Amaero Provides Update to Financial Guidance, Largely Reaffirming Expectations
Amaero (OTCQB: AMROF), a U.S. manufacturer of specialty metal powders for defense, space, and aviation industries, has updated its financial guidance. The company now projects reaching positive EBITDA in FY2027, a delay from the previous FY2026 target. The company reaffirms its A$72 million planned capital investments through FY2026 and maintains its fully funded status following an A$36 million EXIM equipment financing and A$22 million Placement.
Revenue growth is expected to accelerate in the current quarter and scale significantly in FY2026, despite delays caused by the FY2025 U.S. budget Continuing Resolution and slower hypersonic program development. Updated market analysis shows reduced C103 powder demand projections of 93 tonnes by FY2030, down from the previous estimate of 105 tonnes in FY2028.
Amaero (OTCQB: AMROF), produttore statunitense di polveri metalliche speciali per i settori della difesa, dello spazio e dell'aviazione, ha aggiornato le sue previsioni finanziarie. L'azienda prevede ora di raggiungere un EBITDA positivo nell'anno fiscale 2027, con un ritardo rispetto all'obiettivo precedente fissato per il 2026. Conferma inoltre gli investimenti in capitale pianificati per 72 milioni di dollari australiani fino al 2026 e mantiene la sua posizione completamente finanziata grazie a un finanziamento EXIM per attrezzature da 36 milioni di dollari australiani e a un placement da 22 milioni di dollari australiani.
La crescita dei ricavi è prevista in accelerazione nel trimestre corrente e con una significativa espansione nell'anno fiscale 2026, nonostante i ritardi causati dalla Continuing Resolution del bilancio USA per il 2025 e dallo sviluppo più lento dei programmi ipersonici. L'analisi aggiornata del mercato indica una domanda ridotta di polvere C103, stimata in 93 tonnellate entro il 2030, rispetto alla precedente stima di 105 tonnellate nel 2028.
Amaero (OTCQB: AMROF), fabricante estadounidense de polvos metálicos especiales para las industrias de defensa, espacio y aviación, ha actualizado su guía financiera. La empresa ahora proyecta alcanzar un EBITDA positivo en el año fiscal 2027, un retraso respecto a la meta anterior para el 2026. Reafirma sus inversiones de capital planificadas por 72 millones de dólares australianos hasta el 2026 y mantiene su estado de financiamiento completo tras un financiamiento EXIM para equipos de 36 millones de dólares australianos y una colocación de 22 millones de dólares australianos.
Se espera que el crecimiento de ingresos se acelere en el trimestre actual y escale significativamente en el año fiscal 2026, a pesar de los retrasos causados por la Resolución Continua del presupuesto estadounidense para 2025 y el desarrollo más lento de los programas hipersónicos. El análisis de mercado actualizado muestra proyecciones reducidas de demanda de polvo C103 de 93 toneladas para el 2030, bajando desde la estimación previa de 105 toneladas para el 2028.
Amaero(OTCQB: AMROF)는 방위, 우주 및 항공 산업을 위한 특수 금속 분말을 제조하는 미국 기업으로, 재무 지침을 업데이트했습니다. 회사는 당초 FY2026 목표에서 지연되어 FY2027 회계연도에 긍정적 EBITDA 달성을 예상하고 있습니다. 또한 FY2026까지 7,200만 호주달러의 계획된 자본 투자를 재확인하며, 3,600만 호주달러 EXIM 장비 금융과 2,200만 호주달러 배정 유상증자를 통해 완전 자금 조달 상태를 유지하고 있습니다.
매출 성장은 현재 분기에 가속화되고 FY2026년에는 크게 확대될 것으로 예상되나, FY2025 미국 예산 지속 결의안과 초음속 프로그램 개발 지연으로 인해 일부 지연이 있었습니다. 최신 시장 분석에 따르면 C103 분말 수요 전망은 FY2030까지 93톤으로 이전 FY2028년 105톤 예상에서 감소했습니다.
Amaero (OTCQB : AMROF), un fabricant américain de poudres métalliques spécialisées pour les industries de la défense, de l'espace et de l'aviation, a mis à jour ses prévisions financières. La société prévoit désormais d'atteindre un EBITDA positif lors de l'exercice 2027, un retard par rapport à l'objectif initial fixé pour 2026. Elle réaffirme ses investissements en capital prévus de 72 millions de dollars australiens jusqu'en 2026 et maintient son statut entièrement financé après un financement EXIM d'équipement de 36 millions de dollars australiens et un placement de 22 millions de dollars australiens.
La croissance du chiffre d'affaires devrait s'accélérer au cours du trimestre en cours et augmenter significativement lors de l'exercice 2026, malgré des retards causés par la résolution budgétaire continue américaine pour 2025 et un développement plus lent des programmes hypersoniques. L'analyse de marché mise à jour montre des prévisions réduites de demande de poudre C103 à 93 tonnes d'ici l'exercice 2030, contre une estimation précédente de 105 tonnes en 2028.
Amaero (OTCQB: AMROF), ein US-amerikanischer Hersteller von Spezialmetallpulvern für die Verteidigungs-, Raumfahrt- und Luftfahrtindustrie, hat seine Finanzprognose aktualisiert. Das Unternehmen rechnet nun damit, im Geschäftsjahr 2027 ein positives EBITDA zu erreichen, was eine Verschiebung gegenüber dem vorherigen Ziel im Geschäftsjahr 2026 darstellt. Das Unternehmen bestätigt seine geplanten Kapitalinvestitionen in Höhe von 72 Millionen AUD bis zum Geschäftsjahr 2026 und hält seinen vollständig finanzierten Status nach einer 36 Millionen AUD EXIM-Ausrüstungsfinanzierung und einer 22 Millionen AUD Platzierung aufrecht.
