Arxis (ARXS)
Specialized components for aerospace, defense, medical-technology, and industrial applications.
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Sells specialized electronic and mechanical components used in aerospace, defense, medical-technology, and specialized-industrial applications. Two operating segments were assembled through acquisitions under common Arcline sponsorship.
Engineered electronic and mechanical components serve aerospace, defense, medical-technology, and specialized-industrial applications. The business reports Electronic Components and Mechanical Components as its operating segments.
An acquisition-led build under common Arcline sponsorship assembled predecessor platforms into the public company. A decentralized model gives local operations autonomy, while Arxis EDGE provides a common operating structure. The operating identity predates the corporate formation and IPO.
At the IPO, Arcline-affiliated investment funds were the sole beneficial owner of Class B common stock. The post-IPO capitalization includes Class A, Class B, and convertible common stock.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 3, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $50 | Target: $62 |
| Aug 2, 2026 | Jefferies | Reiterate | Rating: —Target: $55 | Target: $60 |
| Jun 1, 2026 | Wells Fargo | Reiterate | Rating: —Target: $42 | Target: $52 |
| May 31, 2026 | Morgan Stanley | Target | Target: $44 | Target: $50 |
| May 31, 2026 | Jefferies | Target | Target: $42 | Target: $55 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $494.7M · Total debt $1.78B · Total assets $7.01B · Shareholders' equity $4.47B
- Revenue
- $500.7M
- Operating income
- $32.7M
- Net income
- −$4.9M
No dividends on record.
| Institutions | 147.08% | 59.57M shares | |
|---|---|---|---|
| 146 holders · as of Jun 30, 2026 | |||
| Adds to | 147.08% | ||
40.50M company shares as of Aug 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count has not been confirmed by a second filing; stakes use it as it stands.
These groups come from separate filings that can overlap, so they add to 147.08%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
T. Rowe Price Investment Management, Inc.Institution | 12.67% | 5.13M | as of Jun 30, 2026 |
Jupiter Topco LLCInstitution | 11.15% | 4.52M | as of Jun 30, 2026 |
Capital International InvestorsInstitution | 8.90% | 3.60M | as of Jun 30, 2026 |
Capital Research Global InvestorsInstitution | 8.88% | 3.60M | as of Jun 30, 2026 |
Price T Rowe Associates Inc /MD/Institution | 7.67% | 3.11M | as of Jun 30, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
- Amphenol
Broad overlap in harsh-environment interconnects and sensors
- TE Connectivity
Direct overlap in aerospace, defense, and industrial connectivity
- Curtiss-Wright
Mission-critical aerospace and defense component overlap
- HEICO
Aerospace electronics and specialty-component overlap
- Enpro
Critical-environment sealing and mechanical-component overlap
- Vishay Intertechnology
High-reliability passive-component overlap
- Bel Fuse Class B
Aerospace, defense, and RF connectivity overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Arxis | $50.89 | −0.25% | $2.07B | — | 65.8 | — | — |
| Amphenol | $81.93 | −1.10% | $204.28B | 41.4 | 27.9 | 7.0 | +55.0% |
| TE Connectivity | $213.55 | +0.03% | $61.90B | 20.9 | 17.0 | 3.2 | +13.8% |
| Curtiss-Wright | $554.27 | +0.73% | $20.33B | 37.8 | 34.5 | 5.6 | +5.4% |
| HEICO | $312.43 | +1.51% | $42.88B | 51.3 | 45.4 | 8.3 | +23.1% |
| Enpro | $299.99 | −0.26% | $6.35B | 147.4 | 29.1 | 5.2 | +17.6% |
| Vishay Intertechnology | $32.25 | −2.70% | $4.68B | 133.0 | 23.2 | 1.1 | +16.6% |
| Bel Fuse Class B | $249.72 | +0.06% | $3.02B | 62.4 | 24.0 | 4.1 | +25.2% |
| Median | 51.3 | 27.9 | 5.2 | +17.6% |