Business Wire · 6 Oct 2026neutral
Mobix Labs announced a live investor update call for October 8, 2026, at 4:00 p.m. ET. Management plans to discuss the company's business and financial performance, its pending acquisition of Special Project Delivery, and its strategic expansion into rare minerals.
Why it matters — The call is an opportunity for MOBX watchers to hear management's update on its business outlook, pending acquisition, and critical minerals strategy.
Business Wire · 5 Oct 2026positive
Special Project Delivery, Inc. (SPD) has entered into a definitive Business Combination Agreement with Winner Water Services Inc., a revenue-generating U.S. rare earth company based in Sharon, Pennsylvania, under which Winner will join the National Security Matters (NSM) platform SPD is assembling with Mobix Labs. Winner recovers rare earth elements, scandium, and alumina and is backed by $53 million in federal awards.
Why it matters — This marks expansion of the National Security Matters platform Mobix Labs is assembling with SPD, adding a federally backed rare earth company that broadens the strategic scope of the combined enterprise.
Business Wire · 5 Oct 2026positive
Special Project Delivery, Inc. announced a definitive Business Combination Agreement with Winner Water Services Inc., a revenue-generating U.S. rare earth company, to join the National Security Matters platform being assembled with Mobix Labs. SPD is separately party to a definitive agreement with Mobix Labs announced August 13, 2026.
Why it matters — This adds a revenue-generating U.S. rare earth company to the National Security Matters platform Mobix Labs is building, potentially strengthening the strategic value of the partnership for MOBX watchers.
Business Wire · 24 Sept 2026positive
Mobix Labs reiterated that it expects fiscal fourth-quarter 2026 revenue to exceed $1.6 million, a more than 100% sequential increase and the midpoint of its guidance range of $1.4 million to $1.8 million. The company also expects a substantial sequential increase in gross margin percentage, reflecting higher production volumes and a stronger product mix.
Why it matters — A Mobix Labs watcher would care because the company reaffirmed strong projected revenue growth and improved gross margin for its fiscal fourth quarter.
Business Wire · 24 Sept 2026positive
Mobix Labs announced it expects fiscal fourth-quarter 2026 revenue to exceed the $1.6 million midpoint of its prior guidance of $1.4 million to $1.8 million, representing a greater than 100% sequential increase. The company cited broad-based improvement across its wireless systems offerings.
Why it matters — This indicates Mobix Labs is tracking ahead of its own revenue guidance midpoint, which could signal stronger-than-expected top-line performance for the quarter.