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Mobix Labs, Inc. (MOBX)

Nasdaq: MOBX · Semiconductors & Related Devices · Irvine, CA · filing with the SEC since 2021
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Grade3.4
◀ Past 3.7● Present 2.5▶ Future 4.3
2 est.
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The grade of Mobix Labs, Inc.

Nine metrics read from its own filings, by tense
Headline grade
3.4/10
◀ Past3.730% of the headline
● Present2.540% of the headline
▶ Future4.330% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 7 read as filed from the record and 2 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

3.7/1030% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
0.7/10

Has it survived what it has been through?

16 warning events since 2021; the latest 2026-08-14.

weight 33% of this tense · 7th percentile among 99 sector filers · read for itself

From the record

Mobix Labs, Inc.'s filings since 2021 show 16 warning events of 3 kinds: a notice about its exchange listing (8-K item 3.01, 8 times, the latest 2025-10-30); an auditor change (8-K item 4.01, the latest 2023-12-28); a late-report notice (Form NT 10-K or NT 10-Q, 7 times, the latest 2026-08-14) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.4/10

What has it actually done, year after year?

+184.4% a year over 3 filed years; profitable in 0 of 3.

weight 45% of this tense · 74th percentile among 93 sector filers · read for its customers

From the record

Mobix Labs, Inc.'s 3 filed years say what it did: revenue went from $1 million in fiscal 2023 to $10 million in fiscal 2025, up 184.4% a year; it rose in 2 of 2 years; it never fell from a peak; net income was positive in 0 of 3 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span184.4%top 2% of its family
  • the share of years revenue rosetop 6% of its family
  • the share of filed years with a profitbottom 10% of its family
  • the deepest fall from a revenue peak0.0%top 6% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
0.7/10

How has it treated the people who own it?

SI estimate 0.7/10, confidence 35 of 100 (one part).

weight 22% of this tense · 7th percentile among 94 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the share count over the years, which ranks in the bottom 7% of 94 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
one part: the share count over the years, the one part on file, ranked among 94 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Mobix Labs, Inc.'s shareholder treatment is put at 0.7 of 10 with a confidence of 35 of 100, because read from one part only, the share count over the years, which ranks in the bottom 7% of 94 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

2.5/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
1.5/10

Is it financially healthy right now?

Leverage 101%: owes 101¢ per asset dollar.

weight 45% of this tense · 15th percentile among 95 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-09-30, Mobix Labs, Inc.'s shareholders' equity was below zero, so the profit on it is not read, and gross profitability: its products earned about 13 cents per dollar of everything the company owns. Leverage: it owed about 101 cents per dollar of assets, and net share issuance: its share count grew 54.2% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 6% of its family
  • gross profit against assetsbottom 31% of its family
  • the share count against the year beforebottom 9% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
3.8/10

How strong is its position in its industry?

bottom 38% of 97 in its family; net margin -465.4%.

weight 33% of this tense · 38th percentile among 97 sector filers · read for its customers

From the record

Mobix Labs, Inc.'s standing among 97 graded names in its industry family: revenue of $10 million in fiscal 2025 ranks in the bottom 9% by size; a net margin of -465.4% ranks in the bottom 8%; revenue growth of 184.4% a year over the last 2 filed years ranks in the top 4% (its annual reports).

What it rests on

  • revenue against the family$9.9Mbottom 9% of its family
  • net margin-465.4%bottom 8% of its family
  • three-year revenue growth184.4%top 4% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
2.4/10

What are the people in charge doing?

bottom 24% of 67 in its family for leadership; chief executive since 2025.

weight 22% of this tense · 24th percentile among 67 sector filers · read for its shareholders

From the record

Mobix Labs, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Sansone, Philip (Chief Executive Officer, as filed), filing under that title since 2025-05-12, 1.5 years (bottom 25% of its family); most of the 9 officers and directors filing now have filed since the record of its people begins (2023-12-21), a floor of 2.9 years the record cannot see past, so that part is not read; 7 officer or director changes were reported on Form 8-K since 2023-11-13, against the 9 people in charge now (bottom 23%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge7 in three years among 9 peoplebottom 23% of its family
  • the chief executive's years on the record1.5 yearsbottom 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.3/1030% of the headline grade · 2 of 3 filed, 1 estimated

Room to expand

as filed
4.0/10

How much room does it have to grow?

bottom 40% of 94 in its family for room to expand.

weight 45% of this tense · 40th percentile among 94 sector filers · read for itself

From the record

Mobix Labs, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $3 million against debt of $6 million leaves -7.8% of its assets as net cash, bottom 21% of its family; cash from operations less capital spending is -102.3% of revenue (bottom 11%); a gross margin of 50.5% (top 36%); research spending of 24.4% of revenue (top 36%) (its annual report).

What it rests on

  • cash less debt against assets-7.8%bottom 21% of its family
  • cash from operations less capital spending against revenue-102.3%bottom 11% of its family
  • gross margin50.5%top 36% of its family
  • research spending against revenue24.4%top 36% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
4.1/10

What could actually drive growth from here?

bottom 41% of 93 in its family for growth drivers.

weight 33% of this tense · 41st percentile among 93 sector filers · read for its customers

From the record

Mobix Labs, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 184.4% a year over the last three filed years against 184.4% over all 3, speeding up (top 28% of its family); the newest year grew 53.9% (top 16%); research spending grew -53.2% a year (bottom 2%); capital spending grew -40.9% a year (bottom 6%) (its annual reports). Mobix Labs, Inc. reported 2 product lines in fiscal 2025: Product at $6 million (61%), Service at $4 million (40%); 2 of 2 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span+0.0 points a yeartop 28% of its family
  • the newest year's revenue growth53.9%top 16% of its family
  • three-year growth of research spending-53.2%bottom 2% of its family
  • three-year growth of capital spending-40.9%bottom 6% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

SI estimate
5.2/10

Did its newest year beat what its own record pointed to?

SI estimate 5.2/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 88 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 88 members with one.
What the record cannot read
The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change.
How it was reasoned
family median, 88 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Mobix Labs, Inc.'s expectations vs reality is put at 5.2 of 10 with a confidence of 20 of 100, because the record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 88 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton MOBX · research, not advice