View ValuationArxis 향후 성장Future 기준 점검 3/6Arxis (는) 각각 연간 30.4% 및 9.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 30.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.2% 로 예상됩니다.핵심 정보30.4%이익 성장률30.27%EPS 성장률Aerospace & Defense 이익 성장17.9%매출 성장률9.4%향후 자기자본이익률7.15%애널리스트 커버리지Good마지막 업데이트03 Jun 2026최근 향후 성장 업데이트공시 • 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.모든 업데이트 보기Recent 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 Alpha공시 • 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.공시 • 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.속보 • 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.공시 • 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.공시 • 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, 2026공시 • 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.이익 및 매출 성장 예측NasdaqGS:ARXS - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,270366561634912/31/20272,0732934765531012/31/20261,880143387444103/31/20261,670104222267N/A12/31/20251,59146209251N/A12/31/2024743-554271N/A12/31/2023424-60-20-8N/A애널리스트 향후 성장 전망수입 대 저축률: ARXS 의 연간 예상 수익 증가율(30.4%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: ARXS 의 연간 수익(30.4%)이 US 시장(18.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: ARXS 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: ARXS 의 수익(연간 9.4%)이 US 시장(연간 12.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: ARXS 의 수익(연간 9.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ARXS의 자본 수익률은 3년 후 7.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/25 01:57종가2026/06/25 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Arxis, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Peter ArmentBairdJohn GodynCitigroup IncNoah PoponakGoldman Sachs8명의 분석가 더 보기
공시 • 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
공시 • 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.
공시 • 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.
속보 • 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.
공시 • 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.
공시 • 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
공시 • 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.