Quarterly Activities/Appendix 4C and updated Revenue Outlook
| Stock | Electro Optic Systems Holdings Ltd (EOS.ASX) |
|---|---|
| Release Time | 27 Jul 2026, 9:27 a.m. |
| Price Sensitive | Yes |
EOS.ASX: Q1 FY26 Update and Revenue Outlook
- Unaudited revenue for 1H 2026 at approximately $169m, a 284% increase from 1H 2025
- Order Book at $846m as of June 30, 2026, an 84% increase from December 31, 2025
- Upgraded FY26 revenue guidance for base business to $280m - $300m
- Significant international orders and milestones achieved during the quarter
- Positive Underlying EBITDA expected for the first half of 2026
Electro Optic Systems Holdings Ltd (EOS) has reported robust first-half financial results for 2026, with unaudited revenue reaching approximately $169 million, a significant 284% increase from the first half of 2025. The company's order book has also surged to a record $846 million as of June 30, 2026, marking an 84% increase from December 31, 2025. EOS has upgraded its full-year 2026 revenue outlook for its base business (excluding the MARSS business) to a range of $280 million to $300 million. The company secured several major orders during the quarter, including a $175 million order for its Slinger Counter-Drone Remote Weapon System from a UAE-based entity and a $23 million order for its Naval R400 RWS from a new Middle East customer. Additionally, EOS has made significant progress in its counter-drone and force protection capabilities, delivering the first R800 integrated with the MARSS NiDAR C2 counter-drone system. The company expects positive Underlying EBITDA for the first half of 2026.
FY26 revenue guidance for base business: $280m - $300m
EOS anticipates continued growth driven by ongoing conflicts and regional tensions, supporting demand for its products. The company is also assessing the revenue outlook for the MARSS business, with an update expected in August 2026.