Business Wire·Nov 12, 2026, 8:00 AM ET

Mobix Labs Turnaround Takes Flight: Revenue More Than Doubles and Fighter-Jet Orders Climb

MOBX

Preliminary unaudited fiscal fourth-quarter revenue reached approximately $1.81 million, representing a 129% sequential increase from the prior quarter's $789,000.
GAAP gross margin expanded to approximately 44.5%, more than triple the 12.9% recorded in the preceding quarter.
Product revenue rose approximately 171%, while the GAAP operating loss narrowed by roughly 11%.
The company secured its initial production order for EMI-filtered connectors supporting the F-16 Fighting Falcon via its EMI Solutions unit.
New six-figure production orders were announced for engine-system components used in U.S. fighter jets & wide-body commercial aircraft.
Components from Mobix Labs now support the F-16 Fighting Falcon, F-22 Raptor, F-35 Lightning II, & F/A-18 Super Hornet.
A multi-unit follow-on production order exceeding $1 million was received for threat-detection sensor subsystems from a security-technology provider.
A repeat production order for approximately 1,500 components was secured for Gulfstream business aircraft.
Growth was balanced across both operating businesses, EMI Solutions & RaGE Systems, with higher-margin shipments from RaGE Systems driving gross margin improvement.
Management attributes the recovery to resolving prior working capital constraints that previously limited component procurement, inventory building, & order fulfillment.
Preliminary fourth-quarter revenue declined approximately 4% year-over-year, though gross margin improved to 44.5% from 50.5% in the prior-year quarter.
Final fiscal 2026 results will be reported in the Annual Report on Form 10-K following year-end closing procedures & independent audit.
Future revenue growth depends on working capital availability, access to critical components, manufacturing capacity, & timely order fulfillment.