View ValuationElectro Optic Systems Holdings 将来の成長Future 基準チェック /56Electro Optic Systems Holdings利益と収益がそれぞれ年間99.5%と33.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に3.3% 99%なると予測されています。主要情報99.5%収益成長率99.04%EPS成長率Aerospace & Defense 収益成長17.9%収益成長率33.7%将来の株主資本利益率3.30%アナリストカバレッジLow最終更新日26 May 2026今後の成長に関する最新情報Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2026The 2 analysts covering Electro Optic Systems Holdings previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of AU$15.1m in 2026. Average annual earnings growth of 115% is required to achieve expected profit on schedule.Breakeven Date Change • Aug 18Forecast breakeven date moved forward to 2025The 5 analysts covering Electro Optic Systems Holdings previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of AU$19.2m in 2025. Earnings growth of 77% is required to achieve expected profit on schedule.お知らせ • Dec 01Electro Optic Systems Holdings Limited Provides Revenue Guidance for the Year 2023Electro Optic Systems Holdings Limited provided revenue guidance for the year 2023. For the period, the company expects revenue to be between $210 million and $230 million.お知らせ • May 28Electro Optic Systems Holdings Limited Provides Earnings Guidance for the Year 2021Electro Optic Systems Holdings Limited provided earnings guidance for the year 2021. For the period, the company excepted revenue to increase in 2021 to $235 million- $245 million, representing revenue growth of >30% (2020: 8%).お知らせ • Apr 01Electro Optic Systems Holdings Limited Provides Earnings Guidance for the Year of 2021Electro Optic Systems Holdings Limited provided earnings guidance for the year of 2021. Notwithstanding an expectation that COVID-19 issues will continue into 2022, management expects strong revenue growth and a return to normal levels of profitability in 2021.すべての更新を表示Recent updatesお知らせ • May 21Electro Optic Systems Holdings Limited (ASX:EOS) completed the acquisition of MARSS Counter-Drone C2 System Provider from Marine & Remote Sensing Solutions SAM.Electro Optic Systems Holdings Limited (ASX:EOS) has entered into an agreement to acquire MARSS Counter-Drone C2 System Provider from Marine & Remote Sensing Solutions SAM for approximately €170 million on January 11, 2026. The consideration will be paid through Upfront cash payment of €30.5 million (AUD 54 million) payable at completion to the MARSS vendors. Additional contingent consideration of maximum earnout of €100 million is payable under performance rights issued at completion to MARSS management shareholders, only if achieved €500 million of new MARSS orders are secured during the earnout period. The earnout value is €20 million per €100 million of the contract price of certain new MARSS third party contract orders signed before the end of the earnout period, calculated with the total potential earnout capped at €100 million (AUD 174 million), subject to adjustments. The value of new MARSS contract orders excludes uncommitted amounts and certain items beyond three years and is subject to other customary conditions. The earnout consideration is payable in two tranches, (i) for the first tranche, 90 days after completion and (ii) for the second tranche, at the end of the earn-out period. The first tranche of earnout consideration is payable in EOS shares or cash (at the election of the MARSS management shareholders) after the conclusion of the first tranche period, with the cash component capped at €20 million (AUD 35 million). The second tranche of earnout consideration is payable in 23,529,411 EOS shares after the conclusion of the second tranche period. The consideration for the transaction is primarily expected to be funded from EOS’ existing cash reserves. As at 31 December 2025, EOS cash reserves were approximately €65 million. In addition, EOS has secured a commitment to approximately €60.83 million (AUD 100 million) two-year senior secured term loan facility from a subsidiary of Washington H. Soul Pattinson and Company Limited. The agreements for the transaction, which include an asset transfer agreement and a subscription deed for the performance rights, contain customary representations, warranties and undertakings. On May 15, 2026, It was announced that the maximum earnout cap will be increased to €140m (from €100m). This increase in potential acquisition consideration is entirely contingent upon the acquired business achieving new order intake in the period between 12 January 2026 and 12 months from completion. The new contract referred to above is included in the earn out new order intake. The amended terms now split the payment into three tranches (under three classes of performance rights), one at 90 days from completion, one after 270 days from completion and one after the end of the earnout period (May 31, 2027). If sufficient contracts are signed during a tranche period, the entire earnout payment of €140m could be earned in that tranche period (provided that the cap on all earnout payments is €140m). Completion is subject to customary conditions precedent, including relevant customer, regulatory, export and other approvals, expected during 2026. There is no guarantee that the acquisition of MARSS will be completed. The acquisition of the MARSS business is anticipated to be broadly neutral for earnings and operating cash flow for EOS in 2026 and expected to positively contribute to results from 2027 onwards. The completion of the acquisition is expected in the coming days. Oaklins acted as financial advisor for Electro Optic Systems Holdings Limited. Hogan Lovells International LLP acted as legal advisor for Electro Optic Systems Holdings Limited. Minter Ellison acted as legal advisor for Electro Optic Systems Holdings Limited. DLA Piper LLP acted as legal advisor for Marine & Remote Sensing Solutions SAM. Electro Optic Systems Holdings Limited (ASX:EOS) completed the acquisition of MARSS Counter-Drone C2 System Provider from Marine & Remote Sensing Solutions SAM on May 21, 2026.お知らせ • May 20+ 2 more updatesElectro Optic Systems Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 40 million.Electro Optic Systems Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 40 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 5,000,000 Price\Range: AUD 8 Discount Per Security: AUD 0.12 Transaction Features: Subsequent Direct Listingお知らせ • May 19Electro Optic Systems Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 25 million.Electro Optic Systems Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 25 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 3,125,000 Price\Range: AUD 8お知らせ • Mar 17Electro Optic Systems Holdings Limited, Annual General Meeting, May 19, 2026Electro Optic Systems Holdings Limited, Annual General Meeting, May 19, 2026. Location: sydney Australiaお知らせ • Feb 17Electro Optic Systems Holdings Limited to Report Fiscal Year 2025 Results on Feb 23, 2026Electro Optic Systems Holdings Limited announced that they will report fiscal year 2025 results at 10:00 AM, AUS Eastern Standard Time on Feb 23, 2026Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2026The 2 analysts covering Electro Optic Systems Holdings previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of AU$15.1m in 2026. Average annual earnings growth of 115% is required to achieve expected profit on schedule.お知らせ • Nov 20Electro Optic Systems Holdings Limited (ASX:EOS) agreed to acquire UK-based interceptor business of MARSS Group for £5.5 million.Electro Optic Systems Holdings Limited (ASX:EOS) agreed to acquire UK-based interceptor business of MARSS Group for £5.5 million on November 19, 2025. A cash consideration of £5.5 million will be paid by Electro Optic Systems Holdings Limited. The transaction will be financed through EOS’ existing cash reserves. Completion is expected following receipt of required approvals and satisfaction of customary conditions.Reported Earnings • Aug 22First half 2025 earnings releasedFirst half 2025 results: Revenue: AU$46.2m (down 68% from 1H 2024). Net loss: AU$44.2m (loss widened AU$41.2m from 1H 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Aerospace & Defense industry.お知らせ • Aug 22Electro Optic Systems Holdings Limited to Report First Half, 2025 Results on Aug 22, 2025Electro Optic Systems Holdings Limited announced that they will report first half, 2025 results on Aug 22, 2025Breakeven Date Change • Aug 18Forecast breakeven date moved forward to 2025The 5 analysts covering Electro Optic Systems Holdings previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of AU$19.2m in 2025. Earnings growth of 77% is required to achieve expected profit on schedule.お知らせ • Mar 21Electro Optic Systems Holdings Limited, Annual General Meeting, May 20, 2025Electro Optic Systems Holdings Limited, Annual General Meeting, May 20, 2025. Location: melbourne Australiaお知らせ • Feb 24Electro Optic Systems Holdings Limited to Report Fiscal Year 2024 Results on Feb 25, 2025Electro Optic Systems Holdings Limited announced that they will report fiscal year 2024 results on Feb 25, 2025New Risk • Feb 04New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$4.3m Forecast net loss in 2 years: AU$860k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.