Mobix Labs

Mobix Labs supplies connectivity, RF and electromagnetic-interference components for defence, aerospace and other high-reliability systems. Its filtered connectors are shipping into military drones, while its wider portfolio includes EMI modules, optical interconnects and mmWave technology.

Facts

Segment: Electronics And Robotics Components
Country: United States
Founded: 2020
Ticker: MOBX
Website: https://www.mobixlabs.com/

Market context

Mobix is relevant as a component supplier for drone and defense electronics, especially filtered mil-spec connectors, EMI modules, secure communications and acquisition-led expansion into unmanned systems.

Analog Devices - comparable profile - peer: Signal Processing Semiconductors
Twentyfour Industries - comparable profile - peer: Defense Unmanned Systems
Quantum Cyber - comparable profile - peer: Defense Unmanned Systems

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Commercial

1 commercial event; 1 commercial order; latest event 2025-08-28

2025-08-28 - Commercial order - Mobix Labs begins shipping filtered mil-spec connectors for military drone applications - source: investors.mobixlabs.com

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Timeline

2026-07-27 - Market Signal - Mobix Labs board proposes corporate rename to NSM Labs - The legal and public company name remains Mobix Labs until stockholders approve the proposal and the change takes effect. The proposed name reflects a broader strategy spanning defence electronics, drones, autonomous systems, critical minerals and… - source: mobixlabs.gcs-web.com
2026-07-24 - Acquisition - Definitive transaction documents replace the Vision Aerial LOI - The transaction is expected to close in the current quarter. Closing remains subject to financing, stockholder approval and customary conditions. Vision Aerial continues to be treated as an acquisition target until ownership actually transfers. - source: investors.mobixlabs.com
2026-06-04 - Acquisition - Mobix Labs signs binding LOI to acquire Vision Aerial - Mobix Labs signed a binding letter of intent to acquire Vision Aerial, a Montana manufacturer of U.S.-built drones. The proposed acquisition would add complete aircraft and aerial-intelligence capabilities to Mobix's electronics, connectivity, RF and sensing… - source: investors.mobixlabs.com

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Team

Phil Sansone - Chief Executive Officer
Keyvan Samini - President and Chief Financial Officer
Jim Aralis - Chief Technology Officer

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Relations

Vision Aerial - Proposed Acquisition Target - Mobix Labs agreed to acquire Vision Aerial for about $15 million, subject to financing, stockholder approval and closing conditions.

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