Jun 2026 (Q2 FY26) — Jul 30, 2026
Arxis Q2 FY26 — Strong Organic Growth and Strategic Acquisitions Drive Raised Outlook
Read the full callArxis earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 501 | +25.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 6.5 | −14.2 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -4.9 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
YTD: $38.75 on 16 Apr 2026 → $53.72. High $59.99 (7 Aug 2026), low $34.05 (18 May 2026).
Overview
Call summaries
Arxis Q2 FY26 — Strong Organic Growth and Strategic Acquisitions Drive Raised Outlook
Read the full callArxis Q1 FY26 — record first quarter as a public company; 21% sales growth and IPO deleveraging to 2x
Read the full callEvery analysed call
Financials
Net profit, year on year: +83% (quarter to jun 2026 against jun 2025).
| Line item | Mar 2025 | Jun 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| Sales | 380 | 400 | 459 | 501 |
| Operating profit | 60 | 83 | 111 | 33 |
| Operating margin | 15.8% | 20.7% | 24.1% | 6.5% |
| Profit before tax | -7 | 29 | 69 | -1 |
| Tax rate | 36.6% | 200.6% | 22.8% | −247.2% |
| Net profit | -4 | -29 | 53 | -5 |
| EPS ($ per share) | — | — | — | -0.01 |
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Factories | 72We have 72 independent focused factories across our 46 business units.Source: earnings call transcript | <70Remember, we run 48 individual business units across nearly 70 factories, and we have general managers that are carefully looking at their own secured revenue and their capacity needs and their CapEx needs.Source: earnings call transcript | — |
| Business units | 46We have 72 independent focused factories across our 46 business units.Source: earnings call transcript | 48Remember, we run 48 individual business units across nearly 70 factories, and we have general managers that are carefully looking at their own secured revenue and their capacity needs and their CapEx needs.Source: earnings call transcript | +4.3% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
18 filings between Apr 16, 2026 and Aug 19, 2026.
Purchases
$5.64M
7 purchases by 7 insiders
Sales
None
No insider sold shares.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Roth Jason Aaron | $1.68M | — | Apr 17, 2026 |
| Perhamus Kevin Scott | $1.50M | — | Apr 17, 2026 |
| Badakhsh Azad Sid | $1.01M | — | Apr 17, 2026 |
| Oetgen Stephen Duane | $700.0K | — | Apr 17, 2026 |
| Sealfon Ross Bradley | $350.0K | — | Apr 17, 2026 |
| ALLEN PATRICK E | $280.0K | — | Apr 17, 2026 |
| Jankowski Ryan Anthony | $125.0K | — | Apr 17, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 19, 2026 | Roth Jason Aaron See Remarks | Award | 34,098 | $0 |
| Jun 29, 2026 | Jankowski Ryan Anthony Chief Accounting Officer | Award | 8,517 | $0 |
| Apr 17, 2026 | Jankowski Ryan Anthony Chief Accounting Officer | Purchase | 4,464 | $125.0K |
| Apr 17, 2026 | Perhamus Kevin Scott See Remarks | Purchase | 53,600 | $1.50M |
| Apr 17, 2026 | ALLEN PATRICK E Director | Award | 5,357 | $0 |
| Apr 17, 2026 | ALLEN PATRICK E Director | Purchase | 10,000 | $280.0K |
| Apr 17, 2026 | Oetgen Stephen Duane Director | Award | 5,357 | $0 |
| Apr 17, 2026 | Oetgen Stephen Duane Director | Purchase | 25,000 | $700.0K |
| Apr 17, 2026 | Sealfon Ross Bradley See Remarks | Purchase | 12,500 | $350.0K |
| Apr 17, 2026 | Badakhsh Azad Sid See Remarks | Purchase | 36,000 | $1.01M |
| Apr 17, 2026 | Roth Jason Aaron See Remarks | Purchase | 60,000 | $1.68M |
| Apr 16, 2026 | Roth Jason Aaron See Remarks | Award | 335,515 | — |
| Apr 16, 2026 | Allen Jennifer H. See Remarks | Award | 53,695 | — |
| Apr 16, 2026 | Perhamus Kevin Scott See Remarks | Award | 3,519,533 | — |
| Apr 16, 2026 | Sealfon Ross Bradley See Remarks | Award | 1,090,307 | — |
| Apr 16, 2026 | Jankowski Ryan Anthony Chief Accounting Officer | Award | 46,867 | — |
| Apr 16, 2026 | Badakhsh Azad Sid See Remarks | Award | 367,864 | — |
| Apr 16, 2026 | Arcline Double Eagle Master Fund-A LP Director | Award | 1 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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