| Metric | Value ($ M) | Q2 FY26 | Q3 FY25 |
|---|---|---|---|
| Revenue | 0.79 | 18.6% | 66.4% |
| Total Income | 0.79 | 18.6% | 66.4% |
| Expenditure | 8.14 | 15.3% | 21.9% |
| PBT | -16.79 | 187.0% | 103.0% |
| Net Profit | -16.80 | 187.2% | 103.1% |
| OPM | — | ||
| NPM | — | ||
| EPS | -1.33 | 125.4% | 682.4% |
Mobix Labs Announces Rare Earth Elements Deal and National Security Initiative
14 Aug 2026 · 14 Aug, 1:53 am
Summary
Mobix Labs, Inc. announced a significant strategic move with a definitive agreement to acquire Special Project Delivery, Inc. (SPD), a platform focused on rare earth elements and critical minerals. This acquisition is a key component of Mobix's National Security Matters (NSM) Initiative, aiming to bolster U.S. national security priorities by integrating SPD's upstream resource capabilities into Mobix's existing defense and aerospace solutions. The company provided preliminary guidance, expecting third-quarter revenue between $750,000 and $850,000, and fourth-quarter revenue projected at $1.4 million to $1.8 million. The transaction is an all-stock deal expected to close by the end of 2026.
Key Highlights
- 1
Mobix Labs announced a definitive agreement to acquire Special Project Delivery, Inc. (SPD), a strategic infrastructure platform for rare earth elements and critical minerals.
- 2
The acquisition is a cornerstone in the expansion of Mobix's National Security Matters (NSM) Initiative, broadening its focus to U.S. national security priorities.
- 3
SPD adds an upstream resource and infrastructure layer to the NSM platform, positioning the combined company across the supply chain.
- 4
The transaction is structured as an all-stock deal, not to exceed 4.8 million shares of Mobix common stock, and is expected to close before the end of 2026.
- 5
The Company expects revenue for the third quarter of 2026 to be in the range of $750k - $850k.
- 6
The Company currently expects fiscal fourth quarter revenue of $1.4 to $1.8 million.
Management Comments
Jim Peterson
We are moving decisively to take our NSM initiative from vision to reality. The control and development of strategic domestic mineral rights is fundamental to America’s long-term industrial strength and security, and the SPD platform allows us to hit the ground running.
Philip Sansone
The SPD agreement is a transformational step in our vision to pursue a much larger and strategically important set of interrelated opportunities that are core to domestic national security. SPD provides a highly specialized platform to participate critical mineral and rare earth opportunities that underpin much of our defense technology and national security capabilities. This combination opens Mobix to a much broader total addressable market, creating many new exciting avenues for growth and value creation. Combining the businesses through an all-stock structure lets us efficiently bolt on SPD’s expertise and existing projects, while preserving our capital to build the business. Together we will provide our stockholders exposure to assets that are difficult to assemble and harder to replace.
Paul Singarella
SPD was built on a straightforward conviction: the United States cannot rebuild its defense industrial base on supply chains it does not control. Combining with Mobix unites our platform with a publicly traded defense and dual-use technology company already operating inside the defense and aerospace ecosystems our materials are built to supply.
Informational and educational content only. Not investment advice.