Mobix Labs announced preliminary third quarter 2026 revenue and a definitive agreement to acquire Special Project Delivery (SPD). This acquisition marks a strategic expansion of the company's National Security Matters initiative, shifting focus toward U.S. domestic supply chains for rare earth elements and critical minerals.

Key Highlights

  • Preliminary revenue for the third quarter 2026 is expected to range between $750k and $850k, reflecting the company's current commercialization stage.
  • The SPD acquisition is structured as an all-stock transaction not to exceed 4.8 million shares of common stock, expected to close by the end of 2026.
  • Management issued fourth quarter 2026 revenue guidance of $1.4 million to $1.8 million, representing a potential 100% sequential increase at the midpoint.