AML3D's order book hit a record AU$29 million in FY2026, backed by a AU$78 million global pipeline and growing US Navy ARCEMY deployments.
AML3D, the Australian original equipment manufacturer of large-format wire additive manufacturing systems, has closed its fiscal year 2026 with a record peak order book of AU$29 million (approximately US$20 million). The company booked AU$20 million in new orders over the 12 months ending June 30, 2026, up from an opening balance of AU$9 million at the start of the fiscal year.
Cash receipts for the year reached AU$10.4 million, roughly 20 percent higher than the prior year. The company finalized AU$7 million worth of ARCEMY system commissions in the fourth quarter alone, with AU$3.5 million in cash receipts during that period.
US Navy Deployment Expands
ARCEMY systems are now embedded in US Navy shipbuilding operations in Virginia. AML3D commissioned the first two of four additional ARCEMY systems ordered by Newport News Shipbuilding this quarter, with delivery of the remaining four targeted for early 2027. A separate containerized ARCEMY system is now operational at the US Navy Additive Manufacturing Center of Excellence in Danville, Virginia, operated by Austal USA. That facility brings the total ARCEMY footprint dedicated to US Navy production in Virginia to five systems.
The company also landed an AU$2.6 million US Navy order for five out-of-production aircraft carrier parts, to be manufactured over the next ten months using ARCEMY wire-arc systems.
Board Advisors With Defence Credentials
AML3D recently added two US defence sector advisers to its board. Rear Admiral David Goggins, who served as Special Assistant for AUKUS, joined in an advisory capacity, as did Larissa Smith, former Director of Advanced Manufacturing for the US Navy Maritime Industrial Base Program. The appointments signal where AML3D expects its next wave of demand to come from.
Technology Centre Expansion
The company has committed AU$12 million to double manufacturing capacity at its Stow, Ohio Technology Centre, with the first AU$1.5 million tranche already deployed. A further AU$5 million has been earmarked for a planned European Technology Centre in the UK.
Looking Ahead
AML3D enters fiscal 2027 with AU$16.8 million in signed orders already on the books and a global sales pipeline estimated at AU$78 million (roughly US$54 million). The pipeline spans US Navy Maritime Industrial Base opportunities, European defence primes including BAE Systems, and commercial industrial manufacturing accounts in the United States. The company is also running an R&D program in Australia to accelerate ARCEMY system throughput, which could improve the economics of future orders.
The year-end results show that wire arc additive manufacturing is finding its footing in defence MRO supply chains, and AML3D is the clearest example of an OEM scaling specifically around that niche.
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