AML3D reports AU$29M order book as US expansion continues
AML3D Limited, headquartered in Edinburgh, Australia, has released its Quarterly Activities Report and Appendix 4C for the quarter ended June 30, 2026. During the period, the company focused on delivering against an order book that peaked at AU$29 million during FY2026. The order book comprised AU$9 million carried into the financial year and a further AU$20 million in new orders secured during the year, including the commissioning of ARCEMY machines valued at approximately AU$6.8 million during the quarter.
During the quarter, AML3D commissioned the first two ARCEMY X machines, valued at approximately AU$4.1 million, at Newport News Shipbuilding (NNS), part of Huntington Ingalls Industries and the largest military shipbuilder in the USA. The company also commissioned its first portable ARCEMY machines, valued at approximately AU$1.1 million, at the US Navy’s Additive Manufacturing Centre of Excellence in Danville, Virginia, and completed installation of an ARCEMY X machine valued at approximately AU$1.6 million for FasTech, a US supplier serving the defence, aerospace and energy sectors. The company also appointed retired US Navy Rear Admiral David Goggins, formerly Special Assistant for the AUKUS partnership, as an advisor to its US Board.
US expansion continues
AML3D stated that the continued growth of its US operations remains the primary driver of its expansion strategy.
To support anticipated demand, the company continued work during the quarter on its previously announced AU$12 million investment programme to double Additive Manufacturing production capacity at its Technology Centre in Stow, Ohio. According to AML3D, the expansion is intended to support increasing demand from the US Navy Maritime Industrial Base (MIB), including programmes covering submarines, aircraft carriers, surface vessels and munitions.
AML3D also commenced production under a AU$2.6 million order to manufacture five high-demand, non-safety-critical replacement components for the US Navy submarine fleet. The programme is expected to run for approximately ten months and focuses on producing complex components that are no longer available from their original manufacturer.
The company added that it continues to undertake a number of material qualification programmes supporting additional defence applications, alongside qualification work for commercial industrial manufacturing customers in the United States.
UK and European expansion
AML3D also continued developing its UK and European sales pipeline during the quarter as part of its broader international growth strategy. The company previously secured a AU$1.2 million material feasibility and test block programme with BAE Systems, together with component manufacturing work for a UK defence prime contractor.
The company stated that ongoing discussions with prospective customers are expected to lead to an initial European ARCEMY machine order in the short to medium term, with the first installation likely to be located in the UK. AML3D intends to replicate elements of its US expansion strategy by establishing a European Technology Centre to support regional customers.
AML3D has already allocated AU$5 million towards establishing the proposed facility, which is expected to be located in the UK once an initial ARCEMY machine order from a UK defence customer has been secured. According to the company, a local Technology Centre would provide manufacturing capability and customer support while accelerating expansion into key European defence markets.
Australian Technology Centre supports innovation
In addition to supporting production for international customers, AML3D’s Technology Centre at North Plympton, Adelaide, continues to serve as the company’s research and development hub. During the quarter, work continued on the AU$2.24 million ARCEMY Increase Deposition Rates (AIDR) project, which is intended to increase the productivity of ARCEMY machines. According to AML3D, the programme is expected to enhance the competitiveness of its wire-based metal Additive Manufacturing technology while supporting future ARCEMY machine sales and contract manufacturing opportunities.
Financial update
AML3D reported cash receipts of AU$3.5 million for the quarter ended June 30, 2026, compared with AU$2.2 million in the previous quarter. Total cash receipts for FY2026 reached AU$10.4 million.
During the quarter, the company invested AU$1.5 million as the first tranche of its fully funded AU$12 million programme to double manufacturing capacity at its US Technology Centre in Stow, Ohio. A further AU$0.46 million was invested in the AIDR research and development programme, bringing total investment in the project to AU$1.8 million from a total budget of AU$2.24 million.
Product manufacturing and operating costs totalled AU$1.5 million during the quarter, reflecting continued delivery against the company’s order book. Full-year manufacturing and operating costs amounted to AU$5.2 million.
AML3D finished the quarter with a cash balance of AU$26.7 million. According to the company, this provides sufficient funding to continue the planned expansion of its US operations, including the Stow Technology Centre, and to support the proposed establishment of a European Technology Centre.
