Arxis, Inc · Q2 2026 earnings

Briefing

Arxis, Inc. reported revenue of $500.7 million and a net loss of $4.9 million for the second quarter of 2026.

Arxis, Inc. achieved revenue of $500.7 million in Q2 2026, up 25% year-over-year, driven by strong demand across defense, commercial aerospace, and industrial technology end markets. The company recorded a net loss of $4.9 million primarily due to increased share-based compensation and transaction expenses related to its IPO and reorganization. Gross margin expanded to 52.4% reflecting operational leverage and pricing actions.

• Q2 2026 revenue reached $500.7 million, a 25% increase from $400.4 million in Q2 2025, with organic growth of 21%.
• Electronic Components segment revenue was $214.8 million and Mechanical Components was $285.9 million.
• Net loss of $4.9 million included significant share-based compensation and IPO-related costs; operating income was $32.7 million.
• Cash and cash equivalents stood at $494.7 million after the IPO, with free cash flow of $152.1 million for the first half of 2026.

Headline financials

Revenue & EPS history

Demand across end markets remained strong, supported by U.S. and allied defense spending, commercial aerospace production, and industrial technology investments.