AML3D carries A$16.8M orders into FY2027 as US Navy demand drives expansion

AML3D is carrying A$16.8 million of orders into its 2027 financial year after the order book peaked at A$29 million in FY2026, built from A$20 million in new orders on A$9 million held at year start. The Australian wire additive manufacturing systems maker tied the run to its US Scale Up strategy, as US Navy Maritime Industrial Base demand converted into contracts. FY2026 customer receipts reached A$10.4 million, about 20% higher year on year and including A$3.5 million in the quarter ended 30 June 2026, with A$78 million estimated global sales pipeline at quarter end.

AML3D is converting backlog into installed wire DED capacity at US naval suppliers. Two ARCEMY X systems worth about A$4.1 million completed commissioning at Newport News Shipbuilding, first of a six-machine fleet under Huntington Ingalls Industries orders totaling A$14.4 million across October 2025 and March 2026, with four more due in early 2027. A portable ARCEMY of about A$1.1 million is now operating in a shipping container at the US Navy Additive Manufacturing Center of Excellence in Danville, Virginia, under Austal USA, bringing that site to three systems, while a further ARCEMY X of about A$1.6 million entered service at FasTech. In parallel, AML3D began a $2.6 million, 10-month program for five out-of-production, non-safety-critical submarine replacement parts-its second such order-plus material qualification prints for other defense and commercial work.

AML3D is matching demand with an A$12 million plan to double capacity at its US Technology Center in Stow, Ohio, after investing A$1.5 million in the June quarter for ARCEMY production, contract manufacturing, and Navy-linked qualification. Retired Rear Admiral David Goggins and former US Navy Director of Additive Manufacturing Larissa Smith join as US advisors on prime-supplier pathways, while an A$1.2 million BAE Systems feasibility program in the UK and A$5 million reserved for a European Technology Center keep Europe optioned. For shipbuilders and submarine sustainment buyers, the test is whether wire DED fleets and dual machine-plus-parts revenue deliver qualified schedule relief on obsolete parts, not higher machine counts alone.