DroneShield

• RfAI-3

  RfAI

Facilities & manufacturing

• Factory floor area

  2025-07-14 - DroneShield committed to a new dedicated 3,000 sqm production facility in Sydney’s Alexandria. - Alexandria production facility

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Production capacity

• Production capacity

  2025-07-14 - DroneShield reported current annual manufacturing capacity of approximately $500 million before its announced expansion. - current manufacturing network

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• Production capacity

  2025-07-14 - DroneShield said its own annual production capacity was expected to reach $900 million by mid-2026. - own production capacity

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• Production capacity

  2025-07-14 - DroneShield estimated combined annual manufacturing capacity would expand to $2.4 billion by the end of 2026. - combined manufacturing network

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Output & shipments

• Reported output

  2026-06-15 - DroneShield said its first European-produced counter-UAS system came off the production line through a European contract-manufacturing arrangement. - European counter-UAS manufacturing

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Orders & commitments

• Order / commitment

  2026-09-10 - DroneShield reported A$251 million of FY2026 committed revenue. - FY2026

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• Order / commitment

  2025-06-25 - DroneShield received an A$61.6 million European military contract for counter-drone systems. - counter-drone military contract

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• Operating use

  2026-10-01 - DroneShield reports more than 4,100 software-enabled devices in the field across its installed base; this is not a Mission Ready Services subscriber count. - Company-wide software-enabled C-UAS devices; not robots or subscribers

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• Operating use

  2026-09-15 - DroneSentry-X Mk2 systems were installed on Infantry Squad Vehicles, accepted after live-UAS testing, and operators were trained; initial operational capability was established. - DroneSentry-X Mk2 / JIATF-401 - U.S. military Infantry Squad Vehicles

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• DRO.AX - ASX - AUD

• Angus Bean - CEO and Managing Director
• Carla Balanco - CFO and Joint Company Secretary
• Louis Gamarra - Chief Commercial Officer
• Angus Harris - Chief Technology Officer

Events

• 2026-10-01 - Product Launch - DroneShield launches Mission Ready Services subscription

  The service supports existing and next-generation DroneShield products globally. Existing software-subscription customers transition at their next renewal. DroneShield reports more than 4,100 software-enabled devices already in the field.

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• 2026-09-29 - Contract Award - DroneShield receives Domestic Shield IDIQ with $500M ceiling

  The vehicle creates a procurement pathway for counter-UAS capabilities protecting defense infrastructure and high-priority U.S. locations. The award builds on earlier DroneSentry-X Mk2 deliveries, installation and acceptance under JIATF-401. DroneShield plans to disclose material orders made under the vehicle separately.

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• 2026-09-23 - Facility Opening - DroneShield opens Adelaide counter-UAS R&D hub

  The hub has dedicated software-development and dry-laboratory space. Its engineers will work on embedded systems, sensing, communications, software and electronic-warfare capabilities. The site is at Lot Fourteen and is expected to create approximately 20 specialised engineering roles.

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• 2026-09-15 - Demonstration - DroneShield completes DroneSentry-X Mk2 acceptance under JIATF-401

  The milestone was completed roughly 80 days after the underlying contract award. DroneSentry-X Mk2 provides vehicle-mounted drone detection and electronic countermeasures while the host vehicle is mobile or stationary. Three additional units are planned for installation under a recent contract modification.

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• 2026-09-14 - Partnership - DroneShield and AIM Defence integrate Fractl laser with DroneSentry

  Fractl adds a directed-energy defeat option alongside DroneShield RF sensing, electronic warfare, sensor fusion and command-and-control. Initial work covers demonstrations and interoperability activity for selected military and government users. AIM Defence says Fractl has been operationally deployed and is being exported to multiple countries.

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• 2026-09-10 - Commercial Order - DroneShield receives first customer order for RfRecon

  The order moves RfRecon from its August product launch into its first customer deployment cycle. DroneShield described the individual order as financially immaterial. FY2026 committed revenue reached A$251 million as of September 8, with a further A$46 million committed for 2027 and later.

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• 2026-08-10 - Product Launch - DroneShield launches portable RfRecon RF intelligence platform

  RfRecon combines ultra-wideband spectrum awareness, precision direction finding and RfAI-3 signal intelligence in one portable system. The platform supports Bluetooth and Wi-Fi Remote ID, AIS and ADS-B detection, integrated GNSS and hardware-based security. DroneShield made RfRecon immediately available to qualified defence, government and security customers worldwide.

