Mobix Labs Technology Cleared for Deployment Into US Navy Communications Systems

Rhea-AI Summary

Mobix Labs (NASDAQ: MOBX) has secured a significant production contract to deliver custom EMI filter modules for U.S. Navy vessels' communications systems. After an 18-month collaboration with a prime U.S. Navy contractor, the company's solution has been cleared for full-rate production and fleet-wide integration.

The EMI modules address a critical communications vulnerability in shipboard systems by eliminating high-frequency noise and providing protection against external threats. This development aligns with the Navy's modernization efforts, supported by a $292.2 billion FY2026 budget request, which includes substantial investments in shipyard upgrades and fleet readiness.

Positive

• Secured production contract with U.S. Navy for EMI filter modules
• Successfully passed rigorous military evaluation and certification process
• Positions company for broader adoption across military platforms
• Aligns with Navy's $292.2B FY2026 budget priorities

Negative

• Contract held by Navy's prime contractor rather than direct relationship
• Revenue impact and contract value not disclosed

Insights

Defense Technology Analyst

Mobix Labs lands production contract for critical EMI modules across U.S. Navy fleet, opening pathway into $292B defense modernization budget.

Mobix Labs has secured a significant milestone with its EMI filter modules being cleared for full-rate production and deployment across U.S. Navy vessels. This technical validation comes after an 18-month development and certification process working alongside a prime Navy contractor.

The technology addresses a critical communications vulnerability in Navy vessels by eliminating high-frequency electromagnetic interference that could compromise secure communications. What makes this particularly valuable is the urgent operational need the technology fulfills - indicating both immediate demand and potential for sustained procurement.

While Mobix Labs isn't the direct contract holder (the unnamed prime contractor holds the production contract), this represents crucial defense sector validation of their technology. The Navy's FY2026 budget request of $292.2 billion includes substantial allocations for fleet readiness and shipyard upgrades - creating a sizeable addressable market for Mobix's solutions.

The strategic significance extends beyond the initial deployment. By demonstrating their ability to deliver technology that meets rigorous military specifications and solves real operational problems, Mobix has established credibility for broader defense applications. Their EMI modules' drop-in compatibility with existing systems creates a clear path for rapid adoption across additional platforms and potentially other military branches.

This contract establishes Mobix Labs as a proven player in the defense communications security space - a critical qualification that typically leads to additional opportunities given the defense sector's preference for vendors with successful deployment history.

IRVINE, Calif., Sept. 02, 2025 (GLOBE NEWSWIRE) -- Mobix Labs, Inc. (NASDAQ: MOBX), a fabless semiconductor company delivering advanced connectivity solutions for wired and wireless 5G, defense, aerospace, and medical applications today announced it has secured a production contract to deliver custom EMI filter modules enhancing secure communications on U.S. Navy vessels.

Navy Greenlights Mobix Technology for Fleetwide Rollout

Over the past 18 months, Mobix Labs partnered with a prime U.S. Navy contractor to design, test, and certify custom EMI modules that resolve a discovered susceptibility in shipboard communications. Following rigorous evaluation, Mobix Labs’ solution has been cleared for full-rate production and is being integrated across a wide range of U.S. Navy vessels, underscoring both the versatility of the design and the urgency of the need it addresses.

“Our EMI filter modules were specifically designed to solve a critical communications challenge on Navy vessels and are now cleared for deployment across the fleet,” said Bob Ydens, Vice President and General Manager of Mobix Labs Interconnect Products. “While the production contract is held by the Navy’s prime contractor, this milestone demonstrates Mobix Labs’ ability to deliver trusted, mission-critical technology to the U.S. defense sector and positions us for broader adoption across military platforms.”

Navy Modernization Opens Growth Path for Mobix Labs

Fleet safety and secure communications are top priorities as the Navy accelerates its modernization efforts. The Navy’s FY2026 budget request of $292.2 billion includes significant investments in shipyard upgrades and fleet readiness—areas where Mobix Labs’ technology delivers immediate impact, by ensuring clean, interference-free data transmission is central to protecting military operations against external threats and maintaining mission effectiveness across the globe.

Mobix Labs’ custom EMI filter modules provide:

• Secure, reliable communications - eliminating high-frequency noise.
• Protection against external threats - shielding mission-critical systems in contested environments.
• Drop-in compatibility - allows rapid deployment into existing shipboard systems.
  

About Mobix Labs

Based in Irvine, California, Mobix Labs is a fabless semiconductor company delivering advanced wireless and wired connectivity, RF, switching, and filtering technologies for next-generation communication systems. Our solutions support aerospace, defense, 5G, medical, industrial, and other high-reliability markets. We specialize in electromagnetic interference (EMI) solutions for secure aerospace GPS systems, optical cables for high-speed interconnects, and AI datacenters, as well as mmWave radar and imaging for commercial applications, ensuring high performance and reliability in demanding environments. Visit mobixlabs.com and follow us on LinkedIn.

Forward-Looking Statements

This press release contains “forward-looking statements” within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements are not historical facts and are based on current expectations, estimates, assumptions and projections about the industry, business, strategy, and future financial results of Mobix Labs, Inc. (the “Company”). Words such as “anticipates,” “expects,” “intends,” “plans,” “believes,” “seeks,” “estimates,” “targets,” “projects,” “may,” “will,” “would,” “could,” “should,” “continue,” and similar expressions are intended to identify forward-looking statements. These forward-looking statements include, but are not limited to, statements regarding: the potential benefits, performance and deployment of the Company’s products, including its EMI filter modules; the Company’s opportunities to participate in or benefit from U.S. Navy or other defense spending and modernization initiatives; the potential size of markets for the Company’s products; and the Company’s growth prospects, strategies and opportunities.

These forward-looking statements are subject to a number of risks, uncertainties and assumptions, including but not limited to: risks related to the Company’s ability to successfully manufacture, deliver, and scale its products; customer adoption, demand and deployment decisions, including by prime contractors and government agencies; changes in defense budgets or priorities; the Company’s ability to compete effectively; supply chain challenges; general market and economic conditions; geopolitical risks; and the risk factors described in the Company’s filings with the Securities and Exchange Commission (“SEC”), including its most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q.

You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this press release. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law.

Contacts

Media Contact:
Chris Lancaster, Mobix Labs, Inc.
clancaster@mobixlabs.com

Investor Contact:
Ryan Battaglia, Mobix Labs, Inc.
rbattaglia@mobixlabs.com

Product Contact:
Bob Ydens, Mobix Labs, Inc.
bydens@mobixlabs.com

FAQ

What contract did Mobix Labs (MOBX) secure with the U.S. Navy in September 2025?

Mobix Labs secured a production contract to deliver custom EMI filter modules that enhance secure communications on U.S. Navy vessels, with the solution cleared for fleet-wide deployment.

What problem does Mobix Labs' EMI technology solve for the U.S. Navy?

The EMI filter modules resolve a critical susceptibility in shipboard communications by eliminating high-frequency noise and protecting mission-critical systems against external threats in contested environments.

How long did it take Mobix Labs to develop and certify their Navy communication solution?

Mobix Labs spent 18 months working with a prime U.S. Navy contractor to design, test, and certify the custom EMI modules.

What is the size of the U.S. Navy's FY2026 budget request related to Mobix Labs' deployment?

The U.S. Navy's FY2026 budget request is $292.2 billion, which includes significant investments in shipyard upgrades and fleet readiness.

Who holds the U.S. Navy production contract for Mobix Labs' EMI technology?

The production contract is held by the Navy's prime contractor, with Mobix Labs serving as a technology provider.