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 (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.
Mobix Labs (Nasdaq: MOBX) signed a definitive agreement to acquire Special Project Delivery (SPD), a pre-revenue U.S. infrastructure platform focused on rare earth elements, critical minerals, energy infrastructure and Western U.S. water resilience. The deal is structured as an all-stock transaction for up to 4.8 million Mobix common shares.
The acquisition is positioned as a cornerstone of Mobix’s National Security Matters (NSM) initiative, expanding its defense/aerospace electronics business into upstream resources and infrastructure across the national-security supply chain. Closing is expected before the end of 2026, subject to Mobix stockholder approval and customary conditions. Mobix will host an investor call today at 4:15 p.m. ET to discuss the NSM initiative and the SPD transaction.
Mobix Labs (Nasdaq: MOBX) will host a strategic update call for investors on Thursday, August 13, 2026 at 4:15pm ET. CEO Phil Sansone will discuss recent progress and strategic repositioning around the four pillars of its National Security Matters initiative. A live webcast and replay will be available on the company’s Investor Relations website for 12 months.
Mobix Labs (Nasdaq: MOBX) announced that its Board has approved a proposal to change the company’s corporate name to NSM Labs, subject to stockholder approval at an upcoming meeting. NSM stands for National Security Matters and is intended to reflect an expanded national-security technology platform.
The strategy targets four areas: critical resources and advanced materials; defense, aerospace and autonomous systems; energy, water and critical infrastructure; and digital infrastructure and strategic technologies. The announcement follows a definitive agreement for Mobix Labs to acquire Vision Aerial, a U.S. designer and manufacturer of American-built, NDAA-compliant unmanned aerial systems, which is expected, if completed, to add an American-built drone and aerial-intelligence platform to its existing RF, sensing, connectivity and defense-electronics capabilities. Mobix Labs’ stock will continue trading on Nasdaq under MOBX until all required approvals for the name change are obtained and effective, and no immediate stockholder action is required.
Mobix Labs (Nasdaq: MOBX) signed a definitive agreement to acquire Vision Aerial, a U.S.-built drone manufacturer serving national security, government, energy, public safety and critical infrastructure customers. Vision Aerial’s unmanned aerial systems are used for mission-critical applications, including national security, infrastructure inspection, energy operations, public safety and advanced aerial sensing.
According to Mobix Labs, the acquisition accelerates its National Security Matters Initiative and positions the company in global markets for drones, autonomous aerial systems and aerial intelligence. Vision Aerial’s customers and end-users include the U.S. Air Force, U.S. Navy, government agencies and energy and utility operators that require secure, high-performance unmanned aerial systems. The transaction is expected to close this quarter, subject to customary closing conditions, including financing and Mobix Labs stockholder approval.
Mobix Labs (Nasdaq: MOBX) signed a definitive agreement to acquire Vision Aerial, a Montana-based designer and manufacturer of American-built, NDAA-compliant unmanned aerial systems. The planned acquisition, valued at approximately $15 million in cash and Mobix Labs common stock, is expected to close this quarter, subject to customary conditions including shareholder approval.
According to Mobix Labs, the deal advances its National Security Matters Initiative by adding a U.S.-built drone platform and expanding into trusted unmanned aerial systems and aerial intelligence. Vision Aerial serves customers such as the U.S. Air Force, U.S. Navy, government agencies and utilities. Mobix Labs intends to integrate Vision Aerial into its autonomous systems business while retaining key leadership and U.S.-based manufacturing.
Mobix Labs (Nasdaq: MOBX) announced that its Board of Directors unanimously approved a new National Security Matters (NSM) Initiative, expanding the company’s strategic focus beyond advanced connectivity into a broader platform aligned with U.S. national security priorities.
The NSM framework will guide acquisitions, strategic investments, partnerships and organic growth across four pillars: Critical Resources & Advanced Materials; Defense, Aerospace & Autonomous Systems; Energy, Water & Critical Infrastructure; and Digital Infrastructure & Strategic Technologies. The initiative builds on Mobix Labs’ previously announced proposed acquisition of Special Project Delivery and aims to support long-term U.S. security, industrial capacity and technology leadership.
Special Project Delivery (SPD), a critical-resource infrastructure platform, appointed Mark Wood as Special Advisor, Government & Defense Contract Management, as it advances its U.S. critical-minerals strategy and a proposed acquisition by Mobix Labs (Nasdaq: MOBX).
Wood is Senior VP of Strategic Planning at Oceanetics, where his leadership supported a Navy NAVFAC sole-award contract with approximately $130 million cumulative face value, and prime positions on additional NAVFAC and NAVSEA IDIQ vehicles totaling about $379 million in combined ceiling (2022–2025). He will advise SPD on federal and defense contract capture, strategic planning, and program execution across DOE, DoD, NAVSEA, and other pathways, supporting SPD’s critical-minerals, energy, and Western U.S. water-resilience pillars and its alignment with U.S. national security and resilience programs.
Mobix Labs (Nasdaq:MOBX) announced its common stock was added to the Russell Microcap Index and the Russell 3000E Growth Benchmark, effective June 29, 2026. Russell U.S. indexes have about $12 trillion benchmarked or invested, which Mobix Labs believes can expand MOBX visibility with institutional, index-fund, ETF and global investors.