MOBIX LABS, INC.
mobixlabs.comWhat Do They Do?
Sells wireless and wired connectivity components and systems, radio-frequency products, and electromagnetic-interference filters to aerospace and defense, medical, and commercial and industrial customers.
10-K for FY2025, filed Jan 13, 2026
How Do They Make Money?
Equipment makers buy products paid for after shipment or receipt, depending on the contract; customers pay for engineering and design services as the work is delivered.
10-K for FY2025, filed Jan 13, 2026
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10-K for FY2025, filed Jan 13, 2026
FY2025 revenue by product or service ↗
$9.9M
-
10-K for FY2025, filed Jan 13, 2026
$9.9M ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Product
Sold outright
10-K for FY2025, filed Jan 13, 2026 |
60% |
Product, FY2025
$6M Sources
|
Sold outright |
|
Service
Recurring
10-K for FY2025, filed Jan 13, 2026 |
40% |
Service, FY2025
$3.9M Sources
|
Recurring |
Who Are Their Customers?
Its main buyers sell products for aerospace, military, defense and healthcare applications. Mobix sells directly to equipment makers and contract manufacturers, and reaches customers through sales representatives and distributors.
10-K for FY2025, filed Jan 13, 2026Our primary customers are organizations that sell product solutions for aerospace, military, defense and healthcare applications. We have…View ↗
We sell our products and services directly to original equipment manufacturers (“OEMs”) or original design manufacturers (“ODMs”) and…View ↗
We strive to implement our go-to-market strategy, which is intended to provide comprehensive customer coverage through electronic component…View ↗
10-K for FY2025, filed Jan 13, 2026
For the year ended September 30, 2025, one customer accounted for 50% of the Company’s net revenue. For the year ended September 30, 2024…View ↗
Do Revenues Turn Into Profits?
No. It lost $46.1M in FY2025.
10-K for FY2025, filed Jan 13, 2026
10-K for FY2025, filed Jan 13, 2026
−$46.1MView ↗
How Are They Changing?
- Net income
-
Sources
10-Q for Q3 FY2026, filed Aug 18, 2026
−$16.8MView ↗
- ▲ +103% (Loss)
- vs −$8.3M in Q3 FY2025
10-Q for Q3 FY2026, filed Aug 18, 2026
Open tableView ↗
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Aug 31, 2026
Mobix highlighted Vision Aerial's projected revenue growth before acquisition
Vision Aerial management projects revenue growth of approximately 46% in 2026 and 93% in 2027; Mobix has signed a definitive acquisition agreement.
Sources
8-K, filed Aug 31, 2026
Revenue is projected to increase approximately 46% in 2026, followed by approximately 93% additional growth in 2027, based on current…View ↗
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Aug 13, 2026
Mobix agreed to acquire a rare-earth and infrastructure platform
The proposed all-stock deal would add critical minerals, energy and water projects, with consideration capped at 4.8 million shares and closing expected before the end of 2026.
Sources
8-K, filed Aug 13, 2026
The SPD acquisition is structured as an all-stock transaction, with consideration not to exceed 4.8 million shares of Mobix common stock.…View ↗
From shell company to connectivity business
The older report describes the company as a shell with no operations or revenue, seeking a business combination; the latest describes Mobix as designing and selling connectivity components, wireless systems and filtering products.
10-K for FY2022, filed Mar 31, 2023 10-K for FY2025, filed Jan 13, 2026We are a blank check company incorporated as a Cayman Islands exempted company on March 19, 2021 for the purpose of effecting a merger…View ↗
Based in Irvine, California, Mobix Labs designs, develops and sells components and systems for advanced wireless and wired connectivity…View ↗
Who Do They Compete With?
Competes with Qualcomm, NXP Semiconductors, Qorvo, Skyworks Solutions, Analog Devices, Amphenol, Glenair, ITT, and TE Connectivity
10-K for FY2025, filed Jan 13, 2026Wireless Systems Solutions — The mmWave wireless market presents a significant opportunity for many existing and emerging semiconductor…View ↗
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