AML3D Achieves Record $29 Million Order Book Amid US Navy ARCEMY® System Expansion and Global Growth Plans

Record $29 Million Order Book Fueled by US Navy Maritime Industrial Base Adoption

AML3D’s order book surged to a record $29 million in FY26, marking a significant achievement as the company scales its ARCEMY® additive manufacturing systems across the US defence sector. Starting FY26 at $9 million, AML3D secured $20 million in new orders during the year, reflecting growing demand within the US Navy Maritime Industrial Base, which includes submarines, aircraft carriers, surface vessels, and munitions manufacturing. This growth highlights additive manufacturing’s strategic role in addressing US defence supply chain challenges.

Of the $29 million peak order book, $16.8 million is set to carry forward into FY27, providing clear revenue visibility. In the June 2026 quarter, AML3D finalized commissioning of ARCEMY systems valued around $6.8 million. Quarterly cash receipts reached $3.5 million, contributing to a total of $10.4 million for FY26—approximately 20% higher than the prior year—demonstrating strong cash flow conversion amid system installations and commissioning across multiple sites.

Operational ARCEMY® Systems Deployed at Key US Navy and Defence Facilities

During the June 2026 quarter, four ARCEMY® systems became operational at critical US defence locations. A $4.1 million ARCEMY system started operations at Newport News Shipbuilding, the largest US military shipbuilder and a Huntington Ingalls Industries division. A portable ARCEMY® system valued at $1.1 million, housed in a shipping container for rapid redeployment, was commissioned at the US Navy's Additive Manufacturing Centre of Excellence in Danville, Virginia, operated by Austal USA. Additionally, a $1.6 million ARCEMY system became operational at FasTech, a US Defence, Aerospace, and Energy supplier. These deployments validate AML3D’s technology across diverse defence applications and customer segments.

The portable ARCEMY system enhances US Navy capabilities by enabling rapid relocation between operational sites. Newport News Shipbuilding currently operates two ARCEMY systems, with four more scheduled for delivery in early 2027, completing a six-system order. This phased rollout underscores AML3D’s manufacturing capacity and commitment to on-time delivery. The installations span military shipbuilding, naval supply chains, and defence industrial suppliers, demonstrating ARCEMY technology’s versatility and expanding market reach within the US defence ecosystem.

Newport News Shipbuilding Orders Total $14.4 Million Accelerating US Expansion

AML3D’s US growth strategy gained momentum with orders from Newport News Shipbuilding. Initially, a $4.5 million order for two ARCEMY® X systems was secured in Q2 FY26, followed by a record $9.9 million order for four additional ARCEMY® X systems in Q3 FY26. These combined $14.4 million orders represent the largest single customer validation of AML3D’s technology and highlight additive manufacturing’s critical role in modern naval construction and maintenance.

The staggered delivery schedule—with two systems completed in June 2026 and four slated for early 2027—reflects the complexity of commissioning advanced manufacturing systems and AML3D’s capacity management during rapid growth. The $12 million investment to double capacity at the Stow, Ohio Technology Centre directly supports fulfilling these large orders while accommodating further customer demand. Timely delivery to the nation’s largest military shipbuilder is vital for AML3D’s credibility and future contract conversions from its $78 million global sales pipeline.

US Navy Submarine Component Contract Highlights Supply Chain Solutions

In the June 2026 quarter, AML3D began a $2.6 million contract to produce five high-demand, non-safety critical replacement components for the US Navy submarine fleet. This approximately ten-month contract represents a distinct revenue stream beyond ARCEMY system sales and showcases AML3D’s ability to address critical supply chain gaps. These parts, no longer available from original manufacturers, position AML3D as a qualified alternative supplier supporting submarine operations and sustainment. This marks AML3D’s second contract for such components, indicating a scalable business model for component manufacturing services.

The submarine component contract demonstrates AML3D’s technology acceptance extends beyond system sales to operational manufacturing for active defence platforms. This diversified revenue mix—combining system sales, material qualification, and component contracts—enhances financial resilience and expands market opportunity within defence operations. Ongoing submarine maintenance and scarcity of original parts suggest potential for recurring orders. Concurrently, AML3D is advancing material qualification prints for additional defence and commercial sectors across the US, broadening technology validation.

Senior US Navy Advisors Join AML3D to Boost Defence Market Penetration

AML3D strengthened its US defence market presence in the June 2026 quarter by appointing two senior US Navy advisors. Rear Admiral David Goggins (Ret.), with 34 years’ experience in nuclear submarine design and sustainment and former Special Assistant for the AUKUS defence partnership, joined AML3D’s US Board. He complements Larissa Smith, former US Navy Director of Additive Manufacturing and AML3D advisor since the previous quarter.

