Filing Flows

Filing Flows › Technology › Mobix Labs (MOBX)

Mobix Labs (MOBX) earnings and revenue breakdown

Latest: Q3 FY26 · 10-Q filed Aug 18, 2026 · Mobix Labs (MOBX) Q3 FY26 earnings results →

Q3 FY26 Revenue down 66% year over year to $789K · operating margin -932.1%

Mobix Labs made $789K in Q3 FY26 (-66% Y/Y): Product $529K, Service $260K. Operating margin -932.1%, net loss $16.8M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 18, 2026.

Revenue$789K
Year over year-66%
Operating margin-932.1%
Net earnings−$16.8M
Operating cash flow−$5.7M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $789K in Q3 FY26, down 66% year over year and down 19% from the previous quarter. Product was the largest line at 67% of revenue. Product lost $1.0M year over year (down 65%), 62% of the total change.

Gross margin was 12.9%, down 44.5 points from Q3 FY25. Operating costs exceeded revenue by $7.4M, an operating margin of -932.1%. Operating expenses fell 21% while revenue fell 66%. The quarter ended with a net loss of $16.8M, wider than the previous quarter's $5.9M loss. Net interest and other expense of $9.4M was the main reason.

Operating cash flow was −$5.7M. Non-cash charges added back $437K of depreciation and amortization and $2.4M of share-based compensation. Working capital and other items added $8.3M.

Quarterly history

Mobix Labs revenue by quarterMobix Labs revenue by quarter$3.0MQ4 FY24$2.5MQ2 FY25$2.4MQ3 FY25$1.9MQ4 FY25$1.9MQ1 FY26$970KQ2 FY26$789KQ3 FY26
Mobix Labs net earnings by quarterMobix Labs net earnings by quarter−$11.5MQ4 FY24−$2.3MQ2 FY25−$8.3MQ3 FY25−$15.7MQ4 FY25−$10.1MQ1 FY26−$5.9MQ2 FY26−$16.8MQ3 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 FY2610-QAug 18, 2026$789K-66%-932.1%−$16.8M−$5.7M
Q2 FY2610-QMay 20, 2026$970K-61%-627.9%−$5.9M−$4.3M
Q1 FY2610-QFeb 12, 2026$1.9M-41%-471.1%−$10.1M−$4.8M
Q4 FY2510-KJan 13, 2026$1.9M-36%-380.7%−$15.7M−$4.5M
Q3 FY2510-QAug 13, 2025$2.4M+14%-343.4%−$8.3M−$4.1M
Q2 FY2510-QMay 15, 2025$2.5M+119%-311.7%−$2.3M−$586K
Q4 FY2410-KDec 26, 2024$3.0M+582%-379.7%−$11.5M−$3.6M

Charts

Mobix Labs: revenue growth, year over year and quarter over quarterMobix Labs: revenue growth, year over year and quarter over quarterY/YQ/Q+400%Q4 FY24+119%-15%Q2 FY25+14%-6%Q3 FY25-36%-20%Q4 FY25-41%0%Q1 FY26-61%-48%Q2 FY26-66%-19%Q3 FY26
Latest (Q3 FY26): Y/Y -66%, Q/Q -19%.
Mobix Labs: where the cash came from (+) and went (−), TTM to Q3 FY26Mobix Labs: where the cash came from (+) and went (−), TTM to Q3 FY26Other financing$22.3MOperating cash flow−$19.2MNet borrowing (+) / repaid (−)−$3.4MShares issued$2.3MCash drawn (+) / kept (−)−$1.9MCapital spending−$19K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Mobix Labs: profit against cash, quarter by quarterMobix Labs: profit against cash, quarter by quarterNet incomeOperating cash flow−$11.5M−$3.6MQ4 FY24−$19.8M−$930KQ1 FY25−$2.3M−$586KQ2 FY25−$8.3M−$4.1MQ3 FY25−$15.7M−$4.5MQ4 FY25−$10.1M−$4.8MQ1 FY26−$5.9M−$4.3MQ2 FY26−$16.8M−$5.7MQ3 FY26
Latest (Q3 FY26): Net income −$16.8M, Operating cash flow −$5.7M.
Mobix Labs: diluted shares by fiscal yearMobix Labs: diluted shares by fiscal year15MFY233MFY245MFY25
-68.9% since FY23: buybacks shrank the count.
Mobix Labs in its industry: growth against margin (80 companies, SIC 3674)Mobix Labs in its industry: growth against margin (80 companies, SIC 3674)revenue growth, year over year →↑ operating marginmedian +36%median 11%NVDAMUAVGOINTCAMDAMATTXNADINXPIMRVLAMKRONMCHPQARMFSLRMPWRNXTSWKSQorvo, Inc.UCTTALABPENGCRUSDIODCRDOVIAVMTSIOSISSMTCKLICARRYICHRSEDGSITMSYNAENPHLSCCIPGPFORMALGMAAOITESLABRMBSMXLPLABSHLSCBRSAOSLSkyWater Technology, LLCWOLFPOWINLSTAMBALASRAXTIINDIMXAMBQFTCIAIPTYGOLPTHMRAMNVTSKOPNBZAIGUERLEDSGSITNVECSODIQUIKPRSOGCTSALMUASTIIPWRMOBX (-66%, -100%)
Semiconductors & Related Devices; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

