Electro Optic Systems Holdings Ltd
ASX:EOS

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Electro Optic Systems Holdings Ltd Logo
Electro Optic Systems Holdings Ltd
ASX:EOS
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Price: 4.46 AUD 1.13% Market Closed
Market Cap: 860.6m AUD

Electro Optic Systems Holdings Ltd
Investor Relations

Electro Optic Systems Holdings Ltd. develops and produces products incorporating advanced electro-optic technologies for the aerospace market. The firm operates in three sectors: Defense, Space and Communications. The Company’s Defense Systems develops, manufactures and markets fire control, surveillance and weapon systems to approved military customers. Its Space Systems specializes in the design, manufacture, delivery and operation of sensors and systems for space domain awareness (SDA) and space control. The Company’s Communications Systems develops and provides global satellite communications products, systems and services. The Communications Systems specializes in optical, microwave and on-the-move radio and satellite systems that deliver telecommunications anywhere in the world. The firm's products incorporate electro-optic applications based on its technologies in software, laser, electronics, optronics, gimbals, telescopes and beam directors and mechanisms.

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Last Earnings Call
Fiscal Period
Q2 2025
Call Date
Aug 22, 2025
AI Summary
Q2 2025

Backlog Growth: EOS increased its contract backlog by $171 million since December 2024, reaching $307 million as of August 22, with expectations for further growth by year-end.

Revenue Timing: First-half 2025 revenue was $44 million, heavily back-end loaded, with management confident in a strong second half.

Strong Margins: Gross margin rose to 76%, up from 32% in the first half of 2024, partly due to finalizing a major Middle East contract.

Debt-Free Status: The company is now debt-free after repaying all remaining debt in January, following the $160 million divestment of EM Solutions.

Major Laser Contract: EOS signed the first-ever 100-kilowatt High Energy Laser Weapon export contract, valued at EUR 71 million, seen as a breakthrough for the company.

Robust Cash Position: Cash and term deposits totaled $130 million at June-end, a significant turnaround from past debt levels.

Market Tailwinds: Management highlighted exceptionally strong market conditions, driven by geopolitical uncertainty, defense spending increases, and rising demand for anti-drone and space control solutions.

Software Investment: EOS is doubling its software engineering headcount to address drone swarm threats and enhance AI-driven defense capabilities.

Key Financials
Contract Backlog
$307 million
Revenue
$44 million
Gross Margin
76%
Cash and Term Deposits
$130 million
Debt
$0
Proceeds from EM Solutions Divestment
$160 million
Net Gain on EM Solutions Disposal
AUD 90 million
Space Systems Segment Revenue
$5 million
Customer Cash Receipts
$100 million
Net Investing Cash Flow
Just under $100 million inflow
Debt Repayments
$48 million
Earnings Call Recording
Other Earnings Calls
2025

Management

Dr. Andreas Schwer M.Sc., MSE, Ph.D.
MD, CEO & Executive Director
No Bio Available
Mr. Clive Cuthell
CFO & COO
No Bio Available
Admiral James Bennett
Executive Vice President of Space Systems
No Bio Available
Mr. Ian Cook
Executive Vice President of Defence Systems - Australia
No Bio Available
Dr. Ben Greene BE (Hons), Ph.D.
Founder & Head of Innovation
No Bio Available
John Hobson
Investor Relations Officer
No Bio Available
Mr. Morgan Bryant
Chief Legal Officer
No Bio Available
Dr. Rowan Gilmore
Deputy Chief Executive Officer
No Bio Available
Mr. Christian Tobergte
Executive Vice President of Defence Systems - International
No Bio Available
Phil Coker
CEO for EOS Defense Systems USA, Inc.
No Bio Available

Contacts

Address
AUSTRALIAN CAPITAL TERRITORY
18 Wormald Street, Symonston
Contacts
+61262227900.0
www.eos-aus.com