Nothing on this account is financial advice
Germany
Joined January 2026
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$EOS.AX
Do the math on the quarterly report and you'll find that EOS has already reached the bottom end of its FY2026 guidance.
Unless something goes horribly wrong in Q4, we should see a very large beat.
The Observer retweeted
BREAKING: The U.S. Space Force has selected SIX commercial companies to provide satellite tracking and surveillance capabilities that can be rapidly expanded during a military crisis.
The companies selected for its Commercial Augmentation Space Reserve (CASR) are:
1. Anduril
2. LeoLabs
3. Slingshot Aerospace
4. Intrack
5. EOS (Australia)
6. NorthStar Earth & Space (Canada)
The program gives the Pentagon access to commercial systems capable of detecting and tracking satellites, monitoring suspicious orbital maneuvers and identifying debris or spacecraft breakups.
Modeled on the Air Force's Civil Reserve Air Fleet, CASR is designed to let the military increase its use of commercial space capabilities during wartime without having to build and maintain all the infrastructure itself.
The six companies have received initial operational contracts, with additional providers and capabilities expected to be added over time.
The Space Force is also considering satellite communications, launch services and spacecraft tracking and command as future additions.
Contract values were not disclosed.
$EOS.AX
According to Handelsblatt, Diehl is preparing to deliver 48 GARMR counter-drone systems to the Bundeswehr as an interim solution, as Rheinmetall's Skyranger is running two to three years behind schedule.
24 systems will be equipped with a gun and 24 with Cicada interceptor drones. The weapon station on GARMR is an EOS R400.
The systems are mainly needed for Panzerbrigade 45 in Lithuania, which has to be fully operational by the end of 2027 and would otherwise be left largely without drone protection.
According to company sources, Jordan has already ordered the same GARMR model, and Diehl expects further orders from the Bundeswehr and other European countries.
$EOS.AX
EOS Defence Systems (EOS) and VOP CZ have signed a Memorandum of Understanding (MoU) at Future Forces Forum in Prague to explore cooperation on wheeled armoured vehicle programmes for the Czech Army and other future defence projects in the Czech Republic and Europe where VOP CZ is involved.
The agreement brings together EOS' expertise in advanced remote weapon systems (RWS) with VOP CZ's established capabilities in military vehicle integration, production and sustainment.
The companies will assess how their technologies and industrial capabilities could support the Czech Army’s requirements, while identifying opportunities to collaborate on other defence programmes.
$EOS.AX
I highly recommend reading this article if you want to know what's next for EOS, and for MARSS in particular.
EOS.AX
New article just published
Current share price incorporates no value for laser, no value for Space Defence and no value for future MARSS contracts.
If EOS delivers on laser, this will be 10 billion Ausie Dollar mkt cap
seekingalpha.com/article/495…
The Observer retweeted
The Pentagon Paid Elmet $ELMT Like It Paid MP Materials $MP . The Market Didn’t.
November’s Q3 numbers are the first real test, and the first chance to close the gap.
fitinvestmentideasnewideas.s…
$EOS.AX
🧵Andreas Schwer gave two interviews this week, one with ausbiz and one with the Polish outlet Defence24. Here is a summary of the new information.
Europe:
EOS plans to open European corporate headquarters in the near term and will "very very soon" have a large footprint in Germany. Poland is also at the top of the list, and EOS is open to Polish partnerships. The goal is to bring its integrated turnkey counter-drone solution to the NATO market, for both military and civil use.
Effectors:
The interceptor drones carry no explosives and kill only by kinetic impact, so they can be stored by the hundreds next to the site they protect, controlled by MARSS' C2 system. EOS will also add 70 mm rocket systems to its portfolio "very soon".
70mm rockets are also the next focus of LAND 156:
nitter.cf/theobservercap/status/…
LAND 156
Major General Kurt Brown, Army’s Head Land Capability, told Defence Technology Review this month: “We’re looking as a first step the use of 70 mm rockets for counter-UAS and then also directed energy laser systems are under work and indeed through Mission Syracuse with ASCA there’s a couple of lines of effort for those outcomes.”
That sits inside his answer on LAND 156, the Australian counter-small-UAS programme EOS is already part of, so the 70 mm first step is a LAND 156 effector line rather than a separate programme. What matters is what carries the rockets. A 70 mm rocket would most likely be sideloaded onto a remote weapon station, in the same way the Thales LMM already has been and the VAMPIRE launcher sits on an EOS gimbal in Ukraine. Demand for 70 mm counter-UAS effectors is therefore demand for the stations that carry them.
On the laser line, AIM Defence is the funded Australian player today with A$21.3m for Fractl under Mission Syracuse. But EOS has begun building a laser weapon in Canberra and is in discussions with the Australian government, so the two lines of effort Brown refers to are unlikely to stay a single-supplier field.
$EOS.AX
„We are very optimistic to sign, before end of this year, the first serial production contract with the client“
Andreas Schwer on HELW
The future of counter-drone defence - From AI-coordinated drone swarms to the growing role of high energy laser weapons, EOS CEO Dr Andreas Schwer discusses the future of air defence with @Defence24pl. Watch the interview: defence24.pl/przemysl/niszcz… #CounterDrone #CUAS #AirDefence
$EOS.AX
Update on ILUM: according to hartpunkt, EOS Space Systems has formed a consortium with Plath and a third, unnamed German company to bid for the DLR's ground-based anti-satellite laser programme. Plath is a Hamburg-based specialist in signals intelligence and electronic reconnaissance.
Partnering with German companies is an important step after HoWism, where the naval laser was awarded directly to Rheinmetall and MBDA. Bidding as part of a German consortium should make EOS far less exposed to the same political dynamics.
Competition looks limited so far. Observers see MBDA as a possible bidder, given its laser cooperation with Rheinmetall, but its participation is not confirmed. Trumpf and Rohde & Schwarz have teamed up on military lasers, but have no known space activities.
In June the German space agency DLR opened ILUM, a market survey for ground-based space lasers able to affect satellites, from dazzling optical sensors to damaging them. The requirements for ILUM read almost feature for feature like Atlas. The contract notice is expected on 1 January 2027, with initial capability fielding targeted for 2029. EOS is by far the best-positioned company for this contract, as there is no non-US Western alternative to Atlas that possesses similar capabilities.
