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AVAVEX

Aevex Corp.

$AVEX·$930M·Aerospace & Defense·Industrials
$15.53-1.8%1Y-18.9%
Mentions · last 7 days
2026-07-09: 16 posts2026-07-10: 9 posts2026-07-11: 0 posts2026-07-12: 3 posts2026-07-13: 9 posts2026-07-14: 4 posts2026-07-15: 9 posts50-7%
Price updated 12m ago·X counts updated 2d ago
AVAVEX
$AVEXAevex Corp.
$15.53-1.83%50 posts-7%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AVEX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

AEVEX Aerospace secured a $17.5M follow-on defense contract — the tape is cooling despite specific commercial wins.

AEVEX Aerospace is a specific defense-services company supporting US National Security priorities — the specific follow-on-contract-driven equity story. The stock is going through a specific cool-off despite continued commercial wins.

Where the setup reads:

  • The $17.5M follow-on contract is a real specific commercial milestone: repeated large orders flowing in is the specific pattern of durable government-backed demand.
  • The tape has cooled: sitting 31% below the 50-day with 200-day and 52-week range coverage gaps, and volume 33% above average — meaning the specific commercial signal has been overwhelmed by broader sector positioning.
  • The specific bull framing is honest: easy 1-3 year hold with jackpot potential is the specific pattern of a patient-bull-thesis framing — meaning the setup is multi-quarter, not immediate.
  • The check is that defense has broadly been out of favor for most of 2026 — meaning AEVEX's specific commercial wins have been fighting a specific sector-headwind.

Aug 19 earnings is the trigger. A number confirming continued contract execution plus specific commentary on backlog growth extends the leg; a soft revenue print with muted contract commentary is the specific setup that would extend the cool-off.

Agrees with X sentimentX is bullish on the $17.5M contract and the multi-year hold framing, and the specific commercial wins are real. The gap the corpus is honest about is that defense has been out of favor for most of 2026 — meaning the specific setup has been fighting a sector headwind.

What to watch: The Aug 19 print — contract execution, backlog growth commentary, and any US National Security priority commentary. Above-consensus contract execution extends the leg; a soft print with muted commentary extends the cool-off.

On the calendar: 2026-08-19 — Q2 earnings

beta missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment⚠6 posts analyzed · as of 2026-07-13 · top-engagement diverged

AEVEX Aerospace secured a $17.5M follow-on contract supporting US National Security priorities, and traders describe repeated large orders flowing in. The stock around $16-$17 is framed as an easy 1-3 year hold with jackpot potential, though defense has been broadly out of favor for most of 2026 outside a few weeks.

Read the AI verdict + X sentiment for $AVEX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Defense contractor building autonomous unmanned aerial and surface systems alongside intelligence and ISR services.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $AVEX.

Aerospace & Defense · Industrials

No material change from last week — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

What this means for $AVEX

Neutral — Defense contractor building autonomous unmanned aerial and surface systems alongside intelligence and ISR services; end markets and revenue mix have limited overlap with the defense budget expansion and space commercialization.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+7.1%YTD
+18.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 20, 2026$0.25$0.16+59.5%
Q4 2025Feb 25, 2026$0.14——
Next earningsWed, Aug 19·consensus EPS $0.06

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$605.7M$604.1M – $608.0M$0.36$0.29 – $0.457
FY27$683.1M$660.4M – $700.8M$0.53$0.40 – $0.637
FY28$817.4M$817.4M – $817.5M$0.81$0.75 – $0.878
FY29$931.2M$893.8M – $952.3M$1.04$0.99 – $1.077
FY30$1.1B$1.1B – $1.1B$1.32$1.25 – $1.367

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-31.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 23.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today15.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 5Madison Dearborn Partners Llc10% owner2.3M sh$59.1MBuyApr 16Wells Charles Roger IvCEO500 sh$10KBuyApr 16Brian RaduenzDirector50.0K sh$1.0MBuyApr 16Jackson Michael AndrewSee Remarks650 sh$13KBuyApr 16Brett P HushSee Remarks10.0K sh$200KBuyApr 16Todd BoothCFO13.0K sh$260K
+ 14 other (11 awards · 2 returns · 1 other) in window

