Latest Us Defence Contracts News

AML3D Limited closed FY26 with a record $29 million order book, driven by US defence contracts and a $12 million investment to double its Ohio manufacturing capacity. The company’s cash receipts rose 20% to $10.4 million, while its sales pipeline expanded to $78 million.

Elsight Limited (ASX:ELS) has shattered its revenue records in H1 2026, delivering a nearly fourfold increase over the prior year alongside expanding US defence contracts and new product launches.

IperionX has won up to US$6.6 million from the US Department of War to scale production of ballistic-grade titanium plate and military components, aiming to reduce reliance on imports and strengthen domestic supply chains.

DroneShield has landed a $24.9 million contract with the US Department of War’s Joint Interagency Task Force 401 to supply mobile and fixed counter-drone solutions, reinforcing its foothold in the US defence market.

Operator XR, a subsidiary of xReality Group, has landed its first European deal supplying a VR tactical training system to the Swedish Armed Forces, marking its debut in NATO markets.

Austal Limited has won a A$136 million contract extension to build two additional Evolved Cape-class Patrol Boats for the Australian Border Force, increasing the total contracted vessels to six and reinforcing Australia's sovereign naval shipbuilding capabilities.

xReality Group delivered a standout Q3 FY26 with a 62% jump in cash receipts and a new Mixed Reality sale to the US Department of Defense, underpinning its growing Operator XR platform.

AML3D has maintained a steady $2.2 million quarterly revenue run rate and secured $12.5 million in new orders during 3Q26, pushing its total orders for FY2026 to $29 million. The company is aggressively expanding its US manufacturing footprint and making initial inroads into UK and European defence markets.

Electro Optic Systems (ASX: EOS) wraps up a three-year turnaround, reporting a $459 million order backlog despite a 27% revenue drop. The company expands its counter-drone and space control portfolio with the acquisition of the UK-based Interceptor business and a pending deal for MARSS, a European command-and-control software provider.

Electro Optic Systems Holdings Limited (ASX: EOS) has responded to ASX queries confirming that non-executive director Robert Nicholson’s on-market purchase of shares complied with the company’s trading policy and ASX Listing Rules. The trade occurred prior to the public announcement of significant US defence contracts.

Electro Optic Systems Holdings Limited (ASX: EOS) has concluded its civil penalty proceedings with ASIC, agreeing to a $4 million penalty and costs. This resolution marks a significant step in addressing legacy issues and refocusing on strategic growth.

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.