Professional
Added to YB: 2026-09-23
Pitch date: 2026-06-30
AADX [bullish]
Applied Aerospace & Defense, Inc.
-43.83%
current return
Author Info
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Company Info
Applied Aerospace & Defense, Inc. designs, engineers, and manufactures integrated aerospace and defense subsystems for space and defense applications.
Market Cap
$2.2B
Pitch Price
$22.54
Price Target
N/A
Dividend
N/A
EV/EBITDA
-251.90
P/E
-12.63
EV/Sales
4.54
Sector
Aerospace and Defense
Category
growth
Baron Small Cap Fund Portfolio Holding: Applied Aerospace & Defense, Inc.
AADX (hold): Applied Aerospace & Defense is a scarce, IP-rich supplier of mission-critical structures and components across defense aviation, space launch, and C5ISR/Precision Strike, with 87% of its portfolio sole-source and 89% proprietary. A $1.1 billion backlog and $3.8 billion weighted pipeline support expectations for at least mid-teens organic revenue CAGR and EBITDA margins reaching the high-20% range over time.
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