Arxis is a newly public, mission-critical industrial roll-up with proprietary aerospace and defense components, durable designed-in revenue, and meaningful upside if it can convert scale into TransDigm-like margins.
Overview
Arxis is a purpose-built aerospace, defense, and industrial components platform producing proprietary, mission-critical electronics and mechanical systems for extreme environments. Built through 30+ acquisitions, it generates roughly $1.59B in 2025 revenue, with about 90% from sole-sourced, designed-in products tied to multi-decade platform lifecycles. Its customer base includes major A&D OEMs and high-value industrial manufacturers. High switching costs, regulatory certification, deep engineering integration, and low component cost relative to platform value make Arxis an entrenched supplier.