Arxis, Inc. (ARXS) SEC Filings & Earnings Calls
EquiReason read 5 Arxis, Inc. SEC filings in the last 12 months. Latest: 8-K on 2026-08-18 — Acquisition of Omnetics Connector Corporation for $770M enterprise value, closed Aug 17, 2026. Consideration includes 13.35M shares of Class A common stock and $8M cash escrow. Omn.
Source: SEC EDGAR filings · read by EquiReason
- Market cap
- 21.6B
- P/E TTM
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- Dividend yield
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- 52-week
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- Next earnings
- 28 Oct, in 4 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
18 Aug 20268-K · 2.01, 3.02Acquisition of Omnetics Connector Corporation for $770M enterprise value, closed Aug 17, 2026. Consideration includes 13.35M shares of Class A common stock and $8M cash escrow. Omnetics is a high-reliability connector manufacturer for defenacquisitionopen
Figures in the filing · each found in the filing text
| Acquisition enterprise value · Electronic Components · 2026-08-17 | $770M | |
| Shares issued in acquisition · 2026-08-17 | 13,351,964 | |
| Cash escrow in acquisition · 2026-08-17 | $8M |
Risks flagged
Integration risk of Omnetics acquisition
“Acquisition of a new business with potential integration challenges”
Share dilution from issuance of 13.35M shares
“Issued 13,351,964 shares of Class A common stock as part of consideration”
30 Jul 202610-QArxis reported strong Q2 2026 results with revenue up 25% YoY, gross margin expansion of 310 bps, and Adjusted EBITDA margin expansion of 380 bps.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $501M | +25% y/y |
| Gross Profit · Q2-2026 | $263M | +33% y/y |
| Gross Margin · Q2-2026 | 52.4% | |
| Net Income (Loss) · Q2-2026 | $-5M | -83% y/y |
| Adjusted EBITDA · Q2-2026 | $211M | +38% y/y |
| Adjusted EBITDA Margin · Q2-2026 | 42.2% | |
| Operating Cash Flow · H1-2026 | $174M | +154% y/y |
| Free Cash Flow · H1-2026 | $152M | +222% y/y |
| Segment Adjusted EBITDA - Electronic Components · Electronic Components · Q2-2026 | $95M | +27% y/y |
| Segment Adjusted EBITDA - Mechanical Components · Mechanical Components · Q2-2026 | $121M | +53% y/y |
Risks flagged
Environmental Liability - Moosup
“As of June 30, 2026 and December 31, 2025, $44,867 and $45,015, respectively, were accrued for these environmental investigation and remediation activities in Other long-term liabilities.” · word for word
Environmental Liability - Bloomfield
“As of June 30, 2026 and December 31, 2025, the Company had $4,950 and $5,003, respectively, accrued for these environmental investigation and remediation activities” · word for word
Guarantee Liability - Jacksonville Business
“The customer has notified the Company of concerns regarding performance of the contract by the Jacksonville Business and alleged that it has incurred damages of $48,345 related to non-performance of the contract to date.”
K-Max Legal Contingency
“The Company has accrued $17,388 representing the Company’s estimate of probable loss associated with the loss of property and business interruption portion of the case” · word for word
29 Jul 20268-K · 2.02Revenue guidance raised to $1.96-1.98B from $1.86-1.88B; Adjusted EBITDA raised to $790-800M from $720-730M; Q2 revenue $501M +25% YoY, organic growth 21%.open
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $501M | +25% y/y |
| Adjusted EBITDA · Q2-2026 | $211M | +38% y/y |
| Adjusted EBITDA margin · Q2-2026 | 42.2% | |
| Adjusted Net Income · Q2-2026 | $113M | +726% y/y |
| Adjusted Diluted EPS · Q2-2026 | $0.28 | |
| Net cash from operations · Q2-2026 | $138M | +188% y/y |
| Free Cash Flow · Q2-2026 | $127M | +261% y/y |
| Net loss · Q2-2026 | $-5M | -83% y/y |
| Diluted loss per share · Q2-2026 | $-0.01 |
Guidance
FY26 revenue raised to $1,960-1,980M from $1,860-1,880M; FY26 Adjusted EBITDA raised to $790-800M from $720-730M; FY26 Adjusted EBITDA margin ~40.4% from ~38.8%
Full-year 2026 guidance raised across revenue, Adjusted EBITDA, and margin, driven by strong H1 performance and secured purchase orders.
