ELECTRO OPTIC SYSTEMS HOL

Electro Optic Systems reports revenue for H2 2025 fell to AUD 128.5m (driven by divestments and order delays), but improved its gross margin to 63%. Adjusted EBITDA showed a loss of AUD 24m, the company holds AUD 107m in cash, and the order backlog increased 237% to AUD 459m. After the earnings call the share rose around 17%; management expects margin improvement and revenue realization from the larger order backlog in 2026. » More on de.investing.com

Electro Optic Systems has received an order for its R400 remote weapon system worth about €19.3 million. According to the CEO, further order discussions are going very well, and the stock has already risen sharply after earlier indications. EOS stresses a strong need for drone-defence systems; for Germany 500–1,000 systems are considered realistic, and a single system can neutralize up to 300 drones per day. » More on deraktionaer.de

Electro Optic Systems announced at the end of December two large orders of about USD 21m and USD 22m, including a contract with General Dynamics Land Systems to support the US Army. Together with earlier orders, the order book rose in 2025 to more than AUD 400m, up from about AUD 136m at the end of 2024. The strong order situation helped drive a rally in EOS shares in 2025; analysts see further upside potential, especially in the counter-drone area. » More on finanzen.net

Electro Optic Systems' shares slipped briefly after a strong rally, with market participants viewing the move as profit-taking. Operationally the situation remains robust: the order book exceeds 400 million AUD, including a NATO contract for the Slinger counter-drone system worth about 11.4 million EUR with revenue concentrated in 2026. Brokers such as Bell Potter maintain buy ratings with price targets around 8 AUD and regard the price swings as normal given the strong rise. » More on finanzen.net

Electro Optic Systems is buying the British interception-technology business of the MARSS Group for an initial €5.5 million from cash on hand and expects to integrate it into its drone-defence portfolio with a development period of 12–24 months and likely limited near-term earnings impact. EOS also won a Slinger order worth €11.4 million from a NATO country in Western Europe; deliveries are to be made within six months and most of the additional revenue is expected in 2026. The company reports an unconditional order backlog of over $400 million, nearly three times the value as of 31 December 2024. » More on finanzen.net