ASX:EOSAerospace & Defense
How Investors Are Reacting To Electro Optic Systems (ASX:EOS) Surging Backlog And MARSS Counter‑Drone Deal
Electro Optic Systems Holdings recently reported a much stronger December 2025 quarter, with higher customer receipts, positive cash generation and a very large increase in its firm contract backlog, supported by defence orders across Australia, NATO markets, South America and the U.S.
At the same time, the agreed acquisition of MARSS’s counter‑drone Command‑and‑Control business adds AI-enabled software to EOS’s hardware portfolio, pushing it toward fully integrated counter‑drone...