archTIS Limited (AR9) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning everybody and thank you for joining us. I'm Curt Moffelman and I'm joined by our CEO Daniel Lai. Today we'll be reviewing ARCA's fourth quarter FY twenty twenty six results. We really have two themes defined for this period. The Spearon acquisition has continued to fundamentally transform not only the shape but the scale of our business and the defense momentum that's continuing to build on both sides of The Pacific with the US Department of Defense and the Australian Department of Defense each taking significant steps forward with our technology and as we move forward the way that we can scale and continue to drive shareholder value moving the business forward. So let's push it over to Dan for some opening comments. Dan? Thanks very much, Kurt, and welcome everybody to the fourth quarter report for 2026. Before we begin, I I wanna address a couple of questions directly from shareholders, particularly around these four areas. On the share price, we know it hasn't reflected the business' progress, and it's just as frustrating for the board, the executive, and as well as institutional and retail base of shareholders. The small cap liquidity and uncertainty around the timing of the USDOD outcome have weighed heavily on the company and the expectations in the market. But the catalyst for changing that are clear. Obviously, we need to convert the DOD negotiations into a single dependent award. The other component of that is making sure that we guide the company towards a sustained cash neutrality and, obviously, ultimately to breakeven. Those two components, we believe, are the catalyst for that change. And we are very confident with the DoD awards that we are going to get there. So I wanted to address that first and foremost. Business, as you have said in th...