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• 2026-07-28 - Product Launch - DroneShield introduces RfAI-3 wideband detection engine

  RfAI-3 scans wideband spectrum activity and fingerprints emissions against known drone signatures. When an emission is unknown, the engine generates a new signature and confidence assessment for operator review. Initial releases on next-generation hardware are expected in the second half of 2026, with further releases through 2027.

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• 2026-07-28 - Market Signal - DroneShield reports preliminary A$125.8m H1 revenue and issues FY2026 guidance

  Preliminary first-half gross margin was 60%, compared with 65% in the prior-year period. Committed 2026 revenue stood at A$206 million on 28 July 2026. The trading update precedes the full half-year results and combines preliminary reported performance with forward guidance.

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• 2026-07-28 - Commercial Order - COBBS BELUX places two vehicle-mounted counter-UAS orders with DroneShield

  Deliveries are scheduled across 2026. Approximately A$21 million is included in DroneShield's 2026 committed revenue, with the balance expected from subscriptions in later periods. The package includes DroneShield systems and some third-party hardware; it is not represented as a wholly recurring-software order.

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• 2026-07-28 - Commercial Order - DroneShield secures A$23.2m European military counter-drone contracts

  The package covers two contracts for vehicle-mountable counter-drone solutions, including hardware, subscriptions, warranties and services; the military end customer was not identified. COBBS BELUX BV will distribute the systems to the European military customer, with deliveries scheduled across 2026 and about A$21 million included in FY2026 committed revenue. The same 28 July update introduced DroneShield’s RfAI-3 wideband RF detection engine, but the disclosed contracts are recorded here as commercial orders rather than treated as an RfAI-3 product deployment.

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• 2026-07-06 - Product Launch - DroneShield releases Q3 2026 counter-UAS software update

  The release improves RF detection performance and tracking responsiveness. DroneSentry-C2 adds air-gapped update and offline map support. New integrations include SentryCompass, Robin Radar IRIS On-The-Move and Evica PinPoint Searchlight.

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• 2026-06-17 - Partnership - DroneShield and Defenture partner on mobile counter-UAS capability

  The memorandum was announced around Eurosatory 2026. DroneShield brings counter-UAS detection and defeat technology to the partnership. Defenture contributes military mobility platforms for mobile counter-drone configurations.

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• 2026-06-16 - Demonstration - Parsons and DroneShield demonstrate interoperable counter-UAS workflow

  The demonstration joined Parsons’ open-architecture approach with DroneShield counter-UAS capabilities. The workflow emphasized detection, tracking and response interoperability against evolving drone threats.

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• 2026-06-15 - Production Milestone - DroneShield produces first European-made counter-UAS unit

  DroneShield announced that its first European-produced counter-UAS system had come off the production line. The European system uses a contract manufacturing arrangement with a primarily European supply chain. The milestone was announced on the opening day of Eurosatory 2026 in Paris.

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• 2025-07-14 - Production Milestone - DroneShield expands manufacturing capacity toward $2.4B annual run-rate

  The expansion targets a substantially higher annual counter-UAS production run-rate. The plan adds manufacturing footprint in Australia, the United States and Europe.

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• 2025-06-25 - Contract Award - DroneShield receives A$61.6M European counter-drone military contract

  DroneShield received a package of three follow-on contracts worth A$61.6 million for handheld counter-drone systems and accessories. The company described the package as the largest single order in its history and expected delivery during Q3 2025.

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• 2024-04-19 - Contract Award - NATO NSPA awards counter-small UAS framework to MyDefence and DroneShield

  The framework gave NATO allies a procurement route for soldier-worn and portable counter-drone detection and mitigation equipment. The award was placed through COBBS BELUX for MyDefence and DroneShield systems.

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Relationships

• AIM Defence

  Directed Energy Counter UAS Integration Partner - DroneShield is integrating AIM Defence’s Fractl laser with DroneSentry for layered counter-UAS operations.

• Defenture

  Mobile Counter UAS Platform Partnership - Defenture and DroneShield combine tactical vehicle platforms with counter-UAS systems for mobile military protection.

