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Team Veye   January 06, 2026

Quarterly revenue jump adds momentum in DroneShield

Team Veye   January 06, 2026
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DroneShield has secured a wave of new contracts around the world which has caused a strong rally in the share price helped by improved confidence among investors.

DroneShield Limited (ASX: DRO)

DroneShield Limited surged over 18% on Tuesday as the stock has regained momentum with the help of multiple contract wins after experiencing a steep dive in the month of November 2025.
On 30 December 2025, the company announced that it secured an $8.2 million contract to supply handheld counter-drone systems and related equipment to a western military end customer with delivery and payment expected by Q1 2026 and on 24 December 2025, the company confirmed a standalone $6.2 million contract for counter-drone solutions for an Asia Pacific military end customer.

On 16 December 2025, DroneShield announced a $49.6 million contract to supply handheld counter-drone systems, accessories and software to a European military end customer and over the past three years, the company has received 15 contracts from this reseller worth more than $86.5 million.

The company has also secured a $25.3 million contract in Latin America which will be delivered and paid across Q4 2025 and Q1 2026.
DroneShield delivered an impressive performance in 3Q25 as revenue reached $92.9 million compared to $7.8 million in the same quarter last year.

Operating cash flow turned positive at $20.1 million after being negative in the corresponding quarter last year which reflects improved operating leverage.

The balance sheet is very strong with cash of $235.2 million as of October and has no debt.
The company has also confirmed that the total number of new options issued will not exceed 1% of its issued share capital which protects shareholders from significant dilution.

DroneShield continues to strengthen its market position as expanding customer relationships reinforce the company’s role within the global counter-drone and defence technology space.

(Source: Company Announcements)

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