Mobix Labs
RF systems, engineering services, optical connectivity and filtered interconnects for high-reliability programs.
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Profile
Provides wireless systems, engineering services and EMI-filtered interconnects for high-reliability applications, alongside active optical connectivity. Revenue combines product sales with contracted design work, and the business operates as one consolidated segment with a U.S.-centric customer base.
Designs radio-frequency and millimeter-wave wireless systems, engineering services, active optical cables and engines, and electromagnetic-interference-filtered interconnects. Wireless Systems Solutions spans communications, sensing and detection, and microelectronics; Interconnect Products includes filter inserts, connectors and custom filtering modules for aerospace, military, defense and medical equipment.
Combines internal semiconductor and RF know-how with interconnect manufacturing, outsourced semiconductor production, and contracted wireless design and manufacturing work. Products and engineering/design services are sold primarily to U.S. customers. Access to some defense, aerospace and healthcare programs depends on approved-vendor qualification, while activity can vary with customer program and shipment schedules.
Company facts
Key statistics
Year to date −59.1% · Average volume (30d) 1.4M
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 17, 2026Q3 FY26 | — | −$1.33 | — | — | $789.0K | — | −0.79% |
| May 20, 2026Q2 FY26 | — | −$0.59 | — | — | $970.0K | — | −6.86% |
| Feb 12, 2026Q1 FY26 | — | −$1.60 | — | — | $1.9M | — | 0.00% |
| Jan 12, 2026Q1 FY26 | — | −$2.90 | — | $1.9M | $1.9M | 0.0% | −6.61% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.5M | $2.4M | $1.9M | $1.9M | $970.0K | $789.0K | |
| Gross profit | $1.0M | $1.3M | $951.0K | $581.0K | $184.0K | $102.0K | |
| Operating income | −$7.8M | −$8.1M | −$15.7M | −$8.8M | −$6.1M | −$7.4M | |
| Net income | −$2.3M | −$8.3M | −$15.7M | −$10.1M | −$5.9M | −$16.8M | |
| Diluted EPS | −$0.60 | −$1.70 | −$3.10 | −$2.20 | −$0.59 | −$1.33 | |
| Gross margin | 40.6% | 57.4% | 50.5% | 31.0% | 19.0% | 12.9% | |
| Operating margin | -311.7% | -343.4% | -833.8% | -471.1% | -627.9% | -932.1% |
Fiscal years (4-quarter sums)FY22 $3.3M · FY23 $1.2M · FY24 $6.4M · FY25 $9.9M
Revenue by product · Q3 FY26
Revenue by geography · Q3 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $2.1M · Total debt $7.3M · Total assets $34.9M · Shareholders' equity $6.2M
Dividends
No dividends on record.
Ownership
Shares outstanding 6.61M · Float 3.24M · 49.0% free float
A split settled inside the quarter being compared, so quarter-on-quarter change is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| James J. Peterson · director | 484.0K | 7.33% | Form 4 | Aug 25, 2026 |
| Vanguard Capital Management LLC | 459.2K | 6.95% | 13F | Aug 13, 2026 |
| Keyvan Samini · director, officer: President, CFO & Director | 276.2K | 4.18% | Form 4 | Aug 25, 2026 |
| Frederick C. Goerner · director | 207.5K | 3.14% | Form 4 | Aug 25, 2026 |
| Philip Sansone · director, officer: Chief Executive Officer | 166.1K | 2.51% | Form 4 | Jul 20, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 16, 2026 | Philip Sansone | director, officer: Chief Executive Officer | −9,301 | $1.87 |
| Jun 12, 2026 | Keyvan Samini | director, officer: President, CFO & Director | −112,110 | $1.98 |
| Jun 11, 2026 | Keyvan Samini | director, officer: President, CFO & Director | −3 | $2.14 |
| Apr 30, 2026 | Philip Sansone | director, officer: Chief Executive Officer | −9,541 | $2.35 |
| Feb 2, 2026 | Philip Sansone | director, officer: Chief Executive Officer | −87,025 | $0.1880 |
Peers
- Amphenol
Broadest overlap in high-reliability and high-speed connectivity.
- TE Connectivity
Large qualified connector supplier for harsh-environment equipment.
- Qualcomm
Scale RF rival in 5G radio and modem-to-antenna designs.
- Qorvo
Direct RF-front-end and mmWave component competitor.
- NXP Semiconductors
Radar and RF-connectivity competitor in embedded systems.
- Analog Devices
High-performance RF signal-chain rival for sensing systems.
- Skyworks Solutions
RF-front-end supplier for 5G wireless design wins.
- ITT
Specialty connector rival in aerospace, defense and medical markets.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Mobix Labs | $1.10 | −0.45% | $7.3M | — | — | 1.3 | −66.4% |
| Amphenol | $158.44 | +0.46% | $194.49B | 39.4 | 26.9 | 6.7 | +55.0% |
| TE Connectivity | $202.66 | +0.01% | $58.76B | 19.9 | 16.1 | 3.1 | +13.8% |
| Qualcomm | $164.28 | +0.07% | $172.40B | 18.7 | 17.7 | 3.9 | −4.0% |
| Qorvo | $95.63 | +0.97% | $8.36B | 22.0 | 12.2 | 2.3 | −4.2% |
| NXP Semiconductors | $223.80 | +0.18% | $56.38B | 19.1 | 13.3 | 4.3 | +19.5% |
| Analog Devices | $362.00 | +0.02% | $176.22B | 42.9 | 22.6 | 12.7 | +39.6% |
| Skyworks Solutions | $65.74 | −0.12% | $9.90B | 34.1 | 13.7 | 2.5 | −3.1% |
| ITT | $202.99 | +0.02% | $18.15B | 39.8 | 23.0 | 3.8 | +51.5% |
| Median | 28.0 | 16.9 | 3.9 | +16.6% |