Mobix Labs Highlights Momentum Across Defense and Multiple High-Reliability Markets
Mobix Labs (NASDAQ:MOBX), a fabless semiconductor company, has announced significant operational progress in defense and high-reliability markets. The company has achieved full-rate production of custom EMI-filtering hardware for U.S. naval platforms and is fulfilling new production orders for filtered interconnects used in aircraft, missile systems, and secure communications networks.
The company is expanding beyond defense into sectors requiring secure, interference-resilient connectivity, leveraging its core filtering and wireless expertise. This expansion aligns with the Department of the Navy's FY2026 budget priorities focusing on readiness, communications resilience, and platform upgrades.
Mobix Labs (NASDAQ:MOBX), azienda fabless nel settore dei semiconduttori, ha annunciato importanti progressi operativi nei mercati della difesa e dell’affidabilità elevata. La società ha raggiunto la produzione a ritmo pieno di componenti EMI personalizzati per piattaforme navali statunitensi e sta evadendo nuovi ordini di produzione per interconnessioni filtrate destinate ad aerei, sistemi missilistici e reti di comunicazione sicure.
Mobix sta ampliando il proprio raggio d’azione oltre la difesa verso settori che richiedono connettività protetta e resistente alle interferenze, sfruttando le sue competenze principali nel filtraggio e nelle tecnologie wireless. Questa espansione è in linea con le priorità del budget FY2026 del Dipartimento della Marina, che puntano su prontezza operativa, resilienza delle comunicazioni e aggiornamenti delle piattaforme.
Mobix Labs (NASDAQ:MOBX), una empresa fabless de semiconductores, ha anunciado avances operativos significativos en los mercados de defensa y alta fiabilidad. La compañía ha alcanzado la producción a ritmo total de hardware personalizado de filtrado EMI para plataformas navales de EE. UU. y está cumpliendo nuevos pedidos de producción de interconexiones filtradas utilizadas en aeronaves, sistemas de misiles y redes de comunicaciones seguras.
La empresa se está expandiendo más allá de la defensa hacia sectores que requieren conectividad segura y resistente a las interferencias, aprovechando su experiencia central en filtrado y tecnologías inalámbricas. Esta expansión se alinea con las prioridades presupuestarias FY2026 del Departamento de la Marina, centradas en la preparación, la resiliencia de las comunicaciones y la modernización de plataformas.
Mobix Labs (NASDAQ:MOBX)는 팹리스 반도체 기업으로서 방위 및 고신뢰성 시장에서 의미있는 운영 성과를 발표했습니다. 회사는 미 해군 플랫폼용 맞춤형 EMI 필터 하드웨어의 전면 양산을 달성했으며, 항공기·미사일 시스템·보안 통신망에 사용되는 필터드 인터커넥트의 신규 생산 주문을 이행하고 있습니다.
Mobix는 필터링 및 무선 기술에 대한 핵심 역량을 바탕으로 방위를 넘어서 간섭에 강하고 보안이 필요한 분야로 사업을 확장하고 있습니다. 이러한 확장은 대비태세, 통신 복원력 및 플랫폼 업그레이드에 중점을 둔 해군부의 FY2026 예산 우선순위와도 부합합니다.
Mobix Labs (NASDAQ:MOBX), une société fabless de semi‑conducteurs, a annoncé des progrès opérationnels significatifs sur les marchés de la défense et de la haute fiabilité. L’entreprise a atteint la production à pleine cadence de matériel EMI sur mesure pour les plateformes navales américaines et exécute de nouvelles commandes de production pour des interconnexions filtrées utilisées dans les avions, les systèmes de missiles et les réseaux de communications sécurisés.
Mobix s’étend au‑delà de la défense vers des secteurs nécessitant une connectivité sûre et résistante aux interférences, en s’appuyant sur son expertise en filtrage et en technologies sans fil. Cette expansion s’aligne sur les priorités budgétaires FY2026 du Département de la Marine, axées sur la préparation, la résilience des communications et la modernisation des plateformes.
Mobix Labs (NASDAQ:MOBX), ein fabless Halbleiterunternehmen, hat bedeutende operative Fortschritte in den Verteidigungs- und Hochzuverlässigkeitsmärkten bekanntgegeben. Das Unternehmen hat die Volumenproduktion kundenspezifischer EMI-Filterhardware für US-Marinenplattformen erreicht und erfüllt neue Produktionsaufträge für gefilterte Verbindungen, die in Flugzeugen, Raketensystemen und sicheren Kommunikationsnetzen eingesetzt werden.
