Arxis 2026年一季度报告

Arxis Reports Record First Quarter 2026 Results; Initiates Full-Year 2026Guidance 27 May, 2026 BLOOMFIELD, Conn.,May 27, 2026/PRNewswire/ --Arxis, Inc.(NASDAQ: ARXS) (the "Company" or "Arxis"), a leading designerand manufacturer of proprietary, mission-critical electronic and mechanical engineered components, today reported financialresults for the first quarter endedMarch 31, 2026. First Quarter 2026 Highlights(all comparisons against the first quarter of 2025, unless otherwise noted): Revenue of$459 million, up 21%Net income of$53 million, compared to$(4) millionNet income margin of 11.6%, compared to (1.1)%Adjusted EBITDA1of$175 million, up 31%Adjusted EBITDA margin1improved by 290 bps to 38.2% Initiating Full-Year 2026 Guidance(all comparisons against the full-year 2025, unless otherwise noted): Revenue range of$1,860to$1,880 million, representing 18% growth at the midpointAdjusted EBITDA1range of$720to$730 million, representing 27% growth at the midpointAdjusted EBITDA margin1of approximately 38.8% at the midpoint, an increase of 290 bps "Following the successful completion of our IPO in April, we are entering our next phase as a public company with strongmomentum across our Electronic and Mechanical Components segments," saidKevin Perhamus, Arxis' President and ChiefExecutive Officer. "Proceeds from the IPO will support our growth objectives, specifically relating to strategic acquisitions. Ourproprietary Arxis EDGE business system continues to support commercial execution, identify cross-sell opportunities, andaccelerate integration across acquired businesses, contributing to continued growth and increased margin expansion across bothsegments." "Arxis delivered record first quarter performance, with revenue increasing 21% year-over-year, 17% organically; net incomeincreasing to$53 millionwith net income margin of 11.6%; and Adjusted EBITDA1growing 31%, driving 290 basis points ofexpansion to achieve 38.2% Adjusted EBITDA margin1," continued Perhamus. "Results were supported by strong demand acrossour key end markets, disciplined operational execution, productivity initiatives, and continued cost management. This performanceunderscores the strength and scalability of the Arxis EDGE business system." "We believe the outlook across our end markets remains favorable. In Defense & Space, we continue to see strong demandsupported by increasingU.S.and allied spending priorities across mission-critical platforms and technologies where our portfolio iswell positioned. InCommercial Aerospace, favorable long-term demand fundamentals and robust production backlogs continue tosupport long-term growth. In Industrial Technology, demand remains supported by continued investment in automation andelectrification trends. We are in the early stages of a multi-year investment cycle from our customers, which positions Arxis forcontinued growth." (1)Additional detail on non-GAAP financial measures, including reconciliations, is provided in the appendix. Revenue of$459 millionincreased 21% year-over-year, including 17% organic growth, with growth in both the Electronic andMechanical Components segments. Growth was driven by continued strength across key end markets, led by Defense & Spaceand supported by ongoing momentum inCommercial Aerospaceand Industrial Technology, with new business wins alsocontributing. Net income of$53 millionincreased$57 millionyear-over-year, with net income margin of 11.6% compared to (1.1)% in the samequarter of the prior year. Adjusted EBITDA1was$175 million, an increase of 31% year-over-year, with an Adjusted EBITDA margin1improvement of 290basis points to 38.2%. Adjusted EBITDA margin1expansion was driven by higher volumes, favorable pricing, and disciplined costmanagement. Capital Structure Updates Arxis successfully completed its initial public offering onApril 17, 2026. Proceeds from the IPO will support continued investmentin the Company's growth objectives, primarily strategic acquisitions. The Company began trading on NASDAQ under the ticker symbol "ARXS" and raised approximately$1,221 millionnet ofunderwriting discounts and fees. Proceeds were used to repay approximately$946 millionof Term Loan B debt with the remainingproceeds retained for general corporate purposes, including acquisitions. Acquisition Updates OnJanuary 5, 2026, Arxis completed the acquisition of Micro-Tronics, a designer and manufacturer of highly engineered rubber-to-metal-bonded seals and diaphragm seal assemblies used in mission-critical aerospace and defense applications. Full Year 2026 Guidance (2)Arxis has not reconciled its full year 2026 guidance related to Adjusted EBITDA and Adjusted EBITDA margin to its most directly comparableforward looking GAAP financial measure because such information is not available, and management cannot reliably predict all of the necessarycomponents of such GAAP measure without unreasonable effort or expense. Conference Call and Webcast Information Arxis will