Vision Aerial Begins Production of American-Built Vulcan Drone Family Ahead of Acquisition by Mobix Labs (Nasdaq: MOBX)
— Medium-lift Vulcan SX in production; heavy-lift Vulcan YX open for preorder —
— Vision Aerial management projects approximately 46% revenue growth in 2026 and approximately 93% in 2027 —
BOZEMAN, Mont.–(BUSINESS WIRE)–
Vision Aerial, Inc. (“Vision Aerial” or the “Company”) said today it is taking orders for its new Vulcan aircraft family and expects revenue to grow approximately 93% in 2027, following approximately 46% projected growth in 2026, as the first Vulcan aircraft move from the factory floor in Bozeman to customers. Vision Aerial has agreed to be acquired by Mobix Labs, Inc. (Nasdaq: MOBX) (“Mobix Labs”) under a definitive agreement announced on July 24, 2026.
Management’s current estimates call for revenue to rise approximately 46% in 2026, with a further increase of approximately 93% in 2027. If achieved, that trajectory would bring 2027 revenue to nearly three times what the Company generated in 2025, driven by the Vulcan rollout and demand for secure aircraft built entirely in the United States. (See “About Vision Aerial’s Growth Projections” below.)
Every Vision Aerial aircraft is designed, assembled and supported at the Company’s Bozeman headquarters, and operators of its systems include the U.S. Navy, the USDA Forest Service, L3Harris and some of the country’s largest energy and utility companies. Vulcan, the Company’s newest family, pairs two NDAA-compliant platforms on a shared architecture — the medium-lift Vulcan SX, now moving through production, and the heavy-lift Vulcan YX, now open for preorder — built for professional work spanning government, infrastructure, energy, public-safety and national-security applications.
“Vulcan came from years of listening to the people who fly our aircraft for a living,” said Shawn Roberts, President of Vision Aerial. “We build everything here in Bozeman, and what operators are telling us about these two platforms says the market wants exactly that: serious payload, real flight time, American-made.”
Mobix Labs (Nasdaq: MOBX) delivers advanced electronics, connectivity, RF and sensing technologies for aerospace, defense and other high-reliability markets, with technology deployed on platforms including the F-22 Raptor, Apache helicopters, U.S. Navy programs, Boeing 737NG aircraft and Gulfstream aircraft. Mobix Labs has pursued strategic acquisitions as a core part of its growth plan, and upon completion of the transaction Vision Aerial is expected to become part of Mobix Labs’ national-security technology platform, extending it from advanced components into American-built autonomous aerial systems.
Closing is anticipated in the fourth calendar quarter of 2026 and remains subject to customary conditions, including approval by Mobix Labs stockholders of the related share issuance. Until then, Vision Aerial continues to operate as an independent company.
The revenue projections contained in this release are Vision Aerial management estimates prepared on a standalone basis. They are preliminary and unaudited, reflect assumptions as of the date of this release and are subject to change, including as a result of production schedules, customer demand, product-delivery timing, market conditions and completion of the pending transaction. Actual results may differ materially from these projections. Vision Aerial is a privately held company, and its standalone revenue and other financial information are not being disclosed at this time. Vision Aerial’s historical financial statements are expected to be included in the proxy materials for the Mobix Labs stockholder vote on the share issuance in the transaction.
About Vision Aerial, Inc.
Vision Aerial has built American unmanned aircraft in Bozeman, Montana since 2013, supporting government research, public safety, infrastructure inspection, mapping, energy and environmental operations. For more information, visit visionaerial.com.
About Mobix Labs, Inc.
Mobix Labs, Inc. (Nasdaq: MOBX) is an Irvine, California technology company delivering advanced electronics, connectivity, RF and sensing technologies for aerospace, defense and other high-reliability markets. For more information, visit mobixlabs.com.
Additional Information and Where to Find It
This communication relates to a proposed transaction between Mobix Labs and Vision Aerial and may be deemed to be solicitation material in connection with matters expected to be submitted to Mobix Labs stockholders for approval, including the proposed issuance of shares in connection with the transaction. Mobix Labs expects to file a proxy statement and other relevant materials with the U.S. Securities and Exchange Commission (the “SEC”) in connection with the proposed transaction. BEFORE MAKING ANY VOTING DECISION, MOBIX LABS STOCKHOLDERS ARE URGED TO READ THE PROXY STATEMENT AND ANY OTHER RELEVANT DOCUMENTS FILED WITH THE SEC CAREFULLY AND IN THEIR ENTIRETY WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT THE PROPOSED TRANSACTION AND RELATED MATTERS. When available, stockholders will be able to obtain free copies of the proxy statement and other documents filed with the SEC through the SEC’s website at www.sec.gov and through Mobix Labs’ website at mobixlabs.com. [Legend subject to Greenberg Traurig review.]
Participants in the Solicitation
Mobix Labs and certain of its directors and executive officers may be deemed to be participants in the solicitation of proxies from Mobix Labs stockholders in connection with the proposed transaction and related matters. Information about the directors and executive officers of Mobix Labs is set forth in its Registration Statement on Form S-1, filed with the SEC on August 28, 2026, which can be obtained free of charge from the sources indicated above. Additional information regarding the potential participants and a description of their direct and indirect interests will be contained in the proxy statement and other relevant materials to be filed with the SEC when they become available.
Forward-Looking Statements
This release contains forward-looking statements within the meaning of the federal securities laws, including statements regarding Vision Aerial’s projected revenue growth; the commercial rollout of the Vulcan SX and Vulcan YX platforms; anticipated customer demand; the anticipated benefits and expected timing and completion of the proposed acquisition; and Vision Aerial’s expected role within Mobix Labs’ technology platform following completion of the transaction. These statements are based on current expectations, estimates and assumptions of Vision Aerial management and, where applicable, Mobix Labs, and are subject to known and unknown risks and uncertainties that could cause actual results to differ materially, including changes in customer demand; production and supply-chain constraints; delays in product development, manufacturing or delivery; changes in federal procurement policies; competition; the parties’ ability to satisfy the conditions to closing of the proposed transaction, including required stockholder approvals; and the possibility that the transaction may be delayed or may not be completed. Additional risks are described in Mobix Labs’ filings with the SEC. Forward-looking statements speak only as of the date of this release, and neither Vision Aerial nor Mobix Labs undertakes any obligation to update them except as required by law.
Follow us on X: @MobixLabs_MOBX
Follow on StockTwits: MobixLabs
Follow us on LinkedIn: Mobix Labs
View source version on businesswire.com: https://www.businesswire.com/news/home/20260831866550/en/
Vision Aerial Investor Relations Contacts
Susan Roberts
Chief Marketing Officer
[email protected]
Mobix Labs Investor Relations Contacts
Chris Eddy or David Collins
Catalyst IR
[email protected] or 212-924-9800
KEYWORDS: Montana United States North America
INDUSTRY KEYWORDS: Defense Other Defense Military Hardware Technology Drones Aerospace Manufacturing
MEDIA: