View ValuationArxis 将来の成長Future 基準チェック /36Arxis利益と収益がそれぞれ年間30.2%と9.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7.2% 30.3%なると予測されています。主要情報30.2%収益成長率30.27%EPS成長率Aerospace & Defense 収益成長18.4%収益成長率9.4%将来の株主資本利益率7.23%アナリストカバレッジGood最終更新日01 Jul 2026今後の成長に関する最新情報お知らせ • May 28Arxis, Inc. Initiates Earnings Guidance for the Full-Year 2026Arxis, Inc. initiated earnings guidance for the full-year 2026. For the period, the company initiates, Revenue range of $1,860 to $1,880 million, representing 18% growth at the midpoint.すべての更新を表示Recent updatesSeeking Alpha • Jun 23Arxis: A High-Quality Compounder Worth Paying Up ForSummary I rate Arxis a buy, justified by its proprietary, mission-critical components and strong pricing power in aerospace, defense, and industrial markets. ARXS’s long-term growth runway is supported by high customer stickiness, design-in positions, and products representing less than 0.01% of platform costs. The ARXS EDGE operating system enhances M&A value by improving pricing, cross-selling, and integration, while maintaining technical culture and purchase price discipline. With 27% adj. EBITDA growth guided for FY2026 and a sustainable roll-up model, I see ~35% upside if current multiples hold. Read the full article on Seeking Alphaお知らせ • Jun 04Arxis, Inc. (NasdaqGS:ARXS) agreed to acquire Omnetics Connector Corporation.Arxis, Inc. (NasdaqGS:ARXS) agreed to acquire Omnetics Connector Corporation from Gary Jacobs for $770 million on May 29, 2026. The consideration class A common stock of Arxis, Inc. to be issued for common equity of Omnetics Connector Corporation. In a related transaction, the Arxis, Inc. completed its acquisition of MagCanica Inc. The transaction is subject to approval by regulatory board / committee and other customary closing conditions. The transaction is subject to approval by board of directors of Arxis, Inc. A unanimous approval was obtained. The transaction is expected to close in between July 1, 2026 to September 30, 2026. William Blair & Company, L.L.C. acted as financial advisor for Arxis, Inc. Fredrikson & Byron P.A. acted as legal advisor to Arxis, Inc. Vermillion Capital, LLC acted as financial advisor for Omnetics Connector Corporation. Messerli & Kramer P.A. acted as legal advisor to Omnetics Connector Corporation.Reported Earnings • Jun 03First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: US$0.13. Net income: US$53.3m (up US$53.3m from 1Q 2025). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Aerospace & Defense industry in the US.お知らせ • Jun 03Arxis, Inc. (NasdaqGS:ARXS) acquired Magcanica Inc.Arxis, Inc. (NasdaqGS:ARXS) acquired Magcanica Inc. on June 1, 2026. The transaction was an all-cash deal. In a separate transaction, Arxis, Inc. entered into a definitive agreement to acquire Omnetics Connector Corporation for approximately $770 million on May 29, 2026. The combined purchase price for the acquisitions is approximately $890 million. MagCanica will operate within Arxis' Electronic Components segment. Kroll Securities, LLC acted as financial advisor for Magcanica Inc. Arxis, Inc. (NasdaqGS:ARXS) completed the acquisition of Magcanica Inc. on June 1, 2026.ライブニュース • May 29Arxis Delivers Record Q1 Growth Following US$1.2b IPO and Micro-Tronics AcquisitionArxis reported Q1 2026 sales growth of 21% year over year, with adjusted EBITDA up 31%, supported by broad-based demand across its Defense & Space, Commercial Aerospace, and Industrial Technology divisions. The company completed a US$1.221b IPO in April 2026, using the proceeds to lower net leverage and increase liquidity for growth projects and debt reduction. Arxis acquired Micro-Tronics, adding mission-critical aerospace and defense components to its portfolio and broadening its market presence. The combination of double-digit Q1 growth, high booked or backlogged revenue for fiscal 2026, and a strengthened balance sheet provides Arxis with additional financial flexibility to pursue its growth plans and the integration of Micro-Tronics. Investors may want to monitor how effectively Arxis converts its increased backlog into revenue and margins, and how integration costs or execution around the Micro-Tronics deal affect profitability over the next few quarters.お知らせ • May 28Arxis, Inc. Initiates Earnings Guidance for the Full-Year 2026Arxis, Inc. initiated earnings guidance for the full-year 2026. For the period, the company initiates, Revenue range of $1,860 to $1,880 million, representing 18% growth at the midpoint.Buy Or Sell Opportunity • May 26Now 26% overvaluedThe stock has been flat over the last 90 days, currently trading at US$39.53. The fair value is estimated to be US$31.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.お知らせ • May 15Arxis, Inc. to Report Q1, 2026 Results on May 27, 2026Arxis, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 27, 2026お知らせ • Apr 17Arxis, Inc. has completed an IPO in the amount of $1.134 billion.Arxis, Inc. has completed an IPO in the amount of $1.134 billion. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 40,500,000 Price\Range: $28 Discount Per Security: $1.33 Transaction Features: Reserved Share Offering; Sponsor Backed OfferingBoard Change • Apr 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Chairman Rajeev Amara is the most experienced director on the board, commencing their role in 2025. Independent Director Patrick Allen was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.業績と収益の成長予測NasdaqGS:ARXS - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20282,271374561634912/31/20272,0742994765531012/31/20261,881143387444103/31/20261,670104222267N/A12/31/20251,59146209251N/A12/31/2024743-554271N/A12/31/2023424-60-20-8N/Aアナリストによる今後の成長予測収入対貯蓄率: ARXSの予測収益成長率 (年間30.2% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: ARXSの収益 ( 30.2% ) はUS市場 ( 18.4% ) よりも速いペースで成長すると予測されています。高成長収益: ARXSの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: ARXSの収益 ( 9.4% ) US市場 ( 12.7% ) よりも低い成長が予測されています。高い収益成長: ARXSの収益 ( 9.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ARXSの 自己資本利益率 は、3年後には低くなると予測されています ( 7.2 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/05 16:35終値2026/07/02 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Arxis, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Peter ArmentBairdJohn GodynCitigroup IncNoah PoponakGoldman Sachs8 その他のアナリストを表示
お知らせ • May 28Arxis, Inc. Initiates Earnings Guidance for the Full-Year 2026Arxis, Inc. initiated earnings guidance for the full-year 2026. For the period, the company initiates, Revenue range of $1,860 to $1,880 million, representing 18% growth at the midpoint.
