Mobix Labs Expands Critical Minerals Play with SPD Acquisition and…

Event summary

Mobix Labs to host investor update call on October 8, 2026, to discuss critical minerals strategy and business outlook.
Company's pending acquisition of Special Project Delivery (SPD) and expansion into rare earth and critical minerals through NSM platform.
SPD's acquisition of Winner Water Services, a U.S. rare earth company, expected to strengthen Mobix Labs' position in critical minerals market.
Winner Water has received $53 million in DoE and DoD awards over ten years for its rare earth extraction technology.
Winner Water broke ground on a rare earth extraction demonstration plant in Wilsonville, Alabama, in August 2026.

The big picture

Mobix Labs' strategic pivot into critical minerals aligns with growing U.S. focus on supply chain security and domestic production of rare earth elements. The acquisition of Winner Water, backed by significant DoE and DoD funding, positions Mobix Labs to capitalize on the increasing demand for critical minerals in aerospace and defense applications. The deal underscores the convergence of technology and national security interests in the critical minerals sector.

What we're watching

Integration Challenges: How Mobix Labs will integrate SPD and Winner Water's operations and technologies into its existing business.
Market Positioning: Whether the acquisition will solidify Mobix Labs' position in the U.S. critical minerals market.
Regulatory Support: The pace at which regulatory support and funding will continue for rare earth extraction technologies.