X0202 SCHEDULE 13G 0002129030 XXXXXXXX LIVE Class A Common Stock, $0.01 par value per share 04/15/2026 0002093536 Arxis, Inc. 04339D105 1332 Blue Hills Ave Bloomfield CT 06002 Rule 13d-1(d) Engineered Components Borrower Series LP - Engineered Polymer Series b DE 0.00 71544608.00 0.00 71544608.00 71544608.00 N 17.0 PN Note to Rows 6, 8 and 9: Consists of 71,544,608 shares of Class B Common Stock, which is convertible on a one-for-one basis to Class A Common Stock. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share. The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026. Engineered Components Borrower Series LP - Hawkeye Series b DE 0.00 36689297.00 0.00 36689297.00 36689297.00 N 8.72 PN Note to Rows 6, 8 and 9: Consists of 36,689,297 shares of Class B Common Stock, which is convertible on a one-for-one basis to Class A Common Stock. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share. The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026 Engineered Components Borrower Series LP - Ovation Series b DE 0.00 122746592.00 0.00 122746592.00 122746592.00 N 29.17 PN Note to Rows 6, 8 and 9: Consists of 122,746,592 shares of Class B Common Stock, which is convertible on a one-for-one basis to Class A Common Stock. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share. The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026 Engineered Components Borrower Series LP - Connector Series b DE 0.00 91338254.00 0.00 91338254.00 91338254.00 N 21.71 PN Note to Rows 6, 8 and 9: Consists of 91,338,254 shares of Class B Common Stock, which is convertible on a one-for-one basis to Class A Common Stock. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share. The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026 Arcline Double Eagle Master Fund-A LP b DE 0.00 18358032.00 0.00 18358032.00 18358032.00 N 4.36 PN Note to Rows 6, 8 and 9: Consists of 18,358,032 shares of Class B Common Stock, which is convertible on a one-for-one basis to Class A Common Stock. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share. The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026 Arcline Arxis Advisory I, L.P. b DE 0.00 3332432.00 0.00 3332432.00 3332432.00 N 0.79 PN Note to Rows 6, 8 and 9: Consists of one share of convertible common stock, which is convertible into Class B Common Stock as determined by the product of (i) 1.25% of the Company's fully diluted capital stock (including Class A or Class B Common Stock issuable upon such conversion) outstanding at the time of conversion multiplied by (ii) (A) two times (B) the value of one minus the quotient obtained by dividing (x) $28.00 by (y) the stock price per Class A Common Stock at the time of conversion, as determined by the arithmetic average of the daily volume-weighted average price of shares of the Class A Common Stock on Nasdaq (or such other principal stock exchange on which such shares are traded at the time of conversion) over the 30 trading day period immediately preceding the conversion date, subject to adjustment to reflect stock splits, stock dividends, reorganizations, reclassifications, consolidations, mergers or sales or similar events. Class B Common Stock is convertible on a one-for-one basis into Class A Common Stock. Convertible common stock is eligible to vote on an as-converted basis. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share. The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026. As of June 30, 2026, the value represented for prong (y) in the aforementioned quotient is $41.13. Engineered Components GP, LLC b DE 0.00 322318751.00 0.00 322318751.00 322318751.00 N 76.60 PN Note to Rows 6, 8 and 9: Consists of 322,318,751 shares of Class B Common Stock, which is convertible on a one-for-one basis to Class A Common Stock. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share. Engineered Components GP, LLC is the general partner for Engineered Components Borrower Series LP - Engineered Polymer Series, Engineered Components Borrower Series LP - Hawkeye Series, Engineered Components Borrower Series LP - Ovation Series and Engineered Components Borrower Series LP - Connector Series, and may be deemed to beneficially own the securities held by such funds. The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026 Arcline Capital Partners III GP LP b DE 0.00 18358032.00 0.00 18358032.00 18358032.00 N 4.36 PN Note to Rows 6, 8 and 9: Consists of 18,358,032 shares of Class B Common Stock, which is convertible on a one-for-one basis to Class A Common Stock. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share. Arcline Capital Partners III GP LP is the general partner for Arcline Double Eagle Master Fund-A LP and may be deemed to beneficially own the securities held by Arcline Double Eagle Master Fund-A LP. The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026 Arcline Holdings, LLC b DE 0.00 21690464.00 0.00 21690464.00 21690464.00 N 5.16 PN Note to Rows 6, 8 and 9: Consists of (x) 18,358,032 shares of Class B Common Stock, which is convertible on a one-for-one basis to Class A Common Stock and (y) one share of convertible common stock, which is convertible into Class B Common Stock as determined by the product of (i) 1.25% of the Company's fully diluted capital stock (including Class A or Class B Common Stock issuable upon such conversion) outstanding at the time of conversion multiplied by (ii) (A) two times (B) the value of one minus the quotient obtained by dividing (x) $28.00 by (y) the stock price per Class A Common Stock at the time of conversion, as determined by the arithmetic average of the daily volume-weighted average price of shares of the Class A Common Stock on Nasdaq (or such other principal stock exchange on which such shares are traded at the time of conversion) over the 30 trading day period immediately preceding the conversion date, subject to adjustment to reflect stock splits, stock dividends, reorganizations, reclassifications, consolidations, mergers or sales or similar events. Class B Common Stock is convertible on a one-for-one basis into Class A Common Stock. Convertible common stock is eligible to vote on an as-converted basis. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share. Arcline Holdings, LLC is the general partner for Arcline Capital Partners III GP LP and Arcline Arxis Advisory I, L.P. and may be deemed to beneficially own the securities attributable to both entities. The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026 Arcline Investment Management, L.P. b DE 0.00 344009215.00 0.00 344009215.00 344009215.00 N 81.75 PN Note to Rows 6, 8 and 9: Consists of (x) 340,676,783 shares of Class B Common Stock, which is convertible on a one-for-one basis to Class A Common Stock and (y) one share of convertible common stock, which is convertible into Class B Common Stock as determined by the product of (i) 1.25% of the Company's fully diluted capital stock (including Class A or Class B Common Stock issuable upon such conversion) outstanding at the time of conversion multiplied by (ii) (A) two times (B) the value of one minus the quotient obtained by dividing (x) $28.00 by (y) the stock price per Class A Common Stock at the time of conversion, as determined by the arithmetic average of the daily volume-weighted average price of shares of the Class A Common Stock on Nasdaq (or such other principal stock exchange on which such shares are traded at the time of conversion) over the 30 trading day period immediately preceding the conversion date, subject to adjustment to reflect stock splits, stock dividends, reorganizations, reclassifications, consolidations, mergers or sales or similar events. Class B Common Stock is convertible on a one-for-one basis into Class A Common Stock. Convertible common stock is eligible to vote on an as-converted basis. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share. Engineered Components GP, LLC is the general partner for Engineered Components Borrower Series LP - Engineered Polymer Series, Engineered Components Borrower Series LP - Hawkeye Series, Engineered Components Borrower Series LP - Ovation Series and Engineered Components Borrower Series LP - Connector Series, and may be deemed to beneficially own the securities held by such funds. Arcline Capital Partners III GP LP is the general partner for Arcline Double Eagle Master Fund-A LP and may be deemed to beneficially own the securities held by Arcline Double Eagle Master Fund-A LP. Arcline Holdings, LLC is the general partner for Arcline Capital Partners III GP LP and Arcline Arxis Advisory I, L.P. and may be deemed to beneficially own the securities attributable to both entities. Arcline Holdings, LLC and Engineered Components GP, LLC are each controlled affiliates of Arcline Investment Management, L.P., which may be deemed to beneficially own the securities of both entities. The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026 Arxis, Inc. 1332 Blue Hills Ave, Bloomfield, CT 06002 This Schedule 13G is being filed by the following persons (each a "Reporting Person" and, collectively, the "Reporting Persons"): (i) Engineered Components Borrower Series LP - Engineered Polymer Series, a Delaware limited partnership, (ii) Engineered Components Borrower Series LP - Hawkeye Series, a Delaware limited partnership, (iii) Engineered Components Borrower Series LP - Ovation Series, a Delaware limited partnership, (iv) Engineered Components Borrower Series LP - Connector Series, a Delaware limited partnership, (v) Arcline Double Eagle Master Fund-A LP, a Delaware limited partnership, (vi) Arcline Arxis Advisory I, L.P., a Delaware limited partnership, (vii) Engineered Components GP, LLC, a Delaware