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DroneShield Limited (DRSHF)
OTHER OTC:DRSHF
Earnings Data
Report Date
Sep 01, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
<0.01Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple strong operational and financial positives: substantial YoY revenue/cash receipt growth (~4x), accelerated SaaS revenue (from ~$3M to ~$12M with >$18M locked for 2026), a large $2.1B pipeline, high gross margins (~65%), significant R&D investment ($70M+), operational reliability and manufacturing scale plans. Offsetting risks are a trimmed near‑term pipeline driven by conservative assumptions in the U.S. civilian market (pipeline down ~12.5%), timing dependency on U.S. budget/IDIQ processes, pending profit detail, executive stock sales that attracted scrutiny, and continued high fixed investments. Overall, the highlights materially outweigh the lowlights given the magnitude of revenue and backlog growth, balance‑sheet strength and clear product differentiation, supporting a positive outlook.Company Guidance
Substantial Revenue and Cash Receipts Growth
Reported about $202 million in customer cash receipts and described top-line results as roughly just under 4x the prior year (approximately a multi‑hundred percent YoY increase). The company also began the year with roughly $100 million of carry‑over locked revenue versus $5–10 million this time last year, indicating a large improvement in forward‑looking secured revenues.
Rapid SaaS Revenue Expansion
SaaS revenue grew from just under $3 million in FY24 to just under $12 million in FY25 (≈4x / ~300% growth) and the company has already locked in over $18 million for 2026 (≈+50% vs FY25), supporting the strategic target to raise software from ~5% of revenue toward ~30% over the coming years.
Large and Diversified Sales Pipeline
Pipeline remains strong at about $2.1 billion across ~300 deals, diversified by product, geography and stage—providing substantial upside even after a recent conservative re-assessment of some U.S. civilian opportunities.
High Gross Margins and Heavy R&D Investment
Reported gross margins around 65% and disclosed R&D investment of $70M+ with plans to maintain or slightly increase R&D spend—supporting differentiated hardware + on‑edge AI capabilities and next‑generation product roadmap.
Operational Delivery Track Record and Manufacturing Scale-up
Management emphasized it has never missed a delivery, citing examples: a small European order delivered next day and a $62M order delivered within ~2 months. Plans to expand manufacturing capacity to support up to $2.4 billion by year‑end and to open EU and U.S. production this half / next quarter to speed fulfilment.
Strong Balance Sheet and Market Position
Reported ~ $200M+ in cash reserves (cash receipts referenced) and market cap around AUD 4 billion (~USD 2.5 billion). Management positioned DroneShield as the only publicly listed pure‑play counter‑drone company with global deployments and a large proprietary signal database.
Workforce and Scale Growth
Current engineering and product headcount of ~350 engineers underpin product differentiation; company plans to expand overall headcount from ~500 to ~600 by end of 2026 (≈+20%), supporting production, ops and sales scale.
Product and AI Differentiation
Emphasis on micro‑AI running on‑edge, large proprietary drone signal database (signals from ~70 countries), upcoming next‑generation RFAI releases and multi‑form‑factor hardware that management says will materially improve detection/defeat performance.
DRSHF Earnings History
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
DRSHF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $2.15 | $2.44 | +13.26% |
Aug 26, 2025 | $2.36 | $2.16 | -8.47% |
Feb 24, 2025 | $0.56 | $0.50 | -9.91% |
Aug 27, 2024 | $0.90 | $0.83 | -7.78% |
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 (DRSHF) report earnings?
DroneShield Limited (DRSHF) is schdueled to report earning on Sep 01, 2026, TBA (Confirmed).
What is DroneShield Limited (DRSHF) earnings time?
DroneShield Limited (DRSHF) earnings time is at Sep 01, 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?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DRSHF EPS forecast?
Currently, no data Available