お知らせ • Jan 31Cohort plc (AIM:CHRT) acquired of E M Solutions Pty. Ltd. from Electro Optic Systems Holdings Limited (ASX:EOS).Cohort plc (AIM:CHRT) agreed to acquire E M Solutions Pty. Ltd. from Electro Optic Systems Holdings Limited (ASX:EOS) for approximately AUD 159 million on November 21, 2024. The transaction will not result in any change to Electro Optic Systems Holdings Limited's (ASX:EOS) remaining business operations. Completion of the transaction will automatically trigger the repayment of Electro Optic Systems Holdings Limited's (ASX:EOS) AUD 64 million outstanding debt facility with Washington H. Soul Pattinson and Company Limited (“WHSP”) in full. The transaction shall be part financed through a placing and retail offer for gross proceeds of £41 million (AUD 79.37 million). The transaction is subject to approval by regulatory board / committee. As of November 21, 2024, Cohort plc (AIM:CHRT) obtained approval from the Foreign Investment Review Board (FIRB). The expected completion of the transaction is November 21, 2024 to May 21, 2025. As of December 24, 2024, the revised expected completion of the transaction is by end of February 2025. Any change in the net contribution from the acquisition of EM Solutions in the year ending April 30, 2025 is expected to be de-minimis. The transaction is expected to be materially accretive to adjusted EPS in the first full financial year of ownership (2025/26) and thereafter. On January 20, 2025, Electro Optic Systems Holdings Limited (ASX: EOS) disclosed that the divestment of its subsidiary is now expected to be completed on January 31, 2025, due to the fulfillment of the necessary conditions of the transaction. Cohort plc (AIM:CHRT) completed the acquisition of E M Solutions Pty. Ltd. from Electro Optic Systems Holdings Limited (ASX:EOS) on Januarys 31, 2025.お知らせ • Nov 22Cohort plc (AIM:CHRT) agreed to acquire E M Solutions Pty. Ltd. from Electro Optic Systems Holdings Limited (ASX:EOS) for an enterprise value of approximately AUD 140 million.Cohort plc (AIM:CHRT) agreed to acquire E M Solutions Pty. Ltd. from Electro Optic Systems Holdings Limited (ASX:EOS) for an enterprise value of approximately AUD 140 million on November 21, 2024. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is November 21, 2024 to May 21, 2025.Reported Earnings • Aug 30First half 2024 earnings released: AU$0.018 loss per share (vs AU$0.20 loss in 1H 2023)First half 2024 results: AU$0.018 loss per share (improved from AU$0.20 loss in 1H 2023). Revenue: AU$142.6m (up 92% from 1H 2023). Net loss: AU$3.00m (loss narrowed 91% from 1H 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has fallen by 24% per year whereas the company’s share price has fallen by 26% per year.お知らせ • Aug 22Electro Optic Systems Holdings Limited to Report First Half, 2024 Results on Aug 27, 2024Electro Optic Systems Holdings Limited announced that they will report first half, 2024 results on Aug 27, 2024お知らせ • May 31Electro Optic Systems Holdings Limited Announces Resignation of Leanne Ralph as Joint Company SecretaryElectro Optic Systems Holdings Limited announced that Ms. Leanne Ralph has resigned as Joint Company Secretary, effective 31 May 2024. Ms. Melanie Andrews will continue as the sole Company Secretary for the Company in line with the Board's strategy to transition this role in-house.Buy Or Sell Opportunity • May 01Now 26% undervaluedOver the last 90 days, the stock has risen 34% to AU$1.57. The fair value is estimated to be AU$2.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Earnings per share has declined by 38%. Revenue is forecast to grow by 12% in a year. Earnings are forecast to grow by 39% in the next year.Reported Earnings • Apr 20Full year 2023 earnings released: AU$0.21 loss per share (vs AU$0.36 loss in FY 2022)Full year 2023 results: AU$0.21 loss per share (improved from AU$0.36 loss in FY 2022). Revenue: AU$219.3m (up 59% from FY 2022). Net loss: AU$33.3m (loss narrowed 37% from FY 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.お知らせ • Mar 26Electro Optic Systems Holdings Limited, Annual General Meeting, May 21, 2024Electro Optic Systems Holdings Limited, Annual General Meeting, May 21, 2024. Agenda: AGM.New Risk • Mar 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 12% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Mar 25Now 31% undervaluedOver the last 90 days, the stock has risen 79% to AU$1.70. The fair value is estimated to be AU$2.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.5% over the last 3 years. Earnings per share has declined by 39%. Revenue is forecast to grow by 12% in a year. Earnings are forecast to grow by 41% in the next year.お知らせ • Mar 24Electro Optic Systems Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 35 million.Electro Optic Systems Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 35 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 20,588,235 Price\Range: AUD 1.7 Discount Per Security: AUD 0.06375 Transaction Features: Subsequent Direct Listingお知らせ • Mar 23Electro Optic Systems Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million.Electro Optic Systems Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 2,941,176 Price\Range: AUD 1.7Reported Earnings • Mar 01Full year 2023 earnings released: AU$0.21 loss per share (vs AU$0.36 loss in FY 2022)Full year 2023 results: AU$0.21 loss per share (improved from AU$0.36 loss in FY 2022). Revenue: AU$221.8m (up 61% from FY 2022). Net loss: AU$33.3m (loss narrowed 37% from FY 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.お知らせ • Feb 27Electro Optic Systems Holdings Limited to Report Fiscal Year 2023 Results on Feb 28, 2024Electro Optic Systems Holdings Limited announced that they will report fiscal year 2023 results on Feb 28, 2024お知らせ • Dec 12Electro Optic Systems Holdings Limited Appoints Andreas Schwer as Managing DirectorElectro Optic Systems Holdings Limited announced that Dr Andreas Schwer has been appointed as a Director of the Company on 11 December 2023. Dr Schwer was previously appointed as Chief Executive Officer (CEO) on 01 August 2022 and will now hold the position of Managing Director and CEO.New Risk • Dec 04New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$59m Forecast net loss in 2 years: AU$3.0m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.お知らせ • Dec 01Electro Optic Systems Holdings Limited Provides Revenue Guidance for the Year 2023Electro Optic Systems Holdings Limited provided revenue guidance for the year 2023. For the period, the company expects revenue to be between $210 million and $230 million.New Risk • Oct 31New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$59m Forecast net loss in 2 years: AU$8.9m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$8.9m net loss in 2 years). Market cap is less than US$100m (AU$152.4m market cap, or US$97.0m).New Risk • Oct 26New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$157.5m (US$99.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$8.9m net loss in 2 years). Market cap is less than US$100m (AU$157.5m market cap, or US$99.3m).Recent Insider Transactions • Sep 23Non-Executive Director recently bought AU$115k worth of stockOn the 21st of September, Robert Nicholson bought around 109k shares on-market at roughly AU$1.06 per share. This transaction increased Robert's direct individual holding by 10x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$474k more in shares than they have sold in the last 12 months.New Risk • Sep 05New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$59m Forecast net loss in 2 years: AU$4.5m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$4.5m net loss in 2 years). Shareholders have been diluted in the past year (4.7% increase in shares outstanding).Reported Earnings • Sep 01First half 2023 earnings released: AU$0.20 loss per share (vs AU$0.19 loss in 1H 2022)First half 2023 results: AU$0.20 loss per share (further deteriorated from AU$0.19 loss in 1H 2022). Revenue: AU$74.3m (up 38% from 1H 2022). Net loss: AU$32.0m (loss widened 24% from 1H 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Aerospace & Defense industry in Australia. Over the last 3 years on average, earnings per share has fallen by 50% per year whereas the company’s share price has fallen by 45% per year.お知らせ • Aug 22Electro Optic Systems Holdings Limited to Report First Half, 2023 Results on Aug 28, 2023Electro Optic Systems Holdings Limited announced that they will report first half, 2023 results on Aug 28, 2023Buying Opportunity • Aug 08Now 21% undervaluedOver the last 90 days, the stock is up 55%. The fair value is estimated to be AU$1.