AVEX AEVEX Corp.

BULLISH Impact: 7/10 EFFECT
Horizon days Filed Jun 4, 2026 Processed 8d 22h ago SEC 9999999995-26-001875
IPO/offering going effective
Latest settled — T+1d
AVEX ▼ -7.07% at T+1d
LONG call ✗ call lost -7.07% · α vs SPY -4.47% · entry $24.61 → $22.87
Next anchor: T+5d due yesterday
Currently $20.56 · -16.46% from $24.61 entry
Entry anchored
Jun 4, 2026
via day open
T+1d
-7.07%
call -7.07% · α -4.47%
$22.87
settled 8d ago
T+5d
call — · α —
due yesterday
T+20d
call — · α —
in 20d
T+60d
call — · α —
in 3mo

Price Chart

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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.

Actionable Insight

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.

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

revenuedilutioncash

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

Exchange
NYSE
Sector
Aircraft

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
EFFECT Filing (Primary)9999999995-26-001875
Document: 9999999995-26-001875-index.html9999999995-26-001875
Document: 9999999995-26-001875.txt9999999995-26-001875
16 reports for AVEX
Performance horizon
60% Hit rate 3 of 5 directional calls best @ T+5▲ +51.50%May 20, 2026
Filters
Rows
Reports for AVEX — sortable, filterable
Type Now
Jun 5, 2026
7d ago
8-K
NEUTRAL ★ 6/10
$22.89 awaiting T+1awaiting T+1$20.56 (−10.16%)
Jun 4, 2026
9d ago
EFFECT
BULLISH ★ 7/10
$24.61 $22.87▼ −7.07%▼ −4.47%$20.56 (−16.46%)
Jun 1, 2026
11d ago
S-1
NEUTRAL ★ 5/10
$32.44 $27.66▼ −14.73%▼ −14.01%$20.56 (−36.62%)
May 20, 2026
23d ago
8-K
BULLISH ★ 7/10
$26.72 $26.82▲ +0.37%▼ −0.07%$20.56 (−23.05%)
Apr 24, 2026
7w ago
8-K
NEUTRAL ★ 5/10
$33.95 $29.90▼ −11.93%▼ −11.44%$20.56 (−39.44%)
Apr 20, 2026
7w ago
8-K
BULLISH ★ 8/10
$35.99 $30.17▼ −16.17%▼ −17.19%$20.56 (−42.87%)
Apr 17, 2026
8w ago
3
NEUTRAL ★ 2/10
$33.41 $35.99▲ +7.72%▲ +8.38%$20.56 (−38.46%)
Apr 17, 2026
8w ago
3
NEUTRAL ★ 2/10
$33.41 $35.99▲ +7.72%▲ +8.38%$20.56 (−38.46%)
Apr 17, 2026
8w ago
3
NEUTRAL ★ 2/10
$33.41 $35.99▲ +7.72%▲ +8.38%$20.56 (−38.46%)
Apr 17, 2026
8w ago
3
NEUTRAL ★ 2/10
$33.41 $35.99▲ +7.72%▲ +8.38%$20.56 (−38.46%)
Showing 10 of 16

US Market Status

Market Closed — Opens Mon (52h 26m)

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