Mobix Labs Earnings Call Transcripts
Fiscal Year 2026
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FY Q4 2026 revenue is expected near the high end of guidance, with >100% QoQ growth. The rare-earth expansion adds Winner’s funded $25m coal-ash recovery plant, targeted to begin operations by Q1 2028.
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The meeting considered four proposals, and preliminary results showed all received the required votes for approval. Final results were to be reported on Form 8-K within four business days.
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A major strategic shift was announced, focusing on national security and critical minerals, with a new name, NSM Labs, and key acquisitions to build domestic rare earth processing capabilities. Financial guidance shows a rebound in Q4, and the company aims to lead in the midstream supply chain, leveraging deep expertise and broad industry focus.
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The meeting established a quorum and presented four proposals, including director elections, auditor appointment, a reverse stock split, and warrant issuance. All proposals received shareholder approval and the meeting was adjourned.
Fiscal Year 2025
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Q1 2025 revenue surged 11-fold year-over-year to $3.17 million, with strong growth in aerospace and defense segments. Strategic acquisitions and new product launches are fueling expansion, while disciplined cost management is improving profitability.
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The meeting established a quorum and presented five proposals for shareholder vote. Four proposals, including equity and warrant matters, were approved, while the Certificate of Incorporation Amendment was not. The meeting concluded promptly after voting.
Fiscal Year 2024
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Fourth quarter revenue rose 44% sequentially, with full-year revenue up 426% year-over-year. Gross margins improved, and the company is forecasting continued growth, supported by acquisitions and strong demand in aerospace and defense.