Mobix Labs Reports Q4 2025 Earnings: Revenue Up 54%, Gross Margin Expands to 50%

MOBX
December 18, 2025

Mobix Labs reported its fourth‑quarter and full‑year 2025 results, posting revenue of $9.8 million for the quarter ended September 30, 2025, and $9.8 million for the year, a 54% increase from $6.4 million in fiscal 2024. The jump was driven by strong demand in aerospace, defense, and wireless markets, and by contributions from recent acquisitions.

Gross margin rose to 50.3% in Q4 and is expected to be 50.2%‑50.5% for the full year, up from 39.6% in 2024. The improvement reflects a shift toward higher‑margin products and operational efficiencies, including cost‑control measures that offset the impact of raw‑material price increases.

Operating loss narrowed to $1.2 million in Q4, compared with a $3.5 million loss in the same quarter last year, as revenue growth and margin expansion more than offset higher SG&A spending. Management highlighted that the company is on track to achieve profitability in fiscal 2026.

CEO Phil Sansone said the quarter was a “breakout year” and that the company’s pipeline for 2026 is “powerful.” He noted that while quarterly revenue fluctuated, the overall growth trajectory remains strong, driven by high‑margin contracts and expanding customer base.

The company expects fiscal 2026 revenue to grow further, supported by rising global demand in defense and aerospace and increasing adoption of wireless and sensing technologies. Cash on hand at year‑end is projected to be $3.1 million‑$3.3 million, and the company has a $15.8 million At‑The‑Market offering agreement in place to support future growth.

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