View Future GrowthArxis 過去の業績過去 基準チェック /16Arxisの過去数年間の業績に関するデータが不十分です。主要情報n/a収益成長率n/aEPS成長率Aerospace & Defense 業界の成長5.38%収益成長率52.13%株主資本利益率2.86%ネット・マージン7.23%前回の決算情報30 Jun 2026最近の業績更新Reported Earnings • Aug 04Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: US$0.012 loss per share. Net loss: US$4.91m (flat on 2Q 2025). Revenue exceeded analyst estimates by 4.9%. Earnings per share (EPS) also surpassed analyst estimates by 88%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Aerospace & Defense industry in the US.お知らせ • Jul 17Arxis, Inc. to Report Q2, 2026 Results on Jul 29, 2026Arxis, Inc. announced that they will report Q2, 2026 results After-Market on Jul 29, 2026Reported 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 • 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すべての更新を表示Recent updatesライブニュース • Aug 20Arxis Closes $770 Million Omnetics Deal Expanding Electronic Components SegmentArxis has completed its acquisition of Omnetics Connector Corporation in a deal valued at about $770 million, issuing new shares to Omnetics shareholders and placing the business within its Electronic Components segment. The deal adds high-reliability connector and interconnect products used in defense, space, aerospace, and medical applications, which increases Arxis’ exposure to mission-critical components in the aerospace and defense sectors. Arxis shares trade at $55.71, with the stock up 43.8% year to date, while the company now carries a larger footprint and share count following the Omnetics transaction. This acquisition gives Arxis a broader role in specialized components tied to long-cycle aerospace and defense programs, but it also introduces integration and execution risk as the company absorbs Omnetics into its existing operations.Major Estimate Revision • Aug 06Consensus EPS estimates increase by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$1.88b to US$1.99b. EPS estimate increased from US$0.35 to US$0.497 per share. Net income forecast to grow 130% next year vs 17% growth forecast for Aerospace & Defense industry in the US. Consensus price target up from US$52.80 to US$59.30. Share price rose 18% to US$57.59 over the past week.Reported Earnings • Aug 04Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: US$0.012 loss per share. Net loss: US$4.91m (flat on 2Q 2025). Revenue exceeded analyst estimates by 4.9%. Earnings per share (EPS) also surpassed analyst estimates by 88%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Aerospace & Defense industry in the US.ライブニュース • Jul 31Arxis Lifts 2026 Guidance After Completing Acquisitions of MagCanica and Blue Line EngineeringArxis reported second quarter 2026 results, completed the acquisitions of MagCanica and Blue Line Engineering, announced the acquisition of Omnetics Connector Corporation, and raised its full-year 2026 guidance, citing strong first-half performance, secured purchase orders, and demand in its key markets. Management linked the higher 2026 outlook to the contribution from recent acquisitions and existing order visibility, pointing to a larger and more diversified base of mission-critical electronic and mechanical components. Arxis shares trade at $48.98, with the stock up 26.4% year to date. The combination of completed and pending deals, together with higher guidance, indicates that Arxis is emphasizing acquisition-led expansion and placing greater weight on contracted demand. The key question is how effectively the company integrates MagCanica, Blue Line Engineering, and Omnetics while maintaining margins and returns on the capital it is deploying.お知らせ • Jul 30Arxis, Inc. (NasdaqGS:ARXS) acquired Blue Line Engineering, Inc.Arxis, Inc. (NasdaqGS:ARXS) acquired Blue Line Engineering, Inc. on July 29, 2026. Arxis, Inc. (NasdaqGS:ARXS) completed the acquisition of Blue Line Engineering, Inc. on July 29, 2026.お知らせ • Jul 17Arxis, Inc. to Report Q2, 2026 Results on Jul 29, 2026Arxis, Inc. announced that they will report Q2, 2026 results After-Market on Jul 29, 2026Buy Or Sell Opportunity • Jul 08Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at US$43.11. The fair value is estimated to be US$35.67, 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 9.4% per annum. Earnings are also forecast to grow by 30% per annum over the same time period.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 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.収支内訳Arxis の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqGS:ARXS 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費30 Jun 261,770128469031 Mar 261,670104356031 Dec 251,59146336031 Dec 24743-55155031 Dec 23424-60880質の高い収益: ARXSには$63.8M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が30th June, 2026に影響を及ぼしています。利益率の向上: ARXS過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: ARXSの過去 5 年間の前年比収益成長率がプラスであったかどうかを判断するにはデータが不十分です。成長の加速: ARXSは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: ARXS昨年収益を上げたため、昨年の収益成長をAerospace & Defense業界 ( 28.9% ) と比較することは困難です。株主資本利益率高いROE: ARXSの 自己資本利益率 ( 2.9% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YCapital-goods 、過去の業績が好調な企業。View Financial Health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2026/08/21 16:38終値2026/08/20 00:00収益2026/06/30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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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. 11 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
Reported Earnings • Aug 04Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: US$0.012 loss per share. Net loss: US$4.91m (flat on 2Q 2025). Revenue exceeded analyst estimates by 4.9%. Earnings per share (EPS) also surpassed analyst estimates by 88%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Aerospace & Defense industry in the US.
