US · Industrials · Aerospace & Defense
EPS came in at 0.31 against a street estimate of 0.24 — a beat of 29.2%.
Analysts rate Arxis, Inc. Class A Common Stock a strong buy (11 buy, 0 hold, 0 sell out of 11) with an average price target of $66.60.
CONFIDENT Arxis delivered 25% YoY revenue growth to $501M with 42.2% adjusted EBITDA margins (+390bps). Organic growth accelerated to 21% driven by strong market demand. Raised FY26 guidance to $1.96-1.98B revenue and $790-800M EBITDA. Announced 3 acquisitions post-IPO. Q2 2026 All 3 end markets grew double-digit organically. Medical and semiconductor equipment subsegments within Industrial Tech each represent ~25% of that segment. Analysts pressed on sustainable 21% organic growth (vs. prior mid-teens algorithm) and whether 95% backlog coverage would drive further raises. Management clarified: low double-digit market strength (not accelerating new business) is the delta; bookings remain on pace, with ~$150M left to secure for 2026. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| T. Rowe Price Investment Management,Inc. | 1.19% |
| Jupiter Topco LLC | 1.05% |
| Capital Research & Mgmt Co - Division 3 | 0.84% |
| Capital Research Global Investors | 0.83% |
| T. Rowe Price Associates, Inc. | 0.72% |
| Ameriprise Financial Inc | 0.62% |
| BlackRock Inc | 0.51% |
| Vanguard Capital Management, LLC | 0.43% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $563,979, up from $414,827 in the third quarter of 2025. • Nine-month 2026 revenue was $1,523,565, | 2026-10-29 |
| Current report · Q4 2026 HEADLINE NUMBERS • The document is an SEC Form 8-K announcing that Arxis, Inc. issued a press release on October 28, 2026, covering unaudited third-q | 2026-10-28 |
| Acquisition completed · Q3 2026 ARXIS, INC. - 8-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Acquisition closed on August 17, 2026 of Omnetics Connector Corporation for an ent | 2026-08-18 |
| Quarterly report · Q2 2026 ARXIS, INC. – 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue (6 months ended June 30, 2026): $959.6 million, up 23% from $780.5 millio | 2026-07-30 |
| Results announced · Q3 2026 ARXIS, INC. - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue Q2 2026: $501 million, up 25% year-over-year (21% organic growth) • Six-month reve | 2026-07-29 |
| Material agreement · Q2 2026 ARXIS, INC. (ARXS) - 8-K FILING SUMMARY HEADLINE NUMBERS • Omnetics acquisition value: ~$770 million in Arxis Class A common stock consideration • E | 2026-06-02 |
| Quarterly report · Q1 2026 ARXIS, INC. – Q1 2026 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue: $458.9 million (Q1 2026) vs. $380.1 million (Q1 2025) — +20.8% y | 2026-05-28 |
| Results announced · Q2 2026 ARXIS, INC. – Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q1 2026 Revenue: $459 million, up 21% year-over-year (17% organic growth) • Q1 2026 Net In | 2026-05-28 |
Readable in the app.
| Announcement | Date |
|---|---|
| Full-year 2026 guidance raised and 2027 guidance introduced Arxis reported a very strong third quarter ended September 30, 2026. Revenue rose 36% year over year to $564 million, including 29% organic growth, with momentum across industrial technology | 2026-10-28 |
| Completed acquisition of Omnetics Connector Corporation for approximately $770 million Arxis completed its acquisition of Omnetics Connector Corporation for approximately $770 million in enterprise value. Arxis issued 13.4 million shares (3.1% dilution) to Omnetics shareholder | 2026-08-18 |
| Raises full-year 2026 revenue and EBITDA guidance Arxis, an electronics and engineered components manufacturer, reported strong Q2 2026 results and raised full-year guidance. Revenue grew 25% year-over-year to $501 million (including 21% or | 2026-07-29 |
| Agreement and plan of merger with Omnetics Connector Corporation executed Arxis, Inc. has agreed to acquire Omnetics Connector Corporation through a merger with Orion Merger Sub, Inc., effective May 29, 2026. This is a standard merger agreement document that outli | 2026-06-02 |
| Record Q1 2026 results; initiates full-year 2026 revenue and EBITDA guidance Arxis, a designer and manufacturer of electronic and mechanical components, reported strong first quarter 2026 results and raised full-year guidance. Key highlights: Q1 revenue hit $459 mill | 2026-05-28 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.