Arxis Q1 Revenue Jumps 21%, Net Income Hits $53M and Initiates 2026 Guidance
ARXS•Arxis posted Q1 revenue of $459M (+21%), net income of $53M versus a $4M loss, and adjusted EBITDA up 31% to $175M, boosting margin 290 bps to 38.2%. It forecast 2026 revenue of $1.86–1.88B (+18%) and adjusted EBITDA of $720–730M (+27%, ~38.8% margin).
1. Q1 Financial Results
For the quarter ended March 31, 2026, Arxis generated $459 million in revenue, a 21% increase year-over-year including 17% organic growth. Net income reached $53 million versus a $4 million loss last year, while adjusted EBITDA rose 31% to $175 million, lifting the margin by 290 basis points to 38.2%.
2. IPO and Balance Sheet Strength
On April 17, 2026, Arxis completed its initial public offering, raising approximately $1.221 billion net of underwriting discounts. The company used $946 million to repay Term Loan B debt and retained remaining proceeds for general corporate purposes, including strategic acquisitions.
3. Acquisition of Micro-Tronics
On January 5, 2026, Arxis acquired Micro-Tronics, a specialist in rubber-to-metal bonded seals and diaphragm assemblies for mission-critical aerospace and defense systems. This acquisition expands Arxis’s engineered components portfolio and supports cross-sell opportunities across its target end markets.
4. 2026 Guidance and Market Outlook
Arxis initiated full-year 2026 guidance with revenue pegged at $1.86–1.88 billion (18% growth) and adjusted EBITDA of $720–730 million (27% growth), implying a 38.8% margin. Management cited robust demand in Defense & Space, Commercial Aerospace, and Industrial Technology as drivers for sustained growth and margin expansion.
