Mobix Labs Expects Fiscal Q4 Revenue to Exceed $1.6 Million, Above Midpoint of Guidance

Growth is coming from across Mobix Labs’ core business, led by a significant increase in wireless systems shipments and continued strength in military demand

Mobix Labs, Inc. (Nasdaq: MOBX) today announced that it is on track to exceed the midpoint of its fiscal fourth-quarter 2026 revenue guidance. On August 17, 2026, the Company guided to revenue of $1.4 million to $1.8 million for the quarter ending September 30, 2026. The Company now expects revenue to exceed the $1.6 million midpoint, which represents a greater than 100% sequential increase.

The improvement is broad-based across both the Company’s wireless systems and connectivity businesses. Mobix Labs’ wireless systems manufacturing business is expected to deliver a significant increase in revenue over the fiscal third quarter that ended June 30, 2026 (Q3’26), and demand from military and defense customers continues to trend positively. In addition to higher revenue, the Company expects a substantial sequential increase in gross margin percentage, reflecting higher production volumes and a stronger product mix.

“We believe fiscal Q3’26 marked our bottom, and these results are the proof,” said Phil Sansone, Chief Executive Officer of Mobix Labs. “The growth is coming from both sides of our business, and the military trends we’ve been talking about are continuing. We’re focused on carrying that momentum into fiscal 2027.”

About Mobix Labs, Inc. (www.mobixlabs.com)

Mobix Labs is a U.S.-based provider of advanced electronic components and connectivity solutions for aerospace, defense, communications and other mission-critical applications. The Company is advancing a strategic initiative, National Security Matters, focused on technologies, resources and infrastructure that support U.S. national-security priorities.

Forward-Looking Statements

This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements in this press release other than statements of historical fact are forward-looking statements. These include, without limitation, statements about Mobix Labs’ expected fiscal fourth-quarter 2026 revenue and its relationship to previously issued guidance; expected sequential revenue growth, including growth of more than 100%; expected revenue contributions from the Company’s wireless systems and military businesses; expected gross margin percentage and the factors expected to drive it; anticipated customer demand, orders, shipments and revenue recognition; trends in military, defense and aerospace demand; the Company’s belief regarding prior-period results; and the Company’s ability to sustain operating momentum into fiscal 2027. Words such as “anticipate,” “believe,” “continue,” “expect,” “guidance,” “on track,” “will,” “would” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these words.

Forward-looking statements are based on management’s current expectations, estimates and assumptions and on information available as of the date of this press release. They are not guarantees of future performance and are subject to risks and uncertainties, many outside the Company’s control, that could cause actual results to differ materially. In particular, the fiscal fourth quarter has not yet ended. The Company’s expectations are preliminary, have not been reviewed or audited by its independent registered public accounting firm, and remain subject to completion of the Company’s quarter-end and year-end financial closing and audit processes. Actual results may differ materially as a result of, among other things, the timing, modification, cancellation or fulfillment of customer orders; the timing of product shipments, customer acceptance and revenue recognition; changes in product or customer mix; changes in pricing, production costs, yields or volumes affecting gross margin; manufacturing or supply-chain constraints; component availability; customer concentration; changes in customer demand or procurement schedules; delays, modifications or cancellations affecting defense, aerospace or government-related programs; final accounting and audit adjustments; and other developments before the Company finalizes and reports its results.

Other risks and uncertainties include, among others: the Company’s ability to maintain or increase revenue growth; dependence on a limited number of significant customers and the absence of long-term purchase commitments from many customers; changes in U.S. government spending, procurement priorities or defense programs; delays or disruptions affecting customers, prime contractors, suppliers or manufacturing partners; changes in global economic, geopolitical, trade and regulatory conditions, including tariffs and export controls; competition and technological change; the Company’s ability to execute its National Security Matters strategy; the Company’s ability to comply with Nasdaq continued-listing requirements; the Company’s ability to raise additional capital when needed and on acceptable terms; the potentially dilutive effect of financings or other issuances of securities; the Company’s history of operating losses and negative cash flows; substantial doubt regarding the Company’s ability to continue as a going concern; and the other risks described in the Company’s filings with the Securities and Exchange Commission, including under “Risk Factors” in its most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q and Current Reports on Form 8-K.

Forward-looking statements speak only as of the date they are made, and readers are cautioned not to place undue reliance on them. Except as required by law, Mobix Labs undertakes no obligation to update or revise any forward-looking statement.

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