• AML3D receives $4.5 million order from US shipbuilder Huntington Ingalls
• Company expands distribution in UK and Europe, enters US utilities sector
• R&D investment aims to boost ARCEMY deposition rates

AML3D Limited (ASX: AL3) reported its Quarterly Activities Report and Appendix 4C for the quarter ended 30 September 2025 (1Q26). Key highlights included:- Customer receipts in 1Q26 were A$2.5 million, down 9% on the prior comparable period. - The company's US Navy Maritime Industrial Base (MIB) opportunity was underpinned by a Letter of Intent from the US Department of the Navy, identifying AML3D's ARCEMY technology as key to meeting an estimated A$150-A$200 million MIB additive manufacturing opportunity.- This was followed by a A$4.5 million ARCEMY order from Huntington Ingalls Industries, the largest military shipbuilder in the USA, demonstrating progress on converting the LOI into confirmed sales.- AML3D built out its UK and European distribution capabilities, following a A$1.2 million material feasibility and test block program with BAE Systems UK. The company also signed distribution deals in the UK and Europe.- An ARCEMY X system was commissioned at the Tennessee Valley Authority, the largest public utility in the USA, marking AML3D's entry into the US utilities sector.- AML3D received a A$1.2 million portable ARCEMY system order from Austal USA for deployment at the US Navy's Additive Manufacturing Centre of Excellence.- The company invested A$364,000 in its ADIR project to increase ARCEMY deposition rates and accelerate component production, with an additional A$412,000 in funding from the South Australian Government.AML3D stated its US Scale Up strategy, flexible operating model and strong US advocacy program give it confidence it will deploy multiple ARCEMY Systems to the US during FY26, and initiate US production to deliver an initial 30-60 MIB components, with a target of scaling up to 400 components. The company also expects growth from its entry into the UK defence market and expansion into additional sectors like utilities, aerospace, nuclear, oil & gas and marine.

AML3D expects to deploy multiple ARCEMY Systems to the US during FY26 and initiate US production to deliver an initial 30-60 MIB components, with a target of scaling up to 400 components.

AML3D's US Scale Up strategy, flexible operating model and strong US advocacy program give the company confidence it will drive growth in the US and Europe, while maintaining ARCEMY's technology advantage through R&D. The company also expects growth from entering the UK defence market and expanding into additional sectors.