ARXSNasdaqAircraft Parts & Auxiliary Equipment, NEC

Arxis, Inc. (ARXS) earnings date, market-implied expected move, and options open interest by expiry

50.71

0.00 · +0.01%

post 52.22 +2.99%

After hours15:59 ETdelayed

Open52.99Volume623,116Mkt cap$21.6B

Day51.85 – 52.9932%52-wk33.15 – 61.5067%

ARXS

Arxis, Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

News

5dArxis completes Omnetics acquisition for $770.0 million, issues 13,351,964 shares
5dArxis reports Q3 net income of $83,713 thousand, revenue $563,979 thousand
6dArxis posts Q3 revenue $564 million, net income $84 million; raises 2026 guidance

News

Next report

Last report

+15.33%

shaded = implied · ▲▼ = realized

Jul 29 '26 · confirmed

Implied vs realized

Largest filed tie

filed ties

13F top-10 QoQ

—

140 managers

Top fund weight

0.00%

ARXS weight · VTI

N-PORTJun 30 '26

1 fund

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

No upcoming report date for Arxis (ARXS). No implied move.

Implied vs realized

1 report

—≥ implied

Q2 FY26Jul 29 '26confirmed—▲+15.33%—

quarterimplied−20%0+20%realized×

Q2 FY26—▲+15.33%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 3 expiries · Nov 2 close

0.46OI · 3 expiries · Nov 2 closeP/C open interest · Nov 20 · nearest expiry

PUTS · chgexpiry · days · P/CCALLS · chgP/C

369+1%Nov 2017d8100%

1270%Dec 1845d1.57810%1.57

506−1%Feb 19108d0.756780%0.75

ExpiryPutsCallsP/C

Nov 2017d369+1%8100%0.46

Dec 1845d1270%810%1.57

Feb 19108d506−1%6780%0.75

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

as filedQ3 FY26

14.84%as filednet margin · revenue +12.63% QoQ · +35.96% YoY

Revenue

$564M+12.63% QoQ

Gross profit

$306M+16.56% QoQ

54.27% margin

Operating income

$133M+308.24% QoQ

23.66% margin

Pre-tax income

$120M+8567.75% QoQ

Net income

$84M+1805.30% QoQ

14.84% margin

Cost of revenue

$258M+8.30% QoQ

Operating expenses

$173M−24.90% QoQ

SG&A $132M

Other operating $41M

Other expense

$14M

Tax

$36M+930.64% QoQ

Revenue$564M+12.63%

Gross profit

$306M+16.56%

54.27% margin

Operating income

$133M+308.24%

23.66% margin

Pre-tax income

$120M+8567.75%

Net income

$84M+1805.30%

14.84% margin

Cost of revenue

$258M+8.30%

Operating expenses

$173M−24.90%

SG&A $132M

Other operating $41M

Other expense

$14M

Tax$36M+930.64%

flow · deduction · signed % = QoQSource: SEC filings · standardized · QE Sep 30 '26 · width = $

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ down · bars = volume, 15mSource: market data · 16:00 ET

Intraday

Event sensitivity

GDP ×2.20· ±5.7% vs ±2.6% · 7 releases

eventrelease day|move|up · n×base

GDPgross domestic product±5.7%6 of 7×2.20

PCEpersonal income & outlays±5.7%6 of 7×2.20

NFPjobs report±3.3%4 of 6×1.29

PPIproducer prices±2.6%2 of 6×1.02

CPIconsumer prices±2.1%3 of 6×0.83

Bar = avg |move| to ±6% · tick = ±2.6% avg day · ×base = |move| ÷ ±2.6% · min 6 releases

Earnings history

EPS 0.20 · consensus —

Quarter	Reported	EPS	Consensus
Q3 FY26	—	0.20	—
Q2 FY26	Jul 29 '26 · confirmed	-0.01	—
Q1 FY26	—	—	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod