Applied Aerospace & Defense, Inc. · NYSE:AADX

Applied Aerospace & Defense — Investor Presentation (October 2026)

21 slides from Applied Aerospace & Defense's investor presentation, October 2026

1. Slide 1: Engineered for Edge. Trusted to Deliver.

   Engineered for Edge. Trusted to Deliver. Advanced Manufacturing for Space & Defense Applied Aerospace & Defense ©2026. All Rights Reserved www.applied-aerospace.com

2. Slide 2: Our Mission

   Our Mission We unleash the power of advanced manufacturing at scale to enable mission success for leading and next-generation space and defense technology companies. Applied Aerospace & Defense ©2026. All Rights Reserved. Company Proprietary Information. www.applied-aerospace.com 2

3. Slide 3: Applied At-A-Glance

   Applied At-A-Glance 1,700+ 200+ Professionals Engineers 11 1.5M+ Specialized Sq Ft of Production Facilities Floorspace CA Huntsville, AL 120+ 20+ Years of Supplier Experience Excellence Awards Specialized Infrastructure, Ready Capacity, and National Footprint Applied Aerospace & Defense ©2026. All R

4. Slide 4: Advanced Manufacturing for Space & Defense

   Advanced Manufacturing for Space & Defense Space & Defense Aviation & Advanced Sensing & Launch Systems Airborne Systems Precision Strike Systems Exploration, Communications, Navigation, Air Dominance, Ground Attack, Electronic Forward Deployed and Stand-off Missions Earth Observation, Scientific Re

5. Slide 5: High Consequence Platforms

   Manufacturing Complex and Highly Engineered Systems GEO, MEO, LEO Satellites & Spacecraft High Consequence Platforms Mission Critical Systems Unmatched Defense Aviation & Performance Airborne Systems Extreme Operating Environments Crewed & Cargo Advanced Sensing & Precision Strike Launch Vehicles 5

6. Slide 6: Space Heritage: Applied Systems Travel Beyond the Edge

   • Spitzer Space Telescope Space Heritage 130M miles Solar Panels, High Gain Antenna, Outer Assembly • Deep Impact EPOXI 429M miles Antenna Reflector • Parker Solar Probe 89M miles 430,000 mph - fastest human-made object High Gain Antenna • Voyager Spacecraft • Messenger Mercury Observer 15.5 billion

7. Slide 7: Heavy Lift Launch Vehicles

   Heavy Lift Launch Vehicles Cargo and Crewed Missions • Nose Cones • Payload Fairings • Satellite Dispensers • Payload Adapters • Body Panels & Fairings • Aero Control Surfaces • Reusable Landing Legs

8. Slide 8: Select Launch Vehicle Systems

   Select Launch Vehicle Systems Nose Cones & Fairings Propellant Tanks & Engine Nozzles Landing Legs

9. Slide 9: Spacecraft & Satellites

   Spacecraft & Satellites LEO, MEO, GEO & DEEP SPACE • Solar Array Assemblies • Bus & Payload Modules • Propellant Tanks • Antennas • Thermal Radiators • Sun Shields & Solar Sails • Passive Deorbit Systems

10. Slide 10: Satellite Bus & Payload Modules

    Satellite Bus & Payload Modules Bus System Complex Antenna Large GEO Satellite Communications

11. Slide 11: Sun Shields & Solar Sails

    Sun Shields & Solar Sails James Webb Space Telescope Neo Surveyor Advanced Polymer Sunshade Rigid Composite Shield

12. Slide 12: Introducing Spinnaker Deorbit Drag Sails

    Introducing Spinnaker® Deorbit Drag Sails Available in 5 Configurations • FCC 5-year compliance • Payloads to 1,000kg • Orbits to 900km • Self-deployable • Light weight & compact (max 8kg) Spinnaker-Micro Spinnaker-Standard Spinnaker-Max • Scalable for constellations • Cost-effective • Easy integrat

13. Slide 13: Defense Aviation Heritage Enabling Air Dominance

    Defense Aviation Heritage Strategic B1-B Lancer ISR & Electronic Warfare Refueling B-52 Stratofortress E-2D Hawkeye KC-46 Pegasus B-21 Raider P-8 Poseidon KC-135 Stratotanker UAV & Autonomous XQ-58 Valkyrie MQ-27 ScanEagle Multi-role & Hybrid MV-75 (Valor) V-22 Osprey Air Superiority F/A-18 Super Ho

14. Slide 14: More Than 50 Fixed Wing Aircraft

    More Than 50 Fixed Wing Aircraft COMBAT | SURVEILLANCE | TANKERS | UNMANNED • Control Surfaces & Access/Door Panels • Wing Assemblies • Fuselage & Empennage • Internal & External Fuel Tanks • Canopy Appliques • Landing Gear & Arrestor Hooks Applied Aerospace & Defense ©2026. All Rights Reserved www.

15. Slide 15: More Than 40 Rotor Wing Aircraft

    More Than 40 Rotor Wing Aircraft TRANSPORT | UTILITY | ASSAULT | SEARCH & RESCUE | SURVEILLANCE • Rotor Hub Assemblies • Power Transmissions • Drive Shafts • Access Panels & Doors • Fuel Tanks & Pylons • Landing Gear • Fuselage Assemblies Applied Aerospace & Defense ©2026. All Rights Reserved www.ap

16. Slide 16: Select Critical Flight Systems

    Select Critical Flight Systems Wing Assemblies & Control Surfaces Fuselage & Empennage Assemblies Dynamic Systems & Transmissions Low Observable Canopy Materials Drop Tanks & Refueling Systems Landing Gear & Arrestor Systems

17. Slide 17: Advanced Sensing & Precision Strike

    Advanced Sensing & Precision Strike Missile Defense Missiles & Ordinance Terminal High Altitude Area Defense Rocket motor and weapons casings (THAAD) Massive Ordinance Penetrator Missile Sleeves, Conduits, Ballistic Enclosures (MOP), BLU-136, Mk-72 National Security Advanced Sensors RADAR & Communic

18. Slide 18: Integrated Air & Defense Systems

    Integrated Air & Defense Systems STAND-OFF & FORWARD DEPLOYED MISSIONS • Missile Bodies • Solid Rocket Motor Cases • Tubes & Launch Sleeves • Ballistic Enclosures • ISR Sensor Mounts • Communication Antennas Applied Aerospace & Defense ©2026. All Rights Reserved www.applied-aerospace.com

19. Slide 19: Select Advanced Sensing & Precision Strike Systems

    Select Advanced Sensing & Precision Strike Systems Radar Antenna & Sensors Missile Launcher Tubes & Sleeves Strategic Missile Components Precision Ordnance Casings Missile & Bomb Bodies Solid Rocket Motor Casings

20. Slide 20: The Applied Advantage

    The Applied Advantage Design Engineering to Full Lifecyle Manufacturing at the Speed & Scale of Modern Space and Defense Advanced Composites Precision Machining Assembly & Integration Testing & Inspection Applied Aerospace & Defense ©2026. All Rights Reserved www.applied-aerospace.com

21. Slide 21: Applied Aerospace & Defense ©2026. All Rights Reserved. Company Proprietary Information.

    Applied Aerospace & Defense ©2026. All Rights Reserved. Company Proprietary Information. 2

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