Arxis, Inc. (NASDAQ:ARXS) reported third-quarter 2026 financial results on October 28, 2026, disclosing revenue of $564 million, a net income swing of $94 million, and the completion of three acquisitions during the quarter, while raising full-year 2026 guidance and introducing 2027 guidance.

Key Highlights

  • Revenue of $564 million for the quarter ended September 30, 2026, up 36% year-over-year, including 29% organic growth.
  • Net income of $84 million, compared to a net loss of $(10) million in Q3 2025, representing an improvement of $94 million.
  • Adjusted EBITDA of $256 million, up 67%, with margin expanding 840 basis points to 45.4%.
  • Free Cash Flow of $150 million, up 117% year-over-year, with net cash from operations of $169 million.
  • Three acquisitions closed in Q3 2026: Omnetics Connector Corporation on August 17, and Schatz Bearing and StratEdge Corporation in September, for a combined purchase price of approximately $151 million for the latter two.
  • Full-year 2026 revenue guidance raised to a range of $2,050 to $2,070 million, a $90 million increase at the midpoint versus prior guidance.
  • 2027 revenue guidance introduced at $2,400 to $2,500 million, representing 17% to 21% reported growth and 10% to 15% organic growth versus the 2026 guidance midpoint.

Arxis Reports Broad-Based Growth Across All Three End Markets in Q3 2026

According to the filing, Arxis designs and manufactures proprietary, mission-critical electronic and mechanical components for aerospace and defense, medical technology, and specialized industrial markets. The company operates two reporting segments, Electronic Components and Mechanical Components, both of which the filing states contributed to revenue growth in the quarter. Revenue of $564 million rose 36% from $415 million in Q3 2025, with Industrial Technology described as leading growth, while Defense and Space and Commercial Aerospace each delivered strong double-digit growth.

The company disclosed that net income improved to $84 million from a loss of $(10) million in the prior-year period, with the filing attributing the improvement to stronger operating performance, lower interest expense following debt repayment with IPO proceeds, and lower income tax expense. Net income margin reached 14.8%, compared to (2.4)% a year earlier. Adjusted Net Income was $160 million, up 498% year-over-year, and diluted Adjusted Net Income per share was $0.37, according to the filing.

The filing disclosed three acquisitions completed during the quarter. Omnetics Connector Corporation, described as a designer and manufacturer of proprietary high-reliability Micro-D-Sub and Nano-D-Sub connectors for defense, space, aerospace, and medical applications, closed on August 17, 2026. Schatz Bearing, which manufactures precision bearings for aerospace, defense, and industrial applications, and StratEdge Corporation, which designs ceramic packages for high-frequency, high-power electronics, both closed in September 2026. The combined purchase price for Schatz and StratEdge was approximately $151 million, per the filing. President and CEO Kevin Perhamus stated that these brought year-to-date total acquisitions to six.

What Was Disclosed

Arxis filed an earnings press release covering Q3 2026 results ended September 30, 2026, reporting revenue of $564 million, net income of $84 million, three completed acquisitions, raised full-year 2026 guidance, and the introduction of full-year 2027 guidance ranges for revenue and Adjusted EBITDA.