Arxis Q3 Revenue Up 36% to $564M; FY26 Guidance Raised, FY27 Introduced
ARXS sits 60% above its 52-week low of $33.15.
Summary
Arxis reported Q3 revenue of $564 million (+36%, 29% organic) and net income of $84 million, then raised 2026 guidance and introduced 2027 guidance well above 2026 levels.
Updates
· Reuters — Arxis reported Q3 2026 diluted adjusted EPS of $0.37.
Key Events · Earnings and Guidance · ARXS
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Q3 Revenue Jumps 36% to $564M
Revenue of $564 million rose 36% year-over-year, including 29% organic growth, with strength across Industrial Technology, Defense & Space and Commercial Aerospace.
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Net Income Swings to $84M
Net income of $84 million (14.8% margin) versus a $10 million loss a year ago; diluted EPS was $0.20 and Adjusted EBITDA rose 67% to $256 million at a 45.4% margin.
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FY2026 Guidance Raised
Revenue guidance lifted to $2,050-$2,070 million (+$90 million at midpoint) and Adjusted EBITDA to $855-$865 million (+$65 million), a 5% and 8% increase respectively.
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FY2027 Guidance Introduced
2027 revenue of $2,400-$2,500 million (17%-21% growth, 10%-15% organic) and Adjusted EBITDA of $1,010-$1,060 million, with margins of 42.1%-42.4% after 20-30 bps of acquisition dilution.
Analysis · ARXS · Manufacturing
Arxis beat its own trajectory on every line: revenue rose 36% to $564 million with 29% of that organic, net income swung to $84 million from a $10 million loss, and Adjusted EBITDA jumped 67% to $256 million at a 45.4% margin. Management then raised full-year 2026 revenue guidance by $90 million at the midpoint and introduced 2027 guidance calling for 17%-21% revenue growth and $1.01-$1.06 billion of Adjusted EBITDA. For a company that just completed six acquisitions this year, the organic growth number is the key proof point that the roll-up is compounding rather than just buying revenue. The main caveat is that 2027 margin guidance embeds 20-30 bps of dilution from the 2026 deals, and share-based compensation of $31 million in the quarter remains a real cost below the Adjusted EBITDA line.
How filings like this one have moved
In the 30 days to Oct 29, 2026, 39% of the 991 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.56%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, ARXS was trading at $52.99 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $23.3B. The 52-week trading range was $33.15 to $61.50. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.