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Special Project Delivery Enters Business Combination Agreement with Winner Water Services

Special Project Delivery entered into a definitive Business Combination Agreement, dated September 30, with Winner Water Services, a revenue-generating U.S. rare earth company, under which Winner will join the National Security Matters platform SPD is assembling with Mobix Labs. SPD is itself party to a definitive agreement with Mobix Labs, announced August 13, to combine the two companies as part of Mobix Labs' NSM initiative, which focuses on U.S. national security priorities across defense and aerospace electronics, advanced RF sensing subsystems, rare earth elements and critical minerals, and energy and critical infrastructure. Winner is the first operating company to join that platform through SPD. Winner is a Sharon, Pennsylvania-based company formed in 2013 as a joint venture with a leading national research institute. It has developed and demonstrated a proprietary metallurgical process that recovers rare earth elements, scandium, and alumina from coal ash impoundments - a domestic stockpile that has already been mined, is readily accessible, and has first mover advantage over any new source of domestic REE. Winner does not need to wait for permits, or open a new mine, to produce critical minerals. The transaction is expected to close in connection with SPD's combination with Mobix Labs, subject to approval by the stockholders of Winner and Mobix Labs, effectiveness of a registration statement covering the shares to be issued, applicable Nasdaq listing requirements, and other customary conditions.

Mobix Labs Exceeds Q4 2026 Revenue Guidance

Mobix Labs is on track to exceed the midpoint of its fiscal fourth-quarter 2026 revenue guidance. On August 17, the Company guided to revenue of $1.4M to $1.8M for the quarter ending September 30. The Company now expects revenue to exceed the $1.6M midpoint, which represents a greater than 100% sequential increase. The improvement is broad-based across both the Company's wireless systems and connectivity businesses. Mobix Labs' wireless systems manufacturing business is expected to deliver a significant increase in revenue over the fiscal third quarter that ended June 30, and demand from military and defense customers continues to trend positively. In addition to higher revenue, the Company expects a substantial sequential increase in gross margin percentage, reflecting higher production volumes and a stronger product mix. "We believe fiscal Q3'26 marked our bottom, and these results are the proof," said Phil Sansone, CEO. "The growth is coming from both sides of our business, and the military trends we've been talking about are continuing. We're focused on carrying that momentum into fiscal 2027."