Electro Optic Systems Holdings（GP6）株式概要エレクトロ・オプティック・システムズ・ホールディングス・リミテッドは、望遠鏡とドーム筐体、レーザー衛星追跡システム、遠隔兵器システムの開発、製造、販売に従事している。 詳細GP6 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長5/6過去の実績0/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より26.9%で取引されている 収益は年間99.48%増加すると予測されています リスク分析German市場と比較した過去 3 か月間の株価の変動過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るGP6 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€5.7530.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-75m547m2016201920222025202620282031Revenue AU$547.0mEarnings AU$44.2mAdvancedSet Fair ValueView all narrativesElectro Optic Systems Holdings Limited 競合他社FrequentisSymbol: XTRA:FQTMarket cap: €976.7mVincorionSymbol: XTRA:V1NCMarket cap: €828.5mTKMS & Co KGaASymbol: XTRA:TKMSMarket cap: €4.6bGabler GroupSymbol: DB:XK4Market cap: €248.1m価格と性能株価の高値、安値、推移の概要Electro Optic Systems Holdings過去の株価現在の株価AU$5.7552週高値AU$7.7452週安値AU$2.47ベータ2.21ヶ月の変化3.60%3ヶ月変化-3.69%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化1,240.33%最新ニュースBuy Or Sell Opportunity • May 29Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to €6.54. The fair value is estimated to be €5.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 103% in a year. Earnings are forecast to grow by 77% in the next year.お知らせ • May 28Electro Optic Systems Holdings Limited Announces Board Appointments, Effective June 1, 2026Electro Optic Systems Holdings Limited announce the appointment of both Air Vice-Marshal (Ret'd) Catherine Roberts and Major General (Ret'd) Kathryn Toohey as non-executive directors to the EOS Board, effective from 1 June 2026. Ms Roberts is a highly accomplished senior executive and brings extensive experience at the highest levels of the Australian Defence Force and Government, applied across the Defence space and aviation sectors. Catherine is recognised for her strong governance capability, innovation, strategic leadership, and extensive networks across Government, Defence, Industry, and Academia. She has worked extensively with Australia's allies in North America, Europe and other countries. As the inaugural Commander of Defence Space Command in Australia, Catherine led the establishment and operational delivery of Australia's military space capability. Her experience in space, aviation and weapons technology as an Aerospace Engineer spans 40 years. This has included Defence procurement, operations, complex project management and delivery of major programs valued at over $16 billion. Catherine is currently appointed to a diverse range of board and advisory roles including Australia's Economic Accelerator, Defence SA, Andy Thomas Space Foundation and National Security and Resilience, Curtin University. Ms Toohey is an experienced Non-Executive Director with ASX-listed and government board experience, and over 30 years of senior leadership in the Australian Defence Force, retiring at the rank of Major General in early 2023. Kathryn brings deep expertise in sovereign defence capability, digital systems, infrastructure delivery, and governance of complex programs in highly regulated environments. Her experience includes oversight of major national capability programs as well as governance in national security environments. She currently serves on a number of boards, including: Austal Ltd, Australian Naval Infrastructure Pty Ltd, Defence Health Ltd. and the Australian Strategic Policy Institute Ltd.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最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • May 29Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to €6.54. The fair value is estimated to be €5.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 103% in a year. Earnings are forecast to grow by 77% in the next year.