Mobix Labs Reports Strong Fiscal 2025 Growth and Improved Operating Performance
Rhea-AI Summary
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.
Positive
- Revenue +54% year-over-year to $9.7M–$9.9M
- Gross margin expanded ~10.6 percentage points to ~50.2%–50.5%
- Adjusted operating loss improved ~47% to $8.5M–$8.6M
- Quarterly GAAP loss reduced from $11.2M to $7.2M–$7.3M
Negative
- GAAP loss from operations still large at $37.7M–$37.8M
- Year-end cash modest at $3.1M–$3.3M
- Results are preliminary and subject to audit adjustments
News Market Reaction 14 Alerts
On the day this news was published, MOBX declined 11.16%, reflecting a significant negative market reaction. Argus tracked a trough of -15.5% from its starting point during tracking. Our momentum scanner triggered 14 alerts that day, indicating notable trading interest and price volatility. This price movement removed approximately $3M from the company's valuation, bringing the market cap to $27M at that time. Trading volume was above average at 1.5x the daily average, suggesting increased trading activity.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
MOBX fell 5.76% with several semiconductor peers also lower: PXLW -1.61%, WKEY -8.63%, GCTS -4.23%, QUIK -4.26%, GSIT -3.47%. Scanner data, however, does not flag a broad sector momentum move, suggesting a more stock-specific reaction.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 01 | Prelim FY25 results | Positive | -1.9% | Initial preliminary FY2025 revenue growth and margin expansion outlined. |
| Nov 19 | Strategic AI investment | Positive | -5.7% | Minority stake in TalkingHeads Wireless to expand AI-powered infrastructure. |
| Nov 17 | Litigation update | Negative | -17.3% | Legal action seeking over $250M in damages against multiple parties. |
| Nov 03 | Potential acquisition | Neutral | -0.9% | Cooperative discussions with Peraso toward a potential acquisition. |
| Oct 30 | Nasdaq compliance | Positive | +5.1% | 180-day extension to regain Nasdaq minimum bid price compliance. |
Recent history shows a tendency for MOBX shares to trade lower or only modestly higher following ostensibly positive or strategic announcements, while regulatory/compliance updates have seen better alignment with positive price moves.
Over the last few months, Mobix Labs has combined operational updates with strategic and balance sheet actions. On Oct 30, it disclosed Nasdaq’s $1.00 bid-price extension and warrant/debt-for-equity changes, followed by an ATM program for up to $15.8M on Oct 21. Subsequent news covered the Nasdaq extension, potential Peraso acquisition talks, legal actions seeking over $250M, an AI infrastructure investment, and similar preliminary FY2025 metrics on Dec 1. Today’s preliminary fiscal 2025 update reiterates that trajectory of revenue growth, margin expansion, and reduced operating losses.
Market Pulse Summary
The stock dropped -11.2% in the session following this news. A negative reaction despite the highlighted revenue growth and margin expansion fits a pattern where MOBX has previously sold off after seemingly positive or strategic updates. The stock already traded about 82% below its 52-week high and below its $0.80 200-day moving average before this release. Investors may remain focused on the still-large GAAP operating loss and prior financing tools, including the $15.8M ATM, which could weigh on sentiment.
Key Terms
gaap financial
non-gaap financial
stock-based compensation financial
form 10-k regulatory
AI-generated analysis. Not financial advice.
Mobix Labs Expected to Deliver
IRVINE, Calif., Dec. 18, 2025 (GLOBE NEWSWIRE) -- Mobix Labs, Inc. (“Mobix” or the “Company”) today announced selected preliminary, unaudited financial results for its fourth quarter and fiscal year ended September 30, 2025, highlighting strong year-over-year revenue growth, meaningful gross margin expansion, and improved operating performance.
The preliminary financial information presented in this press release is based on information available to the Company as of the date of this release and remains subject to the completion of the Company’s year-end closing procedures and audit. Actual results may differ from these preliminary results, and such differences may be material. Final results will be reported in the Company’s Annual Report on Form 10-K for the year ended September 30, 2025.
Fiscal Year 2025 Financial Highlights (Preliminary, Unaudited)
- Revenue Growth: Total net revenue for fiscal 2025 is expected to be between
$9.7 million and$9.9 million , compared to$6.4 million in fiscal 2024, representing an increase of approximately54% year over year. - Gross Margin Expansion: Gross margin for fiscal 2025 is expected to be in the range of
50.2% to50.5% , compared to39.6% in fiscal 2024, an improvement of approximately 10.6 percentage points. - GAAP Operating Loss Improvement (Full Year): GAAP loss from operations for fiscal 2025 is expected to be in the range of
$37.7 million to$37.8 million , compared to$46.4 million in fiscal 2024. - GAAP Operating Loss Improvement (Fourth Quarter): GAAP loss from operations for the fourth quarter of fiscal 2025 is expected to be in the range of
$7.2 million to$7.3 million , compared to$11.2 million in the fourth quarter of fiscal 2024. - Adjusted Operating Loss Improvement (Full Year): Adjusted loss from operations for fiscal 2025 is expected to be in the range of
$8.5 million to$8.6 million , compared to$16.0 million in fiscal 2024, reflecting an improvement of approximately47% . - Adjusted Operating Loss Improvement (Fourth Quarter): Adjusted loss from operations for the fourth quarter of fiscal 2025 is expected to be in the range of
$1.3 million to$1.4 million , compared to$3.6 million in the fourth quarter of fiscal 2024.