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 29% in a year. Earnings is forecast to grow by 52% in the next year.お知らせ • May 22Electro Optic Systems Holdings Limited Appoints Robert Nicholson as A Non-Executive Director Effective 24 May 2023Electro Optic Systems Holdings Limited (EOS or Company) announced that Mr. Robert Nicholson will join the Board as a Non-Executive Director effective 24 May 2023. Robert was a Partner at Herbert Smith Freehills (and predecessor firms) for 28 years. He served on the Freehills Board of Partners for 10 years and was Chairman for 3 years in the lead-up to the Firm's merger with Herbert Smith to create a global Firm with 500 Partners and 28 offices. Robert is currently a Director of Port of Melbourne, Alinta Energy Pty Ltd, Landcare Australia Ltd, European Australian Business Council and the Baker Heart and Diabetes Institute. He was previously a director of Nucleus Network.Reported Earnings • Apr 02Full year 2022 earnings released: AU$0.36 loss per share (vs AU$0.055 profit in FY 2021)Full year 2022 results: AU$0.36 loss per share (down from AU$0.055 profit in FY 2021). Revenue: AU$137.9m (down 35% from FY 2021). Net loss: AU$52.6m (down AU$60.2m from profit in FY 2021). Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Aerospace & Defense industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 01Full year 2022 earnings released: AU$0.36 loss per share (vs AU$0.094 loss in FY 2021)Full year 2022 results: AU$0.36 loss per share (further deteriorated from AU$0.094 loss in FY 2021). Revenue: AU$139.8m (down 34% from FY 2021). Net loss: AU$52.6m (loss widened 304% from FY 2021). Revenue is forecast to grow 43% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Aerospace & Defense industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 35 percentage points per year, which is a significant difference in performance.お知らせ • Jan 24Electro Optic Systems Holdings Limited Announces Resignation of Ms Deena Shiff as Non-Executive DirectorElectro Optic Systems Holdings Limited announced that Ms Deena Shiff has advised of her decision to step down as a Director of the Company effective 31 January 2023. Deena has been a Non-executive Director of EOS since 7 December 2021. Deena's tenure on the board coincided with a period of significant change for the Company, including the recruitment of a new CEO and CFO and the commencement of a significant transformation of the business. Her departure has been triggered by her increasing travel commitments for her other international boards and the desire to appropriately balance the demands of her capacity as a director.Recent Insider Transactions • Nov 25Insider recently bought AU$300k worth of stockOn the 24th of November, Garry Hounsell bought around 500k shares on-market at roughly AU$0.60 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$334k more in shares than they have sold in the last 12 months.Reported Earnings • Sep 10First half 2022 earnings released: AU$0.71 loss per share (vs AU$0.082 loss in 1H 2021)First half 2022 results: AU$0.71 loss per share (further deteriorated from AU$0.082 loss in 1H 2021). Revenue: AU$53.8m (down 45% from 1H 2021). Net loss: AU$98.4m (loss widened AU$87.1m from 1H 2021). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 02Full year 2021 earnings released: AU$0.12 loss per share (vs AU$0.19 loss in FY 2020)Full year 2021 results: AU$0.12 loss per share (up from AU$0.19 loss in FY 2020). Revenue: AU$211.8m (up 18% from FY 2020). Net loss: AU$16.0m (loss narrowed 34% from FY 2020). Over the next year, revenue is forecast to grow 13%, compared to a 14% growth forecast for the industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 02Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: AU$0.12 loss per share (up from AU$0.19 loss in FY 2020). Revenue: AU$211.8m (up 18% from FY 2020). Net loss: AU$16.0m (loss narrowed 34% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 20%, compared to a 6.8% growth forecast for the industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.お知らせ • Feb 26Electro Optic Systems Holdings Announces Its Wholly Owned Subsidiary, Spacelink Accelerates Satellite RolloutElectro Optic Systems Holdings has announced that its wholly owned subsidiary SpaceLink has achieved a new, smaller, communication satellitedesign that allows accelerated profitability at significantly reduced cost. In breakthrough developments SpaceLink has: a. improved the satellite design by integrating higher bandwidth communication terminals on both small and large satellites, further improving the profitability of the SpaceLink business model;b. reduced the cost of initial capability deployment from USD 750 million to USD 240 million; and c. advanced the date for initial operational capability (IOC) from mid-2024 to early-2024, allowing it to meet customers' requirements for earlier services and to secure SpaceLink's extensive communication spectrum licenses by meeting the stipulated Federal Communication Commission (FCC) regulatory milestone date in mid-2024. A key consideration related to project schedule is SpaceLink's allocated communication spectrum, comprising approximately 21 GHz of radio frequency (RF) spectrum. SpaceLink is required under its FCC licence to initiate use of the spectrum for space communications before mid-2024. Achieving this milestone secures SpaceLink's rights to the spectrum. Given increasing congestion and demand for advanced satellite services, it is imperative to satisfy the FCC milestone date and preserve the access to the wide bandwidth conferred by the spectrum rights. In September 2021 SpaceLink announced it had selected OHB System AG of Germany as the preferred manufacturer of SpaceLink's Block-1 constellation of MEO satellites. SpaceLink then entered into an ATP (authority to proceed) agreement with OHB to undertake a co-engineering phase intended to deliver an optimised satellite design that was suited to OHB production capabilities, and met all SpaceLink performance requirements. The design process commenced at the same time as new optical communication terminals, which are key payload elements for SpaceLink satellites, were formally qualified for service in space for US government customers. The SpaceLink-OHB joint design effort applied this new technology and other innovations to produce major improvements to the Block-1 satellites, in terms of satellite capacity (50%) and lifetime (25%).お知らせ • Feb 18Electro Optic Systems Holdings Limited to Report Fiscal Year 2021 Results on Feb 28, 2022Electro Optic Systems Holdings Limited announced that they will report fiscal year 2021 results on Feb 28, 2022Reported Earnings • Sep 02First half 2021 earnings released: AU$0.082 loss per share (vs AU$0.12 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: AU$97.8m (up 30% from 1H 2020). Net loss: AU$11.3m (loss narrowed 18% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.Executive Departure • Aug 03Non Executive Chairman Frederick Bart has left the companyOn the 27th of July, Frederick Bart's tenure as Non Executive Chairman ended after 21.2 years in the role. As of March 2021, Frederick still personally held 5.62m shares (AU$29m worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 1.08 years, which is considered inexperienced in the Simply Wall St Risk Model.お知らせ • May 28Electro Optic Systems Holdings Limited Provides Earnings Guidance for the Year 2021Electro Optic Systems Holdings Limited provided earnings guidance for the year 2021. For the period, the company excepted revenue to increase in 2021 to $235 million- $245 million, representing revenue growth of >30% (2020: 8%).Recent Insider Transactions • May 08Group CEO & Executive Director recently sold AU$51k worth of stockOn the 7th of May, Ben Greene sold around 12k shares on-market at roughly AU$4.23 per share. This was the largest sale by an insider in the last 3 months.Reported Earnings • Apr 03Full year 2020 earnings released: AU$0.19 loss per share (vs AU$0.19 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: AU$180.2m (up 8.9% from FY 2019). Net loss: AU$24.4m (down 235% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.お知らせ • Apr 01Electro Optic Systems Holdings Limited Provides Earnings Guidance for the Year of 2021Electro Optic Systems Holdings Limited provided earnings guidance for the year of 2021. Notwithstanding an expectation that COVID-19 issues will continue into 2022, management expects strong revenue growth and a return to normal levels of profitability in 2021.Reported Earnings • Feb 27Full year 2020 earnings released: AU$0.20 loss per share (vs AU$0.20 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: AU$190.3m (up 15% from FY 2019). Net loss: AU$24.8m (down 234% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 27Revenue misses expectationsRevenue missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 72%, compared to a 16% growth forecast for the Aerospace & Defense industry in Australia.