Mobix erweitert seine Aktivitäten über den Verteidigungsbereich hinaus in Sektoren, die sichere, störungsresistente Konnektivität benötigen, und nutzt dabei seine Kernkompetenzen im Bereich Filterung und drahtlose Technologien. Diese Expansion steht im Einklang mit den Prioritäten des Haushaltsplans FY2026 des Marineministeriums, die auf Einsatzbereitschaft, Kommunikationsresilienz und Plattformaufrüstungen abzielen.
- Achieved full-rate production status for U.S. naval platform components
- Secured new production orders across filtered interconnect portfolio
- Successfully expanded into multiple high-reliability markets beyond defense
- Strategic alignment with Department of Navy's FY2026 budget priorities
- High dependence on government contracts and budget appropriations
- Long sales cycles characteristic of defense contracts
- Subject to strict regulatory requirements (ITAR, EAR)
- Vulnerable to government shutdowns and budget uncertainties
Insights
Mobix Labs achieves full production status for U.S. defense programs, positioning for steady revenue in long-lifecycle military platforms.
Mobix Labs' advancement to full-rate production on EMI-filtering hardware for naval platforms represents a critical milestone in the defense sector. The company has successfully navigated the challenging qualification process required for defense contractors—moving from initial design wins to volume production status, which typically unlocks more predictable, higher-margin revenue streams.
The timing aligns strategically with the Department of the Navy's FY2026 budget priorities emphasizing communications resilience and platform upgrades. This positions Mobix Labs to capitalize on the multi-year defense spending cycles that provide program stability once a supplier is embedded in the supply chain.
The expanded production orders across aircraft, missile systems, and secure communications networks demonstrates crucial diversification within the defense vertical. This portfolio breadth reduces program-specific risk while leveraging the company's core electromagnetic interference (EMI) filtering technology across multiple platforms.
Most significantly, Mobix has secured a position in what defense contractors prize most: long-lifecycle platforms where components remain embedded through multiple refresh cycles. These "attach points" in critical defense infrastructure typically yield recurring revenue opportunities spanning decades rather than years, as military platforms often remain in service for 20-30+ years with periodic technology refreshes that preserve existing suppliers.
The announcement suggests Mobix Labs has successfully cleared the high entry barriers characteristic of defense programs, including rigorous qualification testing, security clearances, and compliance with specialized regulations like ITAR and EAR. The expansion beyond pure defense into adjacent high-reliability markets indicates transferable technical capabilities that can open additional revenue streams while maintaining premium pricing typical of mission-critical applications.
~ Mobix Labs Ramps to Full-Rate Defense Production ~
~ Momentum builds as Mobix Labs accelerates shipments for U.S. naval programs and expands across aircraft, missile systems, and secure communications ~
IRVINE, Calif., Sept. 10, 2025 (GLOBE NEWSWIRE) -- Mobix Labs, Inc. (Nasdaq: MOBX), a fabless semiconductor company delivering advanced wireless and wired connectivity solutions, today announced accelerating operational momentum across defense and other high-reliability markets. Mobix Labs is executing on its mission to supply trusted connectivity and filtering technologies where performance is mission-critical.
Defense and Aerospace: Shipping at Scale
Mobix Labs has advanced to full-rate production on custom EMI-filtering hardware for U.S. naval platforms through a prime-contractor engagement. In parallel, the Company is fulfilling a surge of new production orders across its filtered interconnect portfolio, including connectors engineered for aircraft, missile systems, and secure communications networks. These milestones align with ongoing defense-modernization priorities, including the Department of the Navy’s FY2026 budget request emphasizing readiness, communications resilience, and platform upgrades.
Expanding Into Multiple High-Reliability Markets
Beyond defense, Mobix Labs is extending its technology into additional sectors where secure, interference-resilient connectivity is essential. Recent customer engagements showcase how the Company’s core filtering and wireless expertise can be applied to programs demanding consistent, high-reliability performance across aerospace, advanced communications, and other specialized applications.
“From high-volume defense connectors to advanced wireless applications, Mobix Labs teams are executing in areas where reliability and security cannot be compromised,” said Bob Ydens, Vice President & General Manager, Interconnect Products at Mobix Labs.
“Our portfolio continues to prove adaptable across multiple markets that demand performance and trust,” added Russell Cyr, Vice President & General Manager, Mobix Labs Wireless. “We’re focused on scaling proven technologies into long-cycle programs where quality and resilience are paramount.”
Production shipments, expanding program coverage, and traction in long-lifecycle platforms position Mobix Labs to deepen its role in mission-critical connectivity—an attach point that can remain embedded through platform upgrades and refreshes.
Note: References to U.S. government budget requests, including the Department of the Navy FY2026 request, are based on publicly available proposals and remain subject to Congressional action and appropriation.