Risks flagged
Net loss despite strong adjusted EBITDA due to share-based compensation from IPO.
“Net loss of ($5) million improved by $24 million YoY, but net income was offset by share-based compensation expense associated with the IPO.”
28 May 20268-K · 2.02Arxis reports record Q1 revenue of $459M (+21% YoY), net income of $53M vs -$4M loss, Adj EBITDA $175M (+31%), margin 38.2% (+290bps). Initiates FY2026 guidance: revenue $1.86-1.88B, Adj EBITDA $720-730M.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q1-2026 | $459M | +21% y/y |
| Net income · Q1-2026 | $53M | -1425% y/y |
| Net income margin · Q1-2026 | 11.6% | |
| Adjusted EBITDA · Q1-2026 | $175M | +31% y/y |
| Adjusted EBITDA margin · Q1-2026 | 38.2% | |
| Net cash provided by operating activities · Q1-2026 | $36M | +76% y/y |
| Free cash flow · Q1-2026 | $25M | +107% y/y |
Guidance
FY2026 revenue $1,860-1,880M (midpoint 18% growth); Adj EBITDA $720-730M (midpoint 27% growth); Adj EBITDA margin ~38.8% (+290bps)
First-time guidance reflects strong momentum and confidence in continued growth and margin expansion
Risks flagged
Dependence on defense spending and aerospace cycle
“Defense & Space and Commercial Aerospace are key end markets”
28 May 202610-QArxis reported strong Q1 2026 results with revenue up 20.7% YoY, net income of $53.3M vs a loss of $4.3M, and significant margin expansionearningsopen
Figures in the filing · each found in the filing text
| Revenue · Q1-2026 | $459M | +21% y/y |
| Gross Profit · Q1-2026 | $235M | +44% y/y |
| Gross Margin · Q1-2026 | 51.2% | |
| Operating Income · Q1-2026 | $111M | +84% y/y |
| Net Income (Loss) · Q1-2026 | $53M | -1333% y/y |
| Adjusted EBITDA · Q1-2026 | $175M | +31% y/y |
| Adjusted EBITDA Margin · Q1-2026 | 38.2% | |
| Segment Adjusted EBITDA - Electronic Components · Electronic Components · Q1-2026 | $86M | +23% y/y |
| Segment Adjusted EBITDA - Mechanical Components · Mechanical Components · Q1-2026 | $97M | +50% y/y |
| Free Cash Flow · Q1-2026 | $25M | +107% y/y |
Risks flagged
Environmental Liability - Moosup Site
“As of March 31, 2026 and December 31, 2025, $ 45,008 and $ 45,015 , respectively, is accrued for these environmental investigation and remediation activities in Other long-term liabilities.” · word for word
Commercial Guarantee - Jacksonville Business
“The customer has notified the Company of concerns regarding performance of the contract by the Jacksonville Business and alleged that it has incurred damages related to non-performance of the contract to date.”
K-Max Legal Contingency
“The Company has accrued $ 17,388 representing the Company’s estimate of probable loss associated with the loss of property and business interruption portion of the case” · word for word
High Leverage
“As of March 31, 2026, we had $2,679.7 million outstanding principal amount of indebtedness.” · word for word
Concentration on Aerospace and Defense
“Our business is concentrated on the aerospace and defense industries.” · word for word
Arxis, Inc. — questions
- What did Arxis, Inc. file recently?
- 5 SEC filings in the last 12 months. Latest: 8-K on 2026-08-18 — Acquisition of Omnetics Connector Corporation for $770M enterprise value, closed Aug 17, 2026. Consideration includes 13.35M shares of Class A common stock and $8M cash escrow. Omnetics is a high-reliability connector manufacturer for defen
Every figure on this page comes from Arxis, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.