EOS Contract Wins Drive 238% Surge in Backlog and Expanded Global Footprint

Electro Optic Systems Holdings Limited ( (AU:EOS) ) has issued an announcement.

Electro Optic Systems reported significantly elevated manufacturing and delivery activity in the December 2025 quarter, driven by ongoing production of remote weapon systems for customers in multiple regions and continued execution of space systems contracts for the Australian Defence Force and the Commonwealth of Australia. The company expanded its operational footprint by relocating its Singapore operations to a new facility that will support both remote weapon system servicing and high energy laser weapon manufacturing, and by deepening its presence in the U.S. defence market through production at its Huntsville, Alabama facility. EOS secured a series of major defence contracts during the quarter, including a A$108 million RWS deal for Australia’s LAND 400-3 program, a ~A$20 million Slinger counter‑drone contract with a Western European NATO customer, a US$21 million R400 RWS contract for light armoured vehicles bound for South America, and a US$22 million RWS contract with General Dynamics Land Systems for a key U.S. Army ground combat vehicle program. It also entered into a binding, conditional US$80 million high energy laser weapon contract with a Korean customer that includes plans for a joint venture and IP licensing, subject to deposit, financing and facility‑inspection requirements, and after quarter‑end its KiwiStar Optics unit won a ~€3 million order to supply critical optics to Europe’s Extremely Large Telescope. As a result of this contract momentum, EOS’s firm contract backlog rose to A$459 million at 31 December 2025, up 238% year-on-year, with potential to reach A$579 million if the conditional Korean contract is finalised, although previously announced conditional Ukraine contracts have been removed from the backlog due to ongoing customer funding difficulties.

The most recent analyst rating on (AU:EOS) stock is a Buy with a A$11.50 price target. To see the full list of analyst forecasts on Electro Optic Systems Holdings Limited stock, see the AU:EOS Stock Forecast page.

More about Electro Optic Systems Holdings Limited

Electro Optic Systems Holdings Limited (EOS) is an Australian defence and space technology company specialising in remote weapon systems (RWS), counter‑drone solutions, high‑energy laser weapons and space systems. It serves defence customers across the United States, Europe, the Middle East, South East Asia and Australia, and also operates optics manufacturing through its KiwiStar Optics business for major international telescope projects.

Average Trading Volume: 3,191,454

Technical Sentiment Signal: Buy

Current Market Cap: A$2B

For detailed information about EOS stock, go to TipRanks’ Stock Analysis page.