Core Insights - Mobix Labs, Inc. has secured a production contract to deliver custom EMI filter modules for enhancing secure communications on U.S. Navy vessels [1][2] - The technology has been designed, tested, and certified in partnership with a prime U.S. Navy contractor, addressing vulnerabilities in shipboard communications [2][3] - The Navy's modernization efforts, with a FY2026 budget request of $292.2 billion, create growth opportunities for Mobix Labs as their technology ensures clean data transmission [4] Company Overview - Mobix Labs is a fabless semiconductor company based in Irvine, California, specializing in advanced connectivity solutions for various high-reliability markets including aerospace, defense, and medical applications [5] - The company focuses on electromagnetic interference (EMI) solutions, ensuring high performance and reliability in demanding environments [5] Product Impact - The custom EMI filter modules provide secure, reliable communications by eliminating high-frequency noise and protecting mission-critical systems from external threats [7] - The modules are designed for drop-in compatibility, allowing for rapid deployment into existing shipboard systems [7]

Core Insights - Mobix Labs, Inc. has secured design wins and is shipping advanced Filtered Mil-Spec Circular Connectors with Pi Filtering for next-generation military drone platforms [1][4] - The connectors are designed to eliminate high-frequency noise, ensuring secure communications in harsh electronic warfare environments [2][4] - Military drones are increasingly vital for armed forces, providing essential capabilities in navigation, targeting, and payload delivery [3] Company Overview - Mobix Labs is a fabless semiconductor company based in Irvine, California, specializing in advanced connectivity solutions for various high-reliability markets, including aerospace and defense [5] - The company focuses on electromagnetic interference (EMI) solutions, ensuring high performance and reliability in demanding environments [5] Industry Context - Military drone platforms are crucial assets for modern defense strategies, enhancing tactical and strategic advantages [4] - The integration of advanced connector solutions supports secure communications and mission-critical precision in military applications [4][3]

Core Insights - Mobix Labs, Inc. is collaborating with a national railroad carrier to develop next-generation safety technologies for the rail industry, focusing on AI-powered multi-sensor systems for monitoring rail ties [1][2][4] - The initiative aims to reduce maintenance costs, extend the lifecycle of rail ties, and enhance rail safety through continuous monitoring and classification [4][5] Company Overview - Mobix Labs is a fabless semiconductor company based in Irvine, California, specializing in advanced wireless and wired connectivity solutions for various high-reliability markets, including aerospace, defense, and 5G [5] - The company is known for its expertise in electromagnetic interference (EMI) solutions and high-performance technologies for demanding applications [5] Industry Context - The U.S. rail network consists of 140,000 miles of track supported by over 450 million rail ties, with approximately 16 million ties replaced annually [4] - The collaboration with the railroad carrier represents a significant step in modernizing rail maintenance practices and improving safety through advanced sensing and AI technologies [5]

Core Insights - Mobix Labs, Inc. is collaborating with a national railroad carrier to develop next-generation safety technologies for the rail industry, focusing on AI-powered multi-sensor systems for monitoring rail ties [1][2][4] Group 1: Technology Development - The initiative involves designing a sensor array to be mounted on slow-moving track vehicles to capture detailed data on wooden rail ties and rail beds [2] - The collected data will be analyzed using proprietary algorithms and AI models to classify the health of each rail tie under various conditions [2][3] - The current phase aims to identify the most effective sensor configuration and AI approach for broader deployment, with a goal of delivering a self-contained, train-mounted solution [3] Group 2: Industry Impact - The U.S. rail network consists of 140,000 miles of track supported by over 450 million rail ties, with approximately 16 million ties replaced annually [4] - Continuous monitoring and classification of rail ties through Mobix Labs' technology is expected to reduce maintenance costs, extend tie lifecycles, and enhance rail safety [4] - The collaboration is seen as a significant step in modernizing rail maintenance practices and improving safety across the rail industry [5]

