ARXIS INC (ARXS)
NASDAQIndustrialsAerospace & DefenseSnapshot 2026-07-07
$42.49-8.94%
Close 2026-07-07 · 1-day change
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Track ARXS free→Warn: Management is running behind on a stated commitment.
Arxis grows by buying companies like MagCanica. It aims for $1.87 billion revenue in 2026. Profit should be near $720 million EBITDA. The company is profitable and expanding.
Arxis may fail to grow revenue or profit as planned. Acquisitions might not add value. Market headwinds could hurt sales and margins.
The price is about 6% below our fair value of $45. The market expects steady performance in line with guidance.
Breaks if: No meaningful acquisitions completed or integration fails
Expand product portfolio and market presence by acquiring complementary companies, such as MagCanica Inc.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Newly stated in 2026-Q1. The acquisition of MagCanica Inc. was completed in June 2026, expanding the Company's Electronic Components segment. This is a new strategic growth initiative with no prior quarters stating this priority.
“Completed acquisition of MagCanica Inc. to expand Electronic Components segment.”
Breaks if: EBITDA falls below $720M in 2026
Maintain profitability focus by targeting adjusted EBITDA in the range of $720 to $730 million for fiscal year 2026.
Newly stated in 2026-Q1. Operating income was $110.5 million in 2026-Q1, with adjusted EBITDA guidance for full-year 2026 set between $720 million and $730 million. This is the first quarter with this guidance, so progress is to be monitored.
“Initiating Full-Year 2026 Guidance ... Adjusted EBITDA range of $720 to $730 million.”
Breaks if: Revenue falls below $1.86B in 2026
Focus on delivering revenue within the guided range of $1,860 to $1,880 million for fiscal year 2026.
Newly stated in 2026-Q1. Reported revenue was $458.9 million in 2026-Q1, with full-year 2026 revenue guidance set between $1,860 million and $1,880 million. This is the first quarter with this guidance, so trajectory is to be determined.
“Initiating Full-Year 2026 Guidance ... Revenue range of $1,860 to $1,880 million.”