Arxis, Inc. Form 8-K — Oct 28, 2026
Arxis (NASDAQ: ARXS) reported strong Q3 2026 results with revenue of $564 million, up 36% year-over-year, including 29% organic growth, and a swing 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 basis points to 45.4%, and Free Cash Flow grew 117% to $150 million. The company raised full-year 2026 guidance to revenue of $2,050-$2,070 million and Adjusted EBITDA of $855-$865 million, and introduced 2027 guidance of $2,400-$2,500 million in revenue with $1,010-$1,060 million in Adjusted EBITDA.
Key figures
- Eps
- 0.2
- Revenue
- 564000000
- Guidance
- FY2026 revenue raised to $2,050-$2,070M, Adjusted EBITDA to $855-$865M; 2027 revenue guided to $2,400-$2,500M with Adjusted EBITDA of $1,010-$1,060M
- Net Income
- 84000000
- Total Debt
- 1718688000
- Revenue Yoy
- 36%
- Total Assets
- 8053245000
- Cash Position
- 493679000
- Shares Outstanding
- 90,045,099 Class A common shares outstanding as of September 30, 2026
- Ytd acquisitions
- 6
- Free cash flow q3
- 150000000
- Organic growth q3
- 29%
- Adjusted ebitda q3
- 256000000
- Net income margin q3
- 14.8%
- Net leverage q3 2026
- 1.6x
- Net leverage q4 2025
- 4.2x
- Fy2027 revenue growth
- 17% to 21% reported / 10% to 15% organic
- Adjusted ebitda growth
- 67%
- Adjusted net income q3
- 160000000
- Operating cash flow q3
- 169000000
- Adjusted eps diluted q3
- 0.37
- Fy2026 revenue guidance
- $2,050 to $2,070 million
- Fy2027 revenue guidance
- $2,400 to $2,500 million
- Adjusted ebitda margin q3
- 45.4%
- Adjusted net income growth
- 498%
- Acquisitions ytd cash spent
- 337430000
- Fy2026 revenue guidance raise
- 5% increase vs. prior midpoint
- Fy2026 adjusted ebitda guidance
- $855 to $865 million
- Fy2027 adjusted ebitda guidance
- $1,010 to $1,060 million
- Net income margin prior year q3
- (2.4)%
- Schatz stratedge combined price
- 151000000
- Fy2026 adjusted ebitda guidance raise
- 8% increase vs. prior midpoint
- Fy2026 adjusted ebitda margin guidance
- ~41.7%
- Fy2027 adjusted ebitda margin guidance
- 42.1% to 42.4%
AI analysis
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