Every material Form 8-K MOBIX LABS, INC has filed with the SEC since October 09, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Mobix Labs notified Vision Aerial on October 14, 2026, that it was terminating their July 24, 2026 merger agreement because the contractual termination date had passed. The company said delays in due diligence and financial reporting, including audit information, meant the deal was not completed within the planned timeframe, and it described the termination as amicable.
Termination notice delivered October 14, 2026, under Section 8.1(c) of the Merger Agreement dated July 24, 2026
The merger agreement had been disclosed in a Form 8-K filed July 29, 2026
Company cited delays in due diligence and financial reporting, including receipt of accounting information needed for the audit
Company said it remains open to future opportunities with Vision Aerial
On October 8, 2026, Mobix Labs held an investor call on its critical minerals strategy, with the transcript furnished as Exhibit 99.1 to this Form 8-K. The company said fiscal fourth-quarter 2026 revenue, which ended September 30, is now expected to come in closer to the high end of its $1.4 million to $1.8 million guidance range, and that growth is expected to continue into fiscal first quarter 2027. The call also covered the planned acquisition of Special Project Delivery, which has agreed to acquire Winner Water Services, and the filing states that each transaction has its own closing conditions and approval requirements.
Fiscal Q4 2026 revenue is expected closer to the high end of the $1.4 million to $1.8 million guidance range, well above the $1.6 million midpoint.
The company said this would represent more than 100% growth quarter over quarter, with substantially higher gross margins.
Winner Water Services has received $53 million in Department of Energy and Department of Defense awards over ten years and is building a $25 million demonstration plant in Alabama, with operations expected no later than Q1 2028.
CEO Phil Sansone said he could envision a $30 to $50 million revenue run rate at this time next year, a forward-looking view rather than formal guidance.
Mobix Labs used an investor presentation about its national security platform initiative on an investor update call on October 8, 2026, and furnished the presentation as Exhibit 99.1 to this 8-K. The filing contains no financial results, guidance, or new financial figures, so it gives shareholders no new numbers to weigh.
Investor update call held October 8, 2026, focused on the national security platform initiative
Investor presentation dated October 8, 2026, furnished as Exhibit 99.1
Filing made under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits)
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