EOS to Acquire MARSS, Transforming into Integrated Counter-Drone Systems Provider

Electro Optic Systems Holdings Limited ( (AU:EOS) ) just unveiled an announcement.

Electro Optic Systems has agreed to acquire Europe-based MARSS, a specialist in AI-enabled command-and-control systems for counter-drone applications, including its proprietary NiDAR platform, associated hardware, intellectual property, personnel and customer contracts. The deal, structured as an asset acquisition, will be funded primarily from EOS’s existing cash reserves with US$36 million upfront and a performance-based earnout of up to €100 million, and is expected to be broadly earnings and cashflow neutral in 2026; strategically, it transforms EOS from a component supplier into a full, end-to-end counter-drone systems provider with strengthened in-house AI and software capabilities, expanded geographic reach, and the ability to compete as a prime contractor for larger turnkey defence, homeland security and civil infrastructure protection projects, including integrating NiDAR into EOS remote weapon systems to create mesh-networked, fleet-wide drone defence coverage.

The most recent analyst rating on (AU:EOS) stock is a Buy with a A$12.44 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 security technology company that develops advanced sensors, effectors and remote weapon systems, with a growing focus on counter-drone solutions. The company serves military, homeland security and civil markets globally, targeting applications such as critical infrastructure protection and integrated battlefield capabilities.

YTD Price Performance: 3.81%

Average Trading Volume: 3,760,094

Technical Sentiment Signal: Buy

Current Market Cap: A$1.89B

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