Mobix Labs reports over 50% revenue growth in fiscal 2025, driven by demand in aerospace, defense, and wireless markets.
Quiver AI Summary
Mobix Labs, Inc. reported significant preliminary results for its fiscal fourth quarter and year ending September 30, 2025, showcasing over 50% year-over-year revenue growth driven by robust demand in aerospace, defense, and wireless markets, as well as recent acquisitions. CEO Phil Sansone highlighted that despite quarterly revenue fluctuations, the overall growth was substantial, positioning the company with record customer momentum and a strong opportunity pipeline for fiscal 2026. The company anticipates continued expansion fueled by rising global demand for connectivity solutions, growing adoption of wireless technologies, and an aggressive growth strategy. Mobix Labs, based in Irvine, California, specializes in advanced connectivity solutions for various sectors including aerospace and defense.
Potential Positives
- More than 50% year-over-year revenue growth in fiscal 2025, indicating strong business momentum.
- Expanded presence in key markets such as aerospace and defense, which may enhance business stability and potential future contracts.
- Record-high opportunity pipeline as the company enters fiscal 2026, suggesting favorable conditions for continued growth.
- Positive outlook for fiscal 2026, backed by rising global demand for defense and aerospace connectivity solutions and a commitment to aggressive growth strategies.
Potential Negatives
- Despite reported strong revenue growth, the company highlighted significant risks related to the variability and timing of customer orders, which could lead to quarterly fluctuations in revenue.
- The forward-looking statements section reveals the company's dependence on a small number of key customers and suppliers, particularly in the volatile aerospace and defense sectors, indicating potential vulnerabilities.
- The mention of macroeconomic and geopolitical risks, including defense budget priorities and supply chain disruptions, may raise concerns about the company's ability to navigate external challenges impacting its growth trajectory.
FAQ
What were Mobix Labs' fiscal 2025 revenue results?
Mobix Labs achieved over 50% year-over-year revenue growth, driven by strong demand in aerospace, defense, and wireless markets.
What markets is Mobix Labs expanding in for fiscal 2026?
Mobix Labs is expanding in aerospace, defense, and wireless markets, targeting mission-critical technology applications.
How does Mobix Labs plan to sustain growth into fiscal 2026?
The company plans to sustain growth through rising global demand, technology adoption, and an aggressive growth strategy, including acquisitions.
Who is the CEO of Mobix Labs?
Phil Sansone is the Chief Executive Officer of Mobix Labs and highlighted the company's strong growth momentum.
What technologies does Mobix Labs focus on?
Mobix Labs focuses on advanced wireless and wired connectivity, including RF, imaging, switching, and filtering technologies for high-reliability markets.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$MOBX Insider Trading Activity
$MOBX insiders have traded $MOBX stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $MOBX stock by insiders over the last 6 months:
- BILL CARPOU sold 19,953 shares for an estimated $18,791
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$MOBX Hedge Fund Activity
We have seen 14 institutional investors add shares of $MOBX stock to their portfolio, and 5 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ARMISTICE CAPITAL, LLC added 4,276,000 shares (+inf%) to their portfolio in Q2 2025, for an estimated $3,272,422
- UBS GROUP AG added 173,376 shares (+461.8%) to their portfolio in Q2 2025, for an estimated $132,684
- VANGUARD CAPITAL WEALTH ADVISORS added 162,361 shares (+20.6%) to their portfolio in Q2 2025, for an estimated $124,254
- BEACON POINTE ADVISORS, LLC added 87,738 shares (+432.7%) to their portfolio in Q2 2025, for an estimated $67,145
- MORGAN STANLEY removed 35,000 shares (-50.1%) from their portfolio in Q2 2025, for an estimated $26,785
- VANGUARD GROUP INC added 29,205 shares (+5.4%) to their portfolio in Q2 2025, for an estimated $22,350
- BRIDGEWAY CAPITAL MANAGEMENT, LLC removed 16,200 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $12,397
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Full Release
IRVINE, Calif., Oct. 02, 2025 (GLOBE NEWSWIRE) -- Mobix Labs, Inc. (Nasdaq: MOBX) (“Mobix Labs,” “Mobix,” or the “Company”), a leader in advanced connectivity solutions, today announced selected preliminary results for its fiscal fourth quarter and year ended September 30, 2025.