Forward-Looking Statements
This press release contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934, and the Private Securities Litigation Reform Act of 1995. Forward-looking statements relate to future events or to future operating or financial performance of Mobix Labs, Inc. (“Mobix Labs” or the “Company”) and are based on the Company’s current expectations, estimates, forecasts, and assumptions. In some cases, you can identify forward-looking statements by terms such as “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “might,” “plan,” “potential,” “predict,” “project,” “seek,” “should,” “target,” “will,” “would,” and similar expressions, including the negatives of such terms. Forward-looking statements in this release include, among others, statements regarding the development, performance, reliability, features, benefits, qualification, certification, commercialization, adoption, and future deployment of the Company’s connectivity and EMI-filtering technologies; the timing, scope, conversion, and outcomes of design wins, customer engagements, and production orders (including the conversion of design wins or orders into production awards, shipments, revenue, and margins); the Company’s production ramps, yields, manufacturing readiness, capacity, quality, logistics, and supply-chain availability; addressable market size, growth, trends, and tailwinds; competitive positioning, pricing, cost structure, and profitability; the Company’s ability to execute its strategy, expand into additional high-reliability markets, and support multi-year defense and aerospace programs; and any implications of third-party budget requests or modernization initiatives (including references to Department of the Navy budget requests) for the Company’s opportunities or performance.
Forward-looking statements are only predictions and are inherently subject to risks, uncertainties, and assumptions—many of which are beyond the Company’s control—that could cause actual results to differ materially from those expressed or implied. Important factors that could cause actual results to differ materially include, without limitation, risks relating to program and customer dynamics (including risks that design wins, qualifications, or initial orders do not result in production awards, volume shipments, revenue, or margins on expected timelines or at all; the timing, rescheduling, reduction, or cancellation of customer orders, including “surge” or follow-on orders; long sales cycles; customer concentration; and field performance, warranty, or returns issues); government and defense-specific matters (including changes in funding, priorities, procurement schedules, or requirements of the U.S. or foreign governments; the outcome and timing of appropriations and continuing resolutions; potential government shutdowns; termination for convenience or default; bid protests; classified or controlled work requirements; and the ability to obtain and maintain necessary approvals, clearances, facility credentials, and site or program access); budget and third-party information (including that references to government budget requests, such as Department of the Navy FY2026 requests, are based on publicly available proposals subject to change and Congressional action, and there can be no assurance that any requested amounts will be appropriated, that appropriations will benefit the Company, or that any programs or initiatives will proceed as described or on expected timelines); regulatory, trade, and compliance matters (including export controls, sanctions, and trade restrictions such as ITAR and EAR; cybersecurity and data-security obligations; evolving standards and regulations in defense, aerospace, communications, and privacy; the ability to implement and maintain adequate internal controls and compliance processes; and the outcome of audits, reviews, investigations, or disputes); technology, manufacturing, and supply-chain considerations (including design, qualification, certification, or testing delays or failures; manufacturing, yield, quality, reliability, or logistics challenges; availability, lead times, pricing, and obsolescence of components, materials, tooling, and third-party manufacturing capacity; reliance on, and performance of, prime contractors, contract manufacturers, suppliers, and distributors; and rapid technological change or competing solutions); operational and macroeconomic conditions (including geopolitical developments; inflation, interest-rate, and foreign-exchange volatility; public-health events; and natural disasters) that may adversely affect customers, suppliers, partners, or end-market demand; and financial and corporate factors (including the Company’s liquidity and capital resources; access to financing on acceptable terms; cost management; impairment risks; intellectual-property protection and enforcement; litigation and dispute outcomes; and the attraction and retention of key personnel).
Additional information concerning these and other factors that could materially affect Mobix Labs’ actual results is contained under the captions “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in the Company’s most recent Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and subsequent Current Reports on Form 8-K, each filed with the U.S. Securities and Exchange Commission (“SEC”) and available on the SEC’s website and the Company’s investor relations website.
Forward-looking statements speak only as of the date of this press release. Mobix Labs undertakes no obligation to update or revise any forward-looking statements to reflect events or circumstances after the date hereof or to reflect new information or the occurrence of unanticipated events, except as required by law. All forward-looking statements are expressly qualified in their entirety by this cautionary statement.
Contacts
Media Contact:
Chris Lancaster, Mobix Labs, Inc.
clancaster@mobixlabs.com
Investor Contact:
Ryan Battaglia, Mobix Labs, Inc.
rbattaglia@mobixlabs.com
Product Contact:
Russell Cyr, Mobix Labs, Inc.
rcyr@mobixlabs.com
Product Contact:
Bob Ydens, Mobix Labs, Inc.
bydens@mobixlabs.com
FAQ
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