TickerSparkInvestor Intelligence
TickerSparkInvestor Intelligence
Community
Main Feed
Today's Market Intel
Top Stocks
AI-Curated Stock Lists
IPO Calendar
Upcoming Listings
Stock Teasers
The Stock Behind the Promo
Trending Stocks
Today's Big Movers
Earnings Coverage
Flashes & Deep Dives
Macro Updates
Economy & Markets
Stock Reports
AI Research Reports
Commentary
Opinionated Stock Takes
Custom Reports
Stock Deep Dives · Free to Try
AI Analyst
Agentic Chat · Free to Try
Watchlist
Track Your Stocks · Free
Spark Charts
AI Technical Analysis · Free to Try
Intel Dashboard
Daily Trade Ideas
Trade Tracker
AI-Managed Portfolio · Pro
My Portfolio
Brokerage Connected · Pro
Custom Reports
Stock Deep Dives
AI Analyst
Agentic Chat
Watchlist
Your Stocks & Notes
Spark Charts
AI Technical Analysis
Intel Dashboard
Daily Trade Ideas
Trade Tracker
AI-Managed Portfolio
My Portfolio
Brokerage Connected
Account
Plan, Billing & Appearance
Log inCreate Account
← Back to TickerSpark
▌Earnings Flash·November 11, 2026

Applied Aerospace & Defense, Inc. (AADX) drops on earnings beats

Applied Aerospace & Defense, Inc. (AADX) drops 8.9% after reporting earnings beats, as investors react to the latest quarterly results and outlook.

Earnings FlashAADXIndustrialsAerospace & Defense
By TickerSpark·November 11, 2026·2 min read
Applied Aerospace & Defense, Inc. (AADX) drops on earnings beats
▌Key Takeaway
Applied Aerospace & Defense, Inc. (AADX) reported a clean earnings beat, posting EPS of $0.18 versus $0.08667 expected and revenue of $0.18 billion versus $0.16 billion estimated. Even with the stronger quarter, the stock fell 8.86% to $9.77, signaling that investors are focused on whether the results can translate into sustained growth and margin durability.

Applied Aerospace & Defense, Inc. (AADX) Earnings Beat, Stock Drops

Applied Aerospace & Defense (AADX) beat estimates with EPS of $0.18 versus $0.08667 and revenue of $0.18B versus $0.16B, yet the stock fell 8.86% to $9.77 in regular-session trading.

Key Numbers

  • EPS: $0.18 actual versus $0.08667 estimated, a beat.

§ Product

  • How It Works
  • Custom Reports
  • AI Analyst
  • Intel Dashboard
  • Spark Charts
  • Trade Tracker
  • My Portfolio
  • Plans

§ Research

  • Main Feed
  • Community
  • Stock Reports
  • Macro Updates
  • Blog

§ Company

  • About Us
  • Contact

§ Fine Print

  • Terms of Service
  • Privacy Policy
  • Full Disclaimer
  • Cookie Policy

Notice: All content and data on TickerSpark is for informational purposes only and does not constitute financial or investment advice. All investments involve risk. Please see our Full Disclaimer for more details.

© 2026 Maxwell Cyberlogic LLC

Not Investment Advice

Made in Delaware, USA

Revenue: $0.18B actual versus $0.16B estimated, a beat.
  • Stock reaction: $9.77, down 8.86% from the prior regular-session close of $10.72.
  • Regular-session range: $9.52 to $10.27.
  • Volume: 444,904 shares versus a 2,078,939 average.

    • A Dual Beat Meets a Skeptical Tape

    AADX cleared both headline hurdles. Applied Aerospace & Defense delivered more per-share earnings and revenue than analysts modeled, putting quarterly execution ahead of published estimates.

    The stock's response tells a different short-term story. Shares fell from $10.72 to $9.77 in regular-session trading, despite reaching $10.27 during the session. The earnings surprise was positive, but the market still marked the stock lower by the close.

    The earnings call deserves attention on whether management links the $0.18B revenue and $0.18 EPS results to repeatable demand and execution. Trading volume stayed below its average, so follow-through in later sessions matters more than a single negative close.

