Results of Operations and Financial Condition. On August 12, 2026 , Applied Aerospace & Defense, Inc. (the "Company") issued a press release announcing its financial results for the second quarter of the fiscal year ending December 31, 2026, and conducted a conference call to further discuss the financial results. The full text of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

President — Chris Rogers: The filing discloses the internal promotion of an existing executive (Chief Growth Officer) to a senior role (President and Chief Strategy Officer), which is a succession or expansion event rather than a departure.

Material Modification to Rights of Security Holders. The information provided in

Entry into a Material Definitive Agreement. On June 2, 2026, Applied Aerospace & Defense, Inc. (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) with Morgan Stanley & Co. LLC, Jefferies LLC, BofA Securities, Inc. and RBC Capital Markets, LLC, as representatives of the several underwriters named therein (collectively, the “Underwriters”), relating to the initial public offering (the “IPO”) of the Company’s common stock, par value $0.01 per share (the “Common…

The filing describes the execution of standard indemnification agreements with directors and officers in connection with an IPO, which is a routine legal arrangement rather than a change in personnel.