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ARXS · NASDAQ · Aerospace & Defense

Arxis

Specialized components for aerospace, defense, medical-technology, and industrial applications.

$52.47

After-hours close−0.03 (−0.06%)

At close$52.50(−2.80%)

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Profile

Arxis, Inc. Class A Common StockARXSIndustrials

Sells specialized electronic and mechanical components used in aerospace, defense, medical-technology, and specialized-industrial applications. Two operating segments were assembled through acquisitions under common Arcline sponsorship.

Engineered electronic and mechanical components serve aerospace, defense, medical-technology, and specialized-industrial applications. The business reports Electronic Components and Mechanical Components as its operating segments.

An acquisition-led build under common Arcline sponsorship assembled predecessor platforms into the public company. A decentralized model gives local operations autonomy, while Arxis EDGE provides a common operating structure. The operating identity predates the corporate formation and IPO.

At the IPO, Arcline-affiliated investment funds were the sole beneficial owner of Class B common stock. The post-IPO capitalization includes Class A, Class B, and convertible common stock.

Company facts

CEOKevin Perhamus

ListedApr 16, 2026

ExchangeNASDAQ

HeadquartersBloomfield, CT

CountryUnited States

Employees5,753

CIK0002093536

ISINUS04339D1054

Key statistics

Market cap$2.13B

EPS (ttm)$0.1205

P/E (ttm)435.60

ROE1.3%

P/B4.72

P/S2.21

Dividend yield—

Beta—

Year to date +35.5% · Average volume (30d) 710.0K

Analysts

Price target, next 12 months$52.00−0.9%Median of 4 analysts · vs the Aug 28 close

ConsensusBuy3 of 4 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $52.47

High$62.00+18.2%

Median$52.00−0.9%

Low$40.00−23.8%

4 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Rating	Prior target	Target
Aug 3, 2026	Morgan Stanley	Reiterate	Overweight	$50	$62
Aug 2, 2026	Jefferies	Reiterate	Buy	$55	$60
Jun 1, 2026	Wells Fargo	Reiterate	Overweight	$42	$52
May 31, 2026	Morgan Stanley	Target		$44	$50
May 31, 2026	Jefferies	Target		$42	$55

Earnings

EPS

Estimate$0.17

Reported$0.28+64.7%

Revenue

Estimate$474.6M

Reported$500.7M+5.5%

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Jul 29, 2026Q2 FY26	$0.17	$0.28	+64.7%	$474.6M	$500.7M	+5.5%	+15.33%
May 27, 2026Q1 FY26	$0.09	$0.14	+51.1%	$422.7M	$458.9M	+8.5%	+17.81%

View details

Financial highlights

	—	—	—	—	Q1 FY26	Q2 FY26
Revenue	—	—	—	—	$458.9M	$500.7M
Gross profit	—	—	—	—	$234.8M	$262.6M
Operating income	—	—	—	—	$110.5M	$32.7M
Net income	—	—	—	—	$53.3M	−$4.9M
Diluted EPS	—	—	—	—	$0.13	−$0.01
Gross margin	—	—	—	—	51.2%	52.4%
Operating margin	—	—	—	—	24.1%	6.5%

Balance sheet, Jun 30, 2026Cash & short-term investments $494.7M · Total debt $1.78B · Total assets $7.01B · Shareholders' equity $4.47B

Dividends

No dividends on record.

Ownership

Institutions 147.08%Insiders —

Shares outstanding 40.50M · Float —

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
T. Rowe Price Investment Management, Inc.	5.13M	12.67%	13F	Aug 14, 2026
Jupiter Topco LLC	4.52M	11.15%	13F	Aug 14, 2026
Capital International Investors	3.60M	8.90%	13F	Aug 12, 2026
Capital Research Global Investors	3.60M	8.88%	13F	Aug 12, 2026
Price T Rowe Associates Inc /MD/	3.11M	7.67%	13F	Aug 14, 2026

Insider tradesForm 4

Nothing filed in the last 12 months.