{"filing":{"accession_number":"0001193125-26-257600","cik":"0002118195","ticker":"AADX","company_name":"Applied Aerospace \u0026 Defense, Inc.","form":"8-K","filing_date":"2026-06-04","report_date":null,"primary_document":"d31398d8k.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/2118195/000119312526257600/d31398d8k.htm"},"events":[{"id":3416,"run_id":2991,"accession_number":"0001193125-26-257600","anchor_item_number":"1.01","event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.92,"summary":"Applied Aerospace \u0026 Defense completed an initial public offering on June 4, 2026, selling 32.5 million shares at $20.00 per share pursuant to a definitive underwriting agreement. The IPO involved registration rights agreements and stockholders agreements that materially affected the company's capital structure and ownership.","company_name":"Applied Aerospace \u0026 Defense, Inc.","ticker":"AADX","filing_date":"2026-06-04","items":[{"id":4359,"accession_number":"0001193125-26-257600","item_number":"1.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.92,"reasoning":"The filing discloses entry into a material definitive underwriting agreement for an initial public offering (IPO) that closed on June 4, 2026, involving the sale of 32.5 million shares at $20.00 per share. While technically an IPO is a capital-raising transaction rather than a traditional M\u0026A activity, it represents a fundamental change in the company's capital structure and ownership that materially affects the registrant. The disclosure of the underwriting agreement, closing of the IPO, and related stockholders and registration rights agreements all constitute material events that would significantly affect a reasonable investor's assessment of the company.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-05T04:59:25.416119+00:00","company_name":"","ticker":null,"filing_date":""}]},{"id":3417,"run_id":2991,"accession_number":"0001193125-26-257600","anchor_item_number":"5.02","event_type":"exec_compensation","event_domain":"governance","is_material":true,"confidence":0.85,"summary":"In connection with the IPO, the company adopted compensatory arrangements for directors and executive officers, including indemnification agreements, the 2026 Omnibus Incentive Plan, and the 2026 Employee Stock Purchase Plan.","company_name":"Applied Aerospace \u0026 Defense, Inc.","ticker":"AADX","filing_date":"2026-06-04","items":[{"id":4361,"accession_number":"0001193125-26-257600","item_number":"5.02","item_title":null,"event_type":"exec_compensation","event_domain":"governance","is_material":true,"confidence":0.85,"reasoning":"The disclosure centers on compensatory arrangements adopted in connection with the IPO: indemnification agreements with directors and executive officers, the 2026 Omnibus Incentive Plan, and the 2026 Employee Stock Purchase Plan. While indemnification is a governance matter, the primary focus is on the adoption of equity incentive plans and formalized compensation structures for named executives, which is a material compensatory arrangement disclosure under Item 5.02(e).","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-05T04:59:25.416119+00:00","company_name":"","ticker":null,"filing_date":""}]},{"id":3418,"run_id":2991,"accession_number":"0001193125-26-257600","anchor_item_number":"5.03","event_type":"other_material","event_domain":"catchall","is_material":false,"confidence":0.85,"summary":"The company amended its Certificate of Incorporation and Bylaws on June 2, 2026, in connection with the IPO; the specific amendments are incorporated by reference to exhibits and represent routine corporate governance housekeeping.","company_name":"Applied Aerospace \u0026 Defense, Inc.","ticker":"AADX","filing_date":"2026-06-04","items":[{"id":4362,"accession_number":"0001193125-26-257600","item_number":"5.03","item_title":null,"event_type":"other_material","event_domain":"catchall","is_material":false,"confidence":0.85,"reasoning":"This disclosure concerns routine amendments to the Certificate of Incorporation and Bylaws filed on June 2, 2026, with no substantive changes described beyond incorporation by reference to exhibits. The filing provides no detail on what was actually amended, making it a standard corporate governance housekeeping matter rather than a material event affecting investor assessment of the company's financial condition or operations.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-05T04:59:25.416119+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":4359,"accession_number":"0001193125-26-257600","item_number":"1.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.92,"reasoning":"The filing discloses entry into a material definitive underwriting agreement for an initial public offering (IPO) that closed on June 4, 2026, involving the sale of 32.5 million shares at $20.00 per share. While technically an IPO is a capital-raising transaction rather than a traditional M\u0026A activity, it represents a fundamental change in the company's capital structure and ownership that materially affects the registrant. The disclosure of the underwriting agreement, closing of the IPO, and related stockholders and registration rights agreements all constitute material events that would significantly affect a reasonable investor's assessment of the company.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-05T04:59:25.416119+00:00","company_name":"Applied Aerospace \u0026 Defense, Inc.","ticker":"AADX","filing_date":"2026-06-04"},{"id":4360,"accession_number":"0001193125-26-257600","item_number":"3.03","item_title":null,"event_type":"other_material","event_domain":"catchall","is_material":true,"confidence":0.45,"reasoning":"Item 3.03 discloses a material modification to security holder rights via a Registration Rights Agreement (referenced from Item 1.01) and Item 5.03. Without access to the full content of Items 1.01 and 5.03, the specific nature of the modification cannot be definitively determined. The disclosure could relate to M\u0026A activity (if Item 1.01 covers an acquisition), a dilutive issuance (if registration rights accompany equity issuance), or another material event. Given the cross-reference structure and the materiality threshold of Item 3.03, this is classified as material but assigned to \"other_material\" due to insufficient detail to select a more specific category with confidence.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-05T04:59:25.416119+00:00","company_name":"Applied Aerospace \u0026 Defense, Inc.","ticker":"AADX","filing_date":"2026-06-04"},{"id":4361,"accession_number":"0001193125-26-257600","item_number":"5.02","item_title":null,"event_type":"exec_compensation","event_domain":"governance","is_material":true,"confidence":0.85,"reasoning":"The disclosure centers on compensatory arrangements adopted in connection with the IPO: indemnification agreements with directors and executive officers, the 2026 Omnibus Incentive Plan, and the 2026 Employee Stock Purchase Plan. While indemnification is a governance matter, the primary focus is on the adoption of equity incentive plans and formalized compensation structures for named executives, which is a material compensatory arrangement disclosure under Item 5.02(e).","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-05T04:59:25.416119+00:00","company_name":"Applied Aerospace \u0026 Defense, Inc.","ticker":"AADX","filing_date":"2026-06-04"},{"id":4362,"accession_number":"0001193125-26-257600","item_number":"5.03","item_title":null,"event_type":"other_material","event_domain":"catchall","is_material":false,"confidence":0.85,"reasoning":"This disclosure concerns routine amendments to the Certificate of Incorporation and Bylaws filed on June 2, 2026, with no substantive changes described beyond incorporation by reference to exhibits. The filing provides no detail on what was actually amended, making it a standard corporate governance housekeeping matter rather than a material event affecting investor assessment of the company's financial condition or operations.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-05T04:59:25.416119+00:00","company_name":"Applied Aerospace \u0026 Defense, Inc.","ticker":"AADX","filing_date":"2026-06-04"}]}