Das Umsatzwachstum soll im aktuellen Quartal beschleunigen und im Geschäftsjahr 2026 deutlich zulegen, trotz Verzögerungen durch die US-Haushaltsfortsetzung für 2025 und die langsamere Entwicklung von Hyperschallprogrammen. Die aktualisierte Marktanalyse zeigt eine reduzierte Nachfrage nach C103-Pulver von 93 Tonnen bis zum Geschäftsjahr 2030, gegenüber der vorherigen Schätzung von 105 Tonnen im Geschäftsjahr 2028.
- None.
- EBITDA breakeven delayed from FY2026 to FY2027
- Reduced market demand projection for C103 powder (93 tonnes by FY2030 vs previous 105 tonnes by FY2028)
- Delays in revenue and new contracts due to U.S. budget Continuing Resolution
- Slower advancement of hypersonic programs affecting business development
~ Revenue to Accelerate in Current Quarter with a Continuation of Growth into FY 2026 ~
~ Company Expects to be EBITDA Positive in FY 2027 ~
MCDONALD, Tenn., May 28, 2025 (GLOBE NEWSWIRE) -- Amaero Ltd (ASX:3DA) (OTCQB: AMROF) (“Amaero” or the “Company”), a leading U.S. domestic producer of high-value C103, refractory alloy, and titanium powders for additive and advanced manufacturing of components utilized by the defense, space, and aviation industries, provided an update to its financial outlook, largely reaffirming the Company’s expectations.
- The Company now expects to achieve positive EBITDA in FY2027. In August of 2024, the Company estimated that it would achieve EBITDA breakeven in FY2026.
- The Company reaffirms that the planned capital investments for the 3-year period ending FY2026 is unchanged at an estimated A
$72 million . In August of 2024, the Company estimated that the planned capital investments for the 3-year period of FY2024-FY2026 to equal approximately A$72 million . - The Company reaffirms that following the A
$36 million Export-Import Bank (EXIM) equipment financing and the A$22 million Placement, it is fully funded. In February of 2025, the Company stated that it was fully funded following the A$22 million Placement. - The Company reaffirms that revenue growth is expected to accelerate in the current quarter and that revenue is expected to significantly scale in FY2026. Earlier this year, in April, the Company stated that it was positioned to transition to commercialization in FY2026, that revenue growth was expected to accelerate in the current quarter (4Q FY2025) and that revenue was expected to significantly scale in FY2026.
The extended Continuing Resolution (CR) for the FY2025 congressional United States budget and the Department of Defense programs paused “new starts” and “re-starts” has contributed to a delay in revenue and new contracts. Additionally, various hypersonic programs have advanced more slowly through research, development, testing, and evaluation (RDT&E). An updated Fairmont Consulting study estimates demand for C103 powder at approximately 93 tonnes in FY2030 versus an earlier estimate of 105 tonnes in FY2028 from February 8th, 2024.
Hank J. Holland, Amaero’s Chairman and CEO, commented, “Though there is noise and volatility resulting from the United States’ federal FY2025 budget and the Trump Administration’s tariff and trade policy, the priority policy initiatives are explicitly aimed at re-shoring and scaling sovereign defense, manufacturing and supply chain capabilities, re-setting global trade imbalances and forcing government fiscal discipline. Amaero’s mission and corporate strategy has been based on “demand pull” and explicitly addresses critical gaps in the U.S. domestic supply chain, including production of refractory and titanium alloy spherical powder for additive manufacturing and PM-HIP manufacturing of near-net-shape parts. The team is focused on where we need to be one year and three years from now. As multinational companies seek to re-locate manufacturing and integrated supply chains to the U.S., we are two years ahead having begun re-locating Amaero to the manufacturing heartland of the United States in July 2023.”
The Company has a robust and growing pipeline of long-term agreements and commercial contracts. The Company expects revenue growth to accelerate in the current quarter and a continuation of accelerated revenue growth into FY2026.
About Amaero
Amaero Ltd (ASX:3DA) (OTCQB:AMROF) is an ASX-listed company with manufacturing and corporate headquarters located in Tennessee, U.S. Amaero is a leading U.S. domestic producer of high-value refractory and titanium alloy powders for additive and advanced manufacturing of components utilised by the defense, space, and aviation industries. The technical and manufacturing team brings decades of experience and know-how with pioneering work in gas atomization of refractory and titanium alloys. The Company has commissioned advanced gas atomization technology with an industry leading yield of AM powder. The Company is also a leader in PM-HIP (Powder Metallurgy Hot Isostatic Pressing) manufacturing of large, near-net-shape powder parts with forged-equivalent material properties and microstructure for a variety of alloys. PM-HIP manufacturing is helping alleviate the strained domestic supply chain for large scale castings and forgings.
This announcement has been authorised for release by the Board of Directors.
For further information, please contact:
Amaero Ltd
Hank J. Holland Chairman and CEO
hank.holland@amaeroinc.com
Media & Investor Enquiries in Australia
Jane Morgan
Director
jm@janemorganmanagement.com.au
Media & Investor Enquiries in United States
Shannon Devine
MZ Group
amaero@mzgroup.us
FAQ
When will Amaero (AMROF) become EBITDA positive?
How much capital investment does Amaero plan through FY2026?
What is the projected demand for Amaero's C103 powder?
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What factors are causing delays in Amaero's revenue growth?
