Q2 FY2026 EarningsQ2 FY26 results beat consensus on both top and bottom lines: revenue $500.7M vs. $477.5M expected, and normalized net income $53.3M vs. $47.6M expected. Growth was driven by 21.0% organic expansion and strategic acquisitions (Oldham, Micro-Tronics, MagCanica). Gross margin reached 52.4%, significantly outperforming the 51.05% mean forecast. Despite a GAAP net loss due to one-time IPO-related stock compensation, operating performance and cash generation remain robust, with Free Cash Flow conversion spiking to 314.2%.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Arxis(ARXS) the Revenue is 500.73 M (--%), Beat estimate;the EBIT is 32.68 M (--%), Beat estimate;the EPS is -0.01 (--%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.50B--
0.48B--
+0.02B--%
EBITExceed expectations
0.03B--
-0.01B--
+0.04B--%
EPSExceed expectations
-0.01--
-0.0833--
+0.0733--%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf