DroneShield Limited

ASX:DRO Aktierapport

Börsvärde: AU$2.8b

DroneShield Framtida tillväxt

Future kriterier kontrolleras 5/6

DroneShield förväntas öka intäkter och intäkter med 57.9% respektive 27.2% per år. EPS förväntas tillväxt med 55.1% per år. Avkastningen på eget kapital förväntas bli 17.3% om 3 år.

Viktig information

57.9%

Tillväxttakt i vinsten

55.06%

Tillväxttakt för EPS

Aerospace & Defense vinsttillväxt17.9%
Intäkternas tillväxttakt27.2%
Framtida avkastning på eget kapital17.25%
Bevakning av analytiker

Low

Senast uppdaterad21 May 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Uppdatering av berättelse May 02

DRO: New CEO Transition Will Support Premium P/E And Bullish Outlook

Analysts have slightly adjusted their price target for DroneShield to A$4.40. This reflects updated assumptions around revenue growth, profit margins, the discount rate and future P/E expectations.
Uppdatering av berättelse Apr 17

DRO: Leadership Transition Will Support Premium P/E And Bullish Outlook

Analysts have kept their A$4.50 price target for DroneShield unchanged, citing largely consistent assumptions for discount rate, revenue growth, profit margin and future P/E multiples compared with previous estimates. What's in the News DroneShield announced that long serving executive Angus Bean has been appointed CEO, moving from his previous C level roles including Chief Technology Officer, with employment on an ongoing basis from 8 April 2026 in line with his contract terms (Key Developments).
Uppdatering av berättelse Apr 02

DRO: Higher Revenue Outlook And Premium P/E Will Support Bullish Case

Analysts have reduced their fair value estimate for DroneShield from A$4.90 to A$4.50, reflecting updated assumptions for growth, profitability and future P/E, as well as a slightly adjusted discount rate. Valuation Changes Fair Value: Reduced from A$4.90 to A$4.50, a small cut to the central valuation estimate.
Ny berättelse Apr 02

Counter Drone Demand And SaaS Shift Will Support Steady Prospects Without Exuberant Expectations

Catalysts About DroneShield DroneShield provides hardware and software systems for detecting and defeating drones and other unmanned threats across military, public safety and emerging civilian settings. What are the underlying business or industry changes driving this perspective?
Ny berättelse Mar 19

Recurring SaaS And Expanding Pipeline Will Reshape Counter Drone Market Trajectory

Catalysts About DroneShield DroneShield provides integrated hardware, software and SaaS solutions for detecting and defeating drones and other unmanned threats across military and civilian markets. What are the underlying business or industry changes driving this perspective?
Uppdatering av berättelse Mar 18

DRO: Refined Discount Rate And P/E Assumptions Will Support Balanced Outlook

Analysts have maintained their A$4.90 price target for DroneShield, with only minor tweaks to inputs such as discount rate and future P/E assumptions. This reflects largely unchanged views on the company’s long term earnings profile.
Ny berättelse Mar 11

DroneShield's Growth Will Drive Revenue Up by 25.39% Amidst New Success

Morningstar snapshot from 11/03/2026: Fair value: A$2.95 Five-star price: A$1.36 — this is my entry point Current price: A$4.02 Valuation: Overvalued Uncertainty: Very High Economic moat: Narrow 2025 revenue: A$216.5m Revenue growth in 2025: 276% Cash balance: A$209.4m Shares outstanding: ~913m Gross margin: ~60.9% Operating margin: ~-1.9% My interest in DroneShield is based on the long-term need for counter-drone technology, but only at the right price. The current conflict involving Iran is another reminder that drones are now a real threat to military assets, energy infrastructure and broader regional security.
Uppdatering av berättelse Mar 04

DRO: Higher Discount Rate And P/E Repricing Will Support Future Upside

Analysts have trimmed their fair value estimate for DroneShield to A$4.90 from A$5.00 as they factor in a higher discount rate, more moderate revenue growth expectations, and a higher assumed future P/E multiple. Valuation Changes Fair Value: Trimmed slightly from A$5.00 to A$4.90.
Ny berättelse Mar 01

DroneShield: From Tactical Supplier to Procurement Platform?

DroneShield sits in a part of defence that has moved from optional to operationally critical. The shift is not theoretical.
Ny berättelse Feb 25

Droneshield is ramping up , 267% revenue increase in 2025

DroneShield is no longer a speculative concept stock it’s positioning itself as a scalable counter-drone defence supplier during a structural global defence expansion cycle. The key shift is moving from lumpy contract wins to repeat institutional procurement, particularly across NATO and US defense channels.
Uppdatering av berättelse Feb 18

DRO: Steady Fair Value And Earnings Outlook Will Support Future Upside Potential

Analysts have modestly trimmed their valuation on DroneShield, cutting the price target to A$5.00. They have refreshed assumptions around discount rates, growth and P/E multiples while keeping fair value estimates broadly in line with prior views.
Uppdatering av berättelse Feb 03

DRO: Index Inclusion And Higher Growth Outlook Will Support Future Upside Potential