Mobix Labs delivered more than 50% year-over-year revenue growth in fiscal 2025, fueled by strong demand across aerospace, defense, and wireless markets, along with contributions from recent acquisitions. While quarterly revenue varied with the timing of customer programs, the full-year growth trajectory was substantial, and the Company heads into fiscal 2026 with record customer momentum and its strongest opportunity pipeline to date.
“Fiscal 2025 was a breakout year for Mobix Labs,” said Phil Sansone, Chief Executive Officer of Mobix Labs. “Even with the natural ups and downs of quarterly timing, we grew revenue by more than 50% for the year—proof of the powerful momentum behind our business. Looking ahead, our pipeline is expanding rapidly, and we see 2026 as another exciting step forward in our growth journey.”
Fiscal 2025: Breakout Growth Across Key Markets
- Revenue climbed over 50% year-over-year.
- Expanded presence in aerospace and defense, powering mission-critical technologies.
- Broadened reach in wireless and high-reliability applications.
-
Positioned to begin fiscal 2026 with a record-high opportunity funnel across defense, aerospace, and commercial infrastructure.
2026 Outlook: Momentum Building for Continued Expansion
Mobix Labs expects fiscal 2026 to build on its momentum, supported by:
- Rising global demand for defense and aerospace connectivity solutions.
- Growing adoption of wireless and sensing technologies.
-
Continued execution of an aggressive growth strategy, both organic and acquisition-driven.
“Our opportunity pipeline has never been stronger,” Sansone added. “With disciplined execution and innovation, we believe fiscal 2026 will be another year of growth and progress for Mobix Labs.”
About Mobix Labs, Inc.
Based in Irvine, California, Mobix Labs is a fabless semiconductor company delivering advanced wireless and wired connectivity, RF, imaging, switching, and filtering technologies for next-generation communication systems. Our solutions support aerospace, defense, 5G, medical, industrial, and other high-reliability markets.
Forward-Looking Statements
This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are typically identified by words such as “believe,” “expect,” “anticipate,” “intend,” “plan,” “estimate,” “project,” “may,” “will,” “could,” “should,” “seek,” “target,” “goal,” “forecast,” “potential,” “continue,” or the negative of these terms, as well as similar expressions. These statements are based on current beliefs, expectations, and assumptions regarding future events, business performance, operating results, financial condition, liquidity, prospects, growth strategy, and industry trends, and are subject to known and unknown risks, uncertainties, and other factors, many of which are beyond the Company’s control, that could cause actual results to differ materially from those expressed or implied in these statements.
Such risks and uncertainties include, among others, the variability and timing of customer orders and program-driven revenue, which may result in fluctuations from quarter to quarter; the Company’s limited operating history as a public company and its ability to execute on growth strategies, both organic and acquisition-driven; dependence on a small number of key customers and suppliers, particularly in the aerospace and defense industries; challenges associated with developing, commercializing, and scaling new technologies; competitive pressures, rapid technological change, and market adoption risks in wireless, defense, and high-reliability sectors; risks relating to the integration of acquisitions, the realization of anticipated synergies, and the management of growth; macroeconomic and geopolitical conditions, including defense budget priorities, inflation, supply chain disruptions, and global conflicts; regulatory, legal, and compliance risks, including export controls, government contracting requirements, and changes in applicable laws; and risks relating to the availability and cost of capital, as well as issues connected to liquidity, indebtedness, and access to financing.
Readers are cautioned not to place undue reliance on forward-looking statements. Mobix Labs undertakes no obligation to publicly update or revise any forward-looking statements to reflect subsequent events or circumstances, except as required by law. For additional discussion of these and other risks, please refer to the “Risk Factors” section and other disclosures in Mobix Labs’ filings with the Securities and Exchange Commission, including its Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q.
Contacts
Media Contact:
Chris Lancaster, Mobix Labs, Inc.
[email protected]
Investor Contact:
Ryan Battaglia, Mobix Labs, Inc.
[email protected]