The earnings call for DroneShield reflects a strong financial performance with record-breaking revenue growth and a robust project pipeline. The company is well-positioned in the rapidly expanding counter-drone market, supported by increasing geopolitical threats and defense spending. However, challenges remain in keeping pace with technological changes and navigating geopolitical and regulatory risks.

Company Guidance -

Q4 2025

During the DroneShield Second Quarter 2025 Investor Webinar, CEO Oleg Vornik and CFO Carla Balanco provided detailed guidance on the company's robust financial performance and strategic outlook. The company reported securing approximately AUD 72 million in revenue for the first half of 2025, marking a 210% increase compared to the same period in 2024, with the second quarter alone achieving AUD 38.8 million, a significant 480% rise from the previous year's second quarter. The total addressable market for counter-drone solutions is estimated at USD 10 billion, with DroneShield currently having a negligible market share. The company's SaaS revenue for the half-year was AUD 3.5 million, growing by 177% year-over-year. DroneShield's pipeline has grown to AUD 2.3 billion, reflecting a 112% increase from the previous year, with 284 projects in the pipeline and notable deals such as a AUD 62 million order in Europe. The company maintains approximately 70% gross margins and invests over AUD 50 million annually in R&D, supported by a strong cash balance. DroneShield is also expanding its production capacity globally, aiming for AUD 2.4 billion annual capacity and exploring potential value-adding acquisitions, with a focus on maintaining leadership in the counter-drone space.

Record Revenue Growth

DroneShield reported a 210% increase in revenue for the first half of the fiscal year 2025 compared to the same period in 2024, achieving approximately AUD 72 million. The second quarter alone saw a 480% increase compared to the second quarter of 2024, with revenues reaching AUD 38.8 million.

Significant Pipeline Expansion

The company has a AUD 2.3 billion pipeline, which has increased by 112% over the first half of 2024. This includes 284 projects with several large deals, including 13 deals over AUD 30 million each.

SaaS Revenue Growth

SaaS revenue reached AUD 3.5 million for the first half, growing 177% compared to the first half of 2024. The company plans to expand its SaaS offerings to include drone defeat products and command and control systems.

Strong Gross Margins

DroneShield maintained a 70% gross margin across its product lines, highlighting strong profitability and differentiation in its offerings.

Positive Cash Flow

The company achieved positive cash flow in the second quarter of 2025, indicating strong financial health and operational efficiency.

DroneShield Limited (AU:DRO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AU:DRO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 04, 2026	2025 (Q4)	- / -	0.006	―	―	―
Aug 26, 2025	2025 (Q2)	- / <0.01	-0.78	100.26% (+0.78)		―
Feb 24, 2025	2024 (Q4)	- / <0.01	0.02	-70.00% (-0.01)
Aug 27, 2024	2024 (Q2)	- / -0.78	-0.6	-30.00% (-0.18)		―
Feb 27, 2024	2023 (Q4)	- / 0.02	0.01	100.00% (+0.01)		―
Aug 28, 2023	2023 (Q2)	- / -0.60	-0.012	-4900.00% (-0.59)		―
Feb 26, 2023	2022 (Q4)	- / 0.01	-0.012	183.33% (+0.02)		―
Aug 30, 2022	2022 (Q2)	- / -0.01	-0.001	-1100.00% (-0.01)	―	―
Feb 21, 2022	2021 (Q4)	- / -0.01	-0.015	20.00% (<+0.01)	―	―
Aug 31, 2021	2021 (Q2)	- / >-0.01	-0.005	80.00% (<+0.01)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AU:DRO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 26, 2025	AU$3.57	AU$3.20	-10.36%
Feb 24, 2025	AU$0.87	AU$0.80	-8.62%
Aug 27, 2024	AU$1.27	AU$1.17	-8.24%
Feb 27, 2024	AU$0.76	AU$0.93	+23.18%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does DroneShield Limited (AU:DRO) report earnings?

DroneShield Limited (AU:DRO) is schdueled to report earning on Mar 04, 2026, TBA (Confirmed).

What is DroneShield Limited (AU:DRO) earnings time?

DroneShield Limited (AU:DRO) earnings time is at Mar 04, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

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What is the P/E ratio of DroneShield Limited stock?

The P/E ratio of DroneShield Limited is N/A.

What is AU:DRO EPS forecast?

Currently, no data Available

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