Every 8-K that Mobix Labs, Inc. (MOBX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow MOBX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MOBX filings page.
MOBIX LABS, INC. (MOBX) reported that it has signed a definitive agreement to acquire Vision Aerial, Inc., a U.S. drone manufacturer focused on government and industrial customers, and expects the transaction to close in the fourth quarter of 2026, subject to customary conditions including Mobix Labs stockholder approval for share issuance.
Vision Aerial management projects revenue growth of approximately 46% in 2026 and a further 93% in 2027, which would bring 2027 revenue to nearly three times 2025 levels, driven by the rollout of its Vulcan industrial drone family and growing demand for American-built, NDAA-compliant unmanned aircraft systems.
Mobix Labs views this pending acquisition as aligned with its M&A strategy to build a broader national-security technology platform, adding U.S.-manufactured drones and autonomous systems to its existing electronics, connectivity, RF and sensing technologies serving aerospace, defense and other mission-critical markets.
MOBIX LABS, INC. (MOBX) entered into new financing and governance changes. On August 28, 2026, the company issued a $1,200,000 senior secured convertible promissory note to Leviston Resources, LLC for a $1,000,000 purchase price, bearing 10% annual interest and maturing on December 25, 2026. Leviston may convert principal and interest into Class A Common Stock at the lesser of the August 28, 2026 closing price or 85% of the lowest 8-day VWAP before conversion, with all obligations increasing to 125% upon an event of default.
The company also agreed to sell Kips Bay Select, LP 1,000 shares of Series A 10% Convertible Preferred Stock for $1,000 per share and issued a warrant to purchase up to 6,000 additional preferred shares at $1,000 per share, plus 834,782 Class A Extension Shares as consideration. Conversion of the note and preferred shares requires stockholder approval and is subject to Nasdaq share issuance limits, with resale registration rights granted. Separately, all Class B Common Stock was converted into Class A Common Stock, eliminating super-voting and class-specific director election rights and reconstituting the board under a single common stock class.
Mobix Labs, Inc. reported preliminary revenue expectations and outlined a new strategic acquisition aligned with its U.S. national-security focus. For the third quarter of 2026, the company expects revenue of $750k–$850k, and currently anticipates fiscal fourth-quarter 2026 revenue of $1.4–$1.8 million, with final results to be provided in its upcoming quarterly report. In parallel, Mobix signed a definitive agreement to acquire Special Project Delivery, Inc. (SPD), a U.S. infrastructure platform focused on rare earth elements, critical minerals, energy and water resilience, via an all-stock transaction with consideration not to exceed 4.8 million shares of Mobix common stock. The transaction is expected to close before the end of 2026, subject to Mobix stockholder approval and customary conditions. Management frames SPD as a cornerstone of Mobix’s National Security Matters initiative, adding upstream resource and infrastructure capabilities to its defense, aerospace and autonomous-systems technologies, while cautioning that the resource potential of the acquired property has not been independently quantified and highlighting ongoing risks around capital needs and going-concern status.
Mobix Labs, Inc. entered into an Agreement and Plan of Merger on July 24, 2026 to acquire Vision Aerial, Inc. using two wholly owned subsidiaries, Mobix Merger Sub X, Inc. and Mobix Merger Sub XI, LLC. Merger Sub X will merge with and into Vision Aerial, which will briefly become a wholly owned subsidiary, followed by a second merger in which the surviving corporation will merge with and into Merger Sub XI, which will be the final surviving entity.
Shareholders of Vision Aerial are to receive a combination of Class A common stock valued at $12 million, calculated by dividing that amount by a Rollover Share Price based on the 20‑day volume‑weighted average price, plus $3,000,000 in cash, subject to purchase price adjustments and indemnification holdbacks. The Rollover Share Price is bounded between $2.00 and $3.00 per share, adjusted for stock splits and similar events, and the parties intend the mergers to qualify as a reorganization under Section 368(a) of the Internal Revenue Code.
Closing is subject to customary conditions, including completion of Mobix Labs’ due diligence and approval by the stockholders of both Mobix Labs and Vision Aerial, and the agreement includes specified termination rights, with a termination fee payable by Vision Aerial in certain cases. The stock consideration to be issued will be an unregistered offering relying on the private‑offering exemption in Section 4(a)(2) of the Securities Act.
Mobix Labs, Inc. entered into a financing deal by issuing a senior secured convertible promissory note with a principal amount of $2.8 million to Leviston Resources, LLC, providing approximately $2.3 million in gross proceeds.
The note bears 10% annual interest and matures on October 18, 2026. Subject to stockholder approval and note terms, Leviston may convert principal and interest into Class A Common Stock at the lesser of the June 22, 2026 closing price and 85% of the lowest eight-day VWAP before and including the conversion notice date.
Mobix Labs amended its registration rights agreement with Leviston to cover resale registration of conversion shares and is filing a post-effective amendment to deregister 950,000 shares of Class A Common Stock previously registered for potential resale under an equity line of credit.