お知らせ • Jul 17Arxis, Inc. to Report Q2, 2026 Results on Jul 29, 2026Arxis, Inc. announced that they will report Q2, 2026 results After-Market on Jul 29, 2026
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 • 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
ライブニュース • Aug 20Arxis Closes $770 Million Omnetics Deal Expanding Electronic Components SegmentArxis has completed its acquisition of Omnetics Connector Corporation in a deal valued at about $770 million, issuing new shares to Omnetics shareholders and placing the business within its Electronic Components segment. The deal adds high-reliability connector and interconnect products used in defense, space, aerospace, and medical applications, which increases Arxis’ exposure to mission-critical components in the aerospace and defense sectors. Arxis shares trade at $55.71, with the stock up 43.8% year to date, while the company now carries a larger footprint and share count following the Omnetics transaction. This acquisition gives Arxis a broader role in specialized components tied to long-cycle aerospace and defense programs, but it also introduces integration and execution risk as the company absorbs Omnetics into its existing operations.
Major Estimate Revision • Aug 06Consensus EPS estimates increase by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$1.88b to US$1.99b. EPS estimate increased from US$0.35 to US$0.497 per share. Net income forecast to grow 130% next year vs 17% growth forecast for Aerospace & Defense industry in the US. Consensus price target up from US$52.80 to US$59.30. Share price rose 18% to US$57.59 over the past week.
Reported Earnings • Aug 04Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: US$0.012 loss per share. Net loss: US$4.91m (flat on 2Q 2025). Revenue exceeded analyst estimates by 4.9%. Earnings per share (EPS) also surpassed analyst estimates by 88%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Aerospace & Defense industry in the US.
ライブニュース • Jul 31Arxis Lifts 2026 Guidance After Completing Acquisitions of MagCanica and Blue Line EngineeringArxis reported second quarter 2026 results, completed the acquisitions of MagCanica and Blue Line Engineering, announced the acquisition of Omnetics Connector Corporation, and raised its full-year 2026 guidance, citing strong first-half performance, secured purchase orders, and demand in its key markets. Management linked the higher 2026 outlook to the contribution from recent acquisitions and existing order visibility, pointing to a larger and more diversified base of mission-critical electronic and mechanical components. Arxis shares trade at $48.98, with the stock up 26.4% year to date. The combination of completed and pending deals, together with higher guidance, indicates that Arxis is emphasizing acquisition-led expansion and placing greater weight on contracted demand. The key question is how effectively the company integrates MagCanica, Blue Line Engineering, and Omnetics while maintaining margins and returns on the capital it is deploying.
お知らせ • Jul 30Arxis, Inc. (NasdaqGS:ARXS) acquired Blue Line Engineering, Inc.Arxis, Inc. (NasdaqGS:ARXS) acquired Blue Line Engineering, Inc. on July 29, 2026. Arxis, Inc. (NasdaqGS:ARXS) completed the acquisition of Blue Line Engineering, Inc. on July 29, 2026.
お知らせ • Jul 17Arxis, Inc. to Report Q2, 2026 Results on Jul 29, 2026Arxis, Inc. announced that they will report Q2, 2026 results After-Market on Jul 29, 2026
Buy Or Sell Opportunity • Jul 08Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at US$43.11. The fair value is estimated to be US$35.67, 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 9.4% per annum. Earnings are also forecast to grow by 30% per annum over the same time period.
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.