View ValuationElectro Optic Systems Holdings 향후 성장Future 기준 점검 5/6Electro Optic Systems Holdings (는) 각각 연간 100.8% 및 33.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 100.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.8% 로 예상됩니다.핵심 정보100.8%이익 성장률100.83%EPS 성장률Aerospace & Defense 이익 성장27.1%매출 성장률33.9%향후 자기자본이익률5.80%애널리스트 커버리지Low마지막 업데이트21 May 2026최근 향후 성장 업데이트Breakeven 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.모든 업데이트 보기Recent updates공시 • 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.공시 • 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 Listing공시 • 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 8공시 • Mar 17Electro Optic Systems Holdings Limited, Annual General Meeting, May 19, 2026Electro Optic Systems Holdings Limited, Annual General Meeting, May 19, 2026. Location: sydney Australia공시 • 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.공시 • 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.이익 및 매출 성장 예측DB:GP6 - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028512604570412/31/2027398301537412/31/2026254-14-40-5412/31/2025128-72-44-24N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: GP6 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(1.9%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: GP6 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: GP6 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: GP6 의 수익(연간 33.9%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: GP6 의 수익(연간 33.9%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: GP6의 자본 수익률은 3년 후 5.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 09:39종가2026/05/22 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Electro Optic Systems Holdings Limited는 10명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Daniel LaingBell PotterBaxter KirkBell PotterOwen HumphriesCanaccord Genuity7명의 분석가 더 보기
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.
공시 • 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.
공시 • 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
공시 • 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
공시 • 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
공시 • 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.
공시 • 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.