Mobix Labs, Inc. filed an update on several corporate initiatives, including an expected Form S-1 to register the resale of approximately 3,300,000 common shares for Kips Bay Select LP and about 1,239,613 shares for five other stockholders. The company is actively negotiating a potential acquisition of Vision Aerial, Inc. under a non-binding letter of intent, with completion subject to due diligence, definitive agreements, approvals and financing. Mobix Labs also plans a July 2026 stockholder meeting to seek approvals for issuing shares to Kips, amending its charter to change Class B common stock issuance restrictions, increasing shares under its equity incentive plan, and authorizing additional shares or convertible securities for future fundraising and acquisitions. Management expects to pursue additional capital raises that may involve equity or convertible securities and could dilute existing holders. The company reports having recently settled two lawsuits and satisfied approximately $3.74 million of debt liabilities, which it believes reduces outstanding obligations and related uncertainty.
Mobix Labs, Inc. amended its senior secured convertible note with Leviston Resources on May 13, 2026, increasing the principal from $3 million to $4 million in exchange for an additional cash advance of $833,333.
The company also entered an Investor Rights Agreement giving Leviston the right, but not the obligation, over seven months to buy up to an additional $4.0 million of similar secured convertible notes. Between May 12 and May 18, 2026, Leviston converted the entire $4 million of principal plus accrued interest into 2,500,000 shares of Class A Common Stock, fully satisfying the note and terminating related agreements.
The share issuances relied on the Section 3(a)(9) exemption under the Securities Act, and Leviston’s beneficial ownership of Class A Common Stock did not exceed 4.99% at any time.
Mobix Labs, Inc. implemented a one-for-ten reverse stock split of its Class A and Class B Common Stock, effective at 4:00 p.m. Eastern Time on April 6, 2026. Every 10 shares of common stock were converted into 1 share, with cash paid instead of issuing fractional shares.
The reverse split leaves each stockholder’s percentage ownership essentially unchanged and does not affect the par value or authorized share count. The company is proportionately adjusting shares available under its equity incentive plan and outstanding options and warrants, and each warrant now covers one-tenth of a share at an exercise price of $57.90.
Mobix Labs, Inc. entered into a financing deal with Leviston Resources via a senior secured convertible promissory note with an original principal amount of $3,000,000, sold for $2,550,000. The note bears 10% annual interest from March 31, 2026 and matures on July 31, 2026, when unpaid principal and interest are due in cash unless converted earlier.
Leviston may convert principal and interest into Class A common stock at a price equal to the lesser of the closing price on March 31, 2026 and 85% of the lowest 8-day VWAP before and including the conversion notice date. Following an event of default, obligations increase to 125% of amounts then outstanding. Mobix agreed to file and seek effectiveness of a registration statement to allow resales of conversion shares under the Securities Act.
Mobix Labs, Inc. reported the results of its Annual Meeting of Stockholders held on March 23, 2026. Holders of 43,982,421 shares of Class A Common Stock and 2,004,901 shares of Class B Common Stock were represented, accounting for approximately 52.86% of the total voting power as of the February 27, 2026 record date, which constituted a quorum.
Stockholders elected Class A director nominees David Aldrich and Frederick Goerner, and Class B director nominee Keyvan Samini, with substantial majorities. They also ratified the selection of the independent registered public accounting firm, approved a Reverse Stock Split Proposal, and approved a Warrant Proposal, each with strong levels of support and no broker non-votes recorded.
Mobix Labs, Inc. announced that its board of directors approved an amendment and restatement of the company’s bylaws effective February 27, 2026. The key change lowers the quorum requirement for stockholder meetings from a majority of voting power to one-third of the voting power of outstanding shares entitled to vote, unless otherwise required by law, the certificate of incorporation or applicable stock exchange rules.
The full text of the amended and restated bylaws, including the revised quorum language in Section 1.5, is provided as Exhibit 3.1 to this report.
Mobix Labs, Inc. entered into securities purchase agreements for a public offering of 30,000,000 shares of its Class A common stock at $0.20 per share.
The company engaged D. Boral Capital LLC as placement agent, agreeing to an 8.0% cash placement fee, up to 1.0% of gross proceeds for non-accountable expenses, and up to $100,000 for legal and other expenses. Net proceeds to Mobix Labs were approximately $5,135,000, which the company plans to use for working capital and other general corporate purposes. The company agreed to short-term restrictions on additional equity issuances and variable rate transactions, and its executive officers and directors entered 30-day lock-up agreements on their holdings following the closing.
Mobix Labs (MOBX) amended warrants covering 13,375,490 shares to qualify for equity classification under applicable accounting guidance, removing them from liability treatment on its balance sheet. As part of the amendments, the company issued an additional warrant for 1,000,000 shares at an exercise price of $1.08, with no cash consideration exchanged.
The company also completed two debt-for-equity exchanges, issuing 227,954 shares to settle $204,931.07 owed to Acromax and 687,894 shares to settle $510,791.67 owed to Alessandra. The warrant amendments relate to instruments previously classified as liabilities of approximately $6.3 million, which are now reflected in stockholders’ equity.
