The strong beat, raised guidance, and introduction of 2027 guidance above current run-rate signal accelerating momentum. Monitor the Q4 earnings call for organic growth sustainability and integration progress on the six acquisitions closed year-to-date.
Price Chart
Executive Summary
Arxis reported Q3 2026 revenue of $564M (up 36% YoY) and adjusted EPS of $0.37, beating the $0.29 consensus. The company raised full-year 2026 guidance and introduced 2027 guidance above current run-rate, driven by strong organic growth (29%) and recent acquisitions.
Key Financial Metrics
Key Facts
- Q3 2026 revenue $564M, up 36% YoY (29% organic growth)
- Adjusted Net Income per diluted share $0.37 vs consensus $0.29
- GAAP diluted EPS $0.20 vs $(0.10) loss per share in prior year
- Adjusted EBITDA $256M, up 67% YoY; margin expanded 840 bps to 45.4%
- Full-year 2026 revenue guidance raised to $2,050-2,070M (from $1,960-1,980M)
- Full-year 2026 Adjusted EBITDA guidance raised to $855-865M (from $790-800M)
- Introduced 2027 revenue guidance of $2,400-2,500M (17-21% growth) and Adjusted EBITDA of $1,010-1,060M
- Free cash flow $150M, up 117% YoY
- Completed three acquisitions in Q3: Omnetics, Schatz Bearing, StratEdge for combined ~$151M
- Net leverage reduced to 1.6x from 4.2x at year-end 2025
Financial Impact
Revenue beat consensus by ~3.1% ($564M vs $547.2M); adjusted EPS beat by ~27.6% ($0.37 vs $0.29); guidance raised by $90M at midpoint for revenue and $65M for Adjusted EBITDA
Risk Factors
- Integration risk from six acquisitions closed in 2026; dilution to margins from acquisitions noted in guidance
- Forward-looking guidance depends on sustained demand across aerospace, defense, and industrial end markets
- Share-based compensation ($31.2M in Q3) and acquisition-related costs may pressure GAAP earnings
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302922606 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 today | 8-K/A | $52.98 | awaiting T+60 | awaiting T+60 | $54.13 (+2.17%) |
Oct 28, 2026 1d ago | Press Release | $53.49 | awaiting T+60 | awaiting T+60 | $54.13 (+1.20%) |
Oct 23, 2026 6d ago | EFFECT | $51.72 | awaiting T+60 | awaiting T+60 | $54.13 (+4.66%) |
Oct 15, 2026 14d ago | Press Release | $54.10 | awaiting T+60 | awaiting T+60 | $54.13 (+0.06%) |
Oct 13, 2026 16d ago | S-1 | $49.91 | awaiting T+60 | awaiting T+60 | $54.13 (+8.46%) |
Sep 21, 2026 5w ago | SC 13G | $51.21 | awaiting T+60 | awaiting T+60 | $54.13 (+5.70%) |
Aug 18, 2026 10w ago | 8-K | $56.56 | awaiting T+60 | awaiting T+60 | $54.13 (−4.30%) |
Aug 18, 2026 10w ago | Press Release | $56.56 | awaiting T+60 | awaiting T+60 | $54.13 (−4.30%) |
Aug 15, 2026 10w ago | Institutional Cluster | $57.60 | awaiting T+60 | awaiting T+60 | $54.13 (−6.02%) |
Jun 2, 2026 21w ago | 8-K | $42.84 $53.83 | ▲ +25.65% | ▲ +24.54% | $54.13 (+26.35%) |
US Market Status
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