AADX Applied Aerospace & Defense, Inc.

BULLISH Impact: 7/10 EFFECT
Horizon immediate Filed Jun 3, 2026 Processed 2d 11h ago SEC 9999999995-26-001847
IPO/offering going effective

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Executive Summary

The SEC declared effective the S-1 registration statement for Applied Aerospace & Defense, Inc.'s initial public offering. The company can now proceed to price and list up to 32,500,000 shares of common stock on the NYSE under ticker AADX, with an estimated price range of $18.00 to $21.00 per share.

Actionable Insight

The IPO is now cleared to price, likely within 1-2 trading days. Monitor for the final pricing announcement and first-day trading performance. The large insider ownership post-IPO (81%) means limited float and potential for price volatility.

Key Facts

  • IPO registration declared effective on June 2, 2026.
  • Offering size: 32,500,000 shares of common stock.
  • Estimated IPO price range: $18.00 to $21.00 per share.
  • Underwriters have a 30-day option to purchase up to an additional 4,875,000 shares.
  • Company will list on NYSE under ticker AADX.
  • Post-IPO, affiliates of Greenbriar Equity Group will own ~81.0% of common stock (78.7% if overallotment exercised).
  • Lead underwriters: Morgan Stanley and Jefferies.

Financial Impact

Gross proceeds to the company from the primary offering of 32,500,000 shares at the midpoint of the estimated range ($19.50) would be approximately $633.75 million, before underwriting discounts and expenses.

dilutioncashshares outstanding

Risk Factors

  • Post-IPO lock-up expiration could lead to selling pressure from the controlling shareholder.
  • No prior public market for the stock; price discovery is uncertain.
  • Controlled company structure limits minority shareholder influence.

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
EFFECT Filing (Primary)9999999995-26-001847
Document: 9999999995-26-001847-index.html9999999995-26-001847
Document: 9999999995-26-001847.txt9999999995-26-001847
10 reports for AADX
Performance horizon
Filters
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Reports for AADX — sortable, filterable
Type Now
Jun 4, 2026
today
Insider Cluster
BULLISH ★ 5/10
$18.61 awaiting T+1awaiting T+1$17.54 (−5.72%)
Jun 4, 2026
1d ago
8-K
BEARISH ★ 7/10
$18.61 awaiting T+1awaiting T+1$17.54 (+5.72%)
Jun 4, 2026
1d ago
424B4
NEUTRAL ★ 5/10
$18.60 $17.54▼ −5.70%▼ −3.12%$17.54 (−5.70%)
Jun 3, 2026
1d ago
3
NEUTRAL ★ 2/10
$18.60 $17.54▼ −5.70%▼ −3.12%$17.54 (−5.70%)
Jun 3, 2026
1d ago
3
NEUTRAL ★ 2/10
$18.60 $17.54▼ −5.70%▼ −3.12%$17.54 (−5.70%)
Jun 3, 2026
1d ago
3
NEUTRAL ★ 2/10
$18.60 $17.54▼ −5.70%▼ −3.12%$17.54 (−5.70%)
Jun 3, 2026
1d ago
3
NEUTRAL ★ 2/10
awaiting T+1
Jun 3, 2026
1d ago
3
NEUTRAL ★ 1/10
$18.60 $17.54▼ −5.70%▼ −3.12%$17.54 (−5.70%)
Jun 3, 2026
1d ago
3
NEUTRAL ★ 2/10
$18.60 $17.54▼ −5.70%▼ −3.12%$17.54 (−5.70%)
Jun 3, 2026
2d ago
EFFECT
BULLISH ★ 7/10
$20.75 awaiting T+1awaiting T+1$17.54 (−15.47%)
Showing 10 of 10

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