Arxis, Inc.

Aircraft Parts & Auxiliary Equipment, Nec

ARXSStrained5 of 9 basics passed

$47.89

+2.39%

Market cap $20.6B

$47.89

+2.39%

Market cap $20.6B

Arxis Inc designs and manufactures proprietary electronic and mechanical components used in applications that require performance in extreme environments.

It is a $20.6B industrial company. Revenue grew 114.1% over the last year, it keeps 5¢ of every dollar of sales as profit, and its net debt equals ~7.0 years of free cash flow. It trades at 448.6× earnings.

Website: arxis.com
Location: Bloomfield, CT
Sector: Industrials
Founded: 2002

Share price · 6 months

$38.75 → $47.89+23.6%

price only — dividends excluded

Key facts · TTM

Revenue: total sales; $2.17B
Profit: keeps 5¢ of every $1 sold; $98.7M
Free cash flow: cash left after running the business; $349M
Net debt: debt minus cash on hand; $2.45B
P/E: years of profit in the price; 448.6
Volatility: beta vs the market — under 1 swings less; 2.87

Revenue, last 3 years

52-week range

Low $34.05$47.89High $59.99

Today's price is 53% of the way from the year's low to its high.

Valuation vs own history

P/E

161.2×

64%

P/S

11.7×

47%

EV/EBITDA

78.1×

47%

P/B

4.6×

66%

FCF yield

1.5%

67%

Share of the last ~5 years that was pricier than today (in line with its own history). Based on the daily valuation record.

Standing in Industrials

Size$20.6Btop 47%
Net margin3%top 89%
P/E448.6×top 99%

Ranked against 130 Industrials companies with a full CV — for P/E, lower ranks higher.

Skills

Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.

Strong quality; Valuation, Profitability, Health and Moat lag behind.

Valuation40

P/E vs own history36th pct · 20/25
FCF yield1.7% · 5/25
P/S13.0x · 5/25
EV/EBITDAn/a · 10/25

Growth50

Revenue CAGR93.6% · 25/25
Net income CAGRn/a · 0/25
EPS CAGR ~5Yn/a · 0/25
Fwd implied growth869.2% · 25/25

Profitability31

ROIC0.8% · 5/25
ROEn/a · 0/25
Net margin4.5% · 6/25
Operating margin17.4% · 20/25

Health33

Altman Zn/a · 0/25
Current ratio5.21 · 25/25
Interest coverage1.3x · 3/25
Net cash / debtD/A 37% · 5/25

Quality87

Piotroski F8/9 · 25/25
Beneish M-1.99 · 12/25
FCF conversion245% · 25/25
Margin stabilityσ 3.5% · 25/25

Moat30

ROIC >12% yearsn/a · 0/25
Median gross margin47.9% · 20/25
FCF-positive years2/3 yrs · 10/25
Worst-year net marginworst -14.1% · 0/25

How the scores work →

Experience

The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.

FY2025Financial
Turned profitable
$46.0M net income after a loss year
FY2025Financial
Revenue crossed $1B
$1.59B for the year
FY2025Financial
Best year on record
$46.0M net income
Aug 31, 2017Milestone
The company officially changed its name from Arms to Common Sense (株式会社コモンセンス) on August 31, 2017, but maintained…
2002Founded
When Arms was founded, the company took over all hentai-oriented works but continued using the Triple X and…

Achievements

Verifiable track record, straight from the reported numbers.

$1.6B revenue in FY2025

Revenue up 114.1% year over year

Strengths & watch-outs

What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.

Strengths

High gross margin (47.4%)
Revenue growing 114.1% year over year
Strong cash conversion — FCF is 16.1% of revenue
Piotroski F-Score 8/9 — fundamentally strong checklist

Watch-outs

Thin interest coverage (1.3×)
Loss-making in 2 of the recent years
Net debt equals ~7.0 years of free cash flow
Short reporting history — trends are less reliable

Qualifications

The basics a company should meet before you research it further. Each check uses the reported numbers.