Core Insights - Mobix Labs achieved record adjusted gross margins of 60.6%, significantly up from 42.7% in the previous quarter and 40.3% year-over-year, indicating a strong shift towards higher-margin products and improved operational efficiency [5][11] - The company reported adjusted gross profit of $1.42 million for Q3 2025, reflecting a 32.7% increase from $1.07 million in the prior quarter and a 71.1% increase from $0.83 million year-over-year [5][11] - Year-over-year revenue growth reached $2.35 million, a 14.2% increase compared to $2.06 million in Q3 2024, demonstrating strong demand despite shipment timing variances [5][11] - The adjusted loss from operations improved to $1.17 million, a 64.2% reduction from the $3.27 million loss in the prior quarter [5][11] - For the first nine months of fiscal 2025, adjusted gross profit surged to $4.21 million, up 239.5% from $1.24 million in the same period last year, with adjusted gross margin expanding to 52.4% from 35.6% [5][11] Recent Business Highlights - The integration of RaGE Systems is enabling Mobix Labs to deliver faster, turnkey solutions, enhancing its position in aerospace and defense markets [5] - The company has expanded its relationships with top-tier defense contractors, positioning itself for multi-year program opportunities [5] - Mobix Labs announced an unsolicited proposal to acquire Peraso, Inc. at a 20% premium to its 30-day average share price, indicating a strategic commitment to market expansion and revenue growth [5] - The ongoing focus on expanding product offerings in RF/mmWave, EMI filtering, and next-generation connectivity is creating a robust pipeline for high-margin solutions in emerging 5G, aerospace, and defense applications [5]

As filed with the Securities and Exchange Commission on August 6, 2025 Registration No. 333-287493 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER (Address, including zip code, and telephone number, including area code, of agent for service) (State or other jurisdiction of Incorporation or organization) (Primary Standard Industrial Classification Code Number) THE SECURITIES ACT OF 1933 Delaware 3674 98-1591717 (IRS Employer Ide ...

Registration No. 333-287493 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 As filed with the Securities and Exchange Commission on August 6, 2025 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 MOBIX LABS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of Incorporation or organization) (Primary Standard Industrial Classification Code Number) Delaware 3674 98-1591717 (IRS Employer Identification Number) 1 V ...

Core Insights - Mobix Labs Inc. will participate in the 2025 Leidos Supplier Innovation & Technology Symposium on August 7, 2025, in Washington, D.C. [1] - The company's wireless division, RaGE Systems, will showcase innovations in RF and wireless technologies, including millimeter-wave sensor development and advanced communication solutions [2][4] - The symposium serves as a platform for collaboration between Leidos technology leaders and strategic suppliers, highlighting advancements in defense and commercial technologies [3] Company Overview - Mobix Labs is a U.S.-based supplier of advanced connectivity solutions targeting aerospace, defense, AI, and 5G infrastructure markets [9] - The company specializes in performance-critical RF, optical, and electromagnetic interference interconnect technologies through proprietary semiconductor IP and vertically integrated manufacturing [9]

Core Insights - Mobix Labs, Inc. is entering a new growth phase with a leadership transition as Fabian Battaglia retires as CEO and Phil Sansone takes over [1][2][4] - The company has expanded its presence in critical sectors such as defense, military, aerospace, and high-speed wireless communication under Battaglia's leadership [2][3] Leadership Transition - Fabian Battaglia, co-founder and CEO, will retire effective July 25, 2025, but will remain as a senior advisor [1][2] - Phil Sansone, who has been Interim CEO since April 2025, has been appointed as the new CEO [1][4] - Sansone has over 30 years of experience in the semiconductor industry and has previously held senior roles at Microsemi, MaxLinear, and Avnet [5][6] Company Growth and Strategy - Under Battaglia's leadership, Mobix transitioned from a startup to a publicly traded company on Nasdaq, focusing on advanced communication technologies [2] - The company has secured key orders in military and defense sectors, enhancing its footprint in these critical markets [6] - Sansone aims to deliver transformative solutions and exceptional value to shareholders as the company enters its next growth phase [4][5] Company Overview - Mobix Labs designs and supplies advanced connectivity solutions for high-growth sectors, including aerospace, defense, wireless, medical, industrial, and automotive markets [7][12] - The company is headquartered in Irvine, California, and offers products such as mmWave RF modules, EMI filters, and optical interconnects [7][12]

