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Applied Aerospace & Defense Posts Record Q2 Revenue

August 13, 2026

2 min read

Key Takeaways

Applied Aerospace & Defense reported record Q2 revenue of $167.3 million.
Adjusted EBITDA rose 38.4% to $36.4 million.
Contract backlog reached $1.1 billion, up from $871 million at year-end.

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Strategic Implications

This growth may indicate Applied Aerospace & Defense's increasing competitiveness in the space and defense sectors. The company's diversified positions and funded backlog could provide near-term insulation from potential federal budget uncertainty, which suggests a stable outlook for the company's future growth.

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What Happened

Aerospace Company Sees Strong Demand In Space And Defense

Applied Aerospace & Defense reported record second-quarter revenue and adjusted EBITDA in its first earnings call as a public company. The company highlighted a growing contract backlog, capacity investments, and continued demand across space and defense programs. Revenue for the second quarter rose 47.4% year over year to $167.3 million. The company operates 11 U.S.-based facilities and has made capacity investments in advance of expected program ramps. This growth was first reported by MarketBeat.

Source | Originally Published: August 12, 2026

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