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Mobix Labs Guides Fiscal Q4 Revenue of $1.4 Million to $1.8 Million, Representing Approximately 100% Sequential Growth at Midpoint

  • Mobix Labs (Nasdaq: MOBX) projects fiscal fourth-quarter 2026 revenue between $1.4 million & $1.8 million, representing ~100% quarter-over-quarter growth at the midpoint.
  • The company is advancing its plan to rename itself NSM Labs, Inc. to reflect its National Security Matters strategic initiative.
  • Revenue growth is driven by strong shipments in defense, aerospace, & security markets as the U.S. seeks to rebuild domestic capacity & reduce foreign supply chain dependence.
  • CEO Phil Sansone confirmed the shipments originate from core businesses EMI Solutions & RaGE Systems, which serve as the foundation for the broader NSM strategy.
  • The NSM strategy aims to expand into critical resources, advanced materials, energy, infrastructure, & digital technologies while leveraging the existing qualified defense & aerospace operating base.
  • Complete fiscal third-quarter results, including full disclosures, will be reported in an upcoming Form 10-Q filing.
  • The press release includes standard forward-looking statements & risk factors regarding revenue guidance, market demand, supply chain constraints, & potential delays in the proposed name change or strategic expansions.