Mobix Labs, Inc. · NASDAQ:MOBX
Mobix Labs — Investor Presentation (October 2026)
15 slides from Mobix Labs's investor presentation, Oct 8, 2026
Slide 1: Why Rare Earths Matter to Mobix Labs
M O B I X L A B S , I N C . | N A S DAQ : M O B X Why Rare Earths Matter to Mobix Labs Investor Update: Strategic Expansion into Rare Earth Supply Chains October 8, 2026
Slide 2: Before We Begin
Before We Begin Pending acquisitions Statements about the future SPD and Winner Water have not closed and may Actual results may differ. Full disclosure is on the last page. not be completed. Proxy statement No resource estimates Read it when filed with the SEC. Mobix Labs and its directors and offi
Slide 3: Our Core Business Is Gaining Momentum
B U S I N E S S U P DAT E Our Core Business Is Gaining Momentum >100% $1.4M–$1.8M Q1 FY27 Revenue growth Near the high end Momentum continues Expected quarter-over-quarter Fiscal Q4 guidance range; Growth expected to continue increase in fiscal Q4 2026 expected well above the $1.6 into fiscal first-
Slide 4: Our Strategy in Three Pictures
THE BIG PICTURE Our Strategy in Three Pictures Defense runs on Mobix moves to rare earths Processed in China the source Figures are approximate. Sources on slide 8. 4
Slide 5: What Are Rare Earths?
T H E B AS I C S What Are Rare Earths? 17 special metals that power magnets, lasers and radar Gold: elements most important to defense magnets and radar Not actually rare Hard to separate Super-strong magnets Found widely, but in tiny amounts Takes complex chemistry Small size, big power Mobix Labs,
Slide 6: Why Rare Earth Magnets Matter
THE KEY USE Why Rare Earth Magnets Matter Same pull. Far smaller and lighter. That is why aircraft, submarines and missiles use them wherever space and weight matter. Electric motors Guidance systems Radar Illustrative comparison, not to scale. 6
Slide 7: Rare Earths Are Built Into Major U.S. Platforms
W H Y R A R E E A R T H S M AT T E R Rare Earths Are Built Into Major U.S. Platforms 900+ lb 9,200 lb 5,200 lb Magnets F-35 Lightning II Virginia-class submarine Arleigh Burke destroyer Tomahawk missile Rare earth elements required per aircraft (about Rare earth elements required per boat (about 4,1
Slide 8: America Depends on One Country for Processing
THE PROBLEM America Depends on One Country for Processing 2027 New Department of Defense limits on certain Chinese- origin rare earth magnet materials take effect $439M Awarded by the Department of Defense from 2020 to + March 2024 to build U.S. supply chains When one country controls supply, it can
Slide 9: The Bottleneck Is Processing, Not Mining
T H E S U P P LY C H A I N The Bottleneck Is Processing, Not Mining S TAG E 2 STAGE 1 TH E BOTT L ENE CK STAGE 3 STAGE 4 Mining Processing and Metals and Manufacturing Dig up rock and separation alloys Build magnets and other material Separate and purify Turn them into metals parts the elements “The
Slide 10: We Already Work Inside This Supply Chain
WHY MOBIX LABS We Already Work Inside This Supply Chain Rare earth materials Mobix Labs parts Defense platforms The building blocks of Filters, connectors and F-22, F-35, F/A-18, Apache, Chinook magnets and sensors wireless systems Our customers depend on rare earths. With SPD and Winner Water, we a
Slide 11: Winner Water: Domestic Rare Earth Processing
P R O C E S S I N G CA PA B I L I T Y Winner Water: Domestic Rare Earth Processing Winner Water process Coal ash Valuable products Chemistry that recovers the A waste left over from U.S. power plants Rare earths, scandium and alumina valuable elements $53M Federal awards and cost share over ten year
Slide 12: Why This Strategy Makes Sense
S U M M A RY Why This Strategy Makes Sense 1 Modern defense runs on rare earths. 2 Processing, not mining, is where America is most exposed. 3 SPD brings the team; Winner Water brings processing know-how. 4 Mobix Labs already serves the customers who need the result. We will report progress through
Slide 13: Rare Earth Materials in RF and Defense Systems
APPENDIX A Rare Earth Materials in RF and Defense Systems Mobix Labs components fly on the F-22, F-35, F/A-18, AH-64 Apache, CH-47 Chinook and Gulfstream aircraft. The materials that make those systems work begin with rare earth elements. Material Function Relevance to Mobix Labs Neodymium-iron-boro
Slide 14: Leadership, Board and Advisors
APPENDIX B Leadership, Board and Advisors Mobix Labs Board of Directors Advisors Philip Sansone James Peterson Kurt Busch Investor relations Chief Executive Catalyst IR Executive Chairman CEO, Syntiant Officer Chris Eddy Keyvan Samini Philip Sansone Bill Carpou [email protected] President, CFO a
Slide 15: Forward-Looking Statements and Risk Factors
Forward-Looking Statements and Risk Factors Forward-Looking Statements. This presentation and the related call contain Forward-looking statements speak only as of the date of this presentation; the forward-looking statements within the meaning of Section 27A of the Securities Act Company undertakes