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Applied Aerospace & Defense May Be 10% Undervalued

August 13, 2026

1 min read

Key Takeaways

Applied Aerospace & Defense projects $670-690 million in 2026 revenue.
The company's P/S ratio is 6.2x, below peer average but above industry average.
A DCF model suggests a fair value of $21.14, indicating a 9.6% discount.
Execution risk remains a concern for the company's 2026 revenue plan.

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Strategic Implications

Applied Aerospace & Defense's valuation may indicate a buying opportunity, as the company's P/S ratio and DCF model suggest undervaluation. However, execution risk and potential setbacks in key programs could impact the company's revenue growth, which may affect its competitive positioning in the aerospace and defense industry.

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What Happened

Defense Contractor Faces Execution Risk Amid Revenue Guidance

Applied Aerospace & Defense has set new revenue guidance for 2026, projecting $670-690 million in revenue. The company’s P/S ratio of 6.2x is below its peer average but above the industry average, suggesting a potential undervaluation. A DCF model estimates a fair value of $21.14, indicating a 9.6% discount to the current price. However, the company still faces execution risk around its 2026 revenue plan, according to Simply Wall St.

Source | Originally Published: August 13, 2026

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