Mobix Labs, Inc. (MOBX)

In August 2025, Mobix Labs reported Q3 earnings with an EPS of -$0.17 and revenue of $2.35 million, experiencing volatile stock movements. In September 2025, the company secured an AI drone contract and expanded into the infrastructure market, sweetening its bid to acquire Peraso. In October 2025, Mobix Labs received a Nasdaq extension for minimum bid price compliance and won a U.S. Navy contract. In November 2025, Peraso acquisition discussions continued, Mobix Labs invested in TalkingHeads Wireless, and faced a lawsuit seeking over $250 million. In December 2025, preliminary fiscal year results showed a revenue increase and improved operating losses, but the stock reacted negatively. In January 2026, a director sold shares, Peraso transaction discussions continued, a new General Manager was appointed, and a $6.0 million public offering was priced. In February 2026, Mobix Labs secured FAA drone certification and initiated field deployment, leading to a stock price surge.

Specific details on demand seasonality for Mobix Labs' products are not readily available. While quarterly revenue varies due to customer program timing, substantial full-year growth in fiscal 2025 was driven by strong demand across aerospace, defense, and wireless markets, along with contributions from recent acquisitions, suggesting no clearly defined seasonal pattern.

Mobix Labs, Inc. (NASDAQ: MOBX) is a fabless semiconductor company in the Electronic Technology sector, specializing in designing, developing, and selling components and systems for advanced wireless and wired connectivity, RF, switching, and EMI filtering technologies. Its products cater to markets including 5G infrastructure, satellite communications, automotive, consumer electronics, e-mobility, healthcare, infrastructure, and defense. Key offerings include products for advanced RF and mmWave 5G communications, mmWave imaging, software-defined radio, and custom RF integrated circuits. The company also provides interconnect products such as EMI filter inserts and filtered and non-filtered connectors, as well as device intelligence software and services for the mobile device lifecycle.

Headquartered in Irvine, California, Mobix Labs generates the majority of its revenue from the United States. The company also designs, develops, and sells its components and systems internationally, with its solutions adopted by telecommunications operators, retail chains, and device lifecycle providers in North America and selected international markets.

Mobix Labs' brand reputation is mixed, with a "Sell" consensus rating and underperformance compared to the US Semiconductor industry and broader US Market. Concerns exist regarding negative shareholders' equity and share price volatility. Positively, Mobix Labs secured a contract for EMI filtered connectors for the U.S. Army's M-1 Abrams Tank program and partnered with TalkingHeads Wireless to develop AI-powered solutions. Receiving FAA drone certification and initiating field deployment of its drone-based inspection platform also boosted its reputation. A lawsuit against investors in November 2025 could negatively impact reputation.

Mobix Labs' ownership includes institutional (8.56% to 15.08%), insider (15.47% to 27.97%), and retail investors (56.95% and 82.37%). James J. Peterson is the largest individual shareholder with 4.61% of the company. Major institutional owners include Armistice Capital LLC, Colony Group, LLC, Vanguard Capital Wealth Advisors, Vanguard Group Inc, UBS Group AG, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Geode Capital Management, Llc, Jane Street Group, Llc, Krilogy Financial LLC, and Beacon Pointe Advisors, LLC.