Acusensus Limited maintains its FY26 revenue and EBITDA guidance while advancing multiple enforcement programs across the US, UK, New Zealand, and Australia, underpinned by new product developments and international growth.
- Strong US pipeline with Connecticut program nearing go-live
- Multiple UK enforcement programs operational simultaneously
- New Zealand mobile speed camera program exceeding targets
- Forsite platform expands with first European hire
- First low capex fixed red light enforcement test site installed
US Market Momentum and Team Expansion
Acusensus Limited (ASX:ACE) is deepening its footprint in the United States, with the Connecticut Department of Transportation's work zone speed enforcement program on the cusp of going live. All assets, including ten trailers and five vehicles, are assembled as the company completes mobilisation efforts. This marks a significant milestone in Acusensus’ US expansion, which is supported by a growing sales pipeline described as broader than ever. The US team, led by newly appointed General Manager Kevin Tenbrunsel, has grown with three additional sales hires this year and is expected to reach about 50 employees by June 2026. The company is actively engaged in several procurement processes across state and community levels, including federally funded programs targeting distracted driving and seatbelt enforcement. This progress builds on earlier contract wins and capital raises that have fueled Acusensus' US ambitions, including a $34 million Connecticut contract secured late last year and a $30 million equity raise to support growth first major US automated work zone contract and $30M placement to accelerate growth.
UK Programs Running Concurrently Across Multiple Regions
In the United Kingdom, Acusensus is operating three concurrent programs that demonstrate the scalability of its AI-enabled enforcement technology. Transport Scotland launched a six-month survey contract focusing on mobile phone and seatbelt detection, deploying two Heads-Up trailers on strategic motorways such as the M8 and M80. Sussex Police commenced a one-month operational deployment with national media attention, while Devon & Cornwall Police continue their long-term enforcement program. These multiple simultaneous deployments underscore the company's growing presence in the UK market, complementing its expanding international footprint.
Strong Performance and Program Extensions in Australasia
Acusensus’ New Zealand nationwide mobile speed camera program is operating at full run-rate, with deployment volumes and financial outcomes modestly exceeding plan. The program is delivering above-budget revenue and profitability, reflecting disciplined operational management. In Australia, Transport for NSW has requested a 12-month extension (6 months plus a further 6 months) of the Mobile Speed Camera program, which Acusensus has accepted in principle pending final commercial terms. The company also continues to expand operations in Queensland and Western Australia, with additional trailers and incremental orders supporting growth. Western Australia's multi-function enforcement program has attracted media commentary regarding fines being rescinded, but Acusensus maintains that its technology is operating accurately and to specification, continuing to support the Road Safety Commission as the program scales. These developments build on prior contract expansions that doubled enforcement units in Western Australia, adding significant incremental value WA contract extension and fleet doubling.
Innovations in Enforcement Technology and Forsite Platform Growth
On the technology front, Acusensus installed its first low capital expenditure fixed red light enforcement test site in New South Wales in April 2026. This system uniquely enforces red light and speed offences from a single pole without the need for integration with traffic signal controllers or additional infrastructure, significantly reducing installation costs. Additionally, the first bi-directional Heads-Up trailer entered service in NSW, enabling enforcement of vehicles traveling in both directions from a single unit. Meanwhile, Forsite by Acusensus, the company's hardware-enabled SaaS platform for road worker safety, is gaining traction with enterprise customers. Notably, Forsite appointed its first European-based employee to support pilot opportunities in the UK and Western Europe, signaling international expansion beyond Australia. Contracted recurring revenue has grown with multi-year agreements such as the one signed with RetroTraffic, and trials with Service Stream are exploring vehicle-mounted use cases for mobile road maintenance and traffic management.
Leadership and Outlook
Acusensus has confirmed the permanent appointment of Duncan Murcott as Chief Customer Officer, recognizing his role in shaping the customer engagement strategy and strengthening the sales pipeline across international markets. The company reaffirmed its FY26 revenue guidance of $83.0 million to $87.0 million and Adjusted EBITDA guidance of $7.2 million to $8.2 million, reflecting confidence in the momentum built across multiple geographies and product lines. Managing Director Alexander Jannink highlighted the meaningful step changes represented by the Connecticut program mobilisation, UK operational improvements, and strong New Zealand performance, emphasizing the company’s mission to change driver behaviours and save lives. As Acusensus moves toward FY27, the interplay of international contract finalisations, technology rollouts, and Forsite’s growth will be critical to watch.
Bottom Line?
Acusensus’ reinforced FY26 targets and international deployments underscore its evolving global strategy, but contract finalisations and market responses in key regions will shape its next phase.
Questions in the middle?
- How will final commercial terms with Transport for NSW impact revenue visibility?
- What is the timeline for converting the US procurement pipeline into signed contracts?
- Can Forsite’s international expansion translate into meaningful recurring revenue outside Australia?