お知らせ • Feb 26Electro Optic Systems Holdings Limited, Annual General Meeting, May 28, 2021Electro Optic Systems Holdings Limited, Annual General Meeting, May 28, 2021.Is New 90 Day High Low • Feb 18New 90-day low: AU$5.07The company is down 23% from its price of AU$6.56 on 20 November 2020. The Australian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is down 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$7.10 per share.お知らせ • Feb 16Electro Optic Systems Holdings Limited Appoints Michael Lock as Chief Financial OfficerElectro Optic Systems Holdings Limited has appointed Mr. Michael Lock to the role of Chief Financial Officer. Mr. Lock will assume this role from 1 March 2021. Mr. Lock will assume responsibility for managing the company finances and financial reporting, leading the finance and accounting team, and working with the executive team to set and track financial goals, objectives and budgets, and assess financial risks. Mr. Lock has a strong background in finance, banking and defence industry with more than 30 years' experience internationally and in Australia.お知らせ • Feb 09Electro Optic Systems Holdings Limited to Report Fiscal Year 2020 Results on Feb 26, 2021Electro Optic Systems Holdings Limited announced that they will report fiscal year 2020 results on Feb 26, 2021Is New 90 Day High Low • Jan 25New 90-day low: AU$5.31The company is down 6.0% from its price of AU$5.67 on 28 October 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Aerospace & Defense industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$7.27 per share.お知らせ • Jan 04Electro Optic Systems Holdings Limited Appoints David Black as A DirectorElectro Optic Systems Holdings Limited announced that David Black has joined the Board of the Company as an independent non-executive director effective from 1 January 2021. Before retiring from the Deloitte Touche Tohmatsu Australia partnership in 2016, David Black spent 25 years with Deloitte in the UK and Australia. During that time David provided services to a range of clients including Defence, Manufacturing and Government sectors.お知らせ • Dec 16Electro Optic Systems Holdings Limited Receives $34 Million Contract as Prime Contractor by the Commonwealth of Australia for the C4 Edge ProgramElectro Optic Systems Holdings Limited announced a AUD 34.4 million contract award by the Commonwealth of Australia for the Command Control Communications and Computers - Evolutionary Digital Ground Environment program, with EOS Defence Systems ("EOS DS") as the Prime Contractor for an all-Australian industry consortium to demonstrate a sovereign Battlegroup and Below Battlefield Command System ("BG-BCS"). This commitment by the Morrison Government and the Australian Army will support the development of innovative local businesses capable of providing the armed forces with the critical, communications solutions they will require into the future. EOS DS will lead 18 Australian businesses in the C4 EDGE program to demonstrate local industry's ability to provide battle critical communications solutions for the land domain. The program will leverage the expertise and cutting-edge technologies of the all-Australian industry team that includes small and medium enterprises from across the nation. As the prime contractor, EOS DS will integrate these components to demonstrate a sovereign BG-BCS for the Army in November 2021. The C4 EDGE solution will see EOS DS incorporate locally-sourced combat radios, satellite terminals, cryptography, networking middleware, command applications, user interfaces, batteries and power management into a coherent system. The program will utilise Australian design, production, workforce, intellectual property and supply chain in the development and demonstration of this capability. A successful C4 EDGE capability will help address the Army's significant future requirements for sovereign communications systems. The Government's 2020 Defence Strategic Update lays out an investment pipeline for battlefield communications and command systems of between AUD 5.0 billion and $7.5 billion over the next 20 years. The Commonwealth contract will create approximately 53 new fulltime jobs across the country over the next 12 months. EOS will begin executing subcontracts before the end of 2020 to enable payments to flow to these businesses quickly, supporting their ability to invest, scale and access export opportunities.Is New 90 Day High Low • Nov 20New 90-day high: AU$6.56The company is up 16% from its price of AU$5.66 on 21 August 2020. The Australian market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Aerospace & Defense industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$6.33 per share.Recent Insider Transactions • Nov 11Board Member recently sold AU$147k worth of stockOn the 9th of November, Ian Dennis sold around 25k shares on-market at roughly AU$5.89 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$876k more than they bought in the last 12 months.お知らせ • Oct 16Electro Optic Systems Holdings Limited Receives AUD 5.1 Million ContractElectro Optic Systems Holdings Limited has been awarded a AUD 5.1 million contract through its Space Systems subsidiary by the Australian Department of Defence for technical development. The contract commences in fourth quarter 2020 and will run for two years.お知らせ • Oct 04Electro Optic Systems Holdings Limited Completes Commonwealth Government Contract NegotiationsElectro Optic Systems Holdings Limited has completed contract negotiations with the Commonwealth of Australia for the acquisition of 251 Remote Weapon Systems (RWS) and related materiel. The contract is valued at over AUD 94 million and will not only enhance Australian Army capability and secure EOS' supplier base, but will boost Australian jobs and create opportunities for small businesses. The contract finalisation includes AUD 28.5 million of cash flow to EOS in fourth quarter 2020 that will assist in securing the EOS Australia supply chain consisting of 146 SMEs and over 1,100 employees. The 251 RWS systems will be integrated on to Bushmaster and Hawkei protected mobility vehicles. Forty RWS are scheduled for delivery in fourth quarter 2020, with the remainder to be delivered in 2021.Recent Insider Transactions • Oct 01Board Member recently sold AU$145k worth of stockOn the 30th of September, Ian Dennis sold around 25k shares on-market at roughly AU$5.80 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$729k more than they bought in the last 12 months.お知らせ • Aug 21Electro Optic Systems Holdings Limited to Report First Half, 2020 Results on Aug 31, 2020Electro Optic Systems Holdings Limited announced that they will report first half, 2020 results on Aug 31, 2020お知らせ • Jun 22Electro Optic Systems Holdings Limited(ASX:EOS) dropped from S&P/ASX Emerging Companies IndexElectro Optic Systems Holdings Limited(ASX:EOS) dropped from S&P/ASX Emerging Companies Index業績と収益の成長予測CHIA:EOS - アナリストの将来予測と過去の財務データ ( )AUD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028515634973412/31/2027401313448412/31/2026261-17-48-19412/31/2025128-72-44-24N/A6/30/2025115-68-29-9N/A3/31/2025146-51-36-20N/A12/31/2024177-34-42-30N/A6/30/2024193-224952N/A3/31/2024178-337982N/A12/31/2023162-44110113N/A9/30/2023189-465155N/A6/30/2023158-59-8-4N/A3/31/2023148-56-40-28N/A12/31/2022138-53-71-52N/A6/30/2022168-7-58-21N/A3/31/20221900-43-11N/A12/31/20212128-290N/A9/30/2021207-17-46-21N/A6/30/2021203-22-64-42N/A3/31/2021191-23-101-76N/A12/31/2020180-24-139-109N/A9/30/2020182-14N/AN/AN/A6/30/2020183-3-115-95N/A3/31/20201747-77-64N/A12/31/201916518-38-34N/A9/30/201913718N/AN/AN/A6/30/201910917N/A-9N/A3/31/20199816N/A-12N/A12/31/20188715N/A-16N/A9/30/2018688N/A-22N/A6/30/2018490N/A-28N/A3/31/201836-5N/A-27N/A12/31/201723-9N/A-26N/A9/30/201722-8N/A-15N/A6/30/201721-6N/A-5N/A3/31/201723-4N/A-4N/A12/31/201626-1N/A-3N/A9/30/2016302N/A-3N/A6/30/2016345N/A-4N/A3/31/2016324N/A1N/A12/31/2015313N/A7N/A9/30/2015271N/A9N/A6/30/2015240N/A11N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: EOSは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.6% ) よりも高い成長率であると考えられます。収益対市場: EOS今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: EOS今後 3 年以内に収益を上げることが予想されます。収益対市場: EOSの収益 ( 33.7% ) Australian市場 ( 6.2% ) よりも速いペースで成長すると予測されています。高い収益成長: EOSの収益 ( 33.7% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: EOSの 自己資本利益率 は、3年後には低くなると予測されています ( 3.3 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 14:23終値2026/05/26 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Electro Optic Systems Holdings Limited 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Daniel LaingBell PotterBaxter KirkBell PotterOwen HumphriesCanaccord Genuity7 その他のアナリストを表示
Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2026The 2 analysts covering Electro Optic Systems Holdings previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of AU$15.1m in 2026. Average annual earnings growth of 115% is required to achieve expected profit on schedule.
