Mobix Labs
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Mobix Labs (MOBX) investor relations material

Mobix Labs Q1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q1 2026 earnings summary12 Feb, 2026

Executive summary

  • Designs and sells advanced wireless and wired connectivity components for defense, aerospace, commercial, and industrial markets, with a strategy to pursue acquisitions for growth.

  • Net proceeds of $5.1 million were raised in January 2026 from a public offering of 30 million shares at $0.20 per share.

  • Sold 1.9 million shares under an ATM agreement for $1.25 million in the quarter, but further sales are currently restricted.

Financial highlights

  • Net revenue for the quarter ended December 31, 2025 was $1.9 million, down 41% year-over-year.

  • Net loss for the quarter was $10.1 million, a 49% improvement from a $19.8 million loss in the prior year.

  • Gross profit declined 66% to $0.6 million, with gross margin compression due to lower revenue.

  • Operating expenses decreased 41% to $9.4 million, mainly from lower stock-based compensation and cost management.

  • Cash at quarter-end was $0.3 million, down from $3.3 million at the prior quarter-end.

Outlook and guidance

  • Expects continued operating losses and negative cash flows for the foreseeable future.

  • Substantial doubt exists about the ability to continue as a going concern without additional financing.

  • Actively seeking additional capital through debt or equity, but availability and terms are uncertain.

Internal control remediation timeline
Impact of ATM restriction on liquidity
Future impact of warrant reclassification
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Frequently asked questions

Mobix Labs Inc is a technology company focused on the development of high-frequency radio frequency (RF) and mixed-signal semiconductor solutions. The company designs and manufactures components used in wireless communication systems, including RF chips, antennas, and related modules. Its products support applications in 5G infrastructure, aerospace, defense, and other advanced connectivity markets. Mobix Labs Inc provides solutions aimed at enabling high-speed data transmission and low-latency communication. The company is headquartered in Irvine, California, and its shares are listed on the NASDAQ.

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