Arxis

What Arxis does

Arxis designs and manufactures mission-critical electronic and mechanical components for the aerospace, defense, medical, and industrial end-markets, serving OEMs, Tier 1 suppliers, and defense primes with proprietary content qualified into long-life platforms. The company is the product of a rollup sponsored by Arcline Investment Management, having completed 32+ acquisitions since 2019 to assemble 47+ operating subsidiaries operating from 72 manufacturing facilities across North America, Europe, and Asia; approximately 90% of revenue derives from proprietary products across the portfolio. The combined platform spans connectors, torque sensors, precision components, RF/microwave subsystems, and electromechanical assemblies, and the April 2026 Nasdaq IPO (ticker ARXS) raised $1.221B in net proceeds, used primarily to repay $946M of debt and to fund continued M&A, including the announced $890M combination of MagCanica and Omnetics in June 2026.

Arxis generated $1.59B in FY2025 revenue (up 114.1% YoY) and $459M in Q1 2026 revenue (up 21% YoY), with FY2026 guidance of $1.86-1.88B and $720-730M of Adjusted EBITDA, implying ~38-39% Adjusted EBITDA margins on a 48.6% gross margin base. Defense and Space represents approximately 47% of FY2025 revenue, with the remainder split across aerospace, medical, and industrial customers. The business model is a long-cycle, qualified-content components platform: revenue is earned from design-in and sale of proprietary parts, with switching costs anchored by platform qualification, certification requirements (e.g., AS9100, ITAR, ISO 13485), and the multi-year procurement cycles typical of aerospace and defense programs. Cornerstone investors in the IPO included Capital Group, Janus Henderson, and T. Rowe Price, committing approximately $400M (~35% of the offering), and the post-IPO enterprise value has been reported in the $11.2B-$17B range.

The company's strategic position combines a multi-brand distribution advantage (47+ subsidiary brands), a globally diversified manufacturing cost base, and deep IP across a fragmented components market. The principal concentration risk is the 47% defense and space exposure; the principal growth driver is the continued M&A pipeline funded by IPO proceeds and the platform's ability to integrate acquired subsidiaries and extract margin expansion.

Name

Arxis

Legal name

Arxis, Inc.

Website

https://www.arxis.com/

Company type

Public

Founded year

1968

Operating status

Ipo

Headcount range

5,001–10,000 employees

Short description

Arxis designs and manufactures mission-critical electronic and mechanical components for aerospace, defense, medical, and industrial OEMs, operating 72 facilities globally through 47+ acquired subsidiaries, with approximately 90% of revenue from proprietary products.

Ownership category

akta.pro rank

Product category

Aerospace and Defense Components

NAICS

Search, Detection, Navigation, Guidance, Aeronautical, and Nautical System and Instrument Manufacturing (334511), Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables (334513)

SIC

Search, Detection, Navagation, Guidance, Aeronautical Sys (3812), Electronic Components & Accessories (3670)

akta.pro primary industry

Industrial Safety & Security Electronics Manufacturing (Safety relays, E-stops, light curtains, access control) (IMAGAGAG)

Keywords

• Aerospace and defense components
• Mission-critical electronic components
• High-reliability connectors
• Precision engineered seals
• Aerospace bearings and sensors

Headquarters

HQ city

Bloomfield

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Supply Chain, Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Electronic and mechanical components sales: Primary revenue stream from sale of proprietary, mission-critical electronic and mechanical components to defense, aerospace, medical technology, and specialized industrial customers. Components are designed into long-life aerospace/defense platforms with multi-year production runs and recurring aftermarket demand. Revenue mix: 2025 revenue of $1.59 billion (up 114.1% YoY); Q1 2026 revenue of $459 million (up 21% YoY).
2. Aftermarket spare parts and repair components: Recurring revenue from aftermarket parts and repair work driven by airlines extending aircraft service lives amid Boeing/Airbus production delays, benefiting suppliers of replacement components.
3. Contract / program production revenue: Long-cycle production revenue tied to platform qualifications with OEMs, Tier 1 suppliers, and defense primes across commercial aerospace, defense, and space programs.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Arxis designs and manufactures proprietary, mission-critical electronic and mechanical components engineered for performance in extreme operating environments. Its portfolio spans engineered polymers, high-reliability connectors, precision-machined parts, elastomeric seals, sensors (including non-contact torque sensors), capacitors, resistors, and RF/microwave components, serving defense, space, commercial aerospace, medical technology, and specialized industrial markets. Approximately 90% of revenue is derived from proprietary products sold through a network of 47+ acquired operating companies/sub-brands and direct enterprise sales to OEMs and defense primes.