These appointments elevate AML3D’s advocacy from brand awareness to operational engagement within the US Navy Maritime Industrial Base supply chain. Leveraging extensive networks, Rear Admiral Goggins and Larissa Smith are deepening ties with prime US Navy suppliers such as Huntington Ingalls Industries and Austal USA. This strategic advisory team, combined with prior advocacy efforts by Bondi Partners, positions AML3D to accelerate ARCEMY adoption across submarine and naval manufacturing sectors. The alignment of these appointments with order growth and system deployments indicates operational validation is driving procurement momentum.

$12 Million Capacity Expansion at Stow, Ohio Technology Centre Supports Growing US Demand

AML3D’s $12 million program to double additive manufacturing capacity at its Stow, Ohio Technology Centre continued through the June 2026 quarter, underpinning its US scaling strategy. This expansion addresses operational constraints that could limit order fulfillment across the US Navy Maritime Industrial Base and other sectors. The Stow facility functions as a manufacturing hub and technology centre for system installation, commissioning, and technical support, making capacity growth essential for meeting increasing demand and ensuring customer success globally.

The timing and scale of this expansion respond to strong demand signals from US naval programs, facilitating faster system deployment and reducing logistical complexity. It also lays the foundation for follow-on services, spare parts production, and upgrades, potentially creating recurring revenue streams beyond initial sales. Coupled with AML3D’s Australian manufacturing base, this investment enhances geographic redundancy and supply chain resilience, appealing to US defence customers and procurement authorities.

Advancing UK and European Market Entry with Initial System Installations

AML3D progressed its UK and European market entry during the June 2026 quarter by building its sales pipeline and leveraging US market lessons. The company secured a $1.2 million material feasibility and test block program with BAE Systems, a leading UK defence supplier, alongside component manufacturing contracts with an unnamed UK defence prime. These early-stage engagements mirror AML3D’s US approach, where material qualification preceded major ARCEMY system orders such as those with Newport News Shipbuilding. Current negotiations suggest the first European ARCEMY system installation will occur in the UK in the short to medium term, marking a key geographic expansion milestone.

To support this growth, AML3D allocated $5 million for a European Technology Centre to provide local support, commissioning, and technical services across UK and European defence sectors. This phased strategy—from material qualification to component manufacturing and system sales—has proven successful in the US and is being adapted for Europe. Establishing the first European ARCEMY installation would validate AML3D’s market development model and unlock further opportunities across NATO and allied defence industries.

$78 Million Global Sales Pipeline Offers Long-Term Growth and Revenue Visibility

As of June 30, 2026, AML3D’s global sales pipeline stood at $78 million, providing substantial long-term revenue visibility beyond the current $29 million order book. This pipeline includes opportunities within the US Navy Maritime Industrial Base, European defence suppliers such as BAE Systems, and US commercial industrial sectors. The pipeline-to-order book ratio of approximately 2.7 indicates significant potential for order conversion, with the existing order book representing a meaningful yet partial portion of near-term revenue potential. Diverse customer segments, geographies, and applications reduce concentration risk.

The $78 million pipeline reflects the success of AML3D’s advocacy, material qualification, and early deployments in generating qualified ARCEMY system sales and component manufacturing opportunities. Conversion rates from pipeline to orders will be critical to the company’s growth trajectory, with investors monitoring progress closely. The pipeline’s breadth across submarine programs, surface shipbuilding, aerospace, energy, and UK-European defence primes demonstrates ARCEMY technology’s validation and multiple conversion pathways. Combined with current orders and delivery commitments, AML3D is well-positioned for accelerating revenue growth over the next two to three years, contingent on successful execution.

Strong Cash Flow and Financial Momentum as Revenue Recognition Accelerates

AML3D reported $10.4 million in cash receipts for FY26, reflecting approximately 20% year-on-year growth and improved cash conversion from its expanding order book. The June 2026 quarter contributed $3.5 million in cash receipts, driven by completed ARCEMY system installations and commissioning milestones. While specific revenue recognition, operating expenses, and cash burn details were not disclosed, the cash receipt trend aligns with order book growth and deployment schedules, indicating accelerating revenue recognition.

The interplay between order book size, quarterly cash receipts, and system commissioning progress shows AML3D’s effective management of operational and financial scaling from a custom manufacturing business to a larger systems integrator with multiple concurrent projects. The $12 million Stow capacity expansion and $5 million European Technology Centre allocation reflect management’s confidence in near-term cash flow to fund capital programs while maintaining working capital. Investors will likely watch upcoming quarterly reports to assess if the 20% annual cash receipt growth continues, especially with large orders from Newport News Shipbuilding and other customers expected to contribute in FY27.