AML3D (ASX: AL3) has secured a significant AU$9.9 million order from US military shipbuilder Newport News Shipbuilding (NNS) for four ARCEMY X systems, reinforcing its US defence market push.
NNS, the largest US military shipbuilder, has placed an order for four ARCEMY X 6700 systems, valued at approximately AU$9.9 million.
This latest acquisition will bring NNS's total number of ARCEMY X systems to six units.
The systems are slated for installation from AML3D's US Technology Centre in Ohio and are targeted to become operational by Q3 FY2027.
Each system boasts a large-scale ARCEMY X with an ~11,000 kg positioner capability.
USD$12M US Production Investment
Accompanying this order, AML3D has announced a planned USD$12 million investment to substantially expand its US production capabilities.
This strategic investment aims to support anticipated growth across key sectors.
The expansion is set to facilitate demand not only within defense, but also marine, energy, aerospace, and other industrial sectors.
This move underpins AML3D's strong push into the US defence market and its broader strategic growth objectives.
US Defense Market Expansion
This latest order from NNS follows an AUD 4.5 million order in October 2025 for two ARCEMY heavy-capacity systems.
AML3D has previously highlighted a US Navy Letter of Intent (LOI), identifying a potential US$150-200 million additive manufacturing opportunity within the Maritime Industrial Base through 2030.
The company has been steadily expanding its US footprint, with previous deployments including the 9th and 10th ARCEMY systems to support the US Navy Maritime Industrial Base, a number now significantly increased by this new order.
Financial Performance & Strategy
In its 1H26 results, AML3D reported revenue of AUD 3,249,777, which represented a 30% decrease year-on-year, alongside a net loss after tax of AUD 4,972,303.
Despite this, the company maintained a robust cash balance of AUD 9,165,987 as of 31 December 2025.
Recent filings have emphasised AML3D's US-focused growth strategy, which includes plans to double its US capacity and establish a European Technology Centre.
This ongoing investment in capacity expansion highlights the company's commitment to scaling its operations globally.
