AADX on NYSE

Applied Aerospace & Defense, Inc.

Applied Aerospace & Defense, Inc. is an American aircraft parts and auxiliary equipment company, listed on NYSE (AADX).¹ It is headquartered in Huntsville, Alabama.¹

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Last updated Oct 21, 2026.

Overview

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TickerAADX on NYSE¹
IndustryAircraft Parts & Auxiliary Equipment, NEC¹
HeadquartersHuntsville, Alabama¹
Incorporated inDE²
Business address355 Quality Circle Nw, Huntsville, Al²
Filer categoryNon-accelerated filer, Emerging growth company²

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Corporate structure

Applied Aerospace & Defense, Inc. sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Applied Aerospace & Defense, Inc.

AA&D Holdings, LP Filed SCHEDULE 13G on Applied Aerospace & Defense, Inc., latest Aug 13, 2026

Applied Aerospace & Defense, Inc. Huntsville, Alabama

Built from major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

Leadership

Who has led Applied Aerospace & Defense, Inc., and when. Pick a name to see everywhere that person has worked.

Chief executive officerJames William Ferguson Iii. Jun 3, 2026 to now⁴
Chief financial officerJeffrey L. McRae Jun 3, 2026 to now⁵
Chief operating officerKevin Bidlack Jun 3, 2026 to now⁶

Board members and other officers (8)

Chief Growth OfficerChristopher (nmn) Rogers Jun 3, 2026 to now⁷
Chief Accounting OfficerKai W. Kasiguran Jun 3, 2026 to now⁸
Board memberJames C. Katzman Jun 3, 2026 to now⁹
Board memberJames William Ferguson Iii. Jun 3, 2026 to now⁴
Board memberNoah Blitzer Jun 3, 2026 to now¹⁰
Board memberNoah Roy Jun 3, 2026 to now¹¹
Board memberScott (nmn) Goldstein Jun 3, 2026 to now¹²
Board memberSusan D. Lynch Jun 3, 2026 to now¹³

Timeline

Aug 12, 20268-K Results of operations¹⁴
Aug 10, 20268-K Executive or director change; Regulation FD disclosure¹⁵
Jun 4, 20268-K Entered a material agreement; Change to shareholders' rights; Executive or director change¹⁶
Jun 3, 2026New chief executive James William Ferguson Iii. becomes CEO⁴

Calendar

Coming up

Nov 11, 2026 · Before the openReports results for the quarter ending Sep/2026¹⁷

When it reported results

Aug 12, 2026Reported quarterly or annual results¹⁴

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

33 filings to the SEC since October 2021: 1 quarterly reports, 3 major events, 19 insider forms, 1 large holders, 9 other. The latest 20:

Oct 5, 20264 EDGAR
Aug 13, 2026SCHEDULE 13G EDGAR
Aug 12, 202610-Q 10-Q - FY26 Q2 EDGAR
Aug 12, 20268-K 8-K - FY26 Q2 EARNINGS RELEASE EDGAR
Aug 10, 20268-K 8-K - APPOINTMENT OF CSO EDGAR
Jul 17, 20264 EDGAR
Jun 4, 20264 EDGAR
Jun 4, 20264 EDGAR
Jun 4, 20264 EDGAR
Jun 4, 20264 EDGAR
Jun 4, 2026S-8 EDGAR
Jun 4, 20268-K EDGAR
Jun 4, 2026424B4 EDGAR
Jun 3, 20263 EDGAR
Jun 3, 20263 EDGAR
Jun 3, 20263 EDGAR
Jun 3, 20263 EDGAR
Jun 3, 20263 EDGAR
Jun 3, 20263 EDGAR
Jun 3, 20263 EDGAR

The 33 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

4 open-market trades by officers, directors and large owners since October 2021: 4 buys and 0 sales. Grants, option exercises and gifts are left out.

