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.
Key figures
- Eps
- 0.2
- Revenue
- 563979000
- Guidance
- FY2026 revenue raised to $2,050-$2,070M (+5% at midpoint) and Adjusted EBITDA to $855-$865M (+8%); 2027 introduced at $2,400-$2,500M revenue (+17-21%) and $1,010-$1,060M Adjusted EBITDA (+17-23%)
- Revenue Yoy
- 36%
- Fcf
- 149595000
- Net income
- 83713000
- Net leverage
- 1.6x
- Organic growth
- 29%
- Adjusted ebitda
- 255941000
- Net income margin
- 14.8%
- Adjusted ebitda yoy
- 67%
- Adjusted net income
- 159726000
- Operating cash flow
- 169142000
- Adjusted eps diluted
- 0.37
- Adjusted ebitda margin
- 45.4%
AI analysis
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