Stock Markets May 26, 2026 07:26 AM

Applied Aerospace & Defense Files for NYSE IPO to Raise Up to $682.5 Million

Huntsville-based defense manufacturer seeks listing under ticker AADX with 32.5 million shares priced $18-$21 each

By Sofia Navarro

Applied Aerospace & Defense, based in Huntsville, Alabama, filed to sell 32,500,000 shares in an initial public offering on the New York Stock Exchange at a proposed price range of $18 to $21 per share, potentially raising as much as $682.5 million. The company, formed last year through a combination of legacy manufacturers, supplies space and defense hardware to major contractors and derives the majority of revenue from U.S. government contracts.

Applied Aerospace & Defense Files for NYSE IPO to Raise Up to $682.5 Million

Key Points

  • Applied Aerospace & Defense filed to sell 32,500,000 shares at $18-$21, seeking up to $682.5 million - impacts capital markets and IPO activity in aerospace and defense sectors.
  • The company manufactures fuselage parts, flight control surfaces, solid rocket motor cases and engine shafts and counts Anduril Industries, Boeing and GE Aerospace as customers - affecting aerospace manufacturing supply chains.
  • Roughly 83% of revenue in the most recent twelve months came from U.S. government contracts, highlighting significant exposure to federal defense spending - implications for defense contractors and government procurement markets.

Applied Aerospace & Defense, Inc has submitted a registration for an initial public offering on the New York Stock Exchange, proposing to offer 32,500,000 shares at a indicated price range of $18 to $21 per share. At the top of that range, the offering could bring in as much as $682.5 million.

The company, headquartered in Huntsville, Alabama, manufactures a range of hardware used in space and defense applications. Its product set includes fuselage components, flight control surfaces, solid rocket motor cases and engine shafts. According to the company website, customers include Anduril Industries, Boeing and GE Aerospace.

Applied Aerospace & Defense was formed last year when Greenbriar Equity Group combined two legacy firms. Applied Aerospace traces its foundation to 1954 and PCX Aerosystems to 1900, with the two businesses merged under the Applied Aerospace & Defense name.

The proposed offering consists of newly issued shares. For the twelve months ended December 31, the company reported that roughly 83% of its revenue was generated from U.S. government contracts, underscoring a heavy dependence on public-sector work.

Financial results disclosed in the filing show a narrowing of net losses alongside revenue growth. For the fiscal year ended December 31, Applied Aerospace & Defense recorded a net loss of $17 million on revenue of $498.8 million. By comparison, the prior year showed a net loss of $34.8 million on revenue of $399.8 million. The filing notes that revenue surged 24.8% in 2025.

Once public, the company intends to trade on the NYSE under the symbol "AADX." Morgan Stanley and Jefferies are listed as lead underwriters for the deal. Additional underwriting firms named in the filing include BofA Securities, RBC Capital Markets, Guggenheim Securities, Baird, Stifel, Wolfe | Nomura Alliance and Academy Securities.


What this filing discloses

  • The IPO would offer 32,500,000 shares at $18 to $21 each, with potential proceeds up to $682.5 million.
  • The company produces aerospace and defense components and lists major industry contractors among its customers.
  • Approximately 83% of revenue for the most recent twelve-month period came from U.S. government contracts.

The filing provides the primary facts of the planned offering, the company structure following last years combination of two manufacturers, recent financial results and the syndicate of banks handling the transaction.

Risks

  • Heavy reliance on U.S. government contracts - fluctuations in federal defense procurement could materially affect revenues and the defense sector.
  • The company reported net losses in the latest fiscal year - continued unprofitability or further operating losses could influence investor demand for the IPO and valuation in capital markets.
  • Concentration of customers among large defense contractors may present customer-concentration risk for aerospace manufacturing and supplier markets.

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