5 of 9 checks passed

Revenue growing — the company sells more than a year ago+114.1% YoY
Profitable — makes more than it spends$98.7M TTM
Profit growing — earnings are higher than last year+182.9% YoY
Generates cash — cash left after running and investing$349M TTM
Debt under control — could handle its obligations~7.0y of cash flow to repay
Established company — not a micro-cap — lower blow-up risk$20.6B market cap
Proven track record — years of profitability behind it1/3 profitable years
Financially stable — balance sheet not near distresshealth score 28/100
Pays a dividend — returns cash to shareholdersno data
Valuation not extreme — price not wildly above earningsP/E 448.6

Peer comparisonArxis, Inc. vs 6 largest industrials peers — cap, P/E, growth and margin side by sideOpen ▾

Company	Market cap	P/E	Revenue growth	Net margin	Profile
ARXS this company	$20.6B	448.6	+114.1%	4.5%	Strained
LRCX Lam Research Corp	$399.2B	54.9	+26.0%	31.3%	Strong
CAT Caterpillar Inc.	$368.0B	33.9	+18.4%	14.5%	Solid
RTX RTX Corporation	$251.3B	32.4	+11.8%	8.3%	Strained
DE Deere & Company	$167.7B	34.4	+8.3%	10.2%	Solid
ETN Eaton Corporation, plc	$167.2B	43.6	+15.5%	12.8%	Mixed
UNP Union Pacific Corp.	$166.8B	22.6	+4.2%	28.8%	Strained

Head-to-head: ARXS vs LRCX · ARXS vs CAT · ARXS vs RTX

References

What covering analysts publish about the company — information only, not a recommendation.

Strong buy 7Buy 7Hold 2

Appendix · Financial records

The full statements behind this CV, FY2023–FY2025. For readers who want to check the numbers.

Profit & lossRevenue $2.17B · net income $98.7M (TTM)Open ▾

Profit & loss

Revenue and profit over the company's career — the income statement, visualised.

How FY2025 revenue flows to profit

RevenueNet income

Revenue (TTM)

$2.17B

YoY 114.1%

Net income (TTM)

$98.7M

Margin 4.5%

Gross margin

47.4%

Operating margin

17.4%

P/E ratio

448.6

Income statement — full detail

Figures in USD billions · EPS in USD

	2023	2024	2025
Revenue	0.4	0.7	1.6
Gross profit	0.2	0.4	0.8
Operating income (EBIT)	0.1	0.1	0.3
Net income	-0.1	-0.1	0.0
EPS (diluted)	—	—	—

Cash flowFree cash flow $349M · operating cash flow $405M (TTM)Open ▾

Cash flow statement

Cash generated by the business and what is left after investment — year by year.

Operating cash flowFree cash flow

Free cash flow (TTM)

$349M

Margin 16.1%

Operating cash flow (TTM)

$405M

FCF margin

17.7%

Cash flow statement — full detail

Figures in USD billions

	2023	2024	2025
Operating cash flow	-0.0	0.1	0.3
Capital expenditure	-0.0	-0.0	-0.0
Free cash flow	-0.0	0.0	0.2
FCF margin	-4.8%	5.7%	13.1%

Balance sheetAssets $6.60B · net debt $2.45B (FY2025)Open ▾

Balance sheet

How the balance sheet is built — what it owns versus how it is financed.

How $6.60B of assets is financed

53%

47%

Liabilities $3.47B — borrowed moneyEquity $3.12B — owners' stake

Cash vs debt

Total debt $2.70B − cash $250M = net debt $2.45B

Cash on hand covers 9% of debt.

Debt repayment

0.0 yrs

Years of free cash flow to clear net debt

Interest coverage

1.3x

EBIT ÷ interest expense

Balance sheet — full detail

Figures in USD billions

	2023	2024	2025
Cash & equivalents	—	0.1	0.3
Total assets	—	6.3	6.6
Total liabilities	—	3.3	3.5
Total debt	—	2.6	2.7
Equity	—	3.0	3.1
Net debt	—	2.5	2.5

Want the live picture — intraday moves, valuation history and full analysis?

Deeper analysis of ARXS on PreMarketPrice

Figures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $47.89 · market cap $20.6B.