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  4. [NT 10-Q] MOBIX LABS, INC SEC Filing

Mobix Labs (MOBX) delays Q2 10-Q, warns of $16.8M net loss and going-concern risk

Filing Impact
(High)
Filing Sentiment
(Negative)
Form Type
NT 10-Q

Rhea-AI Filing Summary

Mobix Labs, Inc. notified that it will file its Quarterly Report on Form 10-Q for the quarter ended June 30, 2026 after the deadline, using the allowed extension period, due to financing transactions executed late in the quarter and turnover in its accounting department. The company needs more time to complete its financial statements and evaluate disclosure controls and procedures.

Preliminary results for the quarter indicate net revenues of about $0.8 million versus $2.4 million a year earlier, loss from operations of about $7.4 million versus $8.1 million, and net loss of about $16.8 million versus $8.3 million. Management states that the financial statements will continue to reflect substantial doubt about the company’s ability to continue as a going concern for the next twelve months, and the figures remain subject to change.

Positive

  • None.

Negative

  • Revenue decline: Preliminary net revenues fell to $0.8 million from $2.4 million for the quarter ended June 30 year over year, indicating a sharp drop in top-line performance.
  • Net loss roughly doubled: Preliminary net loss widened to $16.8 million from $8.3 million, signaling significantly higher bottom-line losses versus the prior-year quarter.
  • Going-concern risk: The upcoming financial statements will continue to show substantial doubt about the company’s ability to continue as a going concern over the next twelve months.
  • Late 10-Q filing: The company is unable to file its Form 10-Q on time, citing late-quarter financing transactions and accounting department turnover, and is relying on the Rule 12b-25 extension.

Insights

Analyzing...

Preliminary net revenues Q2 2026 $0.8 million Quarter ended June 30, 2026; compared with $2.4 million for quarter ended June 30, 2025
Net revenues Q2 2025 $2.4 million Quarter ended June 30, 2025; prior-year comparison for preliminary Q2 2026 revenues
Preliminary loss from operations Q2 2026 $7.4 million Quarter ended June 30, 2026; compared with $8.1 million for quarter ended June 30, 2025
Loss from operations Q2 2025 $8.1 million Quarter ended June 30, 2025; prior-year comparison for operating loss
Preliminary net loss Q2 2026 $16.8 million Quarter ended June 30, 2026; compared with $8.3 million for quarter ended June 30, 2025
Net loss Q2 2025 $8.3 million Quarter ended June 30, 2025; prior-year comparison for net loss
going concern financial
"will continue to reflect there is substantial doubt about the Company’s ability to continue as a going concern"
Going concern is the accounting assumption that a company will keep operating and meeting its obligations for the foreseeable future. The phrase matters most when a company or its auditors disclose substantial doubt about it, a formal warning that the business may not have enough resources to continue without raising money, restructuring, or selling assets. That language in a filing or press release signals elevated financial risk.
loss from operations financial
"loss from operations of approximately $7.4 million, as compared to loss from operations of $8.1 million"
Loss from operations is the money a company loses from its main business activities, like selling products or services, before considering other expenses or income. It shows whether the company's core business is making or losing money. This figure matters because it helps investors understand if the business is running efficiently or struggling to earn enough to cover its costs.
net revenues financial
"net revenues of approximately $0.8 million, as compared to net revenues of $2.4 million"
Net revenues represent the total amount of money a company earns from its main business activities after subtracting refunds, discounts, and returns. It shows the actual income generated from sales that the company keeps. For investors, net revenues provide a clearer picture of a company's true sales performance and help assess its overall financial health.
forward-looking statements regulatory
"This Form 12b-25 includes information that constitutes forward-looking statements within the meaning"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
Rule 12b-25 regulatory
"This Form is required by Rule 12b-25 (17 CFR 240.12b-25) of the General Rules"
Rule 12b-25 is an SEC filing provision that lets a company notify regulators and the public that it cannot file a required periodic report (like a quarterly or annual report) on time and explains the reason for the delay. For investors, the notice is a formal heads-up that financial information will arrive late—similar to a company calling to say it will be late turning in homework—so it signals increased uncertainty and may affect trading and risk assessments until the filing is available.

FAQ

Why is Mobix Labs (MOBX) delaying its June 30, 2026 Form 10-Q filing?
Mobix Labs is delaying its Form 10-Q because it needs more time to finalize its financial statements and evaluate disclosure controls and procedures, citing late-quarter financing transactions and accounting department turnover.