お知らせ • May 28Electro Optic Systems Holdings Limited Announces Board Appointments, Effective June 1, 2026Electro Optic Systems Holdings Limited announce the appointment of both Air Vice-Marshal (Ret'd) Catherine Roberts and Major General (Ret'd) Kathryn Toohey as non-executive directors to the EOS Board, effective from 1 June 2026. Ms Roberts is a highly accomplished senior executive and brings extensive experience at the highest levels of the Australian Defence Force and Government, applied across the Defence space and aviation sectors. Catherine is recognised for her strong governance capability, innovation, strategic leadership, and extensive networks across Government, Defence, Industry, and Academia. She has worked extensively with Australia's allies in North America, Europe and other countries. As the inaugural Commander of Defence Space Command in Australia, Catherine led the establishment and operational delivery of Australia's military space capability. Her experience in space, aviation and weapons technology as an Aerospace Engineer spans 40 years. This has included Defence procurement, operations, complex project management and delivery of major programs valued at over $16 billion. Catherine is currently appointed to a diverse range of board and advisory roles including Australia's Economic Accelerator, Defence SA, Andy Thomas Space Foundation and National Security and Resilience, Curtin University. Ms Toohey is an experienced Non-Executive Director with ASX-listed and government board experience, and over 30 years of senior leadership in the Australian Defence Force, retiring at the rank of Major General in early 2023. Kathryn brings deep expertise in sovereign defence capability, digital systems, infrastructure delivery, and governance of complex programs in highly regulated environments. Her experience includes oversight of major national capability programs as well as governance in national security environments. She currently serves on a number of boards, including: Austal Ltd, Australian Naval Infrastructure Pty Ltd, Defence Health Ltd. and the Australian Strategic Policy Institute Ltd.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, 2026Buy Or Sell Opportunity • Jan 02Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €5.79. The fair value is estimated to be €4.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.1%.Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2026The 4 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.株主還元GP6DE Aerospace & DefenseDE 市場7D-8.7%-1.6%1.5%1Yn/a-21.3%3.3%株主還元を見る業界別リターン: GP6がGerman Aerospace & Defense業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: GP6 German市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is GP6's price volatile compared to industry and market?GP6 volatilityGP6 Average Weekly Movement11.2%Aerospace & Defense Industry Average Movement8.3%Market Average Movement5.9%10% most volatile stocks in DE Market13.1%10% least volatile stocks in DE Market2.8%安定した株価: GP6の株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: GP6の weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1983436Andreas Schwereos-aus.comエレクトロ・オプティック・システムズ・ホールディングス・リミテッドは、望遠鏡とドーム筐体、レーザー衛星追跡システム、遠隔兵器システムの開発、製造、販売に従事している。防衛システム部門と宇宙システム部門を運営。同社は軍用顧客向けに火器管制、監視、兵器システムの開発、製造、販売を行っている。また、遠隔兵器システムの設計、製造、供給、関連する設置、統合、サポートサービスの提供、宇宙領域認識および宇宙制御用のセンサーおよびデータの設計、製造、納入、運用も行っている。さらに、パッシブ光学およびレーザーセンシング機器の提供、各種望遠鏡およびドーム筐体の製造・供給、光学、マイクロ波、移動無線、衛星製品の提供、宇宙追跡機能を備えたレーザーベースの監視システムの提供にも取り組んでいる。オーストラリア、シンガポール、その他のアジア地域、ニュージーランド、アラブ首長国連邦、米国、その他の北米地域、オランダ、ドイツ、その他の欧州地域で事業を展開している。エレクトロ・オプティック・システムズ・ホールディングス・リミテッドは1983年に設立され、オーストラリアのキャンベラに本社を置いている。もっと見るElectro Optic Systems Holdings Limited 基礎のまとめElectro Optic Systems Holdings の収益と売上を時価総額と比較するとどうか。GP6 基礎統計学時価総額€1.13b収益（TTM）-€44.06m売上高(TTM)€78.21m14.4xP/Sレシオ-25.6xPER（株価収益率GP6 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計GP6 損益計算書（TTM）収益AU$128.46m売上原価AU$47.06m売上総利益AU$81.40mその他の費用AU$153.77m収益-AU$72.37m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）-0.34グロス・マージン63.36%純利益率-56.34%有利子負債／自己資本比率0%GP6 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/06/16 05:03終値2026/06/16 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
Buy Or Sell Opportunity • May 29Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to €6.54. The fair value is estimated to be €5.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 103% in a year. Earnings are forecast to grow by 77% in the next year.