See when $AVEX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 58-K — Item 1.01: Material agreement
AI summary

AEVEX Corp. (AVEX) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $0. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

424B4Prospectus supplement (offering)Jun 5424B4
AI summary

AVEX (AVEX) filed a 424B4 final prospectus for a firm-commitment underwritten public offering of common stock. The offering covers 8,000,000 Shares at $0.0001 per share for gross proceeds of approximately $0. Unlike ATM programs, a firm-commitment offering involves underwriters who purchase all offered shares at a set price, providing immediate capital certainty. Net proceeds will be used for general corporate purposes, which may include expansion, acquisitions, or debt repayment.

S-1Initial registrationJun 1S-1
AI summary

Anterios/Avex (AVEX) S-1 registration statement body excerpt contains only XBRL financial data with no readable narrative. Body unavailable — XBRL-only excerpt.

8-KAgreement terminatedApr 248-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
AI summary

AEVEX Corporation (AVEX) entered into a new senior secured credit agreement at IPO close on April 20, 2026, with Bank of America as administrative agent. The borrower is AEVEX Holdings LLC, the operating subsidiary, not the public holding company. Items 1.01, 1.02, and 2.03 cover the new material agreement, termination of any prior facility, and incurrence of a new direct financial obligation, respectively. This credit facility accompanies AEVEX's NYSE IPO at $20.00 per share.

8-KMaterial agreementApr 208-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 3.03 · Item 5.02: Officer or director change · Item 5.03: Charter amendment
AI summary

AEVEX Corporation (AVEX) filed an 8-K on April 17, 2026, covering its IPO underwriting agreement with Goldman Sachs, Bank of America, and Jefferies for 16,000,000 Class A shares at $20.00 per share. Items 3.02 and 3.03 cover the issuance of unregistered equity (to existing holders in the Up-C structure) and modifications to rights of securities holders. Items 5.02 and 5.03 cover officer/director appointments and charter amendments effective at IPO. This is the comprehensive IPO closing 8-K.

424B4Prospectus supplement (offering)Apr 20424B4
AI summary

AEVEX Corporation (AVEX) completed its initial public offering on the New York Stock Exchange on April 17, 2026, offering 16,000,000 Class A shares at $20.00 per share in a final prospectus (424B4). AEVEX is structured as an Up-C, with the public company holding an interest in AEVEX Holdings LLC operating subsidiary. The company provides defense intelligence, surveillance, and reconnaissance (ISR) services and unmanned aircraft systems. Total gross IPO proceeds were approximately $320 million.

3New insider — initial holdingsApr 173
AI summary

Matthew Klein filed an initial Form 3 for AEVEX Corporation (AVEX) on April 17, 2026, reporting his initial beneficial ownership as a director or officer of the company at IPO. Klein is affiliated with AEVEX Corp's Solana Beach, CA headquarters. The Form 3 is required upon becoming an insider of an SEC-reporting company.

3New insider — initial holdingsApr 173
AI summary

Benjamin Spacapan, affiliated with Madison Dearborn Partners (Chicago), filed an initial Form 3 for AEVEX Corporation (AVEX) on April 17, 2026, reporting initial beneficial ownership at IPO. Madison Dearborn is a private equity sponsor of AEVEX. The Form 3 establishes baseline ownership for ongoing SEC reporting.

+ 22 other (10 3s · 2 EFFECTs · 2 S-1/As · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

AEVEX Secures $17.5M Follow-On Contract Supporting U.S. National Security Prioritiesbusinesswire.com·11d agoAEVEX Appoints Murali Krishnan as Chief Growth Officerbusinesswire.com·17d agoAEVEX, Abivax, Watts Water Technologies And Other Big Stocks Moving Higher On Tuesdaybenzinga.com·17d agoAEVEX Secures $50M U.S. Air Force Contract for Advanced Unmanned Mission Capabilitiesbusinesswire.com·17d agoAEVEX to be Added to the Russell 2000® Index in Annual Reconstitutionbusinesswire.com·22d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & Drones

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Voices on X · top 1 · last 7 days

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