What preliminary Q2 2026 revenues did Mobix Labs (MOBX) report?
Mobix Labs expects preliminary net revenues of about $0.8 million for the quarter ended June 30, 2026, compared with $2.4 million for the quarter ended June 30, 2025, indicating a significant year-over-year decline.

What preliminary net loss did Mobix Labs (MOBX) project for Q2 2026?
Mobix Labs expects a preliminary net loss of about $16.8 million for Q2 2026, compared with a net loss of $8.3 million for Q2 2025, meaning losses are projected to be approximately doubled year over year.

How did Mobix Labs’ (MOBX) operating loss change in Q2 2026 vs. Q2 2025?
Mobix Labs anticipates a loss from operations of about $7.4 million for Q2 2026, versus $8.1 million for Q2 2025, suggesting a modest improvement in operating loss despite weaker revenues.

Does Mobix Labs (MOBX) face going-concern issues in its upcoming Q2 2026 report?
Yes. Mobix Labs states its Q2 2026 financial statements will continue to reflect substantial doubt about the company’s ability to continue as a going concern over the next twelve months.

When does Mobix Labs (MOBX) expect to file its delayed Q2 2026 Form 10-Q?
Mobix Labs expects to file its Quarterly Report on Form 10-Q for the quarter ended June 30, 2026 within the Rule 12b-25 extension period, which allows up to five additional calendar days for a quarterly report.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

FORM 12b-25

 

NOTIFICATION OF LATE FILING

 

(Check one): ☐ Form 10-K ☐ Form 20-F ☐ Form 11-K  
  ☒ Form 10-Q ☐ Form 10-D ☐ Form N-CEN ☐ Form N-CSR

 

For Period Ended: June 30, 2026

 

  ☐ Transition Report on Form 10-K
  ☐ Transition Report on Form 20-F
  ☐ Transition Report on Form 11-K
  ☐ Transition Report on Form 10-Q

 

For the Transition Period Ended: ___________________________

 

 

Read Instruction (on back page) Before Preparing Form. Please Print or Type.

Nothing in this Form shall be construed to imply that the Commission has verified any information contained herein.

 

 

If the notification relates to a portion of the filing checked above, identify the Item(s) to which the notification relates:

 

 

 

PART I — REGISTRANT INFORMATION

 

Mobix Labs, Inc.

 

Full Name of Registrant

 

N/A

 

Former Name if Applicable

 

1 Venture, Suite 220

 

Address of Principal Executive Office (Street and Number)

 

Irvine, California 92618

 

City, State and Zip Code

 

 

 

 
 

 

PART II — RULES 12b-25(b) AND (c)

 

If the subject report could not be filed without unreasonable effort or expense and the registrant seeks relief pursuant to Rule 12b-25(b), the following should be completed. (Check box if appropriate)

 

  (a) The reason described in reasonable detail in Part III of this Form could not be eliminated without unreasonable effort or expense;
     
☒ (b) The subject annual report, semi-annual report, transition report on Form 10-K, Form 20-F, Form 11-K, Form N-CEN or Form N-CSR, or portion thereof, will be filed on or before the fifteenth calendar day following the prescribed due date; or the subject quarterly report or transition report on Form 10-Q or subject distribution report on Form 10-D, or portion thereof, will be filed on or before the fifth calendar day following the prescribed due date; and
     
  (c) The accountant’s statement or other exhibit required by Rule 12b-25(c) has been attached if applicable.

 

PART III — NARRATIVE

 

State below in reasonable detail why Forms 10-K, 20-F, 11-K, 10-Q, 10-D, N-CEN, N-CSR, or the transition report or portion thereof, could not be filed within the prescribed time period.

 

Mobix Labs, Inc. (the “Company”) has determined that it is unable, without unreasonable effort or expense, to file its Quarterly Report on Form 10-Q for the quarter ended June 30, 2026 (the “Form 10-Q”) by the prescribed due date because the Company needs additional time, in part due to certain financing transactions executed late in the quarter and to turnover within the Company’s accounting department, to finalize review of the Company’s financial statements and evaluation of disclosure controls and procedures to be included in its Form 10-Q. The Company expects to file the quarterly report within the extension period.

 

PART IV — OTHER INFORMATION

 

(1) Name and telephone number of person to contact in regard to this notification

 

Keyvan Samini   (949)   808-8888
(Name)   (Area Code)   (Telephone Number)

 

(2) Have all other periodic reports required under Section 13 or 15(d) of the Securities Exchange Act of 1934 or Section 30 of the Investment Company Act of 1940 during the preceding 12 months or for such shorter period that the registrant was required to file such report(s) been filed? If answer is no, identify report(s).

