Every 8-K that Mobix Labs, Inc Warrants (MOBXW) 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 MOBXW 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 MOBXW filings page.
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. 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. (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. 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. 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.