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Roll-up maker of proprietary electronic and mechanical components for extreme environments, serving aerospace, defense and medtech.
Roll-up maker of proprietary electronic and mechanical components for extreme environments, serving aerospace, defense and medtech.
Moat: narrow (customer qualification, IP / patents, switching costs). Proprietary, mission-critical qualified components are costly for customers to re-source once designed in.
Headquarters: Bloomfield, Connecticut, US · Founded: 2019 · Employees: 5,750
Size Arxis (ARXS) is a United States Industrials company (Aerospace & Defense) with a market value of $21.5B, the 474th largest of 3,117 United States companies the cockpit tracks. Shares closed at $49.90 on 6 Nov 2026.
Performance Over six months the shares gained 42.2%, against -9.0% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 114.1% over the last twelve months (peer median +15.2%); the operating margin is 19.9% (peer median 9.9%).
Valuation It trades at 54.2× forward earnings against a peer median of 27.3× (2nd most expensive of 20).
Capital Return on invested capital runs 14.7 points below its cost of capital (18.5% WACC).
Short interest Short interest is 6.3% of the free float (15 Oct 2026).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|
| Revenue | n/a | $1.59B | $743M | $424M |
| Revenue growth | — | +114% | +75% | — |
| Gross profit | n/a | $616M | $259M | $143M |
| EBITDA | n/a | $517M | $242M | $125M |
| Net income | n/a | $46.0M | -$55.5M | -$59.9M |
| Free cash flow | n/a | $209M | $42.1M | -$20.4M |
| Capital expenditure | n/a | $42.4M | $28.9M | $12.5M |
| Total debt | $1.80B | $2.70B | $2.59B | n/a |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Arxis ARXS | $21.5B | +42% | +114% | 20% | 54.2× | 58.8% |
| TransDigm TDG | $66.2B | -1% | +17% | 47% | 25.5× | 9.7% |
| Howmet Aerospace HWM | $81.8B | -24% | +22% | 28% | 32.6× | 24.1% |
| Curtiss-Wright CW | $17.1B | -36% | +11% | 19% | 27.4× | 16.2% |
| HEICO HEI | $39.2B | +14% | +21% | 24% | 47.8× | 24.5% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | ARXS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.7% | +4.0% | 5th highest of 21 |
| 6-month return | +42.2% | -9.0% | highest of 21 |
| Distance from 52-week high | -18.9% | -23.7% | 8th highest of 21 |
| Revenue growth (TTM) | +114.1% | +15.2% | highest of 21 |
| Operating margin | 19.9% | 9.9% | 5th highest of 21 |
| Forward P/E | 54.2× | 27.3× | 2nd most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 58.8% | 12.2% | most demanding of 15 |
| ROIC minus cost of capital | -14.7 pp | +7.4 pp | 2nd lowest of 20 |
| EV / EBITDA | 44.1× | 19.3× | most expensive of 16 |
| Net debt / EBITDA | 2.5× | 0.8× | 4th most indebted of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Arxis ARXS | United States | $21.5B | +42% | +114% | 20% | 54.2× | 58.8% | n/a |
| MTU Aero Engines MTX.DE | Germany | $20.9B | +21% | +12% | 13% | 18.5× | 6.3% | +17.1% |
| AVIC Shenyang Aircraft 600760.SS | China | $20.8B | +4% | -1% | 8% | 45.1× | n/a | n/a |
| Bombardier BBD-B.TO | Canada | $22.5B | +8% | +11% | 11% | 22.1× | 19.0% | +8.9% |
| Singapore Technologies Engineering S63.SI | Singapore | $22.6B | -13% | +11% | 9% | 27.3× | 5.3% | +11.5% |
| Hanwha Aerospace 012450.KS | South Korea | $25.0B | -53% | +28% | 11% | 17.2× | -7.0% | +38.1% |
| FTAI Aviation FTAI | United States | $18.4B | -33% | +46% | 23% | 16.7× | n/a | n/a |
| Axon Enterprise AXON | United States | $25.4B | -22% | +35% | 1% | 36.5× | n/a | n/a |
| Dassault Aviation AM.PA | France | $26.0B | +6% | +33% | 9% | 19.6× | 5.2% | +6.2% |
| Curtiss-Wright CW | United States | $17.1B | -36% | +11% | 19% | 27.4× | 16.2% | +7.9% |
| AECC Aviation Power 600893.SS | China | $15.8B | -15% | +18% | 2% | 173.7× | n/a | n/a |
| Bharat Electronics BEL.NS | India | $30.6B | -10% | +20% | 26% | 41.5× | 38.2% | +14.3% |
| Leonardo LDO.MI | Italy | $31.0B | -4% | +10% | 7% | 20.2× | 14.3% | +7.8% |
| Csg CSG.AS | Netherlands | $14.6B | -20% | +72% | 25% | 11.7× | n/a | n/a |
| Rocket Lab RKLB | United States | $31.8B | -50% | +53% | -29% | n/a | n/a | n/a |
| Kongsberg Gruppen KOG.OL | Norway | $31.8B | +13% | -28% | 17% | 46.3× | 21.7% | +4.3% |
| Elbit Systems ESLT | United States | $32.0B | -13% | +12% | 9% | 46.5× | 10.1% | +11.5% |
| Textron TXT | United States | $14.2B | -8% | +9% | 7% | 11.9× | 8.3% | +4.9% |
| Embraer S.A. Sponsored ADR EMBJ | United States | $14.1B | +23% | +20% | 8% | 23.6× | 16.9% | +14.5% |
| Saab SAAB-B.ST | Sweden | $33.3B | +19% | +28% | 10% | 40.2× | 6.0% | +17.4% |
| Hindustan Aeronautics HAL.NS | India | $35.2B | +4% | +7% | 23% | 33.6× | 42.7% | +7.2% |