Arxis, Inc. Class A Common Stock

Arxis Reports Third Quarter 2026 Results; Raises Full-Year 2026 Guidance and Introduces 2027 Guidance

Arxis reported Q3 2026 revenue of $564 million, up 36% year-over-year with 29% organic growth, and swung to net income of $84 million from a $(10) million loss a year ago. Adjusted EBITDA rose 67% to $256 million with margin expanding 840 bps to 45.4%, and Free Cash Flow nearly doubled to $150 million. The company raised FY2026 guidance by $90M of revenue and $65M of Adjusted EBITDA at the midpoints and introduced 2027 guidance of $2.4-$2.5B revenue and $1,010-$1,060M Adjusted EBITDA. Management also highlighted six acquisitions year-to-date, including Omnetics, Schatz Bearing, and StratEdge (the latter two for a combined ~$151 million), with net leverage reduced to 1.6x.

•11d ago

Arxis Completes Acquisitions of Schatz Bearing Corporation and StratEdge Corporation

Arxis (Nasdaq: ARXS) completed its acquisitions of Schatz Bearing Corporation on September 2, 2026 and StratEdge Corporation on September 1, 2026, its first disclosed deal executions under its partnership with sponsor Arcline Investment Management. Schatz, based in Poughkeepsie, New York, designs specialized bearings for commercial aerospace, defense, and space applications and joins the Mechanical Components Segment; StratEdge, based in Poway, California, makes hermetic high-frequency ceramic packages for mission-critical defense and space systems and joins the Electronic Components Segment. On a combined basis, the two acquired businesses are expected to generate in excess of $40 million in revenue for FY27; purchase prices and deal terms were not disclosed. CEO Kevin Perhamus framed the closings as evidence of momentum in the Arcline partnership and the company's disciplined M&A strategy, with plans to invest in both businesses while preserving their cultures and customer focus.

•2mo ago

/C O R R E C T I O N -- Arcline Investment Management/

Arxis completed the acquisition of Omnetics Connector Corporation for an enterprise value of approximately $770 million, issuing 13.35 million shares of Class A common stock to former shareholders. The transaction values the combined purchase price with the MagCanica acquisition at approximately 12x FY27 estimated adjusted EBITDA and results in roughly 3.1% dilution. Omnetics, a designer of high-reliability connectors for defense and aerospace markets, will operate within Arxis' Electronic Components Segment.

•2mo ago

Arxis Reports Second Quarter 2026 Results; Raises Full-Year 2026 Guidance

Arxis reported Q2 revenue of $501 million, up 25% year-over-year, with Adjusted EBITDA increasing 38% to $211 million and margins expanding 390 basis points to 42.2%. Management raised full-year 2026 guidance, increasing the revenue outlook to $1.96-$1.98 billion and Adjusted EBITDA to $790-$800 million, driven by strong demand and secured purchase orders. The company executed on its acquisition strategy by closing deals for MagCanica and Blue Line Engineering, while also announcing the acquisition of Omnetics and completing a term loan repricing to save $5 million annually.

•3mo ago

Arxis Announces Acquisitions of Omnetics Connector Corporation and MagCanica Inc.

Arxis announced definitive agreements to acquire Omnetics Connector Corporation and MagCanica Inc. for a combined purchase price of approximately $890 million. The Omnetics deal is structured as an all-stock transaction expected to close in Q3 2026, while the MagCanica acquisition was completed in an all-cash deal on June 1, 2026. These acquisitions expand Arxis' footprint in high-reliability aerospace, defense, and medical components, leveraging its partnership with private equity firm Arcline Investment Management.

•5mo ago

Arxis Reports Record First Quarter 2026 Results; Initiates Full-Year 2026 Guidance

Arxis reported record Q1 2026 results with revenue of $459 million, up 21% year-over-year, driven by strong demand in Defense & Space and Commercial Aerospace. Net income surged to $53 million (11.6% margin) from a $4 million loss in the prior year, while Adjusted EBITDA grew 31% to $175 million with a 38.2% margin. The company initiated full-year 2026 guidance, projecting 18% revenue growth and 27% Adjusted EBITDA growth, supported by its proprietary Arxis EDGE business system and recent IPO proceeds used to reduce debt.

•5mo ago