# Arxis, Inc. (ARXS)

> Source: Nexqual · https://nexqual.com/ARXS · data as of 2026-10-29 16:35 UTC · cite as "Nexqual, Arxis, Inc. (ARXS), nexqual.com/ARXS" · informational, not investment advice.

**Price:** USD 54.12 (-0.02% today) · US market open, as of October 29, 2026 at 16:35 UTC; quotes may be delayed. Prev close 54.13 · day 47.07–55.57 · 52w 33.15–61.5 · market cap $23.3B · NMS

## Key facts
- Valuation: P/E 191.1x, EV/EBITDA 42.3x, net debt $1.23B.
- Analysts: Buy (mean 1.82 on a 1–5 scale) (11 analysts), mean target USD 63.7 (range 59–72).
- Next earnings: 2027-01-27, EPS estimate USD 0.29, revenue estimate $544M.

## Valuation (price ÷ last four quarters, through Sep 30, 2026)
P/E 191.1x · P/S 12.0x · EV/EBITDA 42.3x · EV/Sales 12.7x · P/FCF 62.9x · FCF yield 1.59% · Earnings yield 0.52% · Net debt $1.23B · EV $24.5B

## Analysts
Consensus Buy (mean 1.82 on a 1–5 scale), 11 analysts; mean target USD 63.7 (low 59, high 72).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-02 | RBC Capital | Upgrade | Sector Perform → Outperform | $50 → $60 |
| 2026-08-13 | Citigroup | Target raised | Buy | $61 → $67 |
| 2026-08-04 | Wells Fargo | Target raised | Overweight | $52 → $63 |
| 2026-07-31 | Citigroup | Target raised | Buy | $54 → $61 |
| 2026-07-31 | RBC Capital | Target raised | Sector Perform | $46 → $50 |

## More
Full page: https://nexqual.com/ARXS · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-12-31) | $0.29 | $0.19 | +54.3% | $544.3M | 5 |
| Next quarter (ends 2027-03-31) | $0.30 | $0.22 | +37.9% | $569.6M | 3 |
| Current fiscal year (ends 2026-12-31) | $1.04 | $0.89 | +17.6% | $2.05B | 8 |
| Next fiscal year (ends 2027-12-31) | $1.34 | $0.93 | +44.1% | $2.43B | 8 |

## Earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Sep 30, 2026 | $0.37 | $0.29 | Beat +27.6% | — |
| — | Quarter ended Jun 30, 2026 | $0.28 | $0.19 | Beat +47.4% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).

## Recent SEC filings (last 120 days)
| Filed | Form | What it says | Filing |
|---|---|---|---|
| 2026-10-29 | 8-K/A | Current report | https://www.sec.gov/Archives/edgar/data/2093536/000119312526437030/0001193125-26-437030-index.htm |
| 2026-10-29 | 10-Q | Quarterly report · period ended Sep 30, 2026 | https://www.sec.gov/Archives/edgar/data/2093536/000119312526437000/0001193125-26-437000-index.htm |
| 2026-10-28 | 8-K | Current report | https://www.sec.gov/Archives/edgar/data/2093536/000119312526436169/0001193125-26-436169-index.htm |
| 2026-10-13 | S-1 | Registration of new shares | https://www.sec.gov/Archives/edgar/data/2093536/000119312526419718/0001193125-26-419718-index.htm |
| 2026-09-21 | Schedule 13G | Gerald W. Simonson Revocable Trust Agreement Dated May 12, 2016 as amended: 8.6% of shares, passive 5%+ holder | https://www.sec.gov/Archives/edgar/data/2093536/000109690626001396/0001096906-26-001396-index.htm |
| 2026-08-18 | 8-K | Completed an acquisition or sale of assets; Unregistered sale of shares — “As previously disclosed in the Form 8-K filed with the Securities and Exchange Commission, on May 29, 2026, Arxis, Inc., a Delaware corporation (the "Company"), entered into an Agreement and Plan of Merger (the "Merger Agreement") with Orion Merger Sub, Inc., a Minnesota corporation and a wholly owned subsidiary of Arxis (the "Merger Sub"), Omnetics Connector Corporation, a Minnesota corporation ("Omnetics"), and Gary Jacobs, President of Omnetics, in his capacity as shareholder representative (the "Shareholder…” | https://www.sec.gov/Archives/edgar/data/2093536/000119312526354774/0001193125-26-354774-index.htm |
| 2026-08-14 | Schedule 13G | Engineered Components Borrower Series LP - Engineered Polymer Series, Engineered Components Borrower Series LP - Hawkeye Series: 81.8% of shares, passive 5%+ holder | https://www.sec.gov/Archives/edgar/data/2093536/000095010326012429/0000950103-26-012429-index.htm |
| 2026-08-12 | Schedule 13G | Capital Research Global Investors: 5.2% of shares, passive 5%+ holder | https://www.sec.gov/Archives/edgar/data/2093536/000142284826000102/0001422848-26-000102-index.htm |
| 2026-08-12 | Schedule 13G | Capital International Investors: 5.2% of shares, passive 5%+ holder | https://www.sec.gov/Archives/edgar/data/2093536/000156223026000110/0001562230-26-000110-index.htm |
| 2026-07-30 | 10-Q | Quarterly report · period ended Jun 30, 2026 | https://www.sec.gov/Archives/edgar/data/2093536/000119312526325027/0001193125-26-325027-index.htm |
| 2026-07-29 | 8-K | Quarterly results | https://www.sec.gov/Archives/edgar/data/2093536/000119312526323755/0001193125-26-323755-index.htm |
Source: SEC EDGAR. Quotes are the opening words of each item as filed.