Business
Stonegate Capital Partners Updates Coverage on Electro Optics Systems Holdings Ltd (EOS) 4Q 2025
Dallas, Texas--(Newsfile Corp. - February 24, 2026) - Electro Optics Systems Holdings Ltd (ASX: EOS): Stonegate Capital Partners Updates Coverage on Electro Optics Systems Holdings Ltd (ASX: EOS). EOS reported FY25 revenue, gross margin, and EBITDA of $126.3M, 63%, and $(24.4M), respectively, with the revenue decline driven by the EM Solutions divestment and order timing shifting later in FY25, expected to convert into FY26. EOS ended the year with $106.9M of cash and strong order...
About this update from Electro Optic Systems Holdings Limited
[{"type":"text","content":"Dallas, Texas--(Newsfile Corp. - February 24, 2026) - Electro Optics Systems Holdings Ltd (ASX: EOS): Stonegate Capital Partners Updates Coverage on Electro Optics Systems Holdings Ltd (ASX: EOS). EOS reported FY25 revenue, gross margin, and EBITDA of $126.3M, 63%, and $(24.4M), respectively, with the revenue decline driven by the EM Solutions divestment and order timing shifting later in FY25, expected to convert into FY26. EOS ended the year with $106.9M of cash and strong order momentum with 18 contracts signed worth ~$420M and an unconditional order book of ~$459M (ex-Korea), supporting a higher delivery cadence through FY26-FY28 as mix shifts toward higher-value RWS/counter-drone/HELW and manufacturing scales.","length":724,"tagName":"p"},{"type":"text","content":"To view the full announcement, including downloadable images, bios, and more, click here.","length":89,"tagName":"p"},{"type":"text","content":"Key Takeaways:","length":14,"tagName":"p"},{"type":"list","items":[{"val":[{"type":"text","content":"Backlog inflection: A$459M order book; 40-50% targeted conversion in FY26; FY26-FY28 ramp.","length":90,"tagName":"p"}]},{"val":[{"type":"text","content":"Visibility + HELW: Signed 18 contracts (~A$420M), ~A$459M order book; 71M Dutch 100kW deal.","length":91,"tagName":"p"}]},{"val":[{"type":"text","content":"MARSS upside: Adds NiDAR C2/interceptor drones; pipeline excluded from metrics; hidden growth optionality.","length":106,"tagName":"p"}]}],"tagName":"ul","bulletedList":true,"length":287,"olType":false},{"type":"image","alt":"","displaySize":"","headline":null,"caption":"","className":"","disableSlideshowImg":false,"size":{"original":{"width":404,"height":180,"url":"https://media.zenfs.com/en/newsfile_64/c40a4d99a2fcb8e603c29bef30252f41"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/Nuk6Sok02k3Ii.1btKNKOg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTcwNTtoPTMxNDtjZj13ZWJw/https://media.zenfs.com/en/newsfile_64/c40a4d99a2fcb8e603c29bef30252f41","width":404,"height":180}},"href":"https://api.newsfilecorp.com/redirect/bg18Pi1e1v","hrefExternal":true},{"type":"text","content":"Click image above to view full announcement.","length":44,"tagName":"p","attribs":{}},{"type":"horizontalRule"},{"type":"text","content":"About StonegateStonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity ...