Earnings Call

ARXIS Q2 FY2026 Earnings Call

With Kevin Perhamus (President and CEO) and Azad Badakhsh (CFO).

ARXS

Fiscal Q2 2026

July 30, 2026

28 min read

9 questions

Arxis is a leading designer and manufacturer of proprietary, mission-critical electronic and mechanical components engineered for cutting edge performance in extreme environments.

More about ARXIS

Leveraging significant intellectual property and world-class engineering capabilities, we design and deliver innovative solutions that address some of our customers’ most complex performance needs.

1Prepared remarks3 speakers

Operator Good day. Thank you for standing by. Welcome to the Arxis Second Quarter 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. Please be advised today's conference is being recorded. I would now like to turn the conference over to Brian Winland, Head of FP&A and Investor Relations. Please go ahead.

Brian WinlandHead of FP&A and Investor Relations

Good morning. Welcome to the Arxis Second Quarter 2026 Results Conference Call. Joining me today are Kevin Perhamus, President and Chief Executive Officer, and Azad Badakhsh, Chief Financial Officer of Arxis. Before we begin, I'd like to remind everyone that today's discussion will contain forward-looking statements relating to future events and expectations. Actual results may differ materially from those projected due to a number of risks and uncertainties. Please refer to our most recent SEC filings and today's…

Kevin PerhamusPresident and CEO

Thanks, Brian. Good morning, everyone. I'll begin with the highlights from the quarter and what drove our performance, then spend a few minutes discussing why we continue to believe that Arxis is well-positioned to compound over the long term. With that, let's get started on slide three. We delivered another excellent quarter, with second quarter sales of $501 million, an increase of 25% year-over-year, and adjusted EBITDA of $211 million, up 38%. The strong revenue growth translated into adjusted EBITDA margins…

Azad BadakhshCFO

Thanks, Kevin, and good morning, everyone. I'll begin on slide eight. In summary, we delivered an outstanding second quarter with strength across the entire business. Sales were $501 million, an increase of 25% year-over-year, consisting of 21% organic growth and a 4% contribution from the Oldham Seals, Micro-Tronics, and MagCanica acquisitions. All three end markets delivered strong double-digit growth organically. Turning to profitability, second quarter adjusted EBITDA was $211 million, with adjusted EBITDA…