Jun 2026 (Q2 FY26) — Aug 12, 2026
Applied Aerospace & Defense Q2 FY26 — Record Revenue and Backlog Post-IPO
Read the full callApplied Aerospace & Defense earnings: last reported Wed, 12 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 167 | +47.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -57.5 | −69.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -154 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
YTD: $19.01 on 3 Jun 2026 → $10.81. High $23.85 (1 Jul 2026), low $10.42 (13 Oct 2026).
Overview
Call summaries
Applied Aerospace & Defense Q2 FY26 — Record Revenue and Backlog Post-IPO
Read the full callEvery analysed call
Financials
Net profit, year on year: −3193% (quarter to jun 2026 against jun 2025).
| Line item | Mar 2025 | Jun 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| Sales | — | 113 | — | 167 |
| Operating profit | — | 14 | — | -96 |
| Operating margin | — | 12.3% | — | −57.5% |
| Interest | — | 17 | — | 26 |
| Profit before tax | — | -3 | — | -122 |
| Tax rate | — | −54.6% | — | −25.7% |
| Net profit | -7 | -5 | -15 | -154 |
| EPS ($ per share) | — | -0.05 | — | -1.04 |
8 filings between Jun 4, 2026 and Oct 1, 2026.
Purchases
$1.17M
4 purchases by 4 insiders
Sales
None
No insider sold shares.
Also filed: 1 other.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| McRae Jeffrey L. | $500.0K | — | Jun 4, 2026 |
| Katzman James C | $500.0K | — | Jun 4, 2026 |
| Lynch Susan D | $160.0K | — | Jun 4, 2026 |
| Goldstein Scott (NMN) | $10.0K | — | Jun 4, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Kasiguran Kai W Chief Accounting Officer | Award | 3,800 | $44.4K |
| Jul 15, 2026 | AA&D Holdings, LP 10% owner | Other | 11,456,787 | $0 |
| Jun 4, 2026 | Katzman James C Director | Purchase | 25,000 | $500.0K |
| Jun 4, 2026 | Goldstein Scott (NMN) Director | Award | 4,250 | $85.0K |
| Jun 4, 2026 | Goldstein Scott (NMN) Director | Purchase | 500 | $10.0K |
| Jun 4, 2026 | McRae Jeffrey L. Chief Financial Officer | Purchase | 25,000 | $500.0K |
| Jun 4, 2026 | Lynch Susan D Director | Purchase | 8,000 | $160.0K |
| Jun 4, 2026 | Katzman James C Director | Award | 4,250 | $85.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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