Analysts have lifted their price target for DroneShield from A$4.70 to A$5.00. This reflects updated assumptions that include a slightly lower discount rate, modestly higher revenue growth expectations, a small reduction in projected profit margins, and a marginally higher future P/E.
Analysartikel Jan 27

Why Investors Shouldn't Be Surprised By DroneShield Limited's (ASX:DRO) 36% Share Price Surge

DroneShield Limited ( ASX:DRO ) shareholders are no doubt pleased to see that the share price has bounced 36% in the...
Uppdatering av berättelse Jan 19

DRO: Index Inclusion And Stable Outlook Will Support Measured Future Upside Potential

Analysts have slightly reduced their price target on DroneShield to reflect a minor adjustment in the discount rate and future P/E assumptions, while keeping their fair value estimate unchanged at A$4.70. Valuation Changes Fair Value: The fair value estimate is unchanged at A$4.70 per share.
Uppdatering av berättelse Jan 05

DRO: Index Inclusion Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for DroneShield from A$5.15 to A$4.70, reflecting slightly higher assumed discount rates and a modestly lower future P/E multiple in their models. Valuation Changes Fair Value: reduced from A$5.15 to A$4.70 per share.
Uppdatering av berättelse Dec 16

DRO: Index Inclusion And Defence Partnerships Will Support Future Upside Potential

Analysts have modestly increased their price target for DroneShield to $5.15, reflecting slightly higher long term growth and valuation assumptions, despite largely unchanged fair value estimates. What's in the News Critical Infrastructure Technologies signs a new NDA with DroneShield to integrate Counter Unmanned Aerial Systems capabilities into the Nexus 20 platform requested by the Ukrainian Ministry of Defence, advancing design work on a secure, resilient defence system (Key Developments) The Nexus 20 program, covering 50 platforms, moves forward with parallel telecommunications and C UAS integration in partnership frameworks that already include Babcock International, Nokia, and Ericsson (Key Developments) DroneShield is added to the S and P ASX 200 Index, which may increase its visibility and potential inclusion in institutional portfolios (Key Developments) DroneShield is also added to the S and P ASX 200 Industrials Sector Index, reinforcing its status as a notable participant in the Australian industrials universe (Key Developments) Valuation Changes Fair Value: Unchanged at A$5.15 per share, indicating stable long term intrinsic value assumptions.
Uppdatering av berättelse Dec 02

DRO: Index Inclusions And New Partnerships Will Support Long-Term Profit Outlook

Analysts have maintained their price target for DroneShield at $5.15, citing consistent expectations for the company's growth and profitability metrics. What's in the News DroneShield and Critical Infrastructure Technologies Ltd.
Analysartikel Nov 19

DroneShield Limited's (ASX:DRO) Share Price Is Still Matching Investor Opinion Despite 56% Slump

DroneShield Limited ( ASX:DRO ) shareholders won't be pleased to see that the share price has had a very rough month...
Uppdatering av berättelse Nov 18

DRO: Future Telecom Partnerships Will Sustain Profit Margins And Broaden Market Presence

Analysts have reaffirmed DroneShield's fair value price target at $5.15, citing steady revenue and profit margin expectations as key factors that support their unchanged outlook. What's in the News DroneShield Limited and Critical Infrastructure Technologies Ltd.
Uppdatering av berättelse Nov 04

DRO: Joining Major Indexes And Key Defense Contracts Will Drive Demand

Analysts have raised their price target for DroneShield from $4.45 to $5.15. They cite improved revenue growth expectations, even though the projected profit margin is now slightly lower.
Uppdatering av berättelse Oct 20

Global And NATO Defense Demand Will Expand Counter-Drone Market

Analysts have raised their price target for DroneShield from $3.65 to $4.45 per share, citing stronger projected revenue growth and an updated outlook on future profitability. What's in the News Critical Infrastructure Technologies Ltd.
Analysartikel Sep 29

DroneShield Limited (ASX:DRO) Stocks Shoot Up 33% But Its P/S Still Looks Reasonable

DroneShield Limited ( ASX:DRO ) shares have continued their recent momentum with a 33% gain in the last month alone...
Analysartikel Sep 02

Earnings Troubles May Signal Larger Issues for DroneShield (ASX:DRO) Shareholders

Investors were disappointed by DroneShield Limited's ( ASX:DRO ) latest earnings release. Our analysis has found some...
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Ny berättelse Jul 27

Global Drone Demand Will Transform Defense And Civil Markets

Surging global demand, regulatory momentum, and diversified defense contracts position DroneShield for robust, recurring revenue growth and greater earnings stability.
Analysartikel Jul 25

After Leaping 42% DroneShield Limited (ASX:DRO) Shares Are Not Flying Under The Radar

Despite an already strong run, DroneShield Limited ( ASX:DRO ) shares have been powering on, with a gain of 42% in the...
Analysartikel Jun 26

Need To Know: Analysts Are Much More Bullish On DroneShield Limited (ASX:DRO)

Shareholders in DroneShield Limited ( ASX:DRO ) may be thrilled to learn that the analysts have just delivered a major...
Analysartikel May 21