• Parsons

  Counter UAS Interoperability Partner - Parsons and DroneShield demonstrated an interoperable detect-track-respond counter-UAS workflow.

• U.S. JIATF-401

  Counter UAS Programme Supplier - DroneShield delivered, installed and completed live-UAS acceptance of DroneSentry-X Mk2 systems under the U.S. JIATF-401 programme.

• Western European military customer

  Commercial Order - A Western European military customer placed the first order for DroneShield’s RfRecon system, with deployment due by the end of 2026.

• COBBS BELUX BV

  European Military Reseller Order - COBBS BELUX BV placed two DroneShield orders worth A$23.2 million for a European military end customer.

• European military customer

  Customer - DroneShield received an A$61.6 million European military contract for counter-drone systems.

• MyDefence

  Nato C Suas Framework Peer - MyDefence and DroneShield systems were both covered by the NATO NSPA multinational counter-small UAS framework.

Comparable profiles

• MBDA

  stack adjacency - Counter UAS System Layer

• MyDefence

  stack adjacency - Counter UAS System Layer

• Givon Defense

  stack adjacency - Counter UAS System Layer

• CACI

  stack adjacency - Counter UAS System Layer

• Alpine Eagle

  stack adjacency - Counter UAS System Layer

• Ground A

  stack adjacency - Counter UAS System Layer

• Swiftstrike AI

  stack adjacency - Counter UAS System Layer

• Kongyu Technology

  stack adjacency - Counter UAS System Layer

• Rohde & Schwarz

  stack adjacency - Counter UAS System Layer

• Safe Pro Group

  stack adjacency - Counter UAS System Layer

• AirMatrix

  stack adjacency - Counter UAS System Layer

• RACOM AS

  stack adjacency - Counter UAS System Layer

Shared workflows

• Perseus Defense

  workflow adjacency - Counter Drone Electromagnetic Effects

• ApolloShield

  workflow adjacency - Counter Drone Electromagnetic Effects

• Cambridge Aerospace

  workflow adjacency - Autonomous Drone Interception · Counter UAS

• Axon

  workflow adjacency - Counter UAS

• Safran Electronics & Defense

  workflow adjacency - Counter UAS

• ARGUS Interception

  workflow adjacency - Counter UAS

• VisionWave

  workflow adjacency - Counter UAS

• Yunxiang Technology / 云翔科技

  workflow adjacency - Counter UAS

• SkySafe

  workflow adjacency - Counter UAS

• Frankenburg Technologies

  workflow adjacency - Counter UAS

• TAF Industries

  workflow adjacency - Counter UAS

• Askari Defense

  workflow adjacency - Counter UAS

Context tags

• Counter-UAS system layer - Stack Layer
• Counter-drone electromagnetic effects - Workflow
• Counter-UAS - Workflow
• Autonomous drone interception - Workflow

• DroneShield receives Domestic Shield IDIQ with $500M ceiling

  2026-09-29 · Order / contract · The U.S. Army awarded DroneShield a three-year JIATF-401 Domestic Shield counter-UAS IDIQ vehicle with a maximum ceiling of $500 million.

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• DroneShield receives first customer order for RfRecon

  2026-09-10 · Order / contract · DroneShield accepted the first order for its RfRecon RF-intelligence system from an existing Western European military customer, with deployment due by the end of 2026.

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• DroneShield secures A$23.2m European military counter-drone contracts

  2026-07-28 · Order / contract · DroneShield received two contracts totalling A$23.2 million from reseller COBBS BELUX BV for vehicle-mountable counter-drone solutions for a European military end customer.

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• COBBS BELUX places two vehicle-mounted counter-UAS orders with DroneShield

  2026-07-28 · Order / contract · DroneShield secured two contracts totalling A$23.2 million through COBBS BELUX for vehicle-mounted counter-UAS hardware, subscriptions, warranties and services for an undisclosed European military end customer.

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• DroneShield receives A$61.6M European counter-drone military contract

  2025-06-25 · Order / contract

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• NATO NSPA awards counter-small UAS framework to MyDefence and DroneShield

  2024-04-19 · Order / contract · NATO Support and Procurement Agency awarded a multinational counter-small UAS framework covering MyDefence and DroneShield systems.

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