Mobix Labs expects fiscal Q4 revenue near high end of guidance, above $1.6 million midpoint
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.
Key points
- 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.
The filing
Written by AI on Nov 9, 2026, 11:44 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 16, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.