 

☒ Yes ☐ No

 

(3) Is it anticipated that any significant change in results of operations from the corresponding period for the last fiscal year will be reflected by the earnings statements to be included in the subject report or portion thereof?

 

☒ Yes ☐ No

 

If so, attach an explanation of the anticipated change, both narratively and quantitatively, and, if appropriate, state the reasons why a reasonable estimate of the results cannot be made.

 

The Company’s results of operations for the quarter ended June 30, 2026 will reflect significant changes from the quarter ended June 30, 2025. While the Company is still reviewing and finalizing its financial results, it is able to provide certain preliminary results. The Company expects to report the following for the quarter ended June 30, 2026: (i) net revenues of approximately $0.8 million, as compared to net revenues of $2.4 million for the quarter ended June 30, 2025; (ii) loss from operations of approximately $7.4 million, as compared to loss from operations of $8.1 million for the quarter ended June 30, 2025; and (iii) net loss of approximately $16.8 million, as compared to net loss of $8.3 million for the quarter ended June 30, 2025. The Company’s financial statements for the quarter ended June 30, 2026 will continue to reflect there is substantial doubt about the Company’s ability to continue as a going concern for the next twelve months.

 

These are preliminary results based on current expectations and are still under review and subject to change. Actual results may differ.

 

Forward-Looking Statements

 

This Form 12b-25 includes information that constitutes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on the Registrant’s current beliefs, assumptions and expectations regarding future events, which in turn are based on information currently available to the Registrant. Such forward-looking statements include statements regarding the anticipated timing of completion of the Company’s financial results for the quarter ended June 30, 2026, and the Company’s expectations with respect to its results of operations for the quarter ended June 30, 2026. By their nature, forward-looking statements address matters that are subject to risks and uncertainties. A variety of factors could cause actual events and results to differ materially from those expressed in or contemplated by the forward-looking statements. These factors include, without limitation, the risk that additional or different information may become known prior to the expected filing of the periodic report described herein. Other risks affecting the Company are discussed in the Company’s filings with the SEC, including its most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q. The Company undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events or otherwise, except to the extent required by applicable laws.

 

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Mobix Labs, Inc.

 

(Name of Registrant as Specified in Charter)

 

has caused this notification to be signed on its behalf by the undersigned hereunto duly authorized.

 

Date August 14, 2026   By /s/ Keyvan Samini

 

INSTRUCTION: The Form may be signed by an executive officer of the registrant or by any other duly authorized representative. The name and title of the person signing the Form shall be typed or printed beneath the signature. If the statement is signed on behalf of the registrant by an authorized representative (other than an executive officer), evidence of the representative’s authority to sign on behalf of the registrant shall be filed with the Form.

 

  ATTENTION  
   
Intentional misstatements or omissions of fact constitute Federal Criminal Violations (See 18 U.S.C. 1001).

 

GENERAL INSTRUCTIONS

 

1. This Form is required by Rule 12b-25 (17 CFR 240.12b-25) of the General Rules and Regulations under the Securities Exchange Act of 1934.
   
2. One signed original and four conformed copies of this Form and amendments thereto must be completed and filed with the Securities and Exchange Commission, Washington, D.C. 20549, in accordance with Rule 0-3 of the General Rules and Regulations under the Act. The information contained in or filed with the Form will be made a matter of public record in the Commission files.
   
3. A manually signed copy of the Form and amendments thereto shall be filed with each national securities exchange on which any class of securities of the registrant is registered.
   
4. Amendments to the notifications must also be filed on Form 12b-25 but need not restate information that has been correctly furnished. The Form shall be clearly identified as an amended notification.
   
5. Electronic filers. This form shall not be used by electronic filers unable to timely file a report solely due to electronic difficulties. Filers unable to submit a report within the time period prescribed due to difficulties in electronic filing should comply with either Rule 201 or Rule 202 of Regulation S-T (§232.201 or §232.202 of this chapter) or apply for an adjustment in filing date pursuant to Rule 13(b) of Regulation S-T (§232.13(b) of this Chapter).
   
6. Interactive data submissions. This Form shall not be used by electronic filers with respect to the submission or posting of an Interactive Data File (§232.11 of this chapter). Electronic filers unable to submit or post an Interactive Data File within the time period prescribed should comply with either Rule 201 or 202 of Regulation S-T (§232.201 and §232.202 of this chapter).

 

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Source: View Original Filing on SEC EDGAR