Latest Defence Sector News

Global X Defence Tech ETF reported a $13.84 million loss for the year ended 30 June 2026, reversing a $7.50 million profit a year earlier. The result was driven by $14.48 million in net losses on investments and foreign exchange, even as investor applications lifted net assets to $112.56 million.

Adisyn Ltd reshuffles leadership with Kevin Crofton stepping up as Executive Chairman while Arye Kohavi moves to a Non-Executive Director role, signalling a strategic pivot to accelerate commercial execution in semiconductor technology.

Thrive Tribe Technologies (ASX:1TT) has landed a three-year exclusive distribution agreement with Canadian NATO-registered defence contractor Effective Acceleration Ventures (EAV) to roll out its WooBoard and REFFIND platforms across NATO military forces.

Bhagwan Marine has landed a multi-year deployment contract for its Riverside Guardian vessel with a global Tier 1 energy company, marking a key revenue milestone post its Riverside Marine acquisition.

Etherstack has agreed to an expanded scope on its key UK government project, adding £0.5 million (US$0.7 million) in revenue and lifting ongoing support fees, with positive impact expected in H1 FY27.

Orbital Corporation has broadened its customer base and product lineup, positioning itself to capture growth in defence and commercial UAV markets with $3.2 million in expected sales for Q1 FY2027.

archTIS Limited’s FY2026 results reveal a 120% surge in sales revenue to $13.35 million, fueled by the Spirion acquisition, yet losses ballooned to $16.3 million reflecting higher operating costs and integration expenses.

AML3D Limited surged to a record $12.5 million revenue in FY26, delivering its first half-year EBITDA profit and locking in a $29 million order book driven by US Defence contracts and UK market entry.

Vection Technologies (ASX:VR1) achieved a major earnings inflection in FY26 with adjusted EBITDA soaring 596% to $3.8 million and generating positive operating cash flow for the first time, underpinned by dual commercial platforms scaling rapidly.

BluGlass Limited reported a 5% reduction in its net loss to A$10.39 million for FY26 despite a 10% revenue dip, boosted by new US defence and industry contracts and a significant capital raise to fund growth.

Civmec delivered a robust FY26 with 11.4% revenue growth and a 22.5% jump in net profit, underpinned by a diversified project pipeline and strategic defence expansion.

Duratec Limited (ASX:DUR) reported a 4.1% rise in net profit after tax to $23.8 million for FY26 on stable revenue, underpinned by a record $650.8 million order book and multiple strategic acquisitions expanding its service portfolio.