Arxis, Inc.

ARXS

Industrials Aerospace & Defense

Arxis, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $1.6 billion, up 114.1% from fiscal 2024.

Revenue
+36.0%
Free cash flow
+117.4%
Total debt
−32.3%

Quarter to September 2026, against a year earlier

49.90 1.38 +2.84%
Market cap
$21.5B
P/E
—
Fwd P/E
—
Dividend yield
—
F-score
n/a
ROIC
3.02%
Net debt / EBITDA
4.8×
Dividend safety
n/a

Insider Decisions last twelve months

Net bought
$5.6M
Trades
0 sells · 7 buys
Ownership
80.8%

Capital & Financial Ratios $m

Size
Market Cap 21,490
Revenue ttm 1,919
Net income ttm 222
Free cash flow ttm 395
Net debt Q 1,225
Valuation
P/E —
Forward P/E —
Price / sales 10.8 (above 10: high)
Forward P/S Powerpack
Price / FCF 52.6
Price / book 3.9
Financial health
Current ratio Q 4.7 (at or above 1.5: strong)
Debt / equity Q 0.3 (at or below 0.5: strong)
Interest coverage Q 7.5
Growth
Revenue growth Q +36.0% (above 0%: growing)
Operating income growth Q +44.9% (above 0%: growing)
EPS, this year +51.7% (at or above 15%: strong)
EPS, next year A +111.5% (at or above 15%: strong)
Revenue, next year A +29.9% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A +57.9% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates; n/m is not meaningful, as a P/E on a loss. How we judge →

Valuation vs history

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash — 111 250 494
Receivables — 199 217 316
Inventory — 302 316 408
Other — 58 68 72
— 712 908 1,337
2023 2024 2025 Q'26
Payables — 53 56 68
ST’ Debt — 26 27 0
Other — 21 30 24
— 263 287 284

Compound Annual Growth %

10y 5y 3y
Sales — — —
Cash Flow — — —
Earnings — — —
Book Value — — —

Earnings Trends EPS, adjusted, against the consensus

EPS $

Year
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 459 501 564 — —
’25 380 400 415 396 1,591
’24 — — — — 743
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 36 138 169 — —
’25 21 48 78 105 251
’24 — — — 71 71
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 25 127 150 — —
’25 12 37 69 93 211
’24 — — — 42 42
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue — — — — — — — 424 743 1,591 1,919 +93.6% 2,066 2,465 2,714 +19.5%
Gross margin, % — — — — — — — 45.71 44.57 47.44 51.76 +1.7 pt
EBT — — — — — — — (69) (53) 62 183 n/m
EBT margin, % — — — — — — — (16.33) (7.13) 3.92 9.51 +20.3 pt
Net income — — — — — — — (60) (55) 46 222 n/m
Per share, $
Per share, $ Revenue — — — — — — — 0.00 0.00 0.00 4.61 n/m
Earnings — — — — — — — — — — — —
Cash flow — — — — — — — 0.00 0.00 0.00 1.08 n/m
Capex — — — — — — — 0.00 0.00 0.00 (0.13) n/m
Free cash flow — — — — — — — 0.00 0.00 0.00 0.95 n/m
Book value — — — — — — — 0.00 0.00 0.00 12.85 n/m
Shares, m — — — — — — — — — — — —
Valuation, ×
Valuation, × P/E — — — — — — — — — — — —
P/S — — — — — — — 0.00 0.00 0.00 10.82 0.0
P/B — — — — — — — 4.15 4.15 4.15 3.88 4.1
EV/Sales — — — — — — — 1.45 1.45 1.45 11.46 1.4
EV/FCF — — — — — — — 10.78 10.78 10.78 55.74 10.8
Cash, $m
Cash, $m Operating cash flow — — — — — — — (8) 71 251 448 n/m
Capex — — — — — — — (12) (29) (40) (54) +81.6%
Free cash flow — — — — — — — (20) 42 211 395 n/m
Balance, $m
Balance, $m Working capital — — — — — — — — 449 621 1,053 +38.2%
Net debt — — — — — — — — 2,429 2,383 1,225 (1.9%)
Shareholders’ equity — — — — — — — — 2,977 3,124 5,350 +4.9%
Returns, %
Returns, % ROA — — — — — — — 0.00 (1.76) 0.71 3.09 +0.7 pt
ROIC — — — — — — — 0.00 1.19 3.14 3.02 +3.1 pt
ROE — — — — — — — 0.00 0.00 0.00 0.00 0.0 pt
People
People Employees — — — — — — — — — 5,750 — —
Revenue/emp, $m — — — — — — — 0.00 0.00 0.28 — n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 6 Nov 2026

Arxis, Inc. vs peers in Aerospace & Defense (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
ESLT Elbit Systems Ltd. $32.0B 49.9× 46.9× +15.94% (above 0%: growing) +34.42% (above 0%: growing) +113.91% (above 0%: growing) 25.32% 9.57% Compare
RKLB Rocket Lab Corporation $31.8B — (loss-making) — (loss-making) +61.99% (above 0%: growing) n/m −99.66% (below 0%: shrinking) 36.13% (24.57%) Compare
AXON Axon Enterprise, Inc $25.4B 97.5× 84.6× +27.85% (above 0%: growing) n/m −156.63% (below 0%: shrinking) 56.68% 4.63% Compare
ARXS Arxis, Inc. $21.5B — — +35.96% (above 0%: growing) — +117.42% (above 0%: growing) 54.27% 23.66%
WWD Woodward, Inc. $18.7B 34.3× 34.2× +21.22% (above 0%: growing) +35.71% (above 0%: growing) −12.15% (below 0%: shrinking) 31.53% 16.66% Compare
FTAI FTAI Aviation Ltd. $18.4B 35.9× 32.3× +46.56% (above 0%: growing) +32.16% (above 0%: growing) −17.34% (below 0%: shrinking) 36.19% 22.39% Compare
CW Curtiss-Wright Corporation $16.8B 30.8× 29.8× +9.60% (above 0%: growing) +13.34% (above 0%: growing) +2.47% (above 0%: growing) 39.01% 19.73% Compare
TXT Textron Inc. $14.2B 15.0× 14.6× +4.14% (above 0%: growing) +20.34% (above 0%: growing) +18.32% (above 0%: growing) 17.73% 7.57% Compare
EMBJ Embraer-Empresa Brasileira de Aeronautica $13.2B 30.0× — +22.87% (above 0%: growing) +176.74% (above 0%: growing) +287.11% (above 0%: growing) 19.90% 12.79% Compare
Median of peers $18.6B 34.3× 33.3× +22.04% +33.29% −4.84% 33.83% 11.18%

All 94 Aerospace & Defense stocks →

Arxis, Inc. (ARXS) Latest News

2 Nov

Impact 3 · · Trefis

29 Oct

Impact 4 · · The Motley Fool transcript
Impact 4 · · MarketBeat transcript

28 May

Impact 3 · · MarketBeat

ARXS metrics, ten years each

stockrow.com/ARXS · Data as of Nov 6, 2026 · For information only; not investment advice. · © 2026 stockrow.com