Arxis Q3 2026 Revenue Rises 36% to $564 Million; Full-Year 2026 Guidance Raised, 2027 Outlook Introduced

Arxis, Inc. (NASDAQ: ARXS), a designer and manufacturer of proprietary, mission-critical electronic and mechanical engineered components, reported results for the third quarter ended September 30, 2026 on October 28, 2026. Revenue was $564 million, up 36% year over year, including 29% organic growth, with strength across all three end markets. Industrial Technology led growth, while Defense & Space and Commercial Aerospace each delivered strong double-digit growth. Net income was $84 million, compared with a loss of $10 million a year earlier, for a net income margin of 14.8% versus (2.4)%.

The company raised its full-year 2026 guidance: revenue of $2,050 to $2,070 million (prior: $1,960 to $1,980 million), Adjusted EBITDA of $855 to $865 million (prior: $790 to $800 million), and an Adjusted EBITDA margin of about 41.7% (prior: about 40.4%). The 2026 margin guidance includes roughly 30 to 40 basis points of dilution from acquisitions completed in 2026. For 2027, Arxis introduced guidance of revenue of $2,400 to $2,500 million, representing 17% to 21% reported growth and 10% to 15% organic growth, Adjusted EBITDA of $1,010 to $1,060 million, and an Adjusted EBITDA margin of 42.1% to 42.4%, which includes about 20 to 30 basis points of dilution from 2026 acquisitions.

On August 17, 2026, Arxis completed its acquisition of Omnetics Connector Corporation, a maker of Micro-D-Sub and Nano-D-Sub connectors and interconnect systems. It also acquired Schatz Bearing, a maker of precision bearings, and StratEdge, a maker of ceramic packages for high-frequency, high-power electronics; the combined purchase price for those two deals was about $151 million. Year-to-date, the company has made six acquisitions. Arxis is a portfolio company of Arcline Investment Management, and it will host an investor conference call on the results.