Seeking Alpha • Jun 23Arxis: A High-Quality Compounder Worth Paying Up ForSummary I rate Arxis a buy, justified by its proprietary, mission-critical components and strong pricing power in aerospace, defense, and industrial markets. ARXS’s long-term growth runway is supported by high customer stickiness, design-in positions, and products representing less than 0.01% of platform costs. The ARXS EDGE operating system enhances M&A value by improving pricing, cross-selling, and integration, while maintaining technical culture and purchase price discipline. With 27% adj. EBITDA growth guided for FY2026 and a sustainable roll-up model, I see ~35% upside if current multiples hold. Read the full article on Seeking Alpha
お知らせ • Jun 04Arxis, Inc. (NasdaqGS:ARXS) agreed to acquire Omnetics Connector Corporation.Arxis, Inc. (NasdaqGS:ARXS) agreed to acquire Omnetics Connector Corporation from Gary Jacobs for $770 million on May 29, 2026. The consideration class A common stock of Arxis, Inc. to be issued for common equity of Omnetics Connector Corporation. In a related transaction, the Arxis, Inc. completed its acquisition of MagCanica Inc. The transaction is subject to approval by regulatory board / committee and other customary closing conditions. The transaction is subject to approval by board of directors of Arxis, Inc. A unanimous approval was obtained. The transaction is expected to close in between July 1, 2026 to September 30, 2026. William Blair & Company, L.L.C. acted as financial advisor for Arxis, Inc. Fredrikson & Byron P.A. acted as legal advisor to Arxis, Inc. Vermillion Capital, LLC acted as financial advisor for Omnetics Connector Corporation. Messerli & Kramer P.A. acted as legal advisor to Omnetics Connector Corporation.
Reported Earnings • Jun 03First quarter 2026 earnings releasedFirst quarter 2026 results: EPS: US$0.13. Net income: US$53.3m (up US$53.3m from 1Q 2025). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Aerospace & Defense industry in the US.
お知らせ • Jun 03Arxis, Inc. (NasdaqGS:ARXS) acquired Magcanica Inc.Arxis, Inc. (NasdaqGS:ARXS) acquired Magcanica Inc. on June 1, 2026. The transaction was an all-cash deal. In a separate transaction, Arxis, Inc. entered into a definitive agreement to acquire Omnetics Connector Corporation for approximately $770 million on May 29, 2026. The combined purchase price for the acquisitions is approximately $890 million. MagCanica will operate within Arxis' Electronic Components segment. Kroll Securities, LLC acted as financial advisor for Magcanica Inc. Arxis, Inc. (NasdaqGS:ARXS) completed the acquisition of Magcanica Inc. on June 1, 2026.
ライブニュース • May 29Arxis Delivers Record Q1 Growth Following US$1.2b IPO and Micro-Tronics AcquisitionArxis reported Q1 2026 sales growth of 21% year over year, with adjusted EBITDA up 31%, supported by broad-based demand across its Defense & Space, Commercial Aerospace, and Industrial Technology divisions. The company completed a US$1.221b IPO in April 2026, using the proceeds to lower net leverage and increase liquidity for growth projects and debt reduction. Arxis acquired Micro-Tronics, adding mission-critical aerospace and defense components to its portfolio and broadening its market presence. The combination of double-digit Q1 growth, high booked or backlogged revenue for fiscal 2026, and a strengthened balance sheet provides Arxis with additional financial flexibility to pursue its growth plans and the integration of Micro-Tronics. Investors may want to monitor how effectively Arxis converts its increased backlog into revenue and margins, and how integration costs or execution around the Micro-Tronics deal affect profitability over the next few quarters.
お知らせ • May 28Arxis, Inc. Initiates Earnings Guidance for the Full-Year 2026Arxis, Inc. initiated earnings guidance for the full-year 2026. For the period, the company initiates, Revenue range of $1,860 to $1,880 million, representing 18% growth at the midpoint.
Buy Or Sell Opportunity • May 26Now 26% overvaluedThe stock has been flat over the last 90 days, currently trading at US$39.53. The fair value is estimated to be US$31.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
お知らせ • May 15Arxis, Inc. to Report Q1, 2026 Results on May 27, 2026Arxis, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 27, 2026
お知らせ • Apr 17Arxis, Inc. has completed an IPO in the amount of $1.134 billion.Arxis, Inc. has completed an IPO in the amount of $1.134 billion. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 40,500,000 Price\Range: $28 Discount Per Security: $1.33 Transaction Features: Reserved Share Offering; Sponsor Backed Offering
Board Change • Apr 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Chairman Rajeev Amara is the most experienced director on the board, commencing their role in 2025. Independent Director Patrick Allen was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.