Welcome to our dedicated page for Mobix Labs news (Ticker: MOBX), a resource for investors and traders seeking the latest updates and insights on Mobix Labs stock.
Mobix Labs, Inc. develops and sells fabless semiconductor and connectivity components and systems for wireless and wired applications, including RF, millimeter-wave, switching, interconnect and EMI filtering technologies. News about MOBX commonly covers customer orders and program activity in defense, aerospace, airport security screening, telecommunications and industrial markets, along with UAS and sensing applications supported by its RaGE Systems subsidiary.
Company updates also include Nasdaq listing compliance, capital-structure actions such as its completed reverse stock split, and business developments tied to high-reliability electronic systems supplied to equipment manufacturers and security or defense platforms.
Mobix Labs (MOBX) has secured its initial production order for EMI‑filtered connectors used on the F‑16 Fighting Falcon.
Initial shipments for this F‑16 component order have already been delivered, with remaining deliveries scheduled over the coming weeks. The new F‑16 order follows Mobix Labs’ earlier expansion supporting the F‑22 Raptor program, where component orders increased by approximately five‑fold over prior activity. With this award, Mobix Labs components now support the F‑16, F‑22 Raptor, F‑35 Lightning II and F/A‑18 Super Hornet fighter aircraft.
Mobix Labs (MOBX) has secured its initial production order for EMI‑filtered connector components supporting the U.S. Air Force F‑16 Fighting Falcon fleet, with deliveries already underway.
The order, placed by a veteran‑owned U.S. aerospace sustainment contractor, is fulfilled by Mobix Labs’ EMI Solutions unit at its military‑approved facility in Irvine, California. The company links this new F‑16 work to its earlier expansion on the F‑22 Raptor program, where component orders increased approximately five‑fold over prior activity. The F‑16 award establishes Mobix Labs within the aircraft’s long‑duration sustainment ecosystem and adds to its footprint on major fighter platforms including the F‑22, F‑35, and F/A‑18, as well as other defense and aerospace systems.
Mobix Labs (MOBX) received a repeat production order for about 1,500 mission-critical components used in Gulfstream aircraft.
The order follows previous production orders for the same Gulfstream aircraft family, indicating ongoing demand from an established aerospace customer. Mobix Labs’ components are also used across aerospace and defense platforms such as the F-22 Raptor, Apache helicopters, Boeing 737NG aircraft, U.S. Navy systems and missile programs.
Mobix Labs (MOBX) announced a repeat production order for approximately 1,500 EMI filtered connectors used on active Gulfstream aircraft programs.
The order, placed by an existing aerospace customer supporting the Gulfstream platform, follows prior production orders for the same aircraft family and reinforces Mobix Labs’ role as a qualified production supplier. The company highlights that once components are designed into an aircraft platform, they can remain in use over extended production cycles, creating recurring order opportunities. Mobix Labs’ filtered connectors are manufactured in Irvine, California and are deployed across multiple commercial aerospace and defense platforms.
Mobix Labs (Nasdaq: MOBX) reported commercial progress at Vision Aerial, the U.S. drone manufacturer it has signed a definitive agreement to acquire. Vision Aerial has begun taking orders for its new Vulcan aircraft family, and its management projects approximately 46% revenue growth in 2026 and about 93% growth in 2027 on a standalone basis.
According to Mobix Labs, Vision Aerial’s projections support its M&A strategy of acquiring differentiated technology companies with established customers such as the U.S. Navy, L3Harris, the USDA Forest Service and major energy and utility operators. The acquisition is not yet closed and is subject to customary conditions, including Mobix Labs stockholder approval of the share issuance. Vision Aerial’s projections are preliminary, unaudited management estimates and may change; its historical financials are expected to be included in upcoming Mobix Labs proxy materials filed with the SEC.
Mobix Labs (Nasdaq: MOBX) is moving toward acquiring privately held Vision Aerial, which has begun production of its American-built Vulcan drone family. Vision Aerial is now taking orders for the medium-lift Vulcan SX and preorders for the heavy-lift Vulcan YX, both NDAA-compliant platforms built on a shared architecture.
According to Vision Aerial, management currently projects standalone revenue growth of approximately 46% in 2026 and approximately 93% in 2027, which would bring 2027 revenue to nearly three times 2025 levels if achieved. Closing of the Mobix Labs acquisition is targeted for Q4 2026, subject to customary conditions, including Mobix Labs stockholder approval of the related share issuance.
Mobix Labs (Nasdaq: MOBX) has signed a definitive agreement to acquire Vision Aerial, a U.S. drone manufacturer projecting approximately 46% revenue growth in 2026 and about 93% additional growth in 2027, based on Vision Aerial management’s standalone, preliminary estimates.
Vision Aerial serves customers including the U.S. Navy, USDA Forest Service, L3Harris and major energy and utility operators, and is rolling out its new Vulcan industrial drone family. The transaction, aimed at expanding Mobix Labs’ national-security technology platform into American-built drones and autonomous systems, is expected to close in Q4 2026, subject to customary conditions and Mobix Labs stockholder approval for the share issuance. Vision Aerial remains a separate company until completion.
Mobix Labs (Nasdaq: MOBX) reaffirmed its previously announced fiscal fourth-quarter 2026 revenue guidance of $1.4 million to $1.8 million, which represents approximately 100% sequential growth at the midpoint.
According to the company, this anticipated growth is expected to be driven by its core defense, aerospace and security businesses, including EMI Solutions and RaGE Systems, which Mobix Labs believes form the foundation for its broader National Security Matters strategy.
Mobix Labs (Nasdaq: MOBX) issued fiscal fourth-quarter 2026 revenue guidance of $1.4 million to $1.8 million, implying approximately 100% sequential growth at the midpoint. The company attributes this outlook to strong sales into defense, aerospace and security markets, supported by renewed momentum with long-standing customers.
The guidance comes as Mobix Labs advances its National Security Matters strategy and plan to rename the company NSM Labs, focusing on U.S. national-security priorities. Management highlighted that shipments driving this growth come from its core EMI Solutions and RaGE Systems businesses, which underpin its broader NSM strategy. Full fiscal third-quarter results are expected in an upcoming Form 10-Q.
Mobix Labs (Nasdaq: MOBX) has signed a definitive agreement to acquire Special Project Delivery, marking its entry into rare earth elements, critical minerals, energy and strategic U.S. infrastructure. These areas are described as key to America’s defense and advanced-technology supply chains.
According to Mobix Labs, the acquisition supports its strategy to build a broader national security platform spanning defense technology, American-built drones, critical resources and infrastructure, positioning the company across multiple high-priority markets. Mobix will host an investor call today at 4:15 p.m. ET, with a live webcast available for investors.