Mobix Labs Guides Fiscal Q4 Revenue of $1.4 Million to $1.8 Million, Representing Approximately 100% Sequential Growth at Midpoint

Growth driven by strong sales in the defense, aerospace and security markets, as the Company advances its National Security Matters direction and answers rising national demand for defense readiness

IRVINE, Calif.--(BUSINESS WIRE)--Aug. 17, 2026-- Mobix Labs, Inc. (Nasdaq: MOBX) Mobix Labs is guiding for fiscal fourth-quarter 2026 revenue of $1.4 million to $1.8 million - representing, at the midpoint, approximately 100% revenue growth quarter over quarter. The news lands as Mobix Labs advances its plan to rename the Company NSM Labs, Inc., reflecting its National Security Matters initiative, and as the nation moves with new urgency to strengthen the industrial base that supports its defense and security priorities.

Demand across the defense sector has accelerated in recent periods, as the U.S. government and its industrial partners work to rebuild domestic capacity and reduce dependence on fragile or foreign-controlled supply chains. Mobix Labs believes it is well positioned to answer that call: the shipments announced today reflect renewed momentum with long-standing customers across defense and aerospace, at the same moment the Company is sharpening its focus on the national-security priorities its new name is meant to signal.

This activity is a proof point for the broader NSM strategy, not a departure from it. Mobix Labs' plan to build National Security Matters around critical resources and advanced materials, defense and aerospace systems, energy and infrastructure, and digital technologies depends on a strong operating foundation - and that foundation is the qualified, in-production defense and aerospace business the Company has built over many years. As Mobix Labs pursues new platforms in critical minerals, rare earths and infrastructure, its existing core business is the base the rest of the strategy is being built on.

"We are proud to announce that these shipments are from our core business, both EMI Solutions and RaGE Systems," said Phil Sansone, Chief Executive Officer of Mobix Labs. "We are excited about our new name and direction, but we want to recognize that our core business is as important as it has ever been."

Mobix Labs expects to report complete fiscal third-quarter results, including full disclosures, in its Form 10-Q filing. The Company's guidance remains subject to the risks and uncertainties described below.

About Mobix Labs, Inc. (www.mobixlabs.com)

Mobix Labs is an Irvine, California-based fabless semiconductor company providing advanced connectivity, RF, sensing and electromagnetic-interference technologies for aerospace, defense, communications and other high-reliability markets. The Company is advancing a strategic initiative, National Security Matters, focused on technologies, resources and infrastructure that support U.S. national-security priorities.

Forward-Looking Statements

This press release contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements in this press release other than statements of historical fact are forward-looking statements. Forward-looking statements include, without limitation, statements regarding Mobix Labs' expected fiscal fourth-quarter 2026 revenue, anticipated quarter-over-quarter revenue growth and the assumptions underlying such guidance; expected customer demand, orders, shipments, sales and revenue recognition; anticipated demand and market conditions in the defense, aerospace and security sectors; the Company's ability to sustain or increase revenue and operating momentum; the Company's National Security Matters initiative and related business strategy; the proposed change of the Company's name to NSM Labs, Inc. and the receipt and timing of any required stockholder, regulatory or other approvals relating thereto; the Company's plans to expand its business into critical resources and advanced materials, critical minerals and rare earth elements, defense and aerospace systems, autonomous systems, energy and critical infrastructure, and digital technologies; the Company's ability to identify, finance, consummate and integrate acquisitions and other strategic transactions; the expected benefits, synergies, growth opportunities and strategic advantages of the Company's existing and future businesses and acquisitions; and the Company's future business, financial condition, results of operations, growth, strategy, prospects and market positioning.

Words such as "anticipate," "believe," "continue," "could," "estimate," "expect," "forecast," "guidance," "intend," "may," "plan," "potential," "position," "project," "seek," "should," "target," "will," "would" and similar words or expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words.

Forward-looking statements are based upon management's current expectations, estimates, projections, beliefs and assumptions and upon information available to the Company as of the date of this press release. Such statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties, assumptions and other factors, many of which are outside the Company's control, that could cause actual results, performance or achievements to differ materially from those expressed or implied by the forward-looking statements.

In particular, the Company's fiscal fourth-quarter 2026 revenue guidance and anticipated quarter-over-quarter growth are based on information currently available to management, including preliminary fiscal third-quarter results that remain subject to completion of the Company's financial closing and review processes. Actual fiscal third-quarter or fiscal fourth-quarter results may differ materially from current expectations as a result of, among other things, final accounting adjustments; the timing, modification, cancellation or fulfillment of customer orders; the timing of product shipments, customer acceptance and revenue recognition; changes in product or customer mix; manufacturing or supply-chain constraints; component availability; customer concentration; changes in customer demand or procurement schedules; delays, modifications or cancellations affecting defense, aerospace or government-related programs; and other developments occurring before the Company finalizes and reports its results. Accordingly, the Company's actual quarter-over-quarter revenue growth may differ materially from the percentage referenced in this press release.

Other risks and uncertainties that could cause actual results to differ materially include, among others: the Company's ability to maintain or increase revenue growth; the Company's dependence on a limited number of significant customers and the absence of long-term purchase commitments from many customers; changes in demand for the Company's products and services or in defense, aerospace, communications and other markets served by the Company; changes in U.S. government spending, procurement priorities, national-security policies or defense programs; delays or disruptions affecting customers, prime contractors, suppliers, manufacturing partners or other participants in the defense and aerospace supply chain; the Company's ability to obtain components and finished goods on commercially reasonable terms and in sufficient quantities; changes in global economic, geopolitical, trade and regulatory conditions, including tariffs, export controls and supply-chain restrictions; the Company's ability to successfully develop, commercialize, manufacture and sell its products and technologies; competition and technological change; the Company's ability to successfully execute its National Security Matters strategy and expand into markets in which it has limited or no operating history; the Company's ability to identify, negotiate, finance, complete and integrate acquisitions and other strategic transactions on anticipated terms or at all; the possibility that anticipated benefits, synergies, revenues, market opportunities or strategic advantages from acquisitions or other initiatives will not be realized or will take longer or cost more to realize than anticipated; the Company's ability to attract and retain customers, employees and other key personnel; the Company's ability to obtain any stockholder, Nasdaq, regulatory or other approvals required in connection with its proposed name change or other corporate or strategic actions; the Company's ability to comply with Nasdaq continued-listing requirements; the Company's ability to raise additional debt or equity capital when needed and on acceptable terms; the potentially dilutive effect of existing or future financings, acquisitions or other issuances of securities; the Company's history of operating losses and negative cash flows; substantial doubt regarding the Company's ability to continue as a going concern and its need for additional liquidity to fund operations and satisfy its obligations; and other risks and uncertainties described in the Company's filings with the Securities and Exchange Commission ("SEC"), including under the heading "Risk Factors" in the Company's most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q and Current Reports on Form 8-K, as well as other reports and documents filed by the Company with the SEC.

The foregoing list of risks and uncertainties is not exhaustive. Readers should carefully consider these risks and uncertainties, together with the other information contained in the Company's filings with the SEC. Forward-looking statements speak only as of the date of this press release, and readers are cautioned not to place undue reliance on such statements. Except as required by applicable law, Mobix Labs undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events, changed circumstances or otherwise.

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Mobix Labs Investor Relations Contacts
Chris Eddy or David Collins
Catalyst IR
[email protected] or 212-924-9800

Source: Mobix Labs, Inc.