お知らせ • May 28Electro Optic Systems Holdings Limited Announces Board Appointments, Effective June 1, 2026Electro Optic Systems Holdings Limited announce the appointment of both Air Vice-Marshal (Ret'd) Catherine Roberts and Major General (Ret'd) Kathryn Toohey as non-executive directors to the EOS Board, effective from 1 June 2026. Ms Roberts is a highly accomplished senior executive and brings extensive experience at the highest levels of the Australian Defence Force and Government, applied across the Defence space and aviation sectors. Catherine is recognised for her strong governance capability, innovation, strategic leadership, and extensive networks across Government, Defence, Industry, and Academia. She has worked extensively with Australia's allies in North America, Europe and other countries. As the inaugural Commander of Defence Space Command in Australia, Catherine led the establishment and operational delivery of Australia's military space capability. Her experience in space, aviation and weapons technology as an Aerospace Engineer spans 40 years. This has included Defence procurement, operations, complex project management and delivery of major programs valued at over $16 billion. Catherine is currently appointed to a diverse range of board and advisory roles including Australia's Economic Accelerator, Defence SA, Andy Thomas Space Foundation and National Security and Resilience, Curtin University. Ms Toohey is an experienced Non-Executive Director with ASX-listed and government board experience, and over 30 years of senior leadership in the Australian Defence Force, retiring at the rank of Major General in early 2023. Kathryn brings deep expertise in sovereign defence capability, digital systems, infrastructure delivery, and governance of complex programs in highly regulated environments. Her experience includes oversight of major national capability programs as well as governance in national security environments. She currently serves on a number of boards, including: Austal Ltd, Australian Naval Infrastructure Pty Ltd, Defence Health Ltd. and the Australian Strategic Policy Institute Ltd.
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
Buy Or Sell Opportunity • May 29Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to €6.54. The fair value is estimated to be €5.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 103% in a year. Earnings are forecast to grow by 77% in the next year.
お知らせ • May 28Electro Optic Systems Holdings Limited Announces Board Appointments, Effective June 1, 2026Electro Optic Systems Holdings Limited announce the appointment of both Air Vice-Marshal (Ret'd) Catherine Roberts and Major General (Ret'd) Kathryn Toohey as non-executive directors to the EOS Board, effective from 1 June 2026. Ms Roberts is a highly accomplished senior executive and brings extensive experience at the highest levels of the Australian Defence Force and Government, applied across the Defence space and aviation sectors. Catherine is recognised for her strong governance capability, innovation, strategic leadership, and extensive networks across Government, Defence, Industry, and Academia. She has worked extensively with Australia's allies in North America, Europe and other countries. As the inaugural Commander of Defence Space Command in Australia, Catherine led the establishment and operational delivery of Australia's military space capability. Her experience in space, aviation and weapons technology as an Aerospace Engineer spans 40 years. This has included Defence procurement, operations, complex project management and delivery of major programs valued at over $16 billion. Catherine is currently appointed to a diverse range of board and advisory roles including Australia's Economic Accelerator, Defence SA, Andy Thomas Space Foundation and National Security and Resilience, Curtin University. Ms Toohey is an experienced Non-Executive Director with ASX-listed and government board experience, and over 30 years of senior leadership in the Australian Defence Force, retiring at the rank of Major General in early 2023. Kathryn brings deep expertise in sovereign defence capability, digital systems, infrastructure delivery, and governance of complex programs in highly regulated environments. Her experience includes oversight of major national capability programs as well as governance in national security environments. She currently serves on a number of boards, including: Austal Ltd, Australian Naval Infrastructure Pty Ltd, Defence Health Ltd. and the Australian Strategic Policy Institute Ltd.
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
Buy Or Sell Opportunity • Jan 02Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to €5.79. The fair value is estimated to be €4.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.1%.
Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2026The 4 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.
