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ARXS

Arxis, Inc. Class A Common Stock

ARXS

NASDAQ·Industrials·Aerospace & Defense·Mkt cap $2.2B

$53.62

+0.71%

P/E

446.83

Mkt Cap

$2.2B

52-Wk Range

$33.15–$61.50

52-Week Range

$33.15 - $61.50

P/E

446.83

Fwd P/E

118.97

Beta

3.42

Div Yield

0.00%

Avg Vol

905.4K

Shares Out

40.5M

Mkt Cap

$2.2B

Price action

Price chart

Up 38.4% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Mission-critical component expertise in extreme environments
  • Established relationships with major defense and aerospace contractors
  • Specialized engineering and manufacturing capabilities
  • High customer switching costs due to mission-critical applications

Bear Case

2 risks

  • Very high volatility (beta 3.4). Expect 3x market swings. Position size accordingly.
  • Extreme premium - high expectations embedded

Growth

Strong growth ahead

Increased defense and government spending on aerospace programs

Value

Extreme premium - high expectations embedded

Momentum

Hot

+32.0% over 3m

Quality

Strong

Solid business

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Q3 26 RECAP

JUL 29, 2026

Reported EPS of $0.28 vs $0.17 consensus (+64.7% surprise). Revenue of $500.7M vs $474.6M expected (+5.5%). Beat on both top and bottom lines.

EPS beat +64.7%
Rev beat +5.5%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+64.7%

Revenue trend · last 2Q

Q1 26

Q2 26

$458.9M

$500.7M

Margins · last 2Q

Profit

-1.0%

Wall Street consensus

5 analysts · 80% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

4

80%

Hold

1

20%

Sell

0%

Median Price Target

Latest: Morgan Stanley · Aug 3, 2026

vs Industry

How ARXS stacks vs Aerospace & Defense

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.