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) will host a live investor update call on October 8, 2026, at 4:00 p.m. ET.
Management will discuss the business, financial performance and pending acquisition of Special Project Delivery (SPD), alongside a contemplated expansion into rare earth and critical minerals through the National Security Matters platform. SPD management will discuss its definitive agreement to acquire Winner Water Services, a revenue-generating U.S. rare earth company, and the expected expansion of Mobix Labs’ participation in these markets. Management expects to take questions after prepared remarks.
Mobix Labs (MOBX) acquisition target Special Project Delivery has signed a definitive agreement to acquire rare earth company Winner Water Services.
The agreement, dated September 30, 2026, would bring revenue-generating Winner into the National Security Matters platform SPD is assembling with Mobix Labs. Winner recovers rare earth elements, scandium and alumina from coal ash impoundments. Over ten years, Winner and its research partners received $53 million through six consecutive Department of Energy and Department of Defense awards.
Winner broke ground on an Alabama extraction demonstration plant in August 2026. SPD’s definitive agreement to combine with Mobix Labs was announced August 13, 2026. The Winner transaction is expected to close in connection with that combination, subject to required approvals and other customary conditions.
Special Project Delivery (SPD) signed a definitive agreement for Winner Water Services to join its planned platform with Mobix Labs (MOBX). The September 30, 2026 agreement would add Winner as the first operating company joining the National Security Matters platform through SPD. SPD separately agreed to combine with Mobix Labs on August 13, 2026.
Winner is revenue-generating and has demonstrated a process to recover rare earth elements, scandium and alumina from coal ash. Winner and its research partners received $53 million through six consecutive federal awards over ten years. Winner broke ground on a federally funded demonstration plant in Alabama in August 2026. Closing is expected in connection with the SPD–Mobix combination, subject to Winner and Mobix shareholder approvals, an effective registration statement, applicable Nasdaq listing requirements and customary conditions.
Mobix Labs (MOBX) reiterated on September 24, 2026, that it expects fiscal fourth-quarter revenue to exceed $1.6 million. That would represent more than 100% sequential growth. The $1.6 million figure is the midpoint of its earlier revenue guidance of $1.4 million to $1.8 million.
Mobix Labs also expects its gross margin percentage to rise substantially from the prior quarter, citing higher production volumes and a stronger product mix. The company describes growth across its wireless systems and connectivity businesses, supported by continued military and defense demand.
Mobix Labs (MOBX) expects fiscal fourth-quarter 2026 revenue to exceed $1.6 million for the quarter ending September 30, 2026.
The forecast is above the midpoint of the $1.4 million to $1.8 million guidance range issued on August 17 and represents more than 100% sequential revenue growth. Mobix Labs expects revenue gains in both its wireless systems and connectivity businesses. It expects wireless systems manufacturing revenue to rise from the fiscal third quarter, which ended June 30. Demand from military and defense customers continues to trend positively. The company also expects its gross margin percentage to increase sequentially, citing higher production volumes and product mix.
Mobix Labs (MOBX) received a multi-unit follow-on production order exceeding $1 million for advanced RF sensing subsystems from a leading security-technology provider. Multiple Mobix Labs subsystems, produced by its RaGE Systems division, are integrated into each of the customer’s next-generation threat-detection platforms used in a U.S. government security program focused on detecting concealed threats.
The order follows prior production orders for the same program and is presented as reflecting growing worldwide demand for advanced threat-detection platforms that rely on these sensors. The RF sensing subsystems are designed and manufactured in the United States as Mobix Labs continues to expand its security, defense and mission-critical electronics business.
Mobix Labs (MOBX) received a multi-unit follow-on production order exceeding $1 million for advanced RF sensing subsystems from a leading security-technology provider.
The order, placed with the company’s RaGE Systems division, will support a U.S. government security program focused on detecting concealed threats. Mobix Labs’ self-contained subsystems act as the “eyes” of the customer’s next-generation platform, with multiple units integrated into each system to capture raw sensor data for identifying concealed metallic and non-metallic threats. The company describes this as a continuation of a long-term production relationship. The subsystems are designed and manufactured in the United States.
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.