Mobix Labs (MOBX) Proxy filing summary

Executive summary

• Investor update outlined expansion into U.S. rare-earth processing for national security markets, connecting defense demand and existing components with planned supply-chain acquisitions; both transactions remain pending.

• Preliminary, unaudited FY Q4 2026 revenue was expected to increase QoQ by more than 100%, within $1.4M–$1.8M guidance and near its high end; growth was expected to continue in Q1 FY27.

Voting matters and shareholder proposals

• Stockholder approval is expected to be sought for the proposed transactions, including the proposed issuance of shares; a proxy statement is planned for filing with the SEC.

• SPD’s acquisition of Winner Water and the proposed acquisition of SPD were expected to close simultaneously, subject to approval and other closing conditions.

Board of directors and corporate governance

• Listed directors and leadership included Executive Chairman Kurt Busch; directors James Peterson, Bill Carpou, David Aldrich, Rick Goerner and Mike Long; CEO Philip Sansone; and President, CFO and General Counsel Keyvan Samini.