Record revenue and global expansion
AML3D posts record FY26 revenue and first EBITDA profit amid global expansion
Anonymous
Key Points
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AML3D is reported to have low debt levels and a strong equity base, giving the company financial breathing room to fund expansions and weather slower periods, with governance filings also outlined to support future growth.
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There is visibility into near-term revenue through 16.8 million of contracted work rolling into FY27, complementing a record order book of 29 million as the group executes its US Scale Up and UK expansion plans.
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FY26 gross profit margins were strong at about 63%, with gross profit up 54% year-on-year, signaling improved profitability amid ongoing capacity expansion.
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ARCEMY's build envelope scales to 1.8m x 1.8m, enabling the production of large, on-demand industrial components, expanding the company’s capability to serve defence and energy sectors.
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The ARCEMY/WAM technology promises notable performance gains, including up to 75% faster production, up to 50% greater fatigue resistance, and up to 95% reduction in material waste, highlighting sustainability advantages.
AML3D has posted record FY2026 revenue of $12.5 million, a 70% year-on-year jump, and achieved its first half-year EBITDA profit of $608,000. Kalkine reports the company is carrying $16.8 million in orders into FY2027, up 87% from the prior year. The company's order book hit $29 million while its global sales pipeline approached $78 million, signaling strong momentum ahead.
The Australian additive manufacturing company plans to invest $26.7–$26.8 million to expand capacity in the US, establish a UK and European tech centre, and strengthen local operations. Small Caps notes AML3D's gross profit margin reached about 63%, with gross profit climbing 54% year-on-year. The company is targeting defence and industrial sectors globally while leveraging its ARCEMY metal 3D printing platform and WAM technology.
Strong Margins Drive First Profitable Half-Year
AML3D's second-half profitability marks a major milestone for the company. Grafa reports EBITDA profit hit $608,000 in H2 FY26 as the company scaled production and improved operational efficiency. Gross profit margins of 63% demonstrate the strength of its advanced manufacturing process and rising customer demand for larger, complex components.
Order Book and Pipeline Fuel FY27 Visibility
AML3D's $29 million order book is already being bolstered by $16.8 million carried into FY2027. Kalkine reports this represents an 87% increase from prior-year carryover, giving management clear visibility into near-term revenue. The company's $78 million global sales pipeline, still early-stage, suggests significant growth opportunities as US and UK markets develop.
Capacity Expansion Targets US and UK Markets
AML3D is deploying $26.7–$26.8 million to fuel geographic expansion. Small Caps notes the company is building manufacturing capacity in the US, opening a UK and European tech centre, and strengthening Australian operations. This capital push aligns with the company's US Scale Up strategy and its entry into UK defence contracting, tapping into AUKUS-related supply chain opportunities.
ARCEMY Technology Offers Speed and Sustainability
AML3D's ARCEMY platform uses WAM (Wire Arc Additive Manufacturing) technology to produce large industrial components with significant performance gains. The system's 1.8m x 1.8m build envelope supports defence and energy sector demand. Tip Ranks highlights that ARCEMY technology delivers up to 75% faster production, up to 50% greater fatigue resistance, and up to 95% reduction in material waste compared to traditional methods.
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