Acusensus Raises FY26 Revenue Forecast to $87 Million on Contract Wins

Acusensus Limited has raised its FY26 revenue guidance to $83-$87 million, driven by significant new contracts in the US and New Zealand and expansions in Australia. This upgrade signals strong momentum in the company’s AI-powered road safety enforcement business.

  • FY26 revenue guidance upgraded to $83-$87 million, 40%-46% growth over FY25
  • New $34 million five-year Connecticut automated speed control contract
  • Successful mobilisation of New Zealand mobile speed enforcement program
  • Expansion of Australian contracts including Western Australia and Queensland
  • International revenues doubled in FY25, with ongoing US and UK market growth
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Strong Start to FY26 Drives Revenue Upgrade

Acusensus Limited (ASX, ACE), a pioneer in AI-enabled road safety enforcement technology, has upgraded its FY26 revenue guidance to a range of $83 million to $87 million. This represents a robust 40% to 46% increase over FY25, reflecting the company’s successful execution of new contracts and expansions across multiple regions.

The upgrade follows a strong start to the financial year, underpinned by the mobilisation of the New Zealand mobile speed enforcement contract and a landmark five-year, US$22.6 million (~A$34 million) contract with the Connecticut Department of Transportation for automated work zone speed control. These wins, alongside expansions in Western Australia’s multi-function trailer enforcement and Queensland’s transportable speed contracts, have materially boosted Acusensus’ revenue outlook.

International Expansion Accelerates

FY25 saw Acusensus double its international revenues to $4.2 million, now contributing 7% of total group revenues. The company’s footprint is growing rapidly in key markets including the USA, UK, and New Zealand. The Connecticut contract marks a significant milestone in the US market, with mobilisation underway and full operations expected in the second half of FY26. Additionally, the company has been accepted onto the UK’s Crown Commercial Service framework, positioning it for further government contracts.

In New Zealand, the nationwide mobile speed camera program commenced in December 2024, with full capacity expected by the end of the first half of FY26. This contract alone is valued at up to NZ$92 million over five years, highlighting Acusensus’ growing influence in the Australasian region.

Innovation and Worker Safety Solutions

Beyond enforcement, Acusensus continues to invest in its Forsite road worker safety system, which integrates AI, connected wearables, and real-time analytics to protect workers in live traffic environments. Launched commercially in October 2025, Forsite is operational across five Australian states and is expanding through partnerships with major construction and traffic management companies.

The company’s strategy remains focused on developing new solutions addressing the ‘Fatal Five’ dangerous driving behaviours, aiming to reduce road trauma globally. This includes ongoing product innovation and pilot programs for impaired driving enforcement and railway level crossing safety.

Outlook and Strategic Focus

Acusensus’ upgraded guidance and contract wins underscore its momentum in scaling AI-driven road safety solutions internationally. The company plans to continue investing in technology development and expanding sales efforts, particularly in the US market under the leadership of newly appointed General Manager Kevin Tenbrunsel.

With a record high contracted revenue pipeline of approximately $220 million, Acusensus is well positioned to sustain its growth trajectory and deliver long-term value to shareholders.

Bottom Line?

Acusensus’ upgraded guidance and expanding global footprint signal a pivotal growth phase for AI-driven road safety enforcement.

Questions in the middle?

  • How will Acusensus manage operational risks associated with rapid contract mobilisation?
  • What margin impacts might arise from the expanded international contracts?
  • How quickly can Forsite scale to become a significant revenue contributor?