Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only ARXS 0

None

Shared 0

No disclosed counterparties: ARXS.

Only VSEC 1

—United States Department of Defense ("DoD")unlistedcustomer

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

ARXSArxis, Inc.

50.43−0.76%

Mkt cap$21.7BRevenue$564MQ3 FY26Revenue—

VSECVSE Corp

160.75+8.74%

Regular sessionNov 2 '26

Mkt cap$4.1BRevenue$449MQ2 FY26Revenue$1.1BFY25

vs

Compare

Regular sessionNov 2 '26

ARXSArxis, Inc.

vs

VSECVSE Corp

50.43−0.76%

Price

160.75+8.74%

$21.7B

Mkt cap

$4.1B

Q3 FY26$564M

Revenue

$449MQ2 FY26

—

Revenue

$1.1BFY25

ARXS compared with VSEC: revenue, margins and what each company keeps, and the suppliers and customers both name