TLDR
- Mobix Labs (MOBX) stock jumped over 40% after securing its first production order for F-16 components
- The order covers EMI-filtered connectors made at Mobix Labs’ military-approved facility in Irvine, California
- Initial shipments have already been delivered, with remaining components due in coming weeks
- The win adds F-16 to a portfolio that includes F-22, F-35, F/A-18 and Apache helicopter programs
- Mobix Labs previously reported a roughly fivefold rise in F-22 component orders following new contracts in April
Mobix Labs (MOBX) stock surged more than 40% on Tuesday, climbing back above $1, after the company announced its first production order for components used on Lockheed Martin’s F-16 Fighting Falcon. The stock was trading around $1.32 at its peak.
The order was placed by a veteran-owned U.S. aerospace sustainment contractor supporting the Air Force’s F-16 fleet. It covers EMI-filtered connectors produced by Mobix Labs’ EMI Solutions unit at the company’s military-approved facility in Irvine, California.
Initial shipments have already been made. The remaining components are expected to be delivered in the coming weeks.
EMI-filtered connectors are designed to protect electronic systems from electromagnetic interference. In modern fighter jets, radar, communications, navigation, electronic warfare and weapons systems all run in close proximity, making this kind of shielding critical.
Mobix Labs $MOBX Secures Initial F-16 Component Order, Expanding U.S. Fighter Aircraft Footprint https://t.co/no4TqUcLDd $LMT $GD @DefensePost pic.twitter.com/5oILbdcmA6
— Mobix Labs, Inc. (@MobixLabs_MOBX) September 8, 2026
CEO Phil Sansone pointed to the company’s track record on the F-22 program as evidence it can grow within major fighter platforms. “The F-16 represents another important expansion of Mobix Labs’ position across major U.S. military aircraft programs,” he said.
Back in April, Mobix Labs reported a roughly fivefold jump in F-22 Raptor component order activity after receiving new and expanded contracts from two F-22 subcontractors. The company is framing the F-16 win as part of that same upward trajectory.
F-16 Fleet Has Long Runway
The F-16 is one of the largest fighter fleets in the U.S. Air Force inventory, operating across active-duty, Air National Guard and Air Force Reserve units.
The Air Force’s Service Life Extension Program is designed to push upgraded F-16s from an original 8,000 flight hours to as many as 12,000. That work is expected to keep portions of the fleet flying toward 2050. New F-16 Block 70/72 aircraft are also being built for allied air forces, keeping the platform’s production and sustainment pipeline active for years to come.
Growing Fighter Program Footprint
The F-16 order brings Mobix Labs’ fighter jet program count to four. The company now supplies components for the F-22 Raptor, F-35 Lightning II, F/A-18 Super Hornet and the F-16.
Outside of fighter jets, Mobix also supplies parts for Apache helicopters, U.S. Navy shipboard secure communications systems, missile programs, Gulfstream aircraft and Boeing 737NG certified onboard systems.
Lockheed Martin (LMT) also saw a lift, with its stock up around 1.7% on the day.
MOBX was up 41.92% at $1.32 on Tuesday, on track for its first green day in September.
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