- Liquidity Position: Cash and cash equivalents are expected to be in the range of
$3.1 million to$3.3 million as of September 30, 2025, compared to$0.2 million as of June 30, 2025 and$0.3 million as of September 30, 2024.
The Company believes that its year-end cash balance, together with anticipated cash flows and available financing arrangements, provide an improved liquidity position as it continues executing its operating plan.
Use of Non-GAAP Financial Measures
In addition to reporting financial results in accordance with U.S. generally accepted accounting principles (GAAP), the Company uses certain non-GAAP measures of financial performance, including:
- Adjusted Gross Profit, which is defined as GAAP gross profit excluding amortization of acquisition-related intangible assets, inventory write-offs and stock-based compensation expense; and
- Adjusted Loss from Operations, which is defined as GAAP loss from operations excluding depreciation, amortization of acquisition-related intangible assets, merger and acquisition-related expenses, inventory write-offs and stock-based compensation expense.
Management believes these non-GAAP financial measures, when considered together with the corresponding GAAP financial measures, provide investors with additional insight into the Company’s operating performance and underlying business trends by excluding certain non-cash expenses, acquisition-related charges, and items that may not be present in comparable fiscal periods.
These non-GAAP financial measures are not intended to be considered in isolation from, or as a substitute for, comparable GAAP measures and may differ from similarly titled measures used by other companies. A reconciliation of each non-GAAP financial measure to the most directly comparable GAAP measure will be provided in financial tables released separately but concurrently with the Company’s Annual Report on Form 10-K for the year ended September 30, 2025.
Forward-Looking Statements
This press release contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. All statements in this press release other than statements of historical fact are forward-looking statements. Forward-looking statements include, without limitation, statements regarding our preliminary, unaudited financial results; the completion of our financial closing and audit processes; the timing and expected filing of our Annual Report on Form 10-K; our business strategy, plans and objectives; our expectations regarding future operating performance, revenue growth, profitability, cash flows, liquidity and capital resources; our expectations regarding market opportunity, customer demand, product adoption and pipeline; our ability to execute on our operating plan and strategic initiatives; and any other statements that are not historical facts.
In some cases, you can identify forward-looking statements by terms such as “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “might,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “will,” “would,” and similar expressions, and the negatives of these terms. However, not all forward-looking statements contain these identifying words. Forward-looking statements are based on our current expectations, estimates, assumptions and projections and involve known and unknown risks, uncertainties and other factors, many of which are beyond our control, that may cause our actual results, performance or achievements to differ materially from those expressed or implied by the forward-looking statements.
These risks and uncertainties include, among others, risks related to: our ability to grow revenue and manage costs; our history of net losses and our ability to achieve or maintain profitability in the future; our ability to accurately forecast our financial results and key operating metrics; our ability to execute our business strategy and key initiatives on the timelines and at the costs we expect; customer adoption, renewals, expansions and cancellations; our dependence on a limited number of customers or partners for a significant portion of our revenue; competition and new market entrants; our ability to develop, introduce and gain market acceptance for new products, features and services; our reliance on third-party service providers and partners; cybersecurity incidents, data breaches or other disruptions to our systems or the systems of our partners; intellectual property protection, litigation and claims; changes in laws, regulations or governmental policies, including those related to privacy, data security, artificial intelligence, consumer protection and securities regulation; macroeconomic conditions, including inflation, interest rates, bank or financial market instability and general market volatility; our ability to attract, retain and motivate key personnel; our ability to obtain additional financing on acceptable terms, if at all; our level of indebtedness and related covenants and restrictions; and other risks and uncertainties described from time to time in our filings with the Securities and Exchange Commission, including our most recent Annual Report on Form 10-K, our Quarterly Reports on Form 10-Q and our Current Reports on Form 8-K.
The preliminary financial information included in this press release is subject to the completion of our year-end financial closing and audit procedures, and actual results may differ, potentially materially, from these preliminary estimates. The forward-looking statements in this press release speak only as of the date hereof. You should not rely on forward-looking statements as predictions of future events. We undertake no obligation, and specifically disclaim any obligation, to update or revise any forward-looking statements to reflect events or circumstances after the date of this press release or to reflect new information or the occurrence of unanticipated events, whether as a result of new information, future developments or otherwise, except as required by law.
Media Contact:
Chris Lancaster, Mobix Labs, Inc.
clancaster@mobixlabs.com
Investor Contact:
Ryan Battaglia, Mobix Labs, Inc.
rbattaglia@mobixlabs.com
FAQ
What fiscal 2025 revenue did Mobix Labs (MOBX) report on December 18, 2025?
How much did Mobix Labs' gross margin change in fiscal 2025 (MOBX)?
What is Mobix Labs' projected GAAP operating loss for fiscal 2025 (MOBX)?
How did Mobix Labs' adjusted operating loss change in fiscal 2025 (MOBX)?
What cash balance did Mobix Labs report as of September 30, 2025 (MOBX)?
Are Mobix Labs' December 18, 2025 financial figures final (MOBX)?
