026 revenue guidance to $660 million to $670 million.
- On Wednesday, Applied Aerospace & Defense Inc. reported record third-quarter revenue of $182.1 million but lowered full-year 2026 guidance to $660 million to $670 million due to supply chain and approval delays.
- Sustained demand across military rotorcraft and space programs drove Applied's contracted backlog to a record $1.3 billion, representing 12% growth over the second quarter and providing visibility into future customer work.
- The Huntsville, Alabama-based firm posted third-quarter profit of $30.6 million, while adjusted EBITDA rose 37.4% year-over-year to $39.7 million, driven by double-digit growth across all three market areas.
- Supply chain constraints and government approval delays shifted between $15 million and $20 million of rotorcraft aftermarket revenue into 2027, with management expecting fourth-quarter gross margins to average approximately 26%.
- Expanding its Stockton facility, Applied maintains strong future visibility with approximately 75% of projected 2027 revenue already secured through firm-funded orders, providing confidence in demand outlook.
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Applied Aerospace & Defense Q3 Earnings Call Highlights
Applied Aerospace & Defense (NYSE:AADX) reported record third-quarter revenue and a growing backlog, but said supplier constraints, delayed approvals and costs tied to production ramps are weighing on margins and shifting some deliveries into 2027. The space and defense manufacturer now expects
·Sioux Falls, United States
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Applied Aerospace: Q3 Earnings Snapshot – WTOP News
HUNTSVILLE, Ala. (AP) — HUNTSVILLE, Ala. (AP) — Applied Aerospace & Defense Inc. (AADX) on Wednesday reported profit of $30.6 million in its third quarter. On a per-share basis, the Huntsville, Alabama-based company said it had profit of 18 cents. The aerospace and defense manufacturer posted revenue of $182.1 million in the period. Applied Aerospace...
·Chevy Chase, United States
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Coverage Details
Total News Sources11
Leaning Left1Leaning Right1Center6Last UpdatedBias Distribution75% Center
Bias Distribution
- 75% of the sources are Center
75% Center
13%
C 75%
12%
Factuality
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