AEVEX Corp 2026年季度报告

Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§ 232.405 of this chapter) during the preceding 12 months (or for such shorter period that the TABLE OF CONTENTS FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q of AEVEX Corp. contains forward-looking statements that are subject to risks and uncertainties.All statements other than statements of historical fact included in this Quarterly Report on Form 10-Q are forward-looking statements.Forward-looking statements give our current expectations and projections relating to our financial condition, results of operations,plans, objectives, future performance and business. You can identify forward-looking statements by the fact that they do not relatestrictly to historical or current facts. These statements may include words such as “anticipate,” “estimate,” “expect,” “project,” “plan,”“intend,” “believe,” “may,” “will,” “should,” “can have,” “likely” and other words and terms of similar meaning in connection with •our reliance on a limited number of major customers for a substantial portion of our revenue;•the potential for reductions, delays, or changes in U.S. and foreign government budgets, spending priorities, procurementprocesses, or military transformation initiatives;•our dependence on government contracts;•increasing competitive pressures in our industry, including the risk that we are not able to expand our customer base, achievebroad market acceptance, or compete effectively against larger or better-resourced competitors;•the markets into which we sell our products and services decline or do not grow as expected;•our efforts to expand into new markets or introduce new offerings do not succeed;•our inability to manage increasing technological complexity, scale manufacturing capacity, achieve cost reductions or realizeprojected economies of scale;•claims that our complex products and services may contain unknown defects or errors;•the scarcity, unavailability, or increased cost of critical components or raw materials;•violations of export controls, sanctions and other regulations;•political, economic and regulatory instability in foreign markets;•our dependence on senior management and key employees;•challenges in recruiting and retaining highly skilled personnel in a competitive labor market;•challenges developing, commercializing or achieving market acceptance for new products, services or enhancements,particularly those involving artificial intelligence;•changes in tax laws, trade policies, tariffs, inflation, recession and other macroeconomic or market conditions;•difficulties executing, integrating or realizing expected benefits from acquisitions, and exposure to unexpected liabilities fromsuch transactions;•pandemics, public health crises and other events that could disrupt our business, supply chain or customer demand;•technological failures, cybersecurity breaches or unauthorized access to our, our customers’ or our suppliers’ information and We caution you that the important factors referenced above may not contain all of the factors that are important to you. Inaddition, we cannot assure you that we will realize the results or developments we expect or anticipate or, even if substantiallyrealized, that they will result in the consequences or affect us or our operations in the way we expect. The forward-looking statements Table of Contents GLOSSARY As used in this Quarterly Report on Form 10-Q, unless the context otherwise requires, references to: •“AEVEX,” the “Company,” “our company,” “we,” “us” and “our” means (i) prior to the consummation of the OrganizationalTransactions, Holdings LLC and its consolidated subsidiaries and (ii) after the Organizational Transactions, AEVEX Corp.and its consolidated subsidiaries.•“Blocker Entity” refers to the entity that was the owner of membership interests in Holdings LLC prior to the OrganizationalTransactions that is taxable as a corporation for U.S. federal income tax purposes.•“Class A common stock” means Class A common stock, par value $0.0001 per share, of AEVEX Corp. •“Class B common stock” means Class B common stock, par value $0.0001 per share, of AEVEX Corp. •“Exchange Agreement” means the exchange agreement, dated as of April16, 2026, by and among AEVEX Corp. and ATSInvestment Holdings, LLC (“ATS Investment Holdings”). •“Holdings LLC” means Athena Technology Solutions Holdings, LLC, a Delaware limited liability company and, followingthe Organizational Transactions, a subsidiary of AEVEX Corp. •“IPO” refers to our initial public offering, which we completed on April20, 2026, and through which we offered 18,400,000shares of our Class A common stock, which includes the exercise in full by the underwriters of their option to purchase an •“LLC Operating Agreement” means the Third Amended and Restated Limited Liability Company Agreement of Holdings •“LLC Units