AVEX AEVEX Corp.
Price Chart
Executive Summary
AEVEX Corp. closed a significant follow-on public offering of Class A common stock on June 5, 2026, selling 8 million firm shares (including 2.27 million from selling stockholders) at $27.00 per share, plus a 30-day over-allotment option for an additional 1.2 million shares. The company issued 5.73 million new shares, raising approximately $148.7M in gross proceeds (before underwriting discounts), which will likely be used to fund operations / growth as detailed in the prospectus. The material secondary component (2.27M shares from holders) adds overhang but was fully priced and delivered.
Key Financial Metrics
Actionable Insight
The capital raise significantly strengthens AEVEX's balance sheet with ~$149M in new cash, which removes near-term funding risk for an aircraft/manufacturing company. However, the 5.73M new shares (~9-10% dilution relative to pre-offering float) and secondary selling by insiders create some overhang. Monitor next 10-Q for cash use and guidance; watch for any lock-up expiration in 180 days.
Key Facts
- AEVEX Corp. priced a follow-on offering of 8,000,000 shares of Class A common stock at $27.00 per share on June 3, 2026.
- Company sold 5,726,157 new shares; selling stockholders sold 2,273,843 shares (including 2,264,502 from ATS PubCo Seller Holdings, LLC).
- Underwriters have a 30-day option to purchase up to an additional 1,200,000 shares (858,923 from company, 341,077 from selling stockholders).
- Goldman Sachs, BofA Securities, and Jefferies acted as lead underwriters; offering closed and shares were delivered on June 5, 2026.
- Underwriter purchase price per share was $25.9875, representing a ~3.75% discount to the $27.00 public offering price.
Financial Impact
Company gross proceeds ~$154.6M from 5.73M new shares at $27.00; net after underwriting discount of ~$25.99/share is ~$148.7M gross before expenses. Selling stockholders receiving ~$61.4M at $27.00/share.
Risk Factors
- Dilution from 5.73M new shares could pressure EPS in the near term.
- Secondary sales by major stockholders (ATS PubCo Seller Holdings) signal potential insider monetization.
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-259643 |
| Document: d141582d8k.htm | 0001193125-26-259643 |
| Document: 0001193125-26-259643-index-headers.html | 0001193125-26-259643 |
| Document: 0001193125-26-259643-index.html | 0001193125-26-259643 |
| Document: 0001193125-26-259643.txt | 0001193125-26-259643 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 5, 2026
4d ago
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8-K
| $22.89 awaiting T+1 | awaiting T+1 | — | $23.01 (+0.55%) |
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Jun 4, 2026
6d ago
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EFFECT
| $24.61 $22.87 | ▼ −7.07% | ▼ −4.47% | $23.01 (−6.50%) |
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Jun 1, 2026
8d ago
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S-1
| $32.44 $27.66 | ▼ −14.73% | ▼ −14.01% | $23.01 (−29.07%) |
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May 20, 2026
20d ago
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8-K
| $26.72 $26.82 | ▲ +0.37% | ▼ −0.07% | $23.01 (−13.88%) |
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Apr 24, 2026
6w ago
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8-K
| $33.95 $29.90 | ▼ −11.93% | ▼ −11.44% | $23.01 (−32.22%) |
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Apr 20, 2026
7w ago
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8-K
| $35.99 $30.17 | ▼ −16.17% | ▼ −17.19% | $23.01 (−36.07%) |
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Apr 17, 2026
7w ago
|
3
| $33.41 $35.99 | ▲ +7.72% | ▲ +8.38% | $23.01 (−31.13%) |
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Apr 17, 2026
7w ago
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3
| $33.41 $35.99 | ▲ +7.72% | ▲ +8.38% | $23.01 (−31.13%) |
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Apr 17, 2026
7w ago
|
3
| $33.41 $35.99 | ▲ +7.72% | ▲ +8.38% | $23.01 (−31.13%) |
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Apr 17, 2026
7w ago
|
3
| $33.41 $35.99 | ▲ +7.72% | ▲ +8.38% | $23.01 (−31.13%) |
US Market Status
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