
Arxis, Inc. (ARXS) Q1 2026 Earnings Call Transcript
Arxis, Inc. (ARXS) is a leading biotechnology firm dedicated to pioneering advanced therapeutics for complex diseases. The company has a strong focus on research and development, channeling resources into its innovative drug pipeline that addresses both rare and widespread medical conditions. By fostering collaborative partnerships and engaging in robust clinical programs, Arxis is committed to enhancing patient outcomes. As it advances through various clinical trial phases, Arxis is strategically positioned for significant growth, presenting compelling value creation opportunities for institutional investors in the evolving biotech landscape.
| Revenue (TTM) | $1.67B |
| Gross Profit (TTM) | $827.39M |
| EBITDA | $533.53M |
| Operating Margin | 24.20% |
| Return on Equity | 1.51% |
| Return on Assets | 2.89% |
| Revenue/Share (TTM) | $4.07 |
| Book Value | $7.76 |
| Price-to-Book | 5.80 |
| Price-to-Sales (TTM) | 10.53 |
| EV/Revenue | 12.46 |
| EV/EBITDA | 56.86 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 20.70% |
| Shares Outstanding | $69.66M |
| Float | $66.81M |
| % Insiders | 4.03% |
| % Institutions | 21.56% |

Arxis, Inc. (ARXS) Q1 2026 Earnings Call Transcript

BLOOMFIELD, Conn., June 2, 2026 /PRNewswire/ -- Arxis, Inc. (NASDAQ: ARXS) (the "Company" or "Arxis"), a publicly-traded industrial compounder formed in partnership with Arcline Investment Management ("Arcline"), today announced it has entered into a definitive agreement to acquire Omnetics Connector Corporation ("Omnetics"), a leading designer and manufacturer of proprietary high-reliability Micro-D-Sub and Nano-D-Sub connectors and interconnect assemblies used in critical defense and space, commercial aerospace, and medical applications.

Arxis NASDAQ: ARXS reported a strong first quarter in its first earnings call as a public company, with management pointing to broad-based growth across defense and space, commercial aerospace and industrial technology, as well as a strengthened balance sheet following its initial public offering.

BLOOMFIELD, Conn., May 27, 2026 /PRNewswire/ -- Arxis, Inc. (NASDAQ: ARXS) (the "Company" or "Arxis"), a leading designer and manufacturer of proprietary, mission-critical electronic and mechanical engineered components, today reported financial results for the first quarter ended March 31, 2026.

BLOOMFIELD, Conn., May 14, 2026 /PRNewswire/ -- Arxis, Inc. (NASDAQ: ARXS) today announced that it will release its financial results for the first quarter of 2026 after the market closes on Wednesday, May 27, 2026.

Cheap space stocks used to sell under 4 times sales. Today, the cheapest space stocks cost more than 10x sales.

Arxis surged 39% on its IPO debut, reflecting strong investor appetite for its roll-up strategy in mission-critical aerospace components. ARXS now trades at a $17 billion valuation, equating to 10x sales and EBITDA multiples in the thirties, despite not matching peer margins. The business model mirrors TransDigm and Loar, leveraging acquisitions, pricing power, and operational efficiencies to drive growth and premium multiples.

Aerospace and defense parts maker Arxis' shares surged nearly 36% in their Nasdaq debut on Thursday, signaling growing appetite for defense and industrial listings as geopolitical tensions escalate.

Aerospace parts maker Arxis said on Wednesday it raised $1.13 billion in its U.S. initial public offering after pricing shares at $28 each.

BLOOMFIELD, Conn., April 15, 2026 /PRNewswire/ -- Arxis, Inc. ("Arxis"), a portfolio company of Arcline Investment Management and a leading designer and manufacturer of proprietary, mission-critical electronic and mechanical engineered components, announced today the pricing of its upsized initial public offering of 40,500,000 shares of Class A common stock (the "Shares"), offered by Arxis at a public offering price of $28.00 per share.