Mobix Labs Inc Stock Price, News & Analysis

Mobix Labs (Nasdaq: MOBX) announced on January 5, 2026 its intent to conduct a public offering of common stock, with all securities to be sold by the company.

The offering is subject to market conditions; D. Boral Capital is the sole placement agent. Net proceeds are intended for working capital and general corporate purposes. The offering will be made under a shelf registration statement (Form S-3, File No. 333-284351) declared effective January 24, 2025. A preliminary prospectus supplement will be filed with the SEC and made available at www.sec.gov.

Mobix Labs (NASDAQ: MOBX) appointed Amir Asvadi as General Manager of its EMI product line and defense manufacturing and announced plans to transition into a larger, military-approved facility to expand production. The company said the planned site would consolidate West Coast operations to streamline production and improve operational efficiency. Mobix highlighted that its high-performance parts are incorporated in multiple U.S. military platforms, including the F-35, F/A-18, F-22, MH-47, and Apache. Management framed the leadership hire and facility expansion as steps to scale execution and support growing defense and aerospace demand.

Mobix Labs (MOBX) reported preliminary, unaudited fiscal 2025 results showing significant operational improvement. Revenue is expected between $9.7M–$9.9M, up ~54% YoY from $6.4M. Gross margin expanded to ~50.2%–50.5% versus 39.6% a year earlier (+~10.6 percentage points).

The company expects GAAP loss from operations of $37.7M–$37.8M (full year) and a fourth-quarter GAAP loss of $7.2M–$7.3M. Adjusted loss from operations is expected at $8.5M–$8.6M for the year (≈47% improvement). Year-end cash is projected at $3.1M–$3.3M. Results remain preliminary and subject to final audit.

Mobix Labs (NASDAQ:MOBX) provided preliminary, unaudited results for fiscal 2025 and Q4 ended September 30, 2025, subject to year-end close and audit.

Key expectations: fiscal 2025 revenue $9.7M–$9.9M (≈54% YoY), gross margin ~50.2%–50.5% (vs 39.6% in 2024), GAAP loss from operations $37.7M–$37.8M (vs $46.4M), and adjusted loss from operations $8.5M–$8.6M (≈47% improvement). Q4 GAAP loss from operations expected $7.2M–$7.3M (vs $11.2M prior year).

Cash and cash equivalents expected at $3.1M–$3.3M as of Sept 30, 2025; company cites improved liquidity and will file audited Form 10-K with reconciliations.

Mobix Labs (Nasdaq: MOBX) announced a strategic minority investment in TalkingHeads Wireless on November 19, 2025. Mobix and THW have partnered since November 2024 on AI-enabled, energy-efficient base-station technologies. THW's platform reportedly cuts energy use by as much as 50% using real-time AI analytics, dynamic power allocation, and environmental sensing. Terms were not disclosed. Mobix says the stake strengthens its position in AI-driven wireless infrastructure and advances combined RF, semiconductor, and power-efficiency capabilities for commercial, private network, and defense edge deployments.

Mobix Labs (NASDAQ:MOBX) announced on Nov 3, 2025 that it has entered a mutual confidentiality agreement with Peraso (NASDAQ:PRSO) to begin cooperative discussions toward a potential acquisition.

The agreement establishes a structured, confidential framework for information exchange as the companies explore a possible strategic combination; Mobix previously made an unsolicited offer for Peraso in June 2025. Management said the step replaces prior exploratory efforts with a friendly, aligned approach and that the company does not intend to provide further updates unless additional disclosure is appropriate or required.

Mobix Labs (Nasdaq: MOBX) received a 180-calendar-day extension from Nasdaq to regain compliance with the $1.00 minimum bid price requirement under Nasdaq Listing Rule 5550(a)(2).

Key dates: Nasdaq first notified Mobix Labs of non-compliance on April 17, 2025; the company achieved ten consecutive days at or above $1.00 on September 11, 2025; Nasdaq advised on October 8, 2025 about extending the required consecutive-business-day test; the new deadline to regain compliance is April 27, 2026. Nasdaq's extension does not immediately affect listing status.

Mobix Labs (NASDAQ: MOBX) announced on October 22, 2025 that it won a multi-year follow-on production contract with a prime U.S. Navy contractor to continue supplying advanced communication hardware for Navy ships.

The agreement expands production of the company’s proven connectivity systems used to protect military communications in contested environments. Financial terms were not disclosed. Management said the contract, together with access to capital for strategic acquisitions, positions Mobix Labs for accelerated growth entering 2026.