The strong beat and first-ever guidance initiation reinforce the post-IPO growth narrative. Watch for M&A pipeline updates on the conference call, as IPO proceeds earmarked for acquisitions. The 38.2% adjusted EBITDA margin with 290 bps expansion signals operating leverage that could drive further multiple expansion. Defense & Space end-market strength provides multi-year visibility.
Price Chart
Executive Summary
Arxis reported record Q1 2026 results with revenue of $458.9M (+21% YoY, 17% organic) and net income of $53.3M vs. a $(4.3M) loss a year ago. The company initiated full-year 2026 guidance of $1.86-1.88B revenue (18% growth at midpoint) and $720-730M Adjusted EBITDA (27% growth). This is the first quarterly report since its April 2026 IPO and includes the Micro-Tronics bolt-on acquisition.
Key Financial Metrics
Key Facts
- Revenue $458.9M, up 21% YoY (17% organic), above $422.7M consensus
- Net income $53.3M vs. $(4.3M) loss in Q1 2025; net income margin 11.6% vs. (1.1)%
- Adjusted EBITDA $175.2M, up 31% YoY; margin expanded 290 bps to 38.2%
- IPO completed April 17, 2026 raised ~$1.22B net; $946M used to repay Term Loan B debt
- Initiated FY2026 guidance: revenue $1.86-1.88B, Adjusted EBITDA $720-730M
- Operating cash flow $36.5M, up 76% YoY; free cash flow $24.8M, up 107%
- Acquired Micro-Tronics in January 2026 for aerospace/defense applications
Financial Impact
Revenue beat consensus by ~$36M (8.6%), EPS (non-GAAP) likely well above the $0.09 GAAP consensus given ~$53M net income and IPO share issuance
Risk Factors
- $2.65B in noncurrent debt remains elevated despite partial IPO debt repayment
- Integration risk from Micro-Tronics and future acquisitions
- Revenue includes ~4% inorganic contribution from Micro-Tronics — organic growth trajectory needs monitoring
- Nasdaq-listed only since April — limited trading history and analyst coverage
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-243574 |
| Document: arxs-20260527.htm | 0001193125-26-243574 |
| Document: 0001193125-26-243574-index-headers.html | 0001193125-26-243574 |
| Document: 0001193125-26-243574-index.html | 0001193125-26-243574 |
| Document: 0001193125-26-243574.txt | 0001193125-26-243574 |
| 8-K Data (Synthetic) | 0001193125-26-243574 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | EFFECT | $51.72 | awaiting T+60 | — | $52.64 (+1.78%) |
Oct 15, 2026 12d ago | Press Release | $54.10 | awaiting T+60 | — | $52.64 (−2.70%) |
Oct 13, 2026 14d ago | S-1 | $49.91 | awaiting T+60 | — | $52.64 (+5.47%) |
Sep 21, 2026 5w ago | SC 13G | $51.21 | awaiting T+60 | — | $52.64 (+2.79%) |
Aug 18, 2026 10w ago | 8-K | $56.56 | awaiting T+60 | — | $52.64 (−6.93%) |
Aug 18, 2026 10w ago | Press Release | $56.56 | awaiting T+60 | — | $52.64 (−6.93%) |
Aug 15, 2026 10w ago | Institutional Cluster | $57.60 | awaiting T+60 | — | $52.64 (−8.61%) |
Jun 2, 2026 21w ago | 8-K | $42.84 $53.83 | ▲ +25.65% | ▲ +24.54% | $52.64 (+22.88%) |
May 28, 2026 21w ago | 8-K | $46.83 $53.26 | ▲ +13.73% | ▲ +12.00% | $52.64 (+12.41%) |
Apr 17, 2026 27w ago | 8-K | $37.65 $41.55 | ▲ +10.36% | ▲ +3.58% | $52.64 (+39.81%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers