- Market Performance and Recent Developments:
- Mobix Labs has shown a strong sequential revenue growth of over 70%, while Himax has not provided this information45.
- Mobix Labs has entered into strategic partnerships and has orders for connectors into 2026 for Gulfstream jets, indicating a positive outlook6.
- Himax has made strategic investments and integrated technologies, but these do not appear to be as impactful as Mobix's developments7.
In conclusion, based on the provided financial metrics and growth rates, as well as recent company developments, Mobix Labs appears to be outperforming Himax Technologies. However, it's important to note that valuation metrics can be influenced by market sentiment and should be considered alongside other factors.