Apr. 20 at 2:16 PM
$ARXS $RKLB $ASTS $PL
ARXS: newly profitable Space IPO
2025 Revenue: ~
$1.59B
* Growth: +114% YoY
Strong Cash Flow (hidden strength)
* Free cash flow: ~
$209M
* Operating cash flow: ~
$251M
ARXS: Quiet period, once goldman sachs initiate their position, this will be 40-45$. Give this 1-2 weeks
High-growth aerospace & defense compounder
with a private equity roll-up engine + improving margins + strong cash flow
“Arxis is riding a multi-year defense supercycle while scaling a proven acquisition platform that is rapidly converting revenue growth into cash flow and profitability.”