Mobix Labs, Inc. · NASDAQ:MOBX
Mobix Labs — Investor Presentation (October 2026)
15 slides from Mobix Labs's investor presentation, Oct 9, 2026
Slide 1: Why Rare Earths Matter to Mobix Labs
MOBIX LABS, INC. | NASDAQ: MOBX 60 Why Rare Earths Matter to Mobix Labs Nd Investor Update: Strategic Expansion into Rare Earth Supply Chains Neodymium October 8, 2026
Slide 2: Before We Begin
Before We Begin Pending acquisitions SPD and Winner Water have not closed and may not be completed. Statements about the future Actual results may differ. Full disclosure is on the last page. Proxy statement Read it when filed with the SEC. Mobix Labs and its directors and officers may be participan
Slide 3: Our Core Business Is Gaining Momentum
BUSINESS UPDATE 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; expected Growth expected to continue into increase in fiscal Q4 2026 expected well above the $1.6 million into f
Slide 4: Our Strategy in Three Pictures
THE BIG PICTURE Our Strategy in Three Pictures c n ad sex) Mobix moves to the earths source Defense runs on rare Processed in China Figures are approximate. Sources on slide 8. 4
Slide 5: What Are Rare Earths?
THE BASICS What Are Rare Earths? mA metals that power magnets, lasers and radar Gold: elements most important to defense magnets and radar 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, Inc. (N
Slide 6: Why Rare Earth Magnets Matter
THE KEY USE Why Rare Earth Magnets Matter Rare earth magnet Same pull. Far smaller and lighter. That is why aircraft, submarines and missiles use them wherever space and weight matter. Electric motors Guidance systems Illustrative comparison, not to scale.
Slide 7: Rare Earths Are Built Into Major U.S. Platforms
WHY RARE EARTHS MATTER Rare Earths Are Built Into Major U.S. Platforms wera 900+ lb 5,200 lb Magnets F-35 Lightning II Virginia-class submarine Arleigh Burke destroyer Tomahawk missile Rare earth elements required Rare earth elements required ASSES YF elements required Rare earth permanent magnets p
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 ~90% in China When one country controls su
Slide 9: The Bottleneck Is Processing, Not Mining
THE SUPPLY CHAIN The Bottleneck Is Processing, Not Mining STAGE 1 THE K STAGE 3 STAGE 4 Mining pa Processing and Metals and => Manufacturing Dig up rock and other separation alloys Build magnets and parts material Separate and purify the Turn them into metals elements “The biggest misconception is t
Slide 10: We Already Work Inside This Supply Chain
WHY MOBIX LABS We Already Work Inside This Supply Chain ala ® 4 Rare earth materials Mobix Labs parts Defense platforms The building blocks of magnets Filters, connectors and wireless reo ye ENCES and sensors systems Our customers depend on rare earths. With SPD and Winner Water, we aim to help secu
Slide 11: Winner Water: Domestic Rare Earth Processing
PROCESSING CAPABILITY Winner Water: Domestic Rare a a @oalash Winner Water proces Awaste left over from U.S. power plants plants ilustrative rendering BEN Chemistry that recovers the valuable valuable elements Earth Processing Valuable products Rare earths, scandium and alumina Federal awards and co
Slide 12: Why This Strategy Makes Sense
SUMMARY Why This Strategy Makes Sense Modern defense runs on rare earths. Processing, not mining, is where America is most exposed. SPD brings the team; Winner Water brings processing know-how. hwo ND KF Mobix Labs already serves the customers who need the result. We will report progress through our
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 aircraft. The materials that make those systems work begin with rare earth elements. Neodymium-iron-boron magnets Motors, actuators
Slide 14: Leadership, Board and Advisors
APPENDIX B Leadership, Board and Advisors Mobix Labs Philip Sansone Chief Executive Officer Keyvan Samini President, CFO and General Counsel Mobix Labs, Inc. (Nasdaq: MOBX) Board of Directors James Peterson Executive Chairman Philip Sansone Chief Executive Officer Keyvan Samini President, CFO and Ge
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 within the meaning of Section 27A of the Securities Act of 1933, Section 216 of the Securities Exchange Act of 1934 and the Private Securities Litigation