Mobix Labs, Inc. (NASDAQ: MOBX) announced that its Board of Directors has approved a proposal to change the Company’s corporate name to NSM Labs, Inc., pending stockholder approval at an upcoming meeting. The rebranding signals a strategic pivot toward a diversified national-security technology platform, encompassing defense electronics, American-built drones, autonomous systems, rare earth elements, and critical infrastructure. This structural shift aims to align the Company’s public identity with its expanding mission in national security matters.

The proposed name change is contingent upon stockholder approval via an amendment to the certificate of incorporation. Until all required approvals are obtained and the changes become effective, the Company will continue to operate as Mobix Labs, Inc., and its Class A common stock will continue to trade on Nasdaq under the symbol MOBX. No immediate action is required from stockholders.

Strategic Alignment and Vision Aerial Acquisition

The rebranding follows Mobix Labs’ definitive agreement to acquire Vision Aerial, Inc., a U.S.-based designer and manufacturer of National Defense Authorization Act-compliant unmanned aerial systems. James Peterson, Executive Chairman of Mobix Labs, stated that the acquisition demonstrates the intended direction of NSM Labs: a public-company platform for strategically important technologies. The convergence of defense, autonomous systems, domestic manufacturing, secure supply chains, and resilient infrastructure is cited as a generational opportunity for the Company.

If completed, the acquisition is expected to add an American-built drone and aerial-intelligence platform to Mobix Labs’ existing capabilities in RF, sensing, connectivity, aerospace, and defense electronics. This expansion aims to broaden the Company’s reach across national defense, critical infrastructure, energy, public safety, and industrial markets.

Four Strategic Growth Pillars

Under the proposed NSM Labs identity, the Company intends to pursue disciplined growth through internal capabilities, strategic acquisitions, and partnerships. The National Security Matters Initiative establishes four principal areas for strategic expansion:

Peterson emphasized that "NSM Labs is not simply a new name—it is a declaration of our mission." He noted that the Company is building a focused American technology platform around systems, resources, and infrastructure essential to the security and resilience of the United States and its allies.

Mobix Labs has launched the National Security Matters (NSM) Initiative to broaden its business scope and long-term growth potential. The initiative establishes a disciplined growth framework for evaluating acquisitions, strategic investments, partnerships, and organic growth opportunities. This move aligns with U.S. national security priorities encompassing defense capabilities, critical resources, infrastructure, industrial capacity, and digital technologies.

Strategic Growth Pillars

The NSM Initiative focuses on four primary strategic pillars designed to align with enduring U.S. priorities such as national defense, energy independence, resilient infrastructure, and domestic industrial onshoring:

• Critical Resources & Advanced Materials
• Defense, Aerospace & Autonomous Systems
• Energy, Water & Critical Infrastructure
• Digital Infrastructure & Strategic Technologies

Strategic Investments and Partnerships

Mobix Labs is positioning itself to capitalize on generational investments by governments and private industries aimed at securing domestic supply chains and expanding strategic manufacturing capabilities. The company aims to build a diversified strategic industries platform serving these long-term priorities.

The NSM Initiative builds upon the previously announced proposed acquisition of Special Project Delivery, Inc. (SPD). This strategic direction is being facilitated through Mobix Labs' relationship with SPD and its principals.