Product overview

Arxis operates a platform-plus-modules architecture in which a unified holding company organizes a large portfolio of sub-brand businesses that design and manufacture proprietary, mission-critical electronic and mechanical components. The core platform delivers engineered solutions for extreme-environment applications, and the product portfolio is built out through a long series of acquisitions (32 completed since the company's 2019 formation) that have added sub-brands such as Kamatics, PacAero, Rubbercraft, Bal Seal Engineering, Meritec, GRW, Cristek, Oldham Seals, Kaman Air Vehicles, MagCanica, Micro-Tronics, Spira Manufacturing, MAST Technologies, M-Wave, Custom Interconnects, IRP Medical, X-Microwave, and Omnetics. These sub-brands collectively address four end-markets — Defense & Space, Commercial Aerospace, Industrial Technology, and Medical Technology — and are supported by 72 manufacturing facilities across North America, Europe, and Asia. Recent acquisitions of MagCanica (non-contact torque sensors) and Omnetics (high-reliability connectors) further expand the Electronic Components segment within the platform.

Differentiator

Problem solved

Functional benefit

Brands

• Quantic: Group brand umbrella name used across several subsidiary product brands (e.g., Quantic Wenzel, Quantic BEI, Quantic ECI, Quantic Evans, Quantic Ohmega, Quantic UTC, Quantic Paktron, Quantic Croven, Quantic Corry, Quantic TRM, Quantic Thistle, Quantic MWD, Quantic Eulex).
• Kaman

Products and services

• Mission-Critical Electronic and Mechanical Components Arxis's core offering: proprietary, mission-critical electronic and mechanical components engineered for cutting-edge performance in extreme environments, with approximately 90% of revenue derived from proprietary products deployed across defense, space, commercial aerospace, medical technology, and specialized industrial end markets.
• Kamatics Aerospace Bearings and Engineered Components High-performance aircraft bearings and engineered mechanical components for aerospace and defense applications; sold under the Kamatics sub-brand of Arxis.
• PacAero Engineered Aerospace Components Engineered aerospace components and assemblies serving commercial aerospace and defense markets, distributed under the PacAero sub-brand.
• Rubbercraft Elastomeric Sealing and Ducting Products Elastomeric sealing, ducting, and engineered rubber products for aerospace, defense, and industrial applications, sold under the Rubbercraft sub-brand.
• Bal Seal Engineering Sealing and Shielding Solutions Engineered sealing, connecting, conducting, and shielding solutions for medical, aerospace, defense, and industrial markets, sold under the Bal Seal Engineering sub-brand.
• High-Reliability Connectors Specialized high-reliability connectors, interconnects, and custom cable assemblies for mission-critical applications in aerospace, defense, space, and medical markets, distributed through Omnetics, Cristek, Meritec, FilConn, and Custom Interconnects sub-brands.
• MagCanica Non-Contact Torque Sensors Non-contact torque sensors for precision measurement applications in aerospace, defense, space, and medical markets, sold under the MagCanica sub-brand.
• Micro-Tronics Engineered Elastomeric and Metallic Components Precision engineered elastomeric and metallic components for aerospace, defense, and industrial applications, originally founded in 1968; sold under the Micro-Tronics sub-brand.
• Spira Manufacturing EMI/RFI Shielding Products EMI/RFI shielding products and gaskets for aerospace, defense, and electronic applications, sold under the Spira Manufacturing sub-brand.
• Kaman Air Vehicles Unmanned Aerospace Platforms Unmanned air vehicles and aerospace platforms for defense and commercial markets, sold under the Kaman Air Vehicles sub-brand.
• RF and Microwave Components and Design Tools RF and microwave components, modular RF test and measurement tools, custom RF connectors, and frequency control products for aerospace and defense applications, distributed through Quantic X-Microwave, M-Wave, Connectronics, Wenzel, Croven, and Microwave Dynamics sub-brands.
• IRP Medical Device Components Medical device components and engineered solutions for healthcare applications, sold under the IRP Medical sub-brand.

Quantifiable outcome

• 90% of revenue from proprietary products
• +5 more outcomes

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature5 records

Partnerships

Seven partnerships are on record, tiered core, flagship and minor.

