Supply Chain Risks Loom as AML3D Steps In to Replace Obsolete US Navy Parts
AML3D has landed a AU$2.61 million contract to produce critical submarine components for the US Navy using its advanced 3D metal printing technology, marking a significant step in its US defence expansion.
- AU$2.61 million contract to supply five non-safety critical submarine parts
- Components produced with proprietary ARCEMY 3D metal printing technology
- Contract signed with US nonprofit BlueForge Alliance supporting Navy sustainment
- Order addresses supply chain gaps for parts no longer made by original manufacturers
- Contract spans approximately 10 months, starting Q4 FY2026
A Strategic Win in Defence Manufacturing
AML3D Limited (ASX:AL3) has announced a AU$2.61 million contract to manufacture five high-demand replacement components for US Navy submarines. These parts, which are no longer available from original manufacturers, will be produced using AML3D's proprietary ARCEMY 3D metal printing technology. The contract, signed with BlueForge Alliance; a US nonprofit focused on strengthening the Navy’s industrial base; represents a notable milestone in AML3D’s expanding footprint in the US defence sector.
Filling a Critical Supply Chain Gap
The US Navy faces ongoing challenges sourcing certain submarine components that have been discontinued by traditional suppliers. AML3D’s Wire Additive Manufacturing (WAM®) technology offers a solution by enabling on-demand production of complex metal parts with reduced lead times. The five components will be printed using a Nickel-Aluminum-Bronze alloy, already qualified to meet stringent Navy standards, ensuring both quality and reliability for in-service trials.
Contract Details and Growth Implications
Valued at approximately US$1.84 million (AU$2.61 million), the contract is payable upfront and upon meeting milestones over an expected 10-month period starting in the fourth quarter of the current financial year. This deal builds on AML3D’s prior success in securing over AU$30 million in US defence contracts, underscoring the company’s accelerating US scale-up strategy. CEO Sean Ebert highlighted the contract as a testament to AML3D’s role in solving critical supply chain issues and deepening its strategic partnership with the US Navy.
Looking Beyond the US
While AML3D continues to expand its US operations; including plans to double capacity at its Ohio Technology Center; the company is also eyeing growth opportunities in the UK and broader European markets. This international expansion aligns with AML3D’s vision to embed its advanced 3D printing solutions across global defence and industrial supply chains, leveraging its patented technology to disrupt traditional manufacturing methods.
Technology at the Forefront
AML3D’s ARCEMY system combines robotics, welding science, and proprietary software to deliver metal parts that meet or exceed traditional manufacturing standards. Its Industry 4.0-enabled platform offers manufacturers across aerospace, defence, maritime, and other heavy industries a competitive edge through faster, more cost-effective production with improved environmental outcomes.
Bottom Line?
AML3D’s latest US Navy contract not only validates its technology but also sets the stage for further defence sector growth and international expansion.
Questions in the middle?
- How will AML3D scale production to meet increasing US defence demand?
- What are the prospects and timelines for AML3D’s entry into the UK and European markets?
- Could AML3D’s technology disrupt other critical supply chains beyond defence?
