Mobix Labs has landed a $3.2 million order for components used inside the full-body scanners operated by the TSA at major U.S. airports. The deal was announced Monday morning and sent the stock sharply higher in premarket trading.
The company supplies internal components that sit inside the millimetre-wave screening systems passengers step into before entering secure airport areas. These are the units you see at virtually every major U.S. airport checkpoint.
Mobix Labs, Inc., MOBX
With this latest award, total program activity for Mobix Labs now exceeds $6 million. That’s a meaningful number for a company of this size, and it points to a growing footprint within an active, ongoing program rather than a one-off contract.
Revenue from the $3.2 million order is expected to be recognised over the next three quarters. Shipments are scheduled through December 31, 2026, giving the company near-term revenue visibility tied to an already-deployed platform.
The systems in question are already running continuously at major airports across the country, processing high volumes of passengers throughout the day. Mobix Labs’ components are inside those units right now, which is a straightforward way to understand the company’s position here.
Airport security screening systems don’t get pulled and replaced often. Once a technology is integrated into a mission-critical platform like TSA body scanners, it tends to stay there — and requires ongoing maintenance, replacement parts, and upgrades over time.
That dynamic is what makes this contract more interesting than a simple one-time sale. The company is embedded in infrastructure that operates every single day under strict performance requirements.
MOBX jumped 28.90% in premarket trading following the announcement. MOBXW, the company’s warrant, was up 20.94% earlier before swinging to a decline of 24.98% — a reminder that warrant pricing can be volatile and separate from the common stock move.
The order was announced via Business Wire on Monday, April 6, 2026, and carries revenue recognition spread across three quarters starting from this point forward.
Shipments are scheduled to run through the end of calendar year 2026.
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