• Omnetics Connector CorporationcoreStrategic or Co-development PartnerArxis announced a definitive agreement to acquire Minneapolis-based Omnetics Connector Corporation for an all-stock transaction valued as part of a combined $890 million deal with MagCanica. Omnetics expands Arxis's Electronic Components segment with specialized high-reliability connectors serving aerospace, defense, space, and medical markets. Expected to close Q3 2026.
• MagCanica Inc.coreStrategic or Co-development PartnerArxis completed the acquisition of MagCanica Inc. on June 1, 2026 through an all-cash transaction, as part of a combined $890 million deal with Omnetics. MagCanica brings non-contact torque sensor technology serving aerospace, defense, space, and medical markets.
• Micro-Tronics, Inc.coreStrategic or Co-development PartnerArxis completed the acquisition of Micro-Tronics, Inc. in January 2026. Micro-Tronics, founded in 1968 and co-led by Charlie and Johnny Marusiak, specializes in precision engineered elastomeric and metallic components for aerospace, defense, and industrial markets, strengthening Arxis's mechanical components segment.
• QuanticcoreStrategic or Co-development PartnerQuantic is featured as a partner/related entity on the Arxis homepage with a 'More' link to quanticnow.com, indicating a strategic relationship across the Arxis ecosystem of electronics brands (e.g., Quantic BEI, Quantic Evans, Quantic Ohmega, Quantic Eulex, Quantic ECI, Quantic PMI, Quantic TRM, Quantic Corry, Quantic UTC, Quantic Croven, Quantic Wenzel, Quantic MWD, Quantic Thistle).
• Kaman CorporationflagshipStrategic or Co-development PartnerKaman Corporation is featured as a partner/related entity on the Arxis homepage and was acquired by Arxis in 2024 as part of its platform consolidation strategy. Kaman's components businesses (Kamatics, Kaman Air Vehicles, KMM Precision Measuring) are now part of Arxis's portfolio.
• qnnect (Quantic qnnect)minorStrategic or Co-development Partnerqnnect is featured as a partner/related entity on the Arxis homepage with a 'More' link to qnnectnow.com, indicating a strategic relationship within the Arxis electronics connector ecosystem.
• Integrated Polymer SolutionsminorStrategic or Co-development PartnerIntegrated Polymer Solutions is featured as a partner/related entity on the Arxis homepage with a 'More' link to integratedpolymersolutions.com, indicating a strategic relationship within the Arxis engineered polymers ecosystem.

Scale indicators13 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• TransDigm Group: TransDigm is the most direct comparable: a roll-up acquirer of proprietary, mission-critical aerospace and defense components with similar sole-source, qualified-on-platform economics, premium pricing, and very high gross margins. Arxis's 90% proprietary mix, 48.6% gross margin, and acquisition-led model closely mirror TransDigm's playbook.
• Curtiss-Wright Corporation: Curtiss-Wright designs and manufactures highly engineered, mission-critical electronic and mechanical products for defense, commercial aerospace, and industrial markets. Its product portfolio in defense electronics, sensors, and engineered components directly overlaps with Arxis's electronic and mechanical segments, and both serve the same prime contractors and Tier 1 suppliers.
• HEICO: HEICO is a direct peer in mission-critical A&D components, particularly strong in electronic and aftermarket parts. Arxis's stated aftermarket tailwind from Boeing/Airbus delays and its proprietary electronic connectors, sensors, and capacitors overlap directly with HEICO's Flight Support and Electronic Technologies segments.
• Ducommun Incorporated: Ducommun manufactures engineered electronic and structural components for aerospace and defense primes. Its electronic systems and structural systems segments align with Arxis's mix of electronic components and mechanical/elastomeric products, and both serve a similar long-cycle, qualified-customer base.
• Senior plc: Senior plc manufactures highly engineered components and systems for aerospace, defense, and industrial markets, including fluid conveyance, structural, and precision components. Its aerospace division directly parallels Arxis's portfolio of mission-critical mechanical and electronic components.
• Triumph Group: Triumph designs, engineers, manufactures, repairs, and overhauls aerospace and defense components, structures, and systems. Its product breadth across commercial and defense aerospace overlaps with Arxis's mission-critical components platform, and it provides a relevant A&D component peer benchmark.
• Woodward, Inc. Woodward designs and manufactures energy control and optimization solutions, including precision sensors, controls, and actuators for aerospace and industrial markets. Its aerospace segment competes directly with Arxis's high-reliability components and aftermarket exposure.
• Mercury Systems: Mercury Systems is a direct peer focused on mission-critical defense electronics, including RF, microwave, and embedded processing. Arxis's RF/microwave components (M-Wave, X-Microwave, Connectronics) and electronic components segment mirror Mercury's defense electronics exposure.
• Moog Inc. Moog designs high-precision motion control and electronic components for aerospace, defense, and industrial markets. Its component-level engineered products serving mission-critical applications and aftermarket spares are closely aligned with Arxis's portfolio of qualified, high-reliability components for extreme environments.

Broad incumbents

• Howmet Aerospace: Howmet Aerospace is a larger, established A&D components manufacturer with a broader portfolio in engine products, fasteners, and engineered structures. It serves the same prime contractor and engine OEM customers as Arxis and is a relevant scaled incumbent benchmark for A&D component platform economics.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries50 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A5 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Arxis