Breakeven Date Change • Aug 18Forecast breakeven date moved forward to 2025The 5 analysts covering Electro Optic Systems Holdings previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of AU$19.2m in 2025. Earnings growth of 77% is required to achieve expected profit on schedule.
お知らせ • Dec 01Electro Optic Systems Holdings Limited Provides Revenue Guidance for the Year 2023Electro Optic Systems Holdings Limited provided revenue guidance for the year 2023. For the period, the company expects revenue to be between $210 million and $230 million.
お知らせ • May 28Electro Optic Systems Holdings Limited Provides Earnings Guidance for the Year 2021Electro Optic Systems Holdings Limited provided earnings guidance for the year 2021. For the period, the company excepted revenue to increase in 2021 to $235 million- $245 million, representing revenue growth of >30% (2020: 8%).
お知らせ • Apr 01Electro Optic Systems Holdings Limited Provides Earnings Guidance for the Year of 2021Electro Optic Systems Holdings Limited provided earnings guidance for the year of 2021. Notwithstanding an expectation that COVID-19 issues will continue into 2022, management expects strong revenue growth and a return to normal levels of profitability in 2021.
お知らせ • May 21Electro Optic Systems Holdings Limited (ASX:EOS) completed the acquisition of MARSS Counter-Drone C2 System Provider from Marine & Remote Sensing Solutions SAM.Electro Optic Systems Holdings Limited (ASX:EOS) has entered into an agreement to acquire MARSS Counter-Drone C2 System Provider from Marine & Remote Sensing Solutions SAM for approximately €170 million on January 11, 2026. The consideration will be paid through Upfront cash payment of €30.5 million (AUD 54 million) payable at completion to the MARSS vendors. Additional contingent consideration of maximum earnout of €100 million is payable under performance rights issued at completion to MARSS management shareholders, only if achieved €500 million of new MARSS orders are secured during the earnout period. The earnout value is €20 million per €100 million of the contract price of certain new MARSS third party contract orders signed before the end of the earnout period, calculated with the total potential earnout capped at €100 million (AUD 174 million), subject to adjustments. The value of new MARSS contract orders excludes uncommitted amounts and certain items beyond three years and is subject to other customary conditions. The earnout consideration is payable in two tranches, (i) for the first tranche, 90 days after completion and (ii) for the second tranche, at the end of the earn-out period. The first tranche of earnout consideration is payable in EOS shares or cash (at the election of the MARSS management shareholders) after the conclusion of the first tranche period, with the cash component capped at €20 million (AUD 35 million). The second tranche of earnout consideration is payable in 23,529,411 EOS shares after the conclusion of the second tranche period. The consideration for the transaction is primarily expected to be funded from EOS’ existing cash reserves. As at 31 December 2025, EOS cash reserves were approximately €65 million. In addition, EOS has secured a commitment to approximately €60.83 million (AUD 100 million) two-year senior secured term loan facility from a subsidiary of Washington H. Soul Pattinson and Company Limited. The agreements for the transaction, which include an asset transfer agreement and a subscription deed for the performance rights, contain customary representations, warranties and undertakings. On May 15, 2026, It was announced that the maximum earnout cap will be increased to €140m (from €100m). This increase in potential acquisition consideration is entirely contingent upon the acquired business achieving new order intake in the period between 12 January 2026 and 12 months from completion. The new contract referred to above is included in the earn out new order intake. The amended terms now split the payment into three tranches (under three classes of performance rights), one at 90 days from completion, one after 270 days from completion and one after the end of the earnout period (May 31, 2027). If sufficient contracts are signed during a tranche period, the entire earnout payment of €140m could be earned in that tranche period (provided that the cap on all earnout payments is €140m). Completion is subject to customary conditions precedent, including relevant customer, regulatory, export and other approvals, expected during 2026. There is no guarantee that the acquisition of MARSS will be completed. The acquisition of the MARSS business is anticipated to be broadly neutral for earnings and operating cash flow for EOS in 2026 and expected to positively contribute to results from 2027 onwards. The completion of the acquisition is expected in the coming days. Oaklins acted as financial advisor for Electro Optic Systems Holdings Limited. Hogan Lovells International LLP acted as legal advisor for Electro Optic Systems Holdings Limited. Minter Ellison acted as legal advisor for Electro Optic Systems Holdings Limited. DLA Piper LLP acted as legal advisor for Marine & Remote Sensing Solutions SAM. Electro Optic Systems Holdings Limited (ASX:EOS) completed the acquisition of MARSS Counter-Drone C2 System Provider from Marine & Remote Sensing Solutions SAM on May 21, 2026.
お知らせ • May 20+ 2 more updatesElectro Optic Systems Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 40 million.Electro Optic Systems Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 40 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 5,000,000 Price\Range: AUD 8 Discount Per Security: AUD 0.12 Transaction Features: Subsequent Direct Listing
お知らせ • May 19Electro Optic Systems Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 25 million.Electro Optic Systems Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 25 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 3,125,000 Price\Range: AUD 8
お知らせ • Mar 17Electro Optic Systems Holdings Limited, Annual General Meeting, May 19, 2026Electro Optic Systems Holdings Limited, Annual General Meeting, May 19, 2026. Location: sydney Australia
お知らせ • Feb 17Electro Optic Systems Holdings Limited to Report Fiscal Year 2025 Results on Feb 23, 2026Electro Optic Systems Holdings Limited announced that they will report fiscal year 2025 results at 10:00 AM, AUS Eastern Standard Time on Feb 23, 2026
Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2026The 2 analysts covering Electro Optic Systems Holdings previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of AU$15.1m in 2026. Average annual earnings growth of 115% is required to achieve expected profit on schedule.
お知らせ • Nov 20Electro Optic Systems Holdings Limited (ASX:EOS) agreed to acquire UK-based interceptor business of MARSS Group for £5.5 million.Electro Optic Systems Holdings Limited (ASX:EOS) agreed to acquire UK-based interceptor business of MARSS Group for £5.5 million on November 19, 2025. A cash consideration of £5.5 million will be paid by Electro Optic Systems Holdings Limited. The transaction will be financed through EOS’ existing cash reserves. Completion is expected following receipt of required approvals and satisfaction of customary conditions.
