Mobix Labs (MOBX) investor relations material

Executive summary

• Announced a definitive agreement to acquire Vision Aerial, an American drone manufacturer, to expand into the unmanned aircraft systems market.

• Vision Aerial projects 46% revenue growth in 2026 and 93% in 2027, with 2027 revenue expected to be nearly triple that of 2025.

• The acquisition aligns with a strategy focused on differentiated technology, established customers, and expanding end markets.

• Vision Aerial serves major clients including the U.S. Navy, L3Harris, and the USDA Forest Service, supporting government and industrial applications.

• The transaction is expected to close in Q4 2026, pending customary conditions and shareholder approval.

Voting matters and shareholder proposals

• Shareholder approval is required for the issuance of shares in connection with the Vision Aerial acquisition.

• A proxy statement and related materials will be filed with the SEC for stockholder review and voting.

Board of directors and corporate governance

• Certain directors and executive officers are identified as participants in the proxy solicitation for the proposed transaction.

• Information about directors and officers is available in the Registration Statement on Form S-1 filed on August 28, 2026.