Loading the interactive chart…

🌏Named in Asian annual reportsinteractive

Loading the interactive chart…

🔄Rotation against the market and its industry (RRG)interactive

Loading the interactive chart…

🔍Earnings qualityinteractive

Loading the interactive chart…

⚖️Fair value by methodinteractive

Loading the interactive chart…

🔭Outlook & guidanceinteractive

Loading the interactive chart…

📈Investments: gains and what it boughtinteractive

Loading the interactive chart…

🏭Its industry’s money flow (input-output)interactive

Loading the interactive chart…

Customers and suppliers named in filings

Sells to

About Mobix Labs

Based in Irvine, California, Mobix Labs designs, develops and sells components and systems for advanced wireless and wired connectivity, radio frequency (“RF”), switching and electromagnetic interference (“EMI”) filtering technologies. Our solutions are used in the defense, aerospace, commercial, industrial and other markets. To enhance our product portfolio, we also intend to pursue acquisitions of companies with existing revenue which can be scaled, and which possess technologies that accelerate the speed, accessibility, and efficiency of disruptive or more efficient communications solutions, and which will also allow us to expand into strategically aligned industries.

In its own words, from its 10-K, filed Jan 13, 2026.

Mobix Labs against its Semiconductors & Related Devices peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -66% against the peers' median +40%. Operating margin: -932.1% against the peers' median 40.1%.

CompanyQuarterRevenueY/YOp. margin
MOBX Mobix LabsQ3 FY26$789K-66%-932.1%
NVDA NVIDIAQ2 FY27$96.2B+106%66.2%
MU Micron TechnologyQ4 FY26$54.2B+379%80.7%
AVGO BroadcomQ3 FY26$29.6B+86%53.9%
INTC IntelQ3 2026$16.5B+21%15.3%
AMD Advanced Micro DevicesQ3 2026$13.4B+45%21.2%
AMAT Applied MaterialsQ3 FY26$9.1B+25%33.7%
TXN Texas InstrumentsQ3 2026$6.1B+28%47.5%
ADI Analog DevicesQ3 FY26$4.0B+40%40.1%

Source: Mobix Labs 10-Q on SEC EDGAR · CIK 1855467 · Semiconductors & Related Devices

13F: who owns MOBX and who is buying

Largest holders of MOBX (13F)Largest holders of MOBX (13F)Vanguard Capital Management LLC$964KJane Street Group, LLC$338KGeode Capital Management, LLC$235KUBS Group AG$195KCorient Private Wealth LLC$185KVanguard Capital Wealth Advisors$173KState Street$111KVanguard Fiduciary Trust$109KBlackRock$71KVirtu Financial LLC$69K
Funds' net buying of MOBX by quarter (13F)Funds' net buying of MOBX by quarter (13F)$1K2026-03$3.0M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on MOBX

History

Every quarter: Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results · Q4 FY24 results

Compare MOBX with

中文版:Mobix Labs(MOBX)财报

Español · Français