Separately, Nasdaq granted MOBX an extension through April 27, 2026 to regain compliance with the $1.00 minimum bid-price rule. The stock previously met the $1.00 threshold for ten consecutive days, and Nasdaq required maintaining it for twenty consecutive business days. Management states stockholders’ equity now exceeds $5 million and believes the company meets other qualitative and quantitative listing standards.
Mobix Labs, Inc. entered an at-the-market (ATM) offering agreement with Roth Capital Partners, allowing the company to sell, from time to time, up to $15.8 million of Class A common stock through Roth as sales agent. Sales will be made under Mobix’s effective Form S-3 (File No. 333-284351), declared effective on January 24, 2025, and a prospectus supplement filed on October 21, 2025.
Roth will receive a 3.0% commission on gross proceeds, and Mobix will reimburse specified expenses up to $75,000. The company intends to use net proceeds for working capital. The ATM permits sales using methods consistent with Rule 415(a)(4), including block and privately negotiated transactions.
Mobix Labs, Inc. entered into a warrant exercise inducement agreement under which a warrant holder agreed to exercise Existing Warrants for cash to purchase up to 5,486,467 shares of common stock at $0.8202 per share, and in return will receive new Inducement Warrants to buy up to 8,229,701 additional shares.
The company expects aggregate gross proceeds of approximately $4.5 million from these cash exercises. It will pay Roth Capital Partners a 7.0% cash fee on the proceeds and issue Roth Placement Agent Warrants to purchase up to 384,053 shares at $1.08 per share. The Inducement Warrants will have a $1.08 exercise price, become exercisable upon stockholder approval, and remain exercisable for five years.
The Inducement Warrants include 4.99% and 9.99% ownership caps, cashless exercise if no effective registration is available, and Black Scholes-based cash redemption rights in certain fundamental transactions. Mobix agreed to seek stockholder approval within 60 days after the closing date and to limit new issuances and registrations for 45 days, and it extended the termination date of certain unexercised Series B warrants to April 3, 2030.
Mobix Labs, Inc. reported several financing deals that add short-term funding but also introduce potential dilution and collateral pledges. The company issued a secured promissory note to Lendspark Corporation for $550,000, bearing fixed interest and maturing in 12 months, which is convertible at Lendspark’s option at any time into up to 2,500,000 shares of Class A common stock at $0.70 per share. Mobix also provided a first-priority security interest in substantially all of its and its subsidiaries’ assets and issued 150,000 commitment shares, with additional “make-whole” share or cash obligations in certain cases.
Through a separate Business Loan and Security Agreement with Maximcash Solutions LLC, Mobix received $600,000 secured by all company assets and issued 93,750 commitment shares while pledging 1,500,000 shares as collateral, usable only on default. In addition, an accredited investor purchased 1,052,725 shares at $0.95 per share, for roughly $1.0 million in gross proceeds, and received a three-year warrant for 500,045 shares at $0.96 per share. All securities were issued under private offering exemptions from registration.
Mobix Labs, Inc. entered into several debt and equity financing arrangements that add new capital and increase secured obligations. The company issued a $550,000 secured promissory note to Lendspark Corporation, bearing a fixed annual interest rate and maturing in 12 months, and provided a first-priority security interest in substantially all assets. As consideration, it issued 150,000 Class A common shares and allowed the note to convert upon default into up to 2,500,000 Class A shares at a fixed $0.70 per share, with additional "make-whole" share or cash provisions.
The company also obtained a $600,000 loan from Maximcash Solutions LLC, secured by all assets, issuing 93,750 Class A shares as commitment shares and pledging 1,500,000 additional Class A shares as collateral usable only on default. Separately, Mobix sold 1,052,725 Class A shares to an accredited investor at $0.95 per share for approximately $1.0 million in gross proceeds and granted a three-year warrant for 500,045 shares at $0.96 per share. All securities were issued under private placement exemptions.
Mobix Labs, Inc. reported that its Board appointed Chief Executive Officer Philip Sansone as a Class I director, effective immediately, with a term running until the 2028 Annual Meeting of Stockholders. Mr. Sansone has led the Company as CEO after previously serving as Interim CEO and Vice President of Worldwide Sales, and earlier held senior sales roles at MaxLinear. The filing notes there are no appointment arrangements or family relationships between Mr. Sansone and other directors or executive officers. On August 13, 2025, Mr. Sansone, in his capacity as CEO and Director, personally guaranteed a loan to the Company with a principal amount of $600,000, and the filing states he is not involved in any other related-party transactions requiring disclosure.
Summary: This 8-K/A corrects the registrant's July 29, 2025 filing to reflect the July 23, 2025 announcement that Fabian Battaglia, the Companys Chief Executive Officer and a named executive, will step down as CEO and resign from the Board, each effective July 25, 2025. Mr. Battaglia will serve as a senior advisor and consultant to the CEO and Board through December 31, 2026, will retain his previously granted equity awards, and the Company will pay for his and his spouses COBRA health benefits for 36 months. The filing lists a Retirement and Release Agreement dated July 25, 2025 as Exhibit 10.1.