Stock Library / AADX

AADX Industrials Latest YouTube: Q2 2026 Published 2026-08-12

Applied Aerospace & Defense, Inc.

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Latest earnings video

Applied Aerospace & Defense (AADX) Q2 2026 Earnings: Record EBITDA, Minus $103.7M Cash

Published 2026-08-12

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Library coverage

Episodes tracked

1

Episodes linked

1

Latest video

Q2 2026

2026-08-12

Podcast available

Yes

Current price

$18.32

-0.78 (-4.08%)

Trailing / Forward P/E

—

Forward: 46.26x

Market cap / Volume

—

Volume: —

Revenue / Earnings Growth

47.4%

Earnings: —

Margins

-57.5% op

Gross: 25.6% · Net: -30.2%

Balance sheet

2.51x current

Debt / Equity: 52.1

52-week range / Beta

$16.57 - $24.24

Beta: —

Analyst target

$25.14

Upside: 37.2%

Cash / shareholder return

—

Dividend yield: —

Company context

Industry: Aerospace & Defense

Country: United States

Employees: —

Price to book: —

Return on equity: —

Applied Aerospace & Defense, Inc. designs, engineers, and manufactures integrated aerospace and defense subsystems for space and defense applications. The company provides Space and launch Systems, which include propellant tanks and engine nozzles; nose cones, fairings, and payload adapters; solar arrays and deployable systems; satellite bus and payload assemblies; Spinnaker® de-orbit systems; antennas and precision platforms; and landing legs, tubes, and booms; Defense Aviation and Airborne Systems, which support airborne mission platforms for air dominance, ground attack, electronic warfare, air-to-air refueling, transport, and autonomous collaborative combat, and include wings and control surfaces, landing gear and arresters, engine shafts, gears, and transmissions; fuel tanks and refueling booms; and fuselage structures; C5ISR and Precision Strike Systems, which support land and maritime based integrated defense systems for intelligence, surveillance, reconnaissance, forward presence, and stand-off missions, and include radar and communications antennas; missile bodies and launchers; directed energy systems; and electronic enclosures; detection and tracking platforms; and maritime sensors and propulsion. It also provides design, prototyping and manufacturing of hardware and assemblies using composite, metallic, and polymer manufacturing. The company uses IP-enabled processes and production supported by specialized equipment and experience. It offers in-house testing and inspection along with materials and testing services to support performance and verification requirements. The company also provides Spinnaker® Deorbit Systems with configurations for satellites and launch vehicle components to support de-orbit applications. The company was formerly known as GB Eagle Topco, Inc. and changed its name to Applied Aerospace & Defense, Inc. in November 2025. Applied Aerospace & Defense, Inc. was incorporated in 2022 and is headquartered in Huntsville, Alabama. Applied Aerospace & Defense, Inc. is a subsidiary of AA&D Holdings, LP.

Price chart

Market context for AADX

Competitive view

AADX vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Applied Aerospace & Defense, Inc. latest YouTube video thumbnail

Applied Aerospace & Defense, Inc.

AADX

YouTube Spotify Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Honeywell International Inc. latest YouTube video thumbnail

Honeywell International Inc.

HON

YouTube Spotify Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.

Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.

Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.

Lockheed Martin Corporation latest YouTube video thumbnail

Lockheed Martin Corporation

LMT

YouTube Spotify Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.

Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.

Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.

Market Cap

More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.

AADX

—

Applied Aerospace & Defense, Inc.

HON

$74.08B

Honeywell International Inc.

LMT

$140.13B

Lockheed Martin Corporation

Trailing P/E

Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.

AADX

—

Applied Aerospace & Defense, Inc.

HON

9.0x

Honeywell International Inc.

LMT

22.4x

Lockheed Martin Corporation

Forward P/E

Forward P/E is often a better read on what investors are paying for the next year of earnings power.

AADX

46.3x

Applied Aerospace & Defense, Inc.

HON

23.3x

Honeywell International Inc.

LMT

18.6x

Lockheed Martin Corporation

Revenue Growth

Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.

AADX

47.4%

Applied Aerospace & Defense, Inc.

HON

4.3%

Honeywell International Inc.

LMT

10.5%

Lockheed Martin Corporation

Earnings Growth

Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.

AADX

—

Applied Aerospace & Defense, Inc.

HON

263.9%

Honeywell International Inc.

LMT

443.8%

Lockheed Martin Corporation

Operating Margin

Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.

AADX

-57.5%

Applied Aerospace & Defense, Inc.

HON

20.2%

Honeywell International Inc.

LMT

12.0%

Lockheed Martin Corporation

Gross Margin

Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.

AADX

25.6%

Applied Aerospace & Defense, Inc.

HON

36.5%

Honeywell International Inc.

LMT

11.8%

Lockheed Martin Corporation

Net Margin

Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.

AADX

-30.2%

Applied Aerospace & Defense, Inc.

HON

21.6%

Honeywell International Inc.

LMT

8.2%

Lockheed Martin Corporation

Return on Equity

ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.

AADX

—

Applied Aerospace & Defense, Inc.

HON

46.6%

Honeywell International Inc.

LMT

89.2%

Lockheed Martin Corporation

Free Cash Flow Yield

Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.

AADX

—

Applied Aerospace & Defense, Inc.

HON

3.5%

Honeywell International Inc.

LMT

4.0%

Lockheed Martin Corporation

Debt to Equity

Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.

AADX

52.13x

Applied Aerospace & Defense, Inc.

HON

185.37x

Honeywell International Inc.

LMT

234.24x

Lockheed Martin Corporation

Current Ratio

A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.

AADX

2.51x

Applied Aerospace & Defense, Inc.

HON

1.21x

Honeywell International Inc.

LMT

1.19x

Lockheed Martin Corporation

Beta

Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.

AADX

—

Applied Aerospace & Defense, Inc.

HON

0.92

Honeywell International Inc.

LMT

0.11

Lockheed Martin Corporation

Dividend Yield

Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.

AADX

—

Applied Aerospace & Defense, Inc.

HON

4.0%

Honeywell International Inc.

LMT

2.3%

Lockheed Martin Corporation

Analyst Upside

Higher analyst upside suggests the Street still sees room between current price and consensus fair value.

AADX

37.2%

Applied Aerospace & Defense, Inc.

HON

13.3%

Honeywell International Inc.

LMT

4.2%

Lockheed Martin Corporation

Related research

Non-quarter videos featuring AADX

Special-topic videos, explainers, and shorts connected to this ticker.

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Shorts and Clips 2026-08-12

AADX Stock: Applied Aerospace & Defense Q2 2026 Earnings - Record EBITDA, No Cash

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Episode timeline

Episode archive for AADX

Each row is one earnings episode with every verified platform link available.

Q2 2026

Episode live

2026-08-12

Published youtube podcast complete

Applied Aerospace & Defense (AADX) Q2 2026 Earnings: Record EBITDA, Minus $103.7M Cash

Quarterly earnings-analysis entry for Applied Aerospace & Defense, Inc.. Use the links on the right to open the video or podcast episode.

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