Looking at the filing, I can confirm this is a Form 10-Q for Applied Aerospace & Defense, Inc., traded as AADX on The New York Stock Exchange, for the quarterly period ended September 30, 2026. The filing text provided is primarily the cover page, table of contents, and forward-looking statements section, with the balance sheet beginning but cut off. I will work with the substantive content available.

Applied Aerospace & Defense, Inc. filed its quarterly report on Form 10-Q with the U.S. Securities and Exchange Commission on November 12, 2026, covering the fiscal quarter ended September 30, 2026.

Key Highlights

  • Share count: As of November 4, 2026, 172,393,518 shares of common stock, par value $0.01 per share, were issued and outstanding, according to the filing.
  • Exchange listing: The company's common stock is listed on NYSE:AADX, as stated on the filing's cover page.
  • Company classification: The registrant identified itself as a non-accelerated filer and an emerging growth company under the definitions in Rule 12b-2 of the Exchange Act.
  • Extended transition period: The company disclosed it has not elected to use the extended transition period for complying with new or revised financial accounting standards under Section 13(a) of the Exchange Act.
  • Headquarters: The company is headquartered at 355 Quality Circle NW, Huntsville, AL 35806, and is incorporated in Delaware with IRS Employer Identification Number 92-0890338.
  • Prior prospectus: The filing references a prospectus dated June 2, 2026, filed with the SEC pursuant to Rule 424(b)(4) under the Securities Act of 1933, as amended.

Applied Aerospace and Defense Reports on Q3 2026 Operations and Filing Status

Applied Aerospace & Defense, Inc. (NYSE:AADX), a Delaware-incorporated company based in Huntsville, Alabama, submitted its quarterly report for the period ended September 30, 2026, on November 12, 2026. According to the filing, the company confirmed it has filed all reports required during the preceding 12 months and has been subject to such filing requirements for the past 90 days. The registrant also confirmed it submitted every required Interactive Data File electronically during the same period.

The filing identifies Applied Aerospace & Defense as an emerging growth company, a classification that carries specific regulatory implications under Rule 12b-2 of the Exchange Act. The company disclosed it has not elected to use the extended transition period for complying with new or revised financial accounting standards as permitted under Section 13(a) of the Exchange Act. The registrant confirmed it is not a shell company as defined under Rule 12b-2 of the Act.

The forward-looking statements section of the filing outlines numerous risk factors the company associates with its business, including reliance on government defense budgets, dependence on key customers in the aerospace and defense sector, risks tied to acquisitions, cybersecurity threats, supply chain disruptions affecting manufacturing, and potential impacts from U.S. tariff and import/export regulatory changes. The company stated that "forward-looking statements made in this Quarterly Report on Form 10-Q relate only to events as of the date on which the statements are made" and that it "undertake[s] no obligation to update any forward-looking statements." These statements are the company's own and are subject to its cautionary language as described in the filing.

What Was Disclosed

Applied Aerospace & Defense, Inc. filed a Form 10-Q for the quarter ended September 30, 2026, disclosing 172,393,518 shares outstanding as of November 4, 2026, its emerging growth company status, and a range of business and regulatory risk factors specific to the aerospace and defense industry.