[First Quarter 2025 Financial Results](index=1&type=section&id=First%20Quarter%202025%20Financial%20Results) [Financial and Business Highlights](index=1&type=section&id=Financial%20and%20Business%20Highlights) Mobix Labs reported strong Q1 2025 results with revenue surging 11-fold to $3.17 million and adjusted operating losses improving for the fourth consecutive quarter | Metric | Value | | :--- | :--- | | Revenue | $3.17 million | | Adjusted Gross Margin | 54.1% | | Adjusted Loss from Operations | $2.5 million | - Revenue growth increased **11-fold** compared to the same fiscal quarter last year, demonstrating an exceptional growth trajectory[2](index=2&type=chunk) - The company achieved its fourth consecutive quarter of reduced operating losses, with the adjusted loss from operations improving by **28.9%** from the prior fiscal quarter[2](index=2&type=chunk)[6](index=6&type=chunk) - Recent operational achievements include integrating newly acquired companies, strengthening ties with aerospace and defense customers, and expanding research collaborations for next-generation technologies[6](index=6&type=chunk) [Financial Statements](index=4&type=section&id=Financial%20Statements) The company's Q1 2025 financial statements show substantial revenue growth to $3.17 million, improved GAAP operating loss, and a stockholders' deficit of $(3.0) million [Condensed Consolidated Statements of Operations](index=4&type=section&id=Condensed%20Consolidated%20Statements%20of%20Operations) Mobix Labs reported Q1 2025 net revenue of $3.17 million, a positive gross profit, and a GAAP net loss of $(19.8) million | Metric (in thousands) | Q1 2025 | Q1 2024 | YoY Change | | :--- | :--- | :--- | :--- | | Net revenue | $3,169 | $285 | 1011.9% | | Gross profit | $1,687 | $(44) | nm | | Loss from operations | $(14,630) | $(17,269) | -15.3% | | Net income (loss) | $(19,839) | $935 | nm | | Basic EPS | $(0.52) | $0.04 | nm | - Research and development expenses saw a significant year-over-year decrease of **60.9%** to **$611 thousand**[12](index=12&type=chunk) - Selling, general and administrative expenses remained relatively stable, increasing by only **0.3%** to **$15.7 million** compared to the prior year[12](index=12&type=chunk) [Condensed Consolidated Balance Sheets](index=6&type=section&id=Condensed%20Consolidated%20Balance%20Sheets) As of December 31, 2024, Mobix Labs reported total assets of $37.3 million, increased total liabilities of $40.3 million, and a stockholders' deficit of $(3.0) million | Metric (in thousands) | Dec 31, 2024 | Sep 30, 2024 | | :--- | :--- | :--- | | Total Assets | $37,271 | $39,088 | | Total Liabilities | $40,310 | $33,558 | | Total stockholders' equity (deficit) | $(3,039) | $5,530 | - The company held **$405 thousand** in cash at the end of the quarter[16](index=16&type=chunk) - Current liabilities of **$28.4 million** significantly exceeded current assets of **$3.8 million** as of December 31, 2024[16](index=16&type=chunk) [Non-GAAP Financial Measures](index=1&type=section&id=Non-GAAP%20Financial%20Measures) Mobix Labs utilizes non-GAAP measures like Adjusted Gross Profit and Adjusted Loss from Operations to provide a clearer view of core business performance, showing improved profitability in Q1 2025 - The company provides non-GAAP financial measures to offer more transparency into business trends, excluding effects of non-cash expenses and acquisition-related charges[3](index=3&type=chunk) Reconciliation to Adjusted Loss from Operations | Reconciliation to Adjusted Loss from Operations (in thousands) | Q1 2025 | Q1 2024 | | :--- | :--- | :--- | | GAAP loss from operations | $(14,630) | $(17,269) | | Stock-based compensation expense | $9,802 | $12,705 | | Merger & acquisition- related expenses | $1,646 | $117 | | **Adjusted loss from operations** | **$(2,588)** | **$(4,097)** | Reconciliation to Adjusted Gross Profit | Reconciliation to Adjusted Gross Profit (in thousands) | Q1 2025 | Q1 2024 | | :--- | :--- | :--- | | GAAP gross profit | $1,687 | $(44) | | **Adjusted Gross Profit** | **$1,715** | **$24** | | **Adjusted Gross Margin %** | **54.1%** | **8.4%** | [Company Overview and Outlook](index=3&type=section&id=Company%20Overview%20and%20Outlook) Mobix Labs specializes in advanced wireless and wired connectivity components, targeting diverse markets, with a growth strategy focused on strategic acquisitions and product portfolio expansion - The company designs, develops, and sells components and systems for advanced wireless (RF, mmWave 5G) and wired connectivity (EMI filtering)[9](index=9&type=chunk) - Key target markets include consumer, commercial, industrial, automotive, medical, aerospace, and defense[9](index=9&type=chunk) - The company's growth strategy includes pursuing acquisitions of companies with existing revenue and technologies that can accelerate its market position[9](index=9&type=chunk) [Conference Call Information](index=2&type=section&id=Conference%20Call%20Information) Mobix Labs will host a conference call and webcast on Tuesday, February 18, 2025, at 2:00 PM Pacific Time to discuss its Q1 2025 financial results Conference Call Details | Detail | Information | | :--- | :--- | | Event | First Quarter 2025 Earnings Call | | Date | Tuesday, February 18, 2025 | | Time | 2:00pm Pacific Time / 5:00pm Eastern Time | | Webcast | Available on the Company's investor relations website |