Reported Earnings • Aug 22First half 2025 earnings releasedFirst half 2025 results: Revenue: AU$46.2m (down 68% from 1H 2024). Net loss: AU$44.2m (loss widened AU$41.2m from 1H 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Aerospace & Defense industry.
お知らせ • Aug 22Electro Optic Systems Holdings Limited to Report First Half, 2025 Results on Aug 22, 2025Electro Optic Systems Holdings Limited announced that they will report first half, 2025 results on Aug 22, 2025
Breakeven Date Change • Aug 18Forecast breakeven date moved forward to 2025The 5 analysts covering Electro Optic Systems Holdings previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of AU$19.2m in 2025. Earnings growth of 77% is required to achieve expected profit on schedule.
お知らせ • Mar 21Electro Optic Systems Holdings Limited, Annual General Meeting, May 20, 2025Electro Optic Systems Holdings Limited, Annual General Meeting, May 20, 2025. Location: melbourne Australia
お知らせ • Feb 24Electro Optic Systems Holdings Limited to Report Fiscal Year 2024 Results on Feb 25, 2025Electro Optic Systems Holdings Limited announced that they will report fiscal year 2024 results on Feb 25, 2025
New Risk • Feb 04New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$4.3m Forecast net loss in 2 years: AU$860k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.
お知らせ • Jan 31Cohort plc (AIM:CHRT) acquired of E M Solutions Pty. Ltd. from Electro Optic Systems Holdings Limited (ASX:EOS).Cohort plc (AIM:CHRT) agreed to acquire E M Solutions Pty. Ltd. from Electro Optic Systems Holdings Limited (ASX:EOS) for approximately AUD 159 million on November 21, 2024. The transaction will not result in any change to Electro Optic Systems Holdings Limited's (ASX:EOS) remaining business operations. Completion of the transaction will automatically trigger the repayment of Electro Optic Systems Holdings Limited's (ASX:EOS) AUD 64 million outstanding debt facility with Washington H. Soul Pattinson and Company Limited (“WHSP”) in full. The transaction shall be part financed through a placing and retail offer for gross proceeds of £41 million (AUD 79.37 million). The transaction is subject to approval by regulatory board / committee. As of November 21, 2024, Cohort plc (AIM:CHRT) obtained approval from the Foreign Investment Review Board (FIRB). The expected completion of the transaction is November 21, 2024 to May 21, 2025. As of December 24, 2024, the revised expected completion of the transaction is by end of February 2025. Any change in the net contribution from the acquisition of EM Solutions in the year ending April 30, 2025 is expected to be de-minimis. The transaction is expected to be materially accretive to adjusted EPS in the first full financial year of ownership (2025/26) and thereafter. On January 20, 2025, Electro Optic Systems Holdings Limited (ASX: EOS) disclosed that the divestment of its subsidiary is now expected to be completed on January 31, 2025, due to the fulfillment of the necessary conditions of the transaction. Cohort plc (AIM:CHRT) completed the acquisition of E M Solutions Pty. Ltd. from Electro Optic Systems Holdings Limited (ASX:EOS) on Januarys 31, 2025.
お知らせ • Nov 22Cohort plc (AIM:CHRT) agreed to acquire E M Solutions Pty. Ltd. from Electro Optic Systems Holdings Limited (ASX:EOS) for an enterprise value of approximately AUD 140 million.Cohort plc (AIM:CHRT) agreed to acquire E M Solutions Pty. Ltd. from Electro Optic Systems Holdings Limited (ASX:EOS) for an enterprise value of approximately AUD 140 million on November 21, 2024. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is November 21, 2024 to May 21, 2025.
Reported Earnings • Aug 30First half 2024 earnings released: AU$0.018 loss per share (vs AU$0.20 loss in 1H 2023)First half 2024 results: AU$0.018 loss per share (improved from AU$0.20 loss in 1H 2023). Revenue: AU$142.6m (up 92% from 1H 2023). Net loss: AU$3.00m (loss narrowed 91% from 1H 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has fallen by 24% per year whereas the company’s share price has fallen by 26% per year.
お知らせ • Aug 22Electro Optic Systems Holdings Limited to Report First Half, 2024 Results on Aug 27, 2024Electro Optic Systems Holdings Limited announced that they will report first half, 2024 results on Aug 27, 2024
お知らせ • May 31Electro Optic Systems Holdings Limited Announces Resignation of Leanne Ralph as Joint Company SecretaryElectro Optic Systems Holdings Limited announced that Ms. Leanne Ralph has resigned as Joint Company Secretary, effective 31 May 2024. Ms. Melanie Andrews will continue as the sole Company Secretary for the Company in line with the Board's strategy to transition this role in-house.
Buy Or Sell Opportunity • May 01Now 26% undervaluedOver the last 90 days, the stock has risen 34% to AU$1.57. The fair value is estimated to be AU$2.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Earnings per share has declined by 38%. Revenue is forecast to grow by 12% in a year. Earnings are forecast to grow by 39% in the next year.
Reported Earnings • Apr 20Full year 2023 earnings released: AU$0.21 loss per share (vs AU$0.36 loss in FY 2022)Full year 2023 results: AU$0.21 loss per share (improved from AU$0.36 loss in FY 2022). Revenue: AU$219.3m (up 59% from FY 2022). Net loss: AU$33.3m (loss narrowed 37% from FY 2022). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 26Electro Optic Systems Holdings Limited, Annual General Meeting, May 21, 2024Electro Optic Systems Holdings Limited, Annual General Meeting, May 21, 2024. Agenda: AGM.
New Risk • Mar 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 12% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Mar 25Now 31% undervaluedOver the last 90 days, the stock has risen 79% to AU$1.70. The fair value is estimated to be AU$2.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.5% over the last 3 years. Earnings per share has declined by 39%. Revenue is forecast to grow by 12% in a year. Earnings are forecast to grow by 41% in the next year.
お知らせ • Mar 24Electro Optic Systems Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 35 million.Electro Optic Systems Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 35 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 20,588,235 Price\Range: AUD 1.7 Discount Per Security: AUD 0.06375 Transaction Features: Subsequent Direct Listing
お知らせ • Mar 23Electro Optic Systems Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million.Electro Optic Systems Holdings Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 2,941,176 Price\Range: AUD 1.7
Reported Earnings • Mar 01Full year 2023 earnings released: AU$0.21 loss per share (vs AU$0.36 loss in FY 2022)Full year 2023 results: AU$0.21 loss per share (improved from AU$0.36 loss in FY 2022). Revenue: AU$221.8m (up 61% from FY 2022). Net loss: AU$33.3m (loss narrowed 37% from FY 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 27Electro Optic Systems Holdings Limited to Report Fiscal Year 2023 Results on Feb 28, 2024Electro Optic Systems Holdings Limited announced that they will report fiscal year 2023 results on Feb 28, 2024
お知らせ • Dec 12Electro Optic Systems Holdings Limited Appoints Andreas Schwer as Managing DirectorElectro Optic Systems Holdings Limited announced that Dr Andreas Schwer has been appointed as a Director of the Company on 11 December 2023. Dr Schwer was previously appointed as Chief Executive Officer (CEO) on 01 August 2022 and will now hold the position of Managing Director and CEO.
New Risk • Dec 04New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$59m Forecast net loss in 2 years: AU$3.0m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.
お知らせ • Dec 01Electro Optic Systems Holdings Limited Provides Revenue Guidance for the Year 2023Electro Optic Systems Holdings Limited provided revenue guidance for the year 2023. For the period, the company expects revenue to be between $210 million and $230 million.
New Risk • Oct 31New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$59m Forecast net loss in 2 years: AU$8.9m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$8.9m net loss in 2 years). Market cap is less than US$100m (AU$152.4m market cap, or US$97.0m).
