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Australian defense technology company making remote weapon stations, counter-drone systems and satellite tracking sensors.
Australian defense technology company making remote weapon stations, counter-drone systems and satellite tracking sensors.
Is paid under multi-year government contracts, mostly for the delivery of weapon stations, so revenue arrives as units are built and delivered. Orders come from a limited number of defence customers, so a single contract can move a year's results.
In one line: A small Australian defense-electronics maker.
Moat: narrow (IP / patents, regulatory licence). Specialized optronics/weapon-station technology and defense export approvals limit competitors.
Headquarters: Canberra, Australia · Founded: 1983 · Employees: 436
Size Electro Optic Systems (EOS.AX) is an Australia Industrials company (Aerospace & Defense) with a market value of $1.08B, the 167th largest of 316 Australia companies the cockpit tracks. Shares closed at A$7.02 on 6 Nov 2026.
Performance Over six months the shares fell 18.1%, against -23.8% for the median peer and +4.1% for the Australia market (cap-weighted) — 10th highest of 20 in its peer set.
Growth Revenue grew 224.6% over the last twelve months (peer median +14.6%); the operating margin is -7.2% (peer median 8.6%).
Valuation It trades at 43.9× forward earnings against a peer median of 27.1× (5th most expensive of 12).
Capital Return on invested capital runs 24.0 points below its cost of capital (18.0% WACC).
Next results Next results expected around 1 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | A$253M | A$128M | A$177M | A$162M | A$138M |
| Revenue growth | — | -27% | +9% | +17% | — |
| Gross profit | A$31.4M | -A$9.19M | A$9.60M | A$8.82M | -A$27.5M |
| EBITDA | A$2.04M | -A$30.2M | -A$12.1M | -A$12.8M | -A$41.6M |
| Net income | -A$61.1M | A$18.6M | -A$18.7M | -A$33.3M | -A$115M |
| Free cash flow | -A$54.0M | -A$44.2M | -A$41.9M | A$110M | -A$74.9M |
| Capital expenditure | A$30.9M | A$20.0M | A$11.6M | A$2.93M | A$19.3M |
| Total debt | n/a | A$17.1M | A$65.9M | A$88.7M | A$97.2M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Electro Optic Systems EOS.AX | $1.08B | -18% | +225% | -7% | 43.9× | n/a |
| DroneShield DRO.AX | $818M | -60% | +153% | -14% | n/a | n/a |
| Kongsberg Gruppen KOG.OL | $31.8B | +13% | -28% | 17% | 46.3× | 21.7% |
| Elbit Systems ESLT | $32.0B | -13% | +12% | 9% | 46.5× | 10.1% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | EOS.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -33.6% | -1.2% | lowest of 20 |
| 6-month return | -18.1% | -23.8% | 10th highest of 20 |
| Distance from 52-week high | -45.6% | -47.5% | 10th highest of 20 |
| Revenue growth (TTM) | +224.6% | +14.6% | highest of 21 |
| Operating margin | -7.2% | 8.6% | 4th lowest of 21 |
| Forward P/E | 43.9× | 27.1× | 5th most expensive of 12 |
| ROIC minus cost of capital | -24.0 pp | -5.1 pp | lowest of 20 |
| Net debt / EBITDA | -84.0× | 0.4× | least indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Electro Optic Systems EOS.AX | Australia | $1.08B | -18% | +225% | -7% | 43.9× | n/a | n/a |
| Guanglian Aviation Industry 300900.SZ | China | $1.07B | -51% | +1% | -10% | 57.5× | n/a | n/a |
| Paras Defence & Space Technologies PARAS.NS | India | $1.06B | +43% | +42% | 23% | 85.7× | n/a | n/a |
| Shaanxi Zhongtian Rocket Technology 003009.SZ | China | $1.10B | -26% | +42% | -6% | n/a | n/a | n/a |
| National Presto Industries NPK | United States | $1.02B | 0% | +21% | 9% | n/a | 8.3% | +7.4% |
| CIMC Safeway Technologies 301559.SZ | China | $1.14B | -24% | +13% | 4% | 54.6× | n/a | n/a |
| Sichuan 6912 Communication Technology 301592.SZ | China | $1.18B | -14% | -3% | 9% | n/a | n/a | n/a |
| Vincorion V1NC.DE | Germany | $982M | -5% | +18% | 12% | 24.6× | 38.0% | +47.5% |
| Streamax Technology 002970.SZ | China | $951M | -51% | +3% | 11% | 12.3× | n/a | n/a |
| Avon Technologies AVON.L | United Kingdom | $933M | +45% | +5% | 12% | 22.8× | 16.3% | +7.4% |
| H&k MLHK.PA | France | $1.25B | -10% | +36% | 18% | n/a | -4.2% | +7.4% |
| North Electro-Optic 600184.SS | China | $1.26B | -34% | +23% | 0% | n/a | n/a | n/a |
| Xi'an ChenXi Aviation Technology 300581.SZ | China | $906M | -13% | 0% | -78% | n/a | n/a | n/a |
| Magellan Aerospace MAL.TO | Canada | $1.29B | +17% | +15% | 9% | 23.8× | n/a | n/a |
| AEVEX AVEX | United States | $1.29B | -59% | +143% | 11% | 19.6× | n/a | n/a |
| Kraken Robotics PNG.V | Canada | $896M | -53% | +21% | -2% | 27.6× | n/a | n/a |
| Tonbo Imaging India TONBO.NS | India | $895M | n/a | -23% | 21% | n/a | n/a | n/a |
| Jiangxi Xinyu Guoke Technology 300722.SZ | China | $870M | -26% | +14% | 14% | n/a | 38.8% | +12.9% |
| Nanjing LES Information Technology 688631.SS | China | $863M | -38% | -31% | -5% | 90.2× | 36.9% | -1.1% |
| York Space Systems YSS | United States | $860M | -82% | +52% | -15% | n/a | n/a | n/a |
| Hefei Jianghang Aircraft Equipment 688586.SS | China | $1.38B | -11% | -4% | 2% | 27.1× | 49.7% | +2.6% |