stocktitan.netOct 28

Quarterly profit swung from a $10 million loss to $84 million at Arxis.

Arxis reported Q3 2026 revenue of $564 million, up 36% YoY, with net income of $84 million, compared to a $10 million loss in Q3 2025. Adjusted EBITDA rose 67% to $256 million. The company raised full-year 2026 guidance and introduced 2027 guidance, anticipating continued growth and margin expansion. Recent acquisitions include Omnetics, Schatz Bearing, and StratEdge.

Original reporting

stocktitan.net

Published Oct 28, 2026, 8:05 PM UTC

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AlphAI AI DeskAI-generated

Added to AlphAI Oct 28, 2026, 8:09 PM UTC. Informational, not investment advice.

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Arxis Q3 2026 presentation: 67% EBITDA jump, stock falls 10%

Arxis reported Q3 2026 revenue of $564M (+36% YoY) and adjusted EBITDA of $256M (+67% YoY), raising full-year guidance but warning of margin normalization. Shares fell 10% post-earnings, citing concerns over growth sustainability and high valuation. The company plans acquisitions and expects 2027 revenue of $2.4B-$2.5B.

investing.comOct 29

$ARXSMed

RBC Capital upgrades Arxis to Outperform, sets $60 price target

RBC Capital upgraded Arxis to Outperform with a $60 price target, implying 26.3% upside from its Oct 1 close. The firm cited strong M&A execution and resilience in pricing power in the defense sector.

tradingview.comOct 2

$ARXSHigh

RBC Capital upgrades Arxis stock rating on M&A activity, pricing

RBC Capital upgraded Arxis Inc. (NASDAQ:ARXS) to Outperform, raising its price target to $60.00. The firm cited strong M&A activity and pricing strength in aerospace and defense markets. Arxis reported 25% revenue growth to $501 million in Q2 2026, with adjusted EBITDA up 38% to $211 million. The company raised its full-year outlook, reflecting broad-based demand and strategic acquisitions.

investing.comOct 2

$ARXSHighAI 9/10

Arxis (ARXS) Closed an Approximately $770 Million Connector Acquisition. Is its Roll-Up Still Disciplined?

Arxis, Inc. (ARXS) completed the acquisition of Omnetics Connector Corporation for approximately $770 million, issuing 13.35 million Class A shares. The deal is part of Arxis's roll-up strategy, with Omnetics joining its Electronic Components segment. The company's Q2 revenue grew 25% to $500.7 million, with adjusted EBITDA up 38% to $211.5 million. The acquisition's valuation is based on estimated fiscal-2027 adjusted EBITDA, raising questions about its disciplined underwriting.

insidermonkey.comAug 25

$ARXSMedAI 8/10

Arxis Completes the Acquisition of Omnetics Connector Corporation

Arxis, Inc. (NASDAQ: ARXS) said it completed its acquisition of Omnetics Connector Corporation. The deal was based on an agreed enterprise value of about $770 million, with customary closing adjustments. Arxis issued 13,351,964 shares at closing to Omnetics shareholders, about 3.1% of total common stock, subject to lockups. The combined purchase price multiple with a prior MagCanica deal is about 12x FY27 estimated adjusted EBITDA.

prnewswire.comAug 18