    Get AI research on any stock

    Instant reports, daily intelligence, and an AI analyst in your pocket.

    Get Started →

    Bottom Line

    AADX delivered a clear EPS and revenue beat, but the 8.86% regular-session drop shows that investors remain cautious.

    See all the data we track on AADX
    ▌Common Questions

    Frequently asked questions

    +Did Applied Aerospace & Defense (AADX) beat earnings estimates?
    Yes. Applied Aerospace & Defense reported EPS of $0.18, well above the $0.08667 estimate, and revenue of $0.18 billion versus the $0.16 billion expected. The company beat on both key headline metrics.
    +Why did AADX stock fall after beating earnings?
    AADX shares dropped 8.86% to $9.77 despite the earnings beat, showing that investors were not impressed by the quarter alone. The market appears to be questioning whether the results are sustainable or already priced in.
    +What was Applied Aerospace & Defense's stock price reaction to earnings?
    The stock closed regular-session trading at $9.77, down from the prior close of $10.72. During the session, shares traded between $9.52 and $10.27 on volume of 444,904 shares.
    +How much did AADX beat revenue and EPS estimates by?
    AADX beat EPS estimates by about $0.0933 per share, coming in at $0.18 versus $0.08667 expected. Revenue beat by $0.02 billion, with actual sales of $0.18 billion compared with the $0.16 billion estimate.
    ▌The Daily Briefing · Free

    A new stock idea, every evening.

    One stock worth watching each weekday, plus the analysis behind it. Free, in your inbox.

    Creates a free TickerSpark account — newsletter included.

    or with email

    Daily market recap + weekly preview. One-click unsubscribe in every email.

    ▌The Full Picture

    Want the full picture on AADX?

    Everything we track on AADX in one place — the TickerSpark Score, price charts, key financials, and our latest coverage.

    See all the AADX data →Get Full Access →

    Not ready to subscribe? ·

    ▌The Full Picture

    See all the data on AADX

    • TickerSpark Score & grades
    • Price charts & key stats
    • Our latest coverage
    See the AADX data →
    ▌For Active Investors

    Smarter research, on every ticker

    • Daily market intelligence
    • On-demand stock analysis
    • AI analyst chat
    Get Full Access →

    Cancel anytime

    ▌The Daily Briefing · Free

    A new stock idea, every evening.

    One stock worth watching each weekday, free in your inbox.

    Creates a free TickerSpark account — newsletter included.

    or with email

    Daily market recap + weekly preview. One-click unsubscribe in every email.

    ▌More on AADX

    More to read

    All articles
    Applied Aerospace & Defense, Inc. (AADX) falls on guidance
    AADX

    Applied Aerospace & Defense, Inc. (AADX) falls on guidance

    Applied Aerospace & Defense, Inc. (AADX) beat Q3 estimates on EPS and revenue, but shares fell as investors focused on softer full-year guidance, margin pressure, and delivery timing issues. Our deep dive covers record quarterly sales, segment growth, analyst views, and why the market looked past the beat.

    Nov 11·7 min
    Applied Aerospace & Defense IPO: What Investors Need to Know
    AADX

    Applied Aerospace & Defense IPO: What Investors Need to Know

    Applied Aerospace & Defense, Inc. (NYSE: AADX) is expected to list on 2026-06-03 at a price range of $18.00 to $21.00 per share. The company is offering 32,500,000 shares and has disclosed a market cap of $784,875,000. The setup leans on strong backlog and revenue growth, but shareholders should watch leverage, customer concentration, and whether the IPO proceeds meaningfully de-risk the balance sheet.

    May 27·6 min
    AEVEX Corp. (AVEX): Autonomous Defense Growth With Cash-Flow Risk
    AVEX

    AEVEX Corp. (AVEX): Autonomous Defense Growth With Cash-Flow Risk

    AEVEX is scaling quickly on autonomous systems and a larger backlog after the BlackSea combination, but investors still need to watch cash conversion and program concentration. The stock screens as a Buy with meaningful upside if execution holds.

    Nov 11·19 min