Filing Flows › Arxis (ARXS) › Q3 2026 › vs Q3 2025
Arxis (ARXS) Q3 2026 vs Q3 2025 (year over year)
Arxis's revenue rose $149M (+36%) from $415M in Q3 2025 to $564M in Q3 2026. Gross margin 54.3% against 49.2% (+5.0 pts).
Arxis, Q3 2026: revenue $564M (+36% year over year), operating margin 23.7%, net earnings $83.7M, operating cash flow $169M. The chart draws each line against Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Gross margin | 54.3% | 49.2% | +5.0 pts |
| Operating margin | 23.7% | 22.2% | +1.5 pts |
| Net margin | 14.8% | -2.4% | +17.3 pts |
| Free cash flow margin | 26.5% | 16.6% | +9.9 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Revenue | $564M | $415M | $149M | +36% |
| Gross profit | $306M | $204M | $102M | +50% |
| Cost of revenue | $258M | $211M | $47.4M | +22% |
| Operating profit | $133M | $92.1M | $41.3M | +45% |
| Operating expenses | $173M | $112M | $60.4M | +54% |
| Pre-tax earnings | $120M | $44.8M | $74.9M | +167% |
| Other expense, net | $13.7M | $47.3M | −$33.6M | -71% |
| SG&A | $132M | $77.3M | $54.7M | +71% |
| Other operating costs | $40.7M | $35.0M | $5.7M | +16% |
| Net earnings | $83.7M | −$10.1M | $93.8M | — |
| Income tax | $36.0M | $54.9M | −$18.9M | -34% |
| Depreciation & amortization | $57.4M | $50.5M | $6.9M | +14% |
| Share-based compensation | $31.2M | $4.8M | $26.4M | +551% |
| Working capital & other | $3.2M | −$32.4M | $35.6M | — |
| Operating cash flow | $169M | $77.7M | $91.5M | +118% |
| Free cash flow (OCF − capex) | $150M | $68.8M | $80.8M | +117% |
| Capital expenditures | $19.5M | $8.8M | $10.7M | +121% |
Questions
How much did Arxis's revenue grow year over year in Q3 2026?
Arxis's revenue rose $149M (+36%) from $415M in Q3 2025 to $564M in Q3 2026. Gross margin 54.3% against 49.2% (+5.0 pts).