Quarterly Activity Report and Appendix 4C - December 2025

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Stock Electro Optic Systems Holdings Ltd (EOS.ASX)
Release Time 27 Jan 2026, 9:21 a.m.
Price Sensitive Yes
 EOS Reports Strong Q4 2025 Results, Secures Major Contracts
Key Points
  • Delivered record quarterly revenue and order backlog
  • Secured $108m contract for RWS to Hanwha Australia, $20m RWS contract with NATO country, and $120m HELW contract with Korea
  • Acquired interceptor drone capability, announced conditional acquisition of MARSS group
Full Summary

EOS reported a strong Q4 2025, with higher manufacturing and delivery activity, securing several major new contracts, and continued business development across its product lines. The company's contract backlog grew to $459m, a 238% increase from the prior year. Key new contracts included a $108m RWS deal with Hanwha Australia, a $20m RWS contract with a NATO country, and a $120m HELW contract with Korea. EOS also acquired an interceptor drone capability from MARSS Group and announced a conditional agreement to acquire the remainder of the MARSS business. The company secured a $100m two-year secured term loan facility to support growth and provide liquidity. Operationally, EOS relocated its Singapore facility, which now includes an RWS service and support center and a HELW manufacturing facility. The company continued to progress its offset program in the Middle East and expects full year 2025 revenue to be slightly above its previously guided range of $115-125m.

Guidance

EOS expects full year 2025 revenue to be slightly above its previously guided range of $115-125m.