Professional
Added to YB: 2026-09-17
Pitch date: 2026-06-30
ARXS [bullish]
Arxis, Inc.
Author Info
No bio for this author
Company Info
Arxis, Inc. designs and manufactures electronic and mechanical components for mission critical applications in the United States.
Market Cap
$21.2B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
41.77
P/E
160.21
EV/Sales
12.69
Sector
Aerospace and Defense
Category
growth
Baron Durable Advantage Fund New Portfolio Holding: Arxis, Inc.
ARXS: Arxis designs proprietary, mission-critical components for defense and space, industrial technology, and commercial aerospace; 90% of revenue comes from proprietary products that can remain in production for decades once designed in. Its EDGE operating system supports share gains, while a decentralized M&A model has integrated 34 companies since 2019. Revenue and EBITDA are expected to grow organically at least at high-single-digit and low-teens rates, respectively.
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