MOBIX LABS, INC (MOBX) AMT + ISO Calculator
Calculator · free · no signup · MOBXPlan your MOBIX LABS, INC ISO exercise around the AMT bargain element from current trading price.
AlphaLatitude Inc. · Free ToolsOur tools respect your browsing privacy. Independently verified:
Your grant
Tax inputs
Schedule A, line 7. The 2026 deduction is capped at $40,400, less above $505,000 of income.
Grant timeline
Net final value at year 3 sale — optimized plan
$226,772
After-tax dollars at end of year 3, net of all federal + state taxes through the sale.
This year: exercise 2,492 shares (of 10,000 total).
= gross gain at sale − federal + state LTCG − AMT premium above baseline regular tax (time-valued)
AMT premium for exercising: $105,649 (on top of $230,496 regular tax across the horizon)
Optimized plan keeps $55,350 more than lump-sum, $896 more than even split.
Federal AMT crossover this year: 914 shares ($41,138 bargain element). Above that, each additional share this year adds federal AMT.
Estimates only. Not financial advice.
Net final value by year
Running tally: NTV from shares exercised through year y, minus AMT premium paid through year y. The last year matches the plan's headline NTV. Hover a year for plan totals.
Optimized exercise schedule
You pay the higher of Regular tax and Tentative AMT per jurisdiction, then subtract Credit recovered. The result is Net tax. Hover any number for the bracket-by-bracket breakdown.
| 1 | 2,492 | |||
| 2 | 2,594 | |||
| 3 | 4,914 |
Federal AMT credit
Earned
$94,302
Recovered
$0
Remaining
$94,302
The AMT credit only recovers in years where regular tax exceeds AMT — typically a year with no ISO exercise. Every year in this schedule has bargain element, so AMT exceeds regular tax in every year and the credit carries forward untouched. Try a longer horizon or fewer total shares to introduce a recovery year.
Plan comparison
Net value at the end of your hold horizon.
Lump-sum
All in Year 1
$171,423
−$55,350
Even split
Equal shares each year
$225,877
−$896
Optimized
Tax-aware schedule
$226,772
Highest
Estimates only. Excludes disqualifying dispositions, NSOs, multi-state moves, and AMT preferences other than ISO bargain elements. Long-term capital gains tax assumes a qualifying disposition (ISO held ≥1 yr from exercise and ≥2 yr from grant); state LTCG follows ordinary brackets except where the state grants preferential treatment (HI, ND, SC, WI, AR, NM) or has a dedicated LTCG-only tax (WA). Assumes you are within the $100K ISO limit (any portion of an annual ISO grant whose FMV at grant exceeds $100K is treated as NSO from the start, §422(d)). State AMT figures are 2025 (next-year values published in late 2026). Not financial advice.
QSBS note. If your shares qualify (typically pre-IPO C-corp grants held 5+ years), a federal rule lets you exclude up to $10M of gain on a future sale from federal tax. That single rule shifts exercise-timing math more than AMT does. (This is §1202 “qualified small-business stock”.) Modeled in beta, not here.
You optimized one grant in isolation. The beta optimizes ISOs alongside your RSUs, NSOs, and stock in one plan.
Request beta access →Related calculators: Year-End ISO Exercise Calculator · QSBS Qualification Checker · Post-Termination ISO Exercise Calculator
About MOBIX LABS, INC
MOBIX LABS, INC (MOBX) is a public Semiconductor company, incorporated in Delaware and headquartered in Irvine, CA. IPO'd Jan 2, 2024.
Last close: $0.92 per share (as of 2026-10-09).
Nasdaq; RF/connectivity semiconductors.
Equity grants at MOBIX LABS, INC typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Fabian Battaglia co-founded Mobix Labs in Irvine, California, on July 31, 2020, to build radio frequency (RF, the signal bands wireless devices use to communicate) semiconductor components. The company designs custom RF integrated circuits, millimeter-wave communication and imaging systems, and electromagnetic interference (EMI) filtering connectors for defense, aerospace, industrial and medical customers. On December 21, 2023, Mobix Labs completed a merger with special-purpose acquisition company Chavant Capital Acquisition Corp., converting the shell company into Mobix Labs, Inc. and beginning trading on Nasdaq under the ticker MOBX the following day.
Sources: sec.gov · sec.gov · investors.mobixlabs.com · globenewswire.com
Equity comp at MOBIX LABS, INC
- RSUs held by executives and directors accelerate fully upon a change of control (single-trigger, meaning no termination of employment is required as a second condition for vesting to accelerate). Significant RSU grants to officers, directors, and key employees were made outside of the 2023 Equity Incentive Plan and required separate shareholder approval via proxy vote. Equity awards use a deferred-tranche structure rather than a standard cliff-and-graded schedule, with each tranche carrying its own one-year vesting period from its grant date. A 2023 Employee Stock Purchase Plan was adopted allowing eligible employees to purchase shares at a discount, but no offering period had launched as of early 2024.
- Vesting schedule: Non-standard deferred-tranche structure: executive and director RSUs are issued in three separate tranches, granted on the 1st, 2nd, and 3rd anniversaries of the December 2023 SPAC merger closing, with each tranche vesting one year after its grant date. Pre-closing RSUs for certain key employees vest one-third per year over three years from the merger closing. The 2023 Equity Incentive Plan delegates vesting terms to the board on an award-by-award basis with no single standard schedule..
Sources: sec.gov · sec.gov · sec.gov · sec.gov · sec.gov
Researched 2026-07-11.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by MOBIX LABS, INC.
Use this calculator to plan a MOBIX LABS, INC (MOBX) ISO exercise around the AMT bargain element from the current trading price. The math accounts for federal AMT, state AMT (CA, CO, CT, MN where applicable), AMT crossover, and year-over-year credit recovery. Inputs are yours: strike price, share count, FMV at exercise, and your filing-status income.
All MOBIX LABS, INC tools → · Use the generic Multi-Year ISO Exercise Schedule Calculator for any company.
MOBIX LABS, INC equity questions
- How much alternative minimum tax (AMT) will I owe exercising MOBIX LABS, INC ISOs?
- Exercising incentive stock options (ISOs) does not create regular income tax, but the bargain element (the fair market value at exercise minus your strike price) counts toward the alternative minimum tax (AMT). The amount depends on the bargain element, your other income, your filing status, and your state. The calculator above models federal and state AMT, the AMT crossover point, and how the credit recovers in later years for your exact MOBIX LABS, INC figures.
- Does MOBIX LABS, INC grant ISOs, NSOs, or RSUs?
- Equity compensation at MOBIX LABS, INC typically takes the form of incentive stock options (ISOs) and non-qualified stock options (NSOs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise.
Find another companySemiconductors peers
- Astera Labs (ALAB)PublicOpen →
- Cerebras Systems (CBRS)PublicOpen →
- Syntiant Corp.Pre-IPOOpen →
- ASE Technology Holding Co., Ltd. (ASX)PublicOpen →
- Credo Technology Group Holding Ltd (CRDO)PublicOpen →
- GLOBALFOUNDRIES Inc. (GFS)PublicOpen →
- MACOM Technology Solutions Holdings, Inc. (MTSI)PublicOpen →
- SITIME Corp (SITM)PublicOpen →
- SEMTECH CORP (SMTC)PublicOpen →
- STMicroelectronics N.V. (STM)PublicOpen →
One piece of the puzzle.
OptionsAhoy plans your MOBIX LABS, INC equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.