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100.8%と33.9%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5.8% 100.8%なると予測されています。主要情報100.8%収益成長率100.83%EPS成長率Aerospace & Defense 収益成長27.1%収益成長率33.9%将来の株主資本利益率5.80%アナリストカバレッジLow最終更新日21 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 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.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, 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.業績と収益の成長予測DB:GP6 - 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12/31/2028512604570412/31/2027398301537412/31/2026254-14-40-5412/31/2025128-72-44-24N/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: GP6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 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: GP6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: GP6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: GP6の収益 ( 33.9% ) German市場 ( 6.8% ) 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: GP6の収益 ( 33.9% ) 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: GP6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 ( 5.8 %)。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2026/05/22 06:02終値2026/05/22 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 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 • 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.