New Risk • Oct 26New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$157.5m (US$99.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$8.9m net loss in 2 years). Market cap is less than US$100m (AU$157.5m market cap, or US$99.3m).
Recent Insider Transactions • Sep 23Non-Executive Director recently bought AU$115k worth of stockOn the 21st of September, Robert Nicholson bought around 109k shares on-market at roughly AU$1.06 per share. This transaction increased Robert's direct individual holding by 10x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$474k more in shares than they have sold in the last 12 months.
New Risk • Sep 05New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$59m Forecast net loss in 2 years: AU$4.5m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$4.5m net loss in 2 years). Shareholders have been diluted in the past year (4.7% increase in shares outstanding).
Reported Earnings • Sep 01First half 2023 earnings released: AU$0.20 loss per share (vs AU$0.19 loss in 1H 2022)First half 2023 results: AU$0.20 loss per share (further deteriorated from AU$0.19 loss in 1H 2022). Revenue: AU$74.3m (up 38% from 1H 2022). Net loss: AU$32.0m (loss widened 24% from 1H 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Aerospace & Defense industry in Australia. Over the last 3 years on average, earnings per share has fallen by 50% per year whereas the company’s share price has fallen by 45% per year.
お知らせ • Aug 22Electro Optic Systems Holdings Limited to Report First Half, 2023 Results on Aug 28, 2023Electro Optic Systems Holdings Limited announced that they will report first half, 2023 results on Aug 28, 2023
Buying Opportunity • Aug 08Now 21% undervaluedOver the last 90 days, the stock is up 55%. The fair value is estimated to be AU$1.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 29% in a year. Earnings is forecast to grow by 52% in the next year.
お知らせ • May 22Electro Optic Systems Holdings Limited Appoints Robert Nicholson as A Non-Executive Director Effective 24 May 2023Electro Optic Systems Holdings Limited (EOS or Company) announced that Mr. Robert Nicholson will join the Board as a Non-Executive Director effective 24 May 2023. Robert was a Partner at Herbert Smith Freehills (and predecessor firms) for 28 years. He served on the Freehills Board of Partners for 10 years and was Chairman for 3 years in the lead-up to the Firm's merger with Herbert Smith to create a global Firm with 500 Partners and 28 offices. Robert is currently a Director of Port of Melbourne, Alinta Energy Pty Ltd, Landcare Australia Ltd, European Australian Business Council and the Baker Heart and Diabetes Institute. He was previously a director of Nucleus Network.
Reported Earnings • Apr 02Full year 2022 earnings released: AU$0.36 loss per share (vs AU$0.055 profit in FY 2021)Full year 2022 results: AU$0.36 loss per share (down from AU$0.055 profit in FY 2021). Revenue: AU$137.9m (down 35% from FY 2021). Net loss: AU$52.6m (down AU$60.2m from profit in FY 2021). Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Aerospace & Defense industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 01Full year 2022 earnings released: AU$0.36 loss per share (vs AU$0.094 loss in FY 2021)Full year 2022 results: AU$0.36 loss per share (further deteriorated from AU$0.094 loss in FY 2021). Revenue: AU$139.8m (down 34% from FY 2021). Net loss: AU$52.6m (loss widened 304% from FY 2021). Revenue is forecast to grow 43% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Aerospace & Defense industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 35 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 24Electro Optic Systems Holdings Limited Announces Resignation of Ms Deena Shiff as Non-Executive DirectorElectro Optic Systems Holdings Limited announced that Ms Deena Shiff has advised of her decision to step down as a Director of the Company effective 31 January 2023. Deena has been a Non-executive Director of EOS since 7 December 2021. Deena's tenure on the board coincided with a period of significant change for the Company, including the recruitment of a new CEO and CFO and the commencement of a significant transformation of the business. Her departure has been triggered by her increasing travel commitments for her other international boards and the desire to appropriately balance the demands of her capacity as a director.
Recent Insider Transactions • Nov 25Insider recently bought AU$300k worth of stockOn the 24th of November, Garry Hounsell bought around 500k shares on-market at roughly AU$0.60 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$334k more in shares than they have sold in the last 12 months.
Reported Earnings • Sep 10First half 2022 earnings released: AU$0.71 loss per share (vs AU$0.082 loss in 1H 2021)First half 2022 results: AU$0.71 loss per share (further deteriorated from AU$0.082 loss in 1H 2021). Revenue: AU$53.8m (down 45% from 1H 2021). Net loss: AU$98.4m (loss widened AU$87.1m from 1H 2021). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Global Aerospace & Defense industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 02Full year 2021 earnings released: AU$0.12 loss per share (vs AU$0.19 loss in FY 2020)Full year 2021 results: AU$0.12 loss per share (up from AU$0.19 loss in FY 2020). Revenue: AU$211.8m (up 18% from FY 2020). Net loss: AU$16.0m (loss narrowed 34% from FY 2020). Over the next year, revenue is forecast to grow 13%, compared to a 14% growth forecast for the industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 02Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: AU$0.12 loss per share (up from AU$0.19 loss in FY 2020). Revenue: AU$211.8m (up 18% from FY 2020). Net loss: AU$16.0m (loss narrowed 34% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 20%, compared to a 6.8% growth forecast for the industry in Australia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 26Electro Optic Systems Holdings Announces Its Wholly Owned Subsidiary, Spacelink Accelerates Satellite RolloutElectro Optic Systems Holdings has announced that its wholly owned subsidiary SpaceLink has achieved a new, smaller, communication satellitedesign that allows accelerated profitability at significantly reduced cost. In breakthrough developments SpaceLink has: a. improved the satellite design by integrating higher bandwidth communication terminals on both small and large satellites, further improving the profitability of the SpaceLink business model;b. reduced the cost of initial capability deployment from USD 750 million to USD 240 million; and c. advanced the date for initial operational capability (IOC) from mid-2024 to early-2024, allowing it to meet customers' requirements for earlier services and to secure SpaceLink's extensive communication spectrum licenses by meeting the stipulated Federal Communication Commission (FCC) regulatory milestone date in mid-2024. A key consideration related to project schedule is SpaceLink's allocated communication spectrum, comprising approximately 21 GHz of radio frequency (RF) spectrum. SpaceLink is required under its FCC licence to initiate use of the spectrum for space communications before mid-2024. Achieving this milestone secures SpaceLink's rights to the spectrum. Given increasing congestion and demand for advanced satellite services, it is imperative to satisfy the FCC milestone date and preserve the access to the wide bandwidth conferred by the spectrum rights. In September 2021 SpaceLink announced it had selected OHB System AG of Germany as the preferred manufacturer of SpaceLink's Block-1 constellation of MEO satellites. SpaceLink then entered into an ATP (authority to proceed) agreement with OHB to undertake a co-engineering phase intended to deliver an optimised satellite design that was suited to OHB production capabilities, and met all SpaceLink performance requirements. The design process commenced at the same time as new optical communication terminals, which are key payload elements for SpaceLink satellites, were formally qualified for service in space for US government customers. The SpaceLink-OHB joint design effort applied this new technology and other innovations to produce major improvements to the Block-1 satellites, in terms of satellite capacity (50%) and lifetime (25%).
お知らせ • Feb 18Electro Optic Systems Holdings Limited to Report Fiscal Year 2021 Results on Feb 28, 2022Electro Optic Systems Holdings Limited announced that they will report fiscal year 2021 results on Feb 28, 2022
Reported Earnings • Sep 02First half 2021 earnings released: AU$0.082 loss per share (vs AU$0.12 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: AU$97.8m (up 30% from 1H 2020). Net loss: AU$11.3m (loss narrowed 18% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
Executive Departure • Aug 03Non Executive Chairman Frederick Bart has left the companyOn the 27th of July, Frederick Bart's tenure as Non Executive Chairman ended after 21.2 years in the role. As of March 2021, Frederick still personally held 5.62m shares (AU$29m worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 1.08 years, which is considered inexperienced in the Simply Wall St Risk Model.
