Stonegate Capital Partners updated its coverage of Electro Optics Systems Holdings Ltd $(EOS.AU)$, highlighting FY25 results that included revenue of $126.3 million, a 63% gross margin, and EBITDA of negative $24.4 million. The firm attributed the revenue decline to the EM Solutions divestment and order timing shifting into FY26, and pointed to strong order momentum with 18 contracts worth about $420 million and an unconditional order book of roughly $459 million (excluding Korea). Stonegate said the backlog supports a higher delivery cadence through FY26 to FY28 as the mix shifts toward higher-value remote weapon systems, counter-drone and high-energy laser weapon offerings, with additional upside potential from the MARSS acquisition.

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