limited liability company, (viii) Arcline Capital Partners III GP LP, a Delaware limited partnership, (ix) Arcline Holdings, LLC, a Delaware limited liability company and (x) Arcline Investment Management, L.P., a Delaware limited partnership. Engineered Components GP, LLC is the general partner for Engineered Components Borrower Series LP - Engineered Polymer Series, Engineered Components Borrower Series LP - Hawkeye Series, Engineered Components Borrower Series LP - Ovation Series and Engineered Components Borrower Series LP - Connector Series, and may be deemed to beneficially own the securities held by such funds. Arcline Capital Partners III GP LP is the general partner for Arcline Double Eagle Master Fund-A LP and may be deemed to beneficially own the securities held by Arcline Double Eagle Master Fund-A LP. Arcline Holdings, LLC is the general partner for Arcline Capital Partners III GP LP and Arcline Arxis Advisory I, L.P. and may be deemed to beneficially own the securities attributable to both entities. Arcline Holdings, LLC and Engineered Components GP, LLC are each controlled affiliates of Arcline Investment Management, L.P., which may be deemed to beneficially own the securities of both entities. c/o Arcline Investment Management, L.P., 299 Park Avenue, 41st Floor, New York, NY, 10171 See item 2(a) Y The information required by Item 4(a) is set forth in Rows 5-11 of the cover pages hereto for each Reporting Person and is incorporated herein by reference for each such Reporting Person. The information required by Item 4(b) is set forth in Row 11 of the cover page for each of the Reporting Persons and is incorporated herein by reference. The information required by Item 4(c) is set forth in Rows 5-11 of the cover pages hereto for each Reporting Person and is incorporated herein by reference for each such Reporting Person. The information required by Item 4(c) is set forth in Rows 5-11 of the cover pages hereto for each Reporting Person and is incorporated herein by reference for each such Reporting Person. The information required by Item 4(c) is set forth in Rows 5-11 of the cover pages hereto for each Reporting Person and is incorporated herein by reference for each such Reporting Person. The information required by Item 4(c) is set forth in Rows 5-11 of the cover pages hereto for each Reporting Person and is incorporated herein by reference for each such Reporting Person. Y N Arcline Holdings, LLC is the general partner for Arcline Capital Partners III GP LP and Arcline Arxis Advisory I, L.P. and may be deemed to beneficially own the securities attributable to both entities. Arcline Capital Partners III GP LP is the general partner for Arcline Double Eagle Master Fund-A LP and may be deemed to beneficially own the securities held by Arcline Double Eagle Master Fund-A LP. Engineered Components GP, LLC is the general partner for Engineered Components Borrower Series LP - Engineered Polymer Series, Engineered Components Borrower Series LP - Hawkeye Series, Engineered Components Borrower Series LP - Ovation Series and Engineered Components Borrower Series LP - Connector Series, and may be deemed to beneficially own the securities held by such funds. Arcline Holdings, LLC and Engineered Components GP, LLC are each controlled affiliates of Arcline Investment Management L.P. As such, Arcline Investment Management, L.P. may be deemed to beneficially own all 344,009,215 shares of Class A Common Stock held directly by the Reporting Persons. Y N The Reporting Persons are making this single, joint filing because they may be deemed to constitute a "group" within the meaning of Section 13(d)(3) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). The agreement among the Reporting Persons to file jointly in accordance with Rule 13d-1(k) of the Exchange Act is attached hereto as Exhibit 99.1. The Reporting Persons disclaim membership in a group and this report shall not be deemed an admission by any of the Reporting Persons that they are or may be members of a "group" for purposes of Rule 13d-5 or for any other purpose. Y Y Exhibit 99.1: Joint Filing Agreement Engineered Components Borrower Series LP - Engineered Polymer Series /s/ Rajeev Amara 08/14/2026 Engineered Components Borrower Series LP - Hawkeye Series /s/ Rajeev Amara 08/14/2026 Engineered Components Borrower Series LP - Ovation Series /s/ Rajeev Amara 08/14/2026 Engineered Components Borrower Series LP - Connector Series /s/ Rajeev Amara 08/14/2026 Arcline Double Eagle Master Fund-A LP /s/ Rajeev Amara 08/14/2026 Arcline Arxis Advisory I, L.P. /s/ Rajeev Amara 08/14/2026 Engineered Components GP, LLC /s/ Rajeev Amara 08/14/2026 Arcline Capital Partners III GP LP /s/ Rajeev Amara 08/14/2026 Arcline Holdings, LLC /s/ Rajeev Amara 08/14/2026 Arcline Investment Management, L.P. /s/ Rajeev Amara 08/14/2026