Date	Who	Trade	Shares	Price	Value	Filing
Jun 4, 2026	Lynch Susan DDirector	Buy	8,000	$20.00	$160.0K	Form 4
Jun 4, 2026	McRae Jeffrey L.Chief Financial Officer	Buy	25,000	$20.00	$500.0K	Form 4
Jun 4, 2026	Goldstein Scott (NMN)Director	Buy	500	$20.00	$10.0K	Form 4
Jun 4, 2026	Katzman James CDirector	Buy	25,000	$20.00	$500.0K	Form 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

AA&D Holdings, LPSCHEDULE 13G, 1 filing Aug 13, 2026¹⁸

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 92. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Alliancebernstein L.P.	3,328,618	$75.8M	0.0%	New
Temasek Holdings (Private) Ltd	3,250,000	$74.0M	0.2%	New
Massachusetts Financial Services Co /ma/	2,342,565	$55.1M	0.0%	New
Bamco Inc /ny/	2,173,823	$49.5M	0.1%	New
BlackRock, Inc.	1,924,999	$43.9M	0.0%	New
American Century Companies Inc	1,741,639	$39.7M	0.0%	New
Jupiter Topco LLC	1,332,574	$30.4M	0.0%	New
Vanguard Portfolio Management LLC	1,273,937	$29.0M	0.0%	New
Norges Bank	1,250,000	$28.5M	0.0%	New
Driehaus Capital Management LLC	1,227,730	$28.0M	0.2%	New
Ophir Asset Management Pty Ltd	1,197,165	$27.3M	2.2%	New
Vanguard Capital Management LLC	1,185,115	$27.0M	0.0%	New
Federated Hermes, Inc.	1,003,300	$22.9M	0.0%	New
Capital World Investors	1,000,000	$22.8M	0.0%	New
Citadel Advisors LLC	889,500	$20.3M	0.0%	New
Fmr LLC	874,314	$19.9M	0.0%	New
Wcm Investment Management, LLC	800,000	$16.6M	0.0%	New
Aventail Capital Group, LP	727,863	$16.6M	1.0%	New
ArrowMark Colorado Holdings LLC	609,099	$13.9M	0.6%	New
Chilton Investment Co Inc.	467,320	$10.6M	0.3%	New
Goldman Sachs Group Inc	455,759	$10.4M	0.0%	New
UBS Group AG	388,391	$8.8M	0.0%	New
Wellington Management Group Llp	367,577	$8.4M	0.0%	New
Point72 Asset Management, L.P.	353,417	$8.1M	0.0%	New
Burkehill Global Management, LP	350,000	$8.0M	0.3%	New

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How Applied Aerospace & Defense, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

Name on EDGARApplied Aerospace & Defense, Inc.¹
CIK0002118195
Filer statusNon-accelerated filer<br>emerging growth company¹
Incorporated inDelaware¹
Fiscal year endsDecember 31¹
Industry code (SIC)3728 Aircraft Parts & Auxiliary Equipment, NEC¹
SEC reviewing officeOffice of Manufacturing, Division of Corporation Finance¹
Business address355 Quality Circle Nw, Huntsville, AL¹
Phone202-983-3291¹
Shares outstanding172,393,518 as of Aug 5, 2026³
On EDGAR sinceMar 16, 2026¹
Filings33 in all: 3 (13), 4 (6), 8-K (3), 10-Q (1), 424B4 (1), 8-A12B (1), CERT (1), DRS (1)¹
All 14 form types
DRS/A (1), EFFECT (1), S-1 (1), S-1/A (1), S-8 (1), SCHEDULE 13G (1)
Latest filingsQuarterly report (10-Q) Aug 12, 2026
Latest 8-K (8-K) Aug 12, 2026

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARApplied Aerospace & Defense, Inc. filings on SEC EDGAR
2
SEC EDGARApplied Aerospace & Defense, Inc. filings on SEC EDGAR
3
SEC EDGARApplied Aerospace & Defense, Inc. 10-Q for fiscal 2025
4
SEC EDGARJames William Ferguson Iii., Chief executive officer
5
SEC EDGARJeffrey L. McRae, Chief financial officer
6
SEC EDGARKevin Bidlack, Chief operating officer
7
SEC EDGARChristopher (nmn) Rogers, Chief Growth Officer
8
SEC EDGARKai W. Kasiguran, Chief Accounting Officer
9
SEC EDGARJames C. Katzman, Board member
10
SEC EDGARNoah Blitzer, Board member
11
SEC EDGARNoah Roy, Board member
12
SEC EDGARScott (nmn) Goldstein, Board member
13
SEC EDGARSusan D. Lynch, Board member
14
SEC EDGARResults of operations
15
SEC EDGARExecutive or director change; Regulation FD disclosure
16
SEC EDGAREntered a material agreement; Change to shareholders' rights; Executive or director change
17
NasdaqNasdaq calendar
18
SEC EDGARAA&D Holdings, LP SCHEDULE 13G on Applied Aerospace & Defense, Inc.