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Applied Aerospace & Defense Posts Record Revenue of $167.3M in Q2

Key Takeaways
  • Applied Aerospace & Defense reported record revenue of $167.3 million in Q2 2026.
  • The company incurred a net loss of $154.0 million due to share-based compensation and transaction expenses.
  • Adjusted EBITDA reached $36.4 million, up 38.5% year over year.
  • Contract backlog grew to over $1.1 billion, providing multi-year revenue visibility.
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Strategic Implications

Applied Aerospace & Defense's record revenue may indicate strong demand for space and defense technology, which could benefit the company's growth prospects. The significant increase in Adjusted EBITDA suggests improved operational efficiency, which may position the company for long-term success. The growing contract backlog could provide a stable source of revenue, allowing the company to invest in its capabilities and expand its customer base.

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What Happened

Aerospace Company Sees Significant Growth in Space and Defense Technology

Applied Aerospace & Defense, a premier provider of advanced design, engineering, and manufacturing solutions, reported its second-quarter 2026 financial results, with record revenue of $167.3 million, up 47.4% year over year. The company’s Adjusted EBITDA reached $36.4 million, a 38.5% increase from the prior year. Despite incurring a net loss of $154.0 million, primarily due to share-based compensation and transaction expenses related to its initial public offering, the company’s contract backlog grew to over $1.1 billion, providing solid multi-year revenue visibility. According to the company’s CEO, Trip Ferguson, the strong performance reflects the company’s position at the intersection of growing demand for space and defense technology. This was reported by Unknown Source.

Source | Originally Published: June 30, 2026

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JUMPSEAT
AEROSPACE NEWS
JUMPSEAT
AEROSPACE NEWS

Applied Aerospace & Defense Posts Record Revenue of $167.3M in Q2

Sponsored by: Jumpseat Solutions
Key Takeaways
  • Applied Aerospace & Defense reported record revenue of $167.3 million in Q2 2026.
  • The company incurred a net loss of $154.0 million due to share-based compensation and transaction expenses.
  • Adjusted EBITDA reached $36.4 million, up 38.5% year over year.
  • Contract backlog grew to over $1.1 billion, providing multi-year revenue visibility.
Sign in to view key takeaways Get full access to in-depth analysis and key takeaways.
Sign In
Silver membership required Upgrade to Silver to access Key Takeaways.
Upgrade
Strategic Implications

Applied Aerospace & Defense's record revenue may indicate strong demand for space and defense technology, which could benefit the company's growth prospects. The significant increase in Adjusted EBITDA suggests improved operational efficiency, which may position the company for long-term success. The growing contract backlog could provide a stable source of revenue, allowing the company to invest in its capabilities and expand its customer base.

Sign in to view strategic implications Get full access to strategic analysis and expert insights.
Sign In
Silver membership required Upgrade to Silver to access Strategic Implications.
Upgrade

What Happened

Aerospace Company Sees Significant Growth in Space and Defense Technology

Applied Aerospace & Defense, a premier provider of advanced design, engineering, and manufacturing solutions, reported its second-quarter 2026 financial results, with record revenue of $167.3 million, up 47.4% year over year. The company’s Adjusted EBITDA reached $36.4 million, a 38.5% increase from the prior year. Despite incurring a net loss of $154.0 million, primarily due to share-based compensation and transaction expenses related to its initial public offering, the company’s contract backlog grew to over $1.1 billion, providing solid multi-year revenue visibility. According to the company’s CEO, Trip Ferguson, the strong performance reflects the company’s position at the intersection of growing demand for space and defense technology. This was reported by Unknown Source.

Source | Originally Published: June 30, 2026

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