The IPO is now live and likely to price within 1-2 trading days. Traders should watch for the final IPO pricing and first-day trading debut. The strong revenue growth trajectory (Q1 2026 preliminary revenue ~$200-208M vs $53.3M in Q1 2025) suggests high demand, but the Up-C structure and Tax Receivable Agreement create future cash obligations. Monitor for any pricing updates and lock-up expiration timelines.
Price Chart
Executive Summary
AEVEX Corp.'s S-1 registration statement (File No. 333-296396) was declared effective by the SEC on June 3, 2026, clearing the way for the company's initial public offering. The IPO is expected to price imminently, with prior filings indicating an offering of 16 million shares of Class A common stock at an estimated $18.00-$21.00 per share, raising approximately $278.3 million in net proceeds. The company is a defense technology contractor specializing in unmanned systems and mission solutions.
Key Facts
- SEC declared S-1 registration effective on June 3, 2026
- IPO of 16 million shares of Class A common stock at estimated $18.00-$21.00 per share
- Estimated net proceeds of approximately $278.3 million
- Company is a defense technology contractor in unmanned systems and mission solutions
- Preliminary Q1 2026 revenue estimated at $200-208 million, up from $53.3 million in Q1 2025
- Up-C transaction structure with Tax Receivable Agreement
Financial Impact
IPO expected to raise approximately $278.3 million in net proceeds at an estimated price range of $18.00-$21.00 per share
Risk Factors
- IPO pricing below the estimated range could signal weaker demand
- Tax Receivable Agreement creates substantial future payment obligations
- Post-IPO dilution from 16 million new shares
- Defense contractor revenue concentration and government contract risks
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| EFFECT Filing (Primary) | 9999999995-26-001875 |
| Document: 9999999995-26-001875-index.html | 9999999995-26-001875 |
| Document: 9999999995-26-001875.txt | 9999999995-26-001875 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 12, 2026 10w ago | 8-K | $20.89 $21.54 | ▲ +3.11% | ▲ +3.31% | $10.68 (−48.88%) |
Jun 5, 2026 20w ago | 8-K | $23.01 $22.20 | ▼ −3.52% | ▼ −3.23% | $10.68 (−53.59%) |
Jun 4, 2026 20w ago | EFFECT | $24.61 $22.87 | ▼ −7.07% | ▼ −4.47% | $10.68 (−56.60%) |
Jun 1, 2026 21w ago | S-1 | $32.44 $27.66 | ▼ −14.73% | ▼ −14.01% | $10.68 (−67.08%) |
May 20, 2026 22w ago | 8-K | $26.72 $26.82 | ▲ +0.37% | ▼ −0.07% | $10.68 (−60.03%) |
Apr 24, 2026 26w ago | 8-K | $33.95 $29.90 | ▼ −11.93% | ▼ −11.44% | $10.68 (−68.54%) |
Apr 20, 2026 27w ago | 8-K | $35.99 $30.17 | ▼ −16.17% | ▼ −17.19% | $10.68 (−70.33%) |
Apr 17, 2026 27w ago | 3 | $33.41 $35.99 | ▲ +7.72% | ▲ +8.38% | $10.68 (−68.03%) |
Apr 17, 2026 27w ago | 3 | $33.41 $35.99 | ▲ +7.72% | ▲ +8.38% | $10.68 (−68.03%) |
Apr 17, 2026 27w ago | 3 | $33.41 $35.99 | ▲ +7.72% | ▲ +8.38% | $10.68 (−68.03%) |
US Market Status
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