Amaero Cuts FY2026 Revenue Guidance but Highlights Surging Growth and U.S. Defense Momentum

Amaero International Ltd ( (AU:3DA) ) has shared an announcement.

Amaero has revised its FY2026 revenue guidance down to A$18 million–A$20 million from a previous A$30 million–A$35 million, citing timing delays in U.S. government contract awards caused by funding uncertainty and a prolonged federal shutdown, while still projecting revenue growth of more than 370% over FY2025. The company reported strong December quarter and first-half FY2026 revenue growth, secured A$9.7 million in contracted revenue for the second half, strengthened its balance sheet to an estimated A$52.6 million in cash, advanced major U.S. capacity investments with non-dilutive EXIM financing, converted key partnerships into commercial orders, and received formal validation from the U.S. Navy for its PM-HIP process, positioning it to benefit from expected improvements in U.S. defense budgeting and procurement and to progress toward sustainable positive EBITDA in coming years.

The most recent analyst rating on (AU:3DA) stock is a Hold with a A$0.25 price target. To see the full list of analyst forecasts on Amaero International Ltd stock, see the AU:3DA Stock Forecast page.

More about Amaero International Ltd

Amaero Ltd is an advanced manufacturing company focused on metal powder production and PM-HIP (powder metallurgy–hot isostatic pressing) manufacturing, supplying high-performance materials and components to defense, aerospace, energy and broader advanced manufacturing markets. The company is expanding its U.S. manufacturing footprint, including advanced atomizers and an argon recycling plant, to support growing demand for titanium and refractory alloy powders and to offer an alternative to traditional casting and forging supply chains.

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Technical Sentiment Signal: Buy

Current Market Cap: A$304.8M

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