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Electro Optic Systems hikes FY26 guidance, posts 284% jump in HY revenue

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The news: Counter-drone technology company Electro Optic Systems has upgraded its FY26 revenue guidance after recording unaudited first-half revenue of $169 million, a 284% increase on the prior corresponding period.

The numbers: EOS upgraded its full-year revenue guidance, excluding its newly acquired MARSS business, from $240-270 million to $280-300 million.

The company’s order book at 30 June was $846 million, up 84% compared to six months prior.

The context: EOS said it has seen improved revenue due to ongoing conflicts and regional tension supporting demand for its products.

It expects underlying EBITDA to be positive for the first half of 2026.

The source: ASX


By Hugo Mathers