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 (symbol: MOBX) is the issuer of record for a Form 4 filing submitted to the SEC. LONG MICHAEL J reported acquisition or exercise transactions in this Form 4 filing.
MOBIX LABS, INC (MOBX) reported that director Michael J. Long received two equity compensation awards in the form of Restricted Stock Units for its Class A Common Stock on September 14, 2026. The awards cover 12,255 RSUs vesting on September 30, 2026 and 19,101 RSUs vesting on October 1, 2026, each granted at no cash cost to him. These awards are classified as direct beneficial ownership, and no Rule 10b5-1 trading plan is reported in connection with these transactions.
MOBIX LABS, INC (MOBX) director Kurt Busch reported receiving two equity awards in the form of Restricted Stock Units and also reported existing stock option holdings. On September 14, 2026 he was granted 12,255 RSUs that vest on September 30, 2026 and 19,101 RSUs that vest on October 1, 2026. He also holds fully vested options to purchase Class A Common Stock, covering 2,000 shares at an exercise price of $41.80 per share expiring August 10, 2030, and 13,341 shares at an exercise price of $68.40 per share expiring April 4, 2032.
MOBIX LABS, INC (symbol: MOBX) is the issuer of record for a Form 4 filing submitted to the SEC. Peterson James J reported acquisition or exercise transactions in this Form 4 filing.
MOBIX LABS, INC (MOBX) reported that director James J. Peterson received two equity awards of its Class A Common Stock on September 14, 2026. He was granted 12,255 Restricted Stock Units vesting on September 30, 2026 and 19,101 Restricted Stock Units vesting on October 1, 2026. The filing also lists fully vested stock options giving him the right to buy 2,000 shares at $41.80 per share until August 10, 2030 and 13,341 shares at $68.40 per share until April 4, 2032. The Rule 10b5-1 box is unchecked, so no trading plan is reported for these awards.
MOBIX LABS, INC (symbol: MOBX) is the issuer of record for a Form 4 filing submitted to the SEC. Goerner Frederick C reported acquisition or exercise transactions in this Form 4 filing.
MOBIX LABS, INC (MOBX) director Frederick C. Goerner reported awards of Class A common stock on September 14, 2026. He received 12,255 restricted stock units vesting on September 30, 2026 and 19,101 restricted stock units vesting on October 1, 2026, plus reported fully vested options for additional Class A shares. No purchases or sales of common stock are disclosed, and no Rule 10b5-1 trading plan is reported.
MOBIX LABS, INC (symbol: MOBX) is the issuer of record for a Form 4 filing submitted to the SEC. ALDRICH DAVID J reported acquisition or exercise transactions in this Form 4 filing.
MOBIX LABS, INC (MOBX) director David J. Aldrich reported equity awards consisting of 12,255 and 19,101 Restricted Stock Units granted on September 14, 2026, which vest on September 30, 2026 and October 1, 2026, respectively. He also holds fully vested options to buy 2,000 shares at $41.80 per share expiring August 10, 2030 and 13,341 shares at $68.40 per share expiring April 4, 2032. The filing indicates these transactions were not made under a Rule 10b5-1 trading plan.