AUKUS Link Strengthens AML3D’s Defence Manufacturing Ambitions

6 min read | June 16, 2026 11:03 AM AEST | By Sam

Highlights

  • AML3D appointed former US Navy Rear Admiral David Goggins as a strategic adviser.
  • The appointment strengthens the company's links to US submarine and AUKUS-related programs.
  • Focus remains on converting defence relationships into larger long-term manufacturing opportunities.

AML3D has strengthened its defence manufacturing strategy through the appointment of a former US Navy leader with extensive AUKUS and submarine program experience.

Australia’s advanced manufacturing sector continues to gain strategic importance as defence supply chains expand under the AUKUS partnership framework. Against this backdrop, AML3D (ASX:AL3), a specialist in industrial-scale metal additive manufacturing, has announced the appointment of retired US Navy Rear Admiral David Goggins as a US Board Adviser. The move places fresh attention on the company’s growing role within defence manufacturing and highlights the opportunities emerging across the ASX Industrial Stocks sector.

Strategic Appointment Draws Market Attention

Defence Expertise Joins AML3D

AML3D confirmed the appointment of Rear Admiral David Goggins, a veteran of the United States Navy with extensive experience spanning submarine construction, sustainment and defence procurement.

The appointment is particularly noteworthy because of Goggins’ involvement in the AUKUS framework, a trilateral security partnership involving Australia, the United Kingdom and the United States.

His experience aligns closely with AML3D’s growing focus on supplying advanced manufacturing solutions to defence and naval programs.

More Than a Traditional Advisory Role

Corporate advisory appointments are common across listed companies, but this appointment stands out because of its direct relevance to AML3D’s existing customer base and growth strategy.

The company has already established relationships across segments of the US defence manufacturing ecosystem and continues expanding its presence within critical naval supply chains.

Industry observers will likely view the appointment as a strategic effort to deepen engagement with key defence stakeholders and procurement networks.

Defence Manufacturing Remains a Major Opportunity

AUKUS Continues to Reshape Industry

The AUKUS partnership is creating significant opportunities for Australian companies involved in defence technology, engineering and advanced manufacturing.

As defence cooperation expands, Australian manufacturers are increasingly positioning themselves to participate in long-term supply chain requirements supporting naval infrastructure and submarine programs.

AML3D's additive manufacturing technology sits within a niche area of advanced production that continues attracting interest from defence organisations seeking supply chain resilience and production flexibility.

Additive Manufacturing Gains Momentum

Metal additive manufacturing, commonly referred to as industrial-scale three-dimensional printing, allows complex metal components to be produced more efficiently and often with shorter lead times.

The technology is increasingly being evaluated for applications involving defence equipment, industrial infrastructure and specialised engineering requirements.

As global defence organisations seek alternative production methods, additive manufacturing continues to gain recognition as a strategic capability.

Existing US Defence Relationships Provide Foundation

Established Industry Connections

AML3D has spent recent years expanding its presence within the United States defence manufacturing market.

The company has developed relationships with organisations involved in naval construction and defence-related manufacturing activities.

These engagements have helped position the company within a sector where qualification requirements and supplier approval processes can often take considerable time.

Building Long-Term Credibility

For defence suppliers, establishing credibility is often as important as developing technical capability.

Defence customers typically place significant emphasis on reliability, certification, quality assurance and long-term performance.

AML3D's ongoing engagement with major defence-related entities continues contributing to its broader industry profile.

Why the Appointment Matters

Understanding Complex Procurement Processes

One of the key challenges facing defence suppliers is navigating highly specialised procurement systems.

Defence contracts often involve multiple layers of approval, technical assessment and program management oversight.

An adviser with direct experience in naval acquisition and sustainment programs may provide valuable insight into these processes.

Alignment With Strategic Growth Areas

The appointment also aligns with AML3D’s geographic expansion across Australia and the United States.

The company has highlighted growth initiatives linked to defence manufacturing hubs that are expected to play important roles under future AUKUS-related programs.

This alignment suggests the appointment forms part of a broader strategic development plan rather than a standalone corporate announcement.

The Bigger Defence Manufacturing Story

Supply Chain Security Remains Critical

Defence agencies around the world continue prioritising supply chain security and sovereign capability.

Recent geopolitical developments have reinforced the importance of resilient manufacturing networks capable of supporting essential defence requirements.

Companies offering advanced production technologies are increasingly being evaluated as part of these long-term strategic objectives.

Australia’s Growing Role

Australia continues strengthening its position within global defence supply chains.

The country’s engineering expertise, manufacturing capability and participation in strategic partnerships such as AUKUS are creating new opportunities across defence-related industries.

Businesses operating within specialised manufacturing segments are positioning themselves to benefit from these evolving priorities.

Execution Remains the Key Focus

Opportunities Need Commercial Conversion

While strategic appointments and industry relationships can strengthen a company's positioning, future success ultimately depends on operational execution.

Market participants will continue monitoring AML3D’s ability to convert opportunities into recurring commercial outcomes.

Long-term value creation typically relies on sustained project delivery and successful contract execution rather than individual announcements.

Order Book Progress Will Be Watched

The company’s ability to deliver against existing contracts and maintain momentum across its project pipeline remains an important factor.

Strong operational performance can help reinforce credibility while supporting future growth initiatives.

As defence programs expand, consistent execution may become increasingly important in securing larger opportunities.

Advanced Manufacturing Sector Continues to Evolve

Technology Adoption Expands

Advanced manufacturing technologies continue gaining broader acceptance across industrial and defence sectors.

The ability to produce specialised components efficiently is becoming increasingly valuable as industries seek greater flexibility and supply chain resilience.

This trend continues supporting interest in companies developing innovative manufacturing capabilities.

Long-Term Industry Transformation

The defence sector is undergoing significant transformation as new technologies reshape production processes.

Additive manufacturing remains one of several emerging technologies expected to influence future industrial capabilities across both military and commercial applications.

Companies operating in this area continue attracting attention as governments and industries explore next-generation manufacturing solutions.

Looking Ahead

AML3D’s appointment of Rear Admiral David Goggins represents another step in the company’s effort to strengthen its position within defence manufacturing supply chains. His extensive experience in submarine programs and involvement with AUKUS-related initiatives brings strategic expertise that aligns closely with the company’s growth ambitions.

While future commercial outcomes will remain the key measure of success, the appointment highlights AML3D’s ongoing focus on expanding its presence within one of the most strategically important sectors of advanced manufacturing.

Frequently Asked Questions

  • Who has AML3D appointed as a US Board Adviser?
    AML3D has appointed retired US Navy Rear Admiral David Goggins.
  • Why is the appointment significant?
    Goggins brings extensive experience in submarine programs and AUKUS-related defence initiatives.
  • Which sector does AML3D primarily operate in?
    AML3D operates within advanced manufacturing and industrial engineering.

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