お知らせ • May 28Electro Optic Systems Holdings Limited Provides Earnings Guidance for the Year 2021Electro Optic Systems Holdings Limited provided earnings guidance for the year 2021. For the period, the company excepted revenue to increase in 2021 to $235 million- $245 million, representing revenue growth of >30% (2020: 8%).
Recent Insider Transactions • May 08Group CEO & Executive Director recently sold AU$51k worth of stockOn the 7th of May, Ben Greene sold around 12k shares on-market at roughly AU$4.23 per share. This was the largest sale by an insider in the last 3 months.
Reported Earnings • Apr 03Full year 2020 earnings released: AU$0.19 loss per share (vs AU$0.19 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: AU$180.2m (up 8.9% from FY 2019). Net loss: AU$24.4m (down 235% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
お知らせ • Apr 01Electro Optic Systems Holdings Limited Provides Earnings Guidance for the Year of 2021Electro Optic Systems Holdings Limited provided earnings guidance for the year of 2021. Notwithstanding an expectation that COVID-19 issues will continue into 2022, management expects strong revenue growth and a return to normal levels of profitability in 2021.
Reported Earnings • Feb 27Full year 2020 earnings released: AU$0.20 loss per share (vs AU$0.20 profit in FY 2019)The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: AU$190.3m (up 15% from FY 2019). Net loss: AU$24.8m (down 234% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 27Revenue misses expectationsRevenue missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 72%, compared to a 16% growth forecast for the Aerospace & Defense industry in Australia.
お知らせ • Feb 26Electro Optic Systems Holdings Limited, Annual General Meeting, May 28, 2021Electro Optic Systems Holdings Limited, Annual General Meeting, May 28, 2021.
Is New 90 Day High Low • Feb 18New 90-day low: AU$5.07The company is down 23% from its price of AU$6.56 on 20 November 2020. The Australian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Aerospace & Defense industry, which is down 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$7.10 per share.
お知らせ • Feb 16Electro Optic Systems Holdings Limited Appoints Michael Lock as Chief Financial OfficerElectro Optic Systems Holdings Limited has appointed Mr. Michael Lock to the role of Chief Financial Officer. Mr. Lock will assume this role from 1 March 2021. Mr. Lock will assume responsibility for managing the company finances and financial reporting, leading the finance and accounting team, and working with the executive team to set and track financial goals, objectives and budgets, and assess financial risks. Mr. Lock has a strong background in finance, banking and defence industry with more than 30 years' experience internationally and in Australia.
お知らせ • Feb 09Electro Optic Systems Holdings Limited to Report Fiscal Year 2020 Results on Feb 26, 2021Electro Optic Systems Holdings Limited announced that they will report fiscal year 2020 results on Feb 26, 2021
Is New 90 Day High Low • Jan 25New 90-day low: AU$5.31The company is down 6.0% from its price of AU$5.67 on 28 October 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Aerospace & Defense industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$7.27 per share.
お知らせ • Jan 04Electro Optic Systems Holdings Limited Appoints David Black as A DirectorElectro Optic Systems Holdings Limited announced that David Black has joined the Board of the Company as an independent non-executive director effective from 1 January 2021. Before retiring from the Deloitte Touche Tohmatsu Australia partnership in 2016, David Black spent 25 years with Deloitte in the UK and Australia. During that time David provided services to a range of clients including Defence, Manufacturing and Government sectors.
お知らせ • Dec 16Electro Optic Systems Holdings Limited Receives $34 Million Contract as Prime Contractor by the Commonwealth of Australia for the C4 Edge ProgramElectro Optic Systems Holdings Limited announced a AUD 34.4 million contract award by the Commonwealth of Australia for the Command Control Communications and Computers - Evolutionary Digital Ground Environment program, with EOS Defence Systems ("EOS DS") as the Prime Contractor for an all-Australian industry consortium to demonstrate a sovereign Battlegroup and Below Battlefield Command System ("BG-BCS"). This commitment by the Morrison Government and the Australian Army will support the development of innovative local businesses capable of providing the armed forces with the critical, communications solutions they will require into the future. EOS DS will lead 18 Australian businesses in the C4 EDGE program to demonstrate local industry's ability to provide battle critical communications solutions for the land domain. The program will leverage the expertise and cutting-edge technologies of the all-Australian industry team that includes small and medium enterprises from across the nation. As the prime contractor, EOS DS will integrate these components to demonstrate a sovereign BG-BCS for the Army in November 2021. The C4 EDGE solution will see EOS DS incorporate locally-sourced combat radios, satellite terminals, cryptography, networking middleware, command applications, user interfaces, batteries and power management into a coherent system. The program will utilise Australian design, production, workforce, intellectual property and supply chain in the development and demonstration of this capability. A successful C4 EDGE capability will help address the Army's significant future requirements for sovereign communications systems. The Government's 2020 Defence Strategic Update lays out an investment pipeline for battlefield communications and command systems of between AUD 5.0 billion and $7.5 billion over the next 20 years. The Commonwealth contract will create approximately 53 new fulltime jobs across the country over the next 12 months. EOS will begin executing subcontracts before the end of 2020 to enable payments to flow to these businesses quickly, supporting their ability to invest, scale and access export opportunities.
Is New 90 Day High Low • Nov 20New 90-day high: AU$6.56The company is up 16% from its price of AU$5.66 on 21 August 2020. The Australian market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Aerospace & Defense industry, which is down 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$6.33 per share.
Recent Insider Transactions • Nov 11Board Member recently sold AU$147k worth of stockOn the 9th of November, Ian Dennis sold around 25k shares on-market at roughly AU$5.89 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$876k more than they bought in the last 12 months.
お知らせ • Oct 16Electro Optic Systems Holdings Limited Receives AUD 5.1 Million ContractElectro Optic Systems Holdings Limited has been awarded a AUD 5.1 million contract through its Space Systems subsidiary by the Australian Department of Defence for technical development. The contract commences in fourth quarter 2020 and will run for two years.
お知らせ • Oct 04Electro Optic Systems Holdings Limited Completes Commonwealth Government Contract NegotiationsElectro Optic Systems Holdings Limited has completed contract negotiations with the Commonwealth of Australia for the acquisition of 251 Remote Weapon Systems (RWS) and related materiel. The contract is valued at over AUD 94 million and will not only enhance Australian Army capability and secure EOS' supplier base, but will boost Australian jobs and create opportunities for small businesses. The contract finalisation includes AUD 28.5 million of cash flow to EOS in fourth quarter 2020 that will assist in securing the EOS Australia supply chain consisting of 146 SMEs and over 1,100 employees. The 251 RWS systems will be integrated on to Bushmaster and Hawkei protected mobility vehicles. Forty RWS are scheduled for delivery in fourth quarter 2020, with the remainder to be delivered in 2021.
Recent Insider Transactions • Oct 01Board Member recently sold AU$145k worth of stockOn the 30th of September, Ian Dennis sold around 25k shares on-market at roughly AU$5.80 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$729k more than they bought in the last 12 months.
お知らせ • Aug 21Electro Optic Systems Holdings Limited to Report First Half, 2020 Results on Aug 31, 2020Electro Optic Systems Holdings Limited announced that they will report first half, 2020 results on Aug 31, 2020
お知らせ • Jun 22Electro Optic Systems Holdings Limited(ASX:EOS) dropped from S&P/ASX Emerging Companies IndexElectro Optic Systems Holdings Limited(ASX:EOS) dropped from S&P/ASX Emerging Companies Index