DroneShield Limited's (ASX:DRO) CEO Compensation Is Looking A Bit Stretched At The Moment

Key Insights DroneShield's Annual General Meeting to take place on 28th of May Salary of AU$663.3k is part of CEO Oleg...
Analysartikel Apr 26

Why Investors Shouldn't Be Surprised By DroneShield Limited's (ASX:DRO) 29% Share Price Surge

Despite an already strong run, DroneShield Limited ( ASX:DRO ) shares have been powering on, with a gain of 29% in the...
Analysartikel Feb 26

Market Participants Recognise DroneShield Limited's (ASX:DRO) Revenues Pushing Shares 30% Higher

DroneShield Limited ( ASX:DRO ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...
Analysartikel Jan 08

Market Participants Recognise DroneShield Limited's (ASX:DRO) Revenues Pushing Shares 27% Higher

DroneShield Limited ( ASX:DRO ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...
Analysartikel Oct 26

DroneShield Limited (ASX:DRO) Stocks Pounded By 29% But Not Lagging Industry On Growth Or Pricing

DroneShield Limited ( ASX:DRO ) shareholders that were waiting for something to happen have been dealt a blow with a...
Analysartikel Aug 02

With A 41% Price Drop For DroneShield Limited (ASX:DRO) You'll Still Get What You Pay For

DroneShield Limited ( ASX:DRO ) shares have retraced a considerable 41% in the last month, reversing a fair amount of...
Analysartikel May 06

Is There Now An Opportunity In DroneShield Limited (ASX:DRO)?

DroneShield Limited ( ASX:DRO ), might not be a large cap stock, but it saw a significant share price rise of 106% in...
Analysartikel Apr 06

After Leaping 29% DroneShield Limited (ASX:DRO) Shares Are Not Flying Under The Radar

DroneShield Limited ( ASX:DRO ) shares have continued their recent momentum with a 29% gain in the last month alone...
Analysartikel Mar 26

Returns Are Gaining Momentum At DroneShield (ASX:DRO)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analysartikel Jan 17

Investors Appear Satisfied With DroneShield Limited's (ASX:DRO) Prospects As Shares Rocket 26%

DroneShield Limited ( ASX:DRO ) shares have continued their recent momentum with a 26% gain in the last month alone...

Prognoser för vinst- och omsättningstillväxt

ASX:DRO - Analytikernas framtida uppskattningar och tidigare finansiella data (AUD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/202853884771063
12/31/20274296863824
12/31/2026353363313
12/31/20252174-1516N/A
9/30/20251625-40-12N/A
6/30/20251076-64-41N/A
3/31/2025832-70-51N/A
12/31/202458-1-75-62N/A
9/30/2024623-47-39N/A
6/30/2024667-18-15N/A
3/31/2024608-5-3N/A
12/31/202354989N/A
9/30/202339512N/A
6/30/2023251-6-5N/A
3/31/2023210-4-3N/A
12/31/202217-1-3-2N/A
9/30/202212-5-5-4N/A
6/30/20228-10-7-7N/A
3/31/20229-8-7-7N/A
12/31/202111-5-7-6N/A
9/30/202110-5-6-5N/A
6/30/20219-5-5-5N/A
3/31/20217-6-5-5N/A
12/31/20206-6-5-5N/A
9/30/20205-6-6-5N/A
6/30/20205-6-7-6N/A
3/31/20204-7-7-6N/A
12/31/20194-8-6-5N/A
9/30/20193-7N/A-4N/A
6/30/20193-5N/A-3N/A
3/31/20192-6N/A-4N/A
12/31/20181-6N/A-4N/A
9/30/20181-6N/A-5N/A
6/30/20181-6N/A-5N/A
3/31/20180-6N/A-5N/A
12/31/20170-5N/A-5N/A
9/30/20170-5N/A-5N/A
6/30/20170-5N/A-5N/A
3/31/20170-5N/A-4N/A
12/31/20160-5N/A-4N/A
9/30/20160-4N/A-3N/A
6/30/20160-3N/A-2N/A
3/31/20160-2N/A-1N/A
12/31/201500N/A-1N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: DRO s prognostiserade vinsttillväxt ( 57.9% per år) är över sparkvoten ( 3.6% ).

Resultat vs marknad: DRO s intäkter ( 57.9% per år) förväntas växa snabbare än marknaden för Australian ( 11.9% per år).

Höga tillväxtresultat: DRO s intäkter förväntas växa avsevärt under de kommande 3 åren.

Intäkt vs marknad: DRO s intäkter ( 27.2% per år) förväntas växa snabbare än Australian marknaden ( 6.1% per år).

Hög tillväxtintäkter: DRO s intäkter ( 27.2% per år) förutspås växa snabbare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: DRO s avkastning på eget kapital förväntas bli låg om 3 år ( 17.3 %).


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/22 15:10
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

DroneShield Limited bevakas av 4 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Daniel LaingBell Potter
Baxter KirkBell Potter
William RichardsonJefferies LLC