EOS AGM 2026: CEO Presentation
Key points
- Significant growth in order book to $726m
- Capital raising of up to $175m announced
- Strong demand for counter-drone solutions
Full summary
Electro Optic Systems Holdings Limited (EOS) announced a significant growth in its order book to $726m, including new orders from the Middle East. The company also announced a capital raising of up to $175m to fund the acquisition of MARSS and accelerate growth. The CEO's presentation highlighted strong demand for counter-drone solutions, with a total of $726m in orders expected to convert to revenue in 2026 and 2027. The presentation also noted the company's focus on counter-drone and space control capabilities, with recent contract wins and a growing order book.
Guidance
Total illustrative order book of $726m, with 60-80% expected to convert to revenue in 2026 and 2027
Outlook
Strong demand for counter-drone solutions, with a dynamic and rapidly evolving order opportunity pipeline.
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