Mobix Labs, Inc. filings document the public-company disclosures of a fabless semiconductor and connectivity company serving defense, aerospace, telecommunications and other high-reliability markets. Registration statements and prospectus materials cover Class A common stock offerings, resale registration matters and financial disclosures tied to its capital needs.
Material-event reports cover securities purchase agreements, a senior secured convertible promissory note, registration rights, the completed reverse stock split of Class A and Class B common stock, and related adjustments to equity plans and outstanding securities. Proxy and annual meeting filings describe director elections, stockholder voting matters, bylaw amendments, quorum requirements and other governance provisions.
Mobix Labs, Inc. supplements its prospectus covering up to 2,412,711 shares of Class A common stock and reports that it terminated its merger agreement with Vision Aerial, Inc. On October 14, 2026, Mobix Labs delivered written notice following the expiration of the agreement’s contractual termination date.
The company said delays in due diligence and financial reporting, including receiving information needed to complete the audit process, contributed to the transaction not being completed within the contemplated timeframe. Mobix Labs described the termination as amicable and said it remains open to exploring potential opportunities with Vision Aerial.
Mobix Labs, Inc. (MOBX) supplemented its prospectus covering up to 3,744,161 shares of Class A common stock. The supplement adds information about the termination of a merger agreement.
On October 14, 2026, Mobix Labs gave Vision Aerial, Inc. written notice terminating the Agreement and Plan of Merger after the contractual termination date expired. Mobix Labs said delays in due diligence and financial reporting, including receipt of financial and accounting information needed to complete the audit process, preceded the termination; the transaction was not completed within the contemplated timeframe. Mobix Labs described the termination as amicable, said its relationship with Vision Aerial remained positive, and stated it remained open to exploring future opportunities with Vision Aerial. Class A common stock closed at $0.72 on October 21, 2026.
Mobix Labs, Inc. delivered written notice to Vision Aerial, Inc. on October 14, 2026, terminating their Agreement and Plan of Merger after the contractual termination date expired. The transaction was not consummated within the contemplated timeframe. Mobix Labs cited delays in completing due diligence and financial reporting matters, including receiving financial and accounting information needed to complete the audit process.
Mobix Labs described the termination as amicable and said it remains open to exploring potential opportunities with Vision Aerial. Prospectus Supplement No. 2 identifies up to 5,000,000 shares of Class A common stock. The stock’s closing price was $0.72 on October 21, 2026.
Mobix Labs, Inc. (MOBX) terminated its Agreement and Plan of Merger with Vision Aerial, Inc. on October 14, 2026, after the contractual termination date expired. Mobix Labs delivered written notice under the agreement, which was dated July 24, 2026.
The transaction was not consummated within the contemplated timeframe following delays in completing certain due diligence and financial reporting matters, including receipt of financial and accounting information needed to complete the audit process. Mobix Labs described the termination as amicable, said it maintains a positive relationship with Vision Aerial, and remains open to exploring potential opportunities with the company in the future.
Mobix Labs outlined its rare-earth strategy and said it expects fiscal fourth-quarter 2026 revenue to be closer to the high end of its $1.4 million to $1.8 million guidance range. Management said this would represent more than 100% quarter-over-quarter growth, with higher wireless-system shipments and continued military demand contributing.
Mobix has agreed to acquire Special Project Delivery (SPD), which separately has agreed to acquire Winner Water Services; each transaction has its own approval requirements and closing conditions. Winner recovers rare earth elements from coal ash and is building a fully funded $25 million demonstration plant in Alabama. Winner has received six consecutive Department of Energy and Department of Defense awards totaling $53 million over ten years.
CEO Phil Sansone said Mobix could have a $30 million to $50 million revenue run rate at this time next year if the announced transactions close successfully.
Mobix Labs, Inc. Chief Executive Officer and director Philip Sansone reported selling 2,614 shares of Class A common stock on October 8, 2026, at a weighted average price of $1.1223 per share; the reported prices ranged from $1.1202 to $1.125 per share. The shares were sold solely to cover tax liability associated with restricted stock units that vested on October 1, 2026, under Sansone’s irrevocable election for “sell to cover” transactions; the sales do not represent discretionary trades. After the sale, he directly held 163,516 shares.
Mobix Labs, Inc. used an investor presentation about its national security platform initiative on an investor update call on October 8, 2026. The presentation is identified as dated October 8, 2026.
Mobix Labs, Inc. affiliate Philip Sansone gave notice of a proposed sale of 2,614 common shares. The notice lists J.P. Morgan Securities LLC as broker, an approximate sale date of October 8, 2026, and an aggregate market value of $2,933.70. The shares are listed as arising from RSU vesting on October 1, 2026. During the preceding three months, Sansone reported sales of 9,301 shares, with an aggregate market value of $17,364.39.
MOBIX LABS, INC. (MOBX) supplements its prospectus covering up to 5,000,000 shares of Class A common stock. The supplement incorporates information from the company’s October 2, 2026 Form 8-K; the prospectus states the October 5, 2026 closing price was $0.65 per share.
At the October 2 special meeting, holders representing 9,416,734 shares, or approximately 52.45% of the voting power as of the September 8, 2026 record date, were represented. Stockholders approved the reverse split amendment, the 2023 equity incentive plan amendment, and the Kips and Leviston issuance proposals. Votes for those proposals were 7,680,758; 2,747,842; 3,636,132; and 3,587,818, respectively.
Mobix Labs, Inc. registers for resale by a selling stockholder up to 5,000,000 shares of Class A common stock issuable upon conversion of Series A preferred shares. Mobix Labs will not receive proceeds from resales, but may receive up to $6,000,000 if the August 2026 Preferred Warrant is exercised; exercise proceeds are intended for working capital and general corporate purposes. Assuming all offered shares are issued, they would represent approximately 22.9% of Class A shares outstanding as of August 24, 2026. Mobix Labs reported 16,847,921 shares outstanding as of that date.
For the nine months ended June 30, 2026, Mobix Labs reported a $22.3 million operating loss, compared with $30.5 million in the comparable 2025 period, and an accumulated deficit of $183.4 million as of June 30, 2026. It states that substantial doubt exists about its ability to continue as a going concern and discloses material weaknesses in internal control over financial reporting. The company has definitive agreements to acquire Vision Aerial and Special Project Delivery; both transactions remain subject to closing conditions, and the Special Project Delivery share issuance also requires stockholder approval.