STOCK TITAN

Virtuix Provides Business Update Highlighting 3X Omni One Order Growth and Expanding Defense and Enterprise Opportunities

Virtuix highlights surging Omni One orders, new U.S. defense program revenue, enterprise wins and a potential defense acquisition under negotiation.

(Positive)
Tags

Virtuix (VTIX)/b) reports approximately 3X quarter-to-date Omni One order growth versus the same period last year following its June launch for Meta Quest, and outlines advances in defense, enterprise and acquisition initiatives.Omni One orders had already risen 72% year-over-year in the first fiscal quarter, and the company believes Meta Quest integration broadens its consumer addressable market. Virtuix recorded its first contract revenue from a U.S. Air Force AFWERX SBIR Phase I award for its Virtual Terrain Walk platform and plans to seek a Phase II award, which can provide up to about $2 million in additional funding. The company is also progressing C-UAS and Infantry Fireteam training systems across U.S. military branches. In enterprise, Omni One Enterprise received repeat orders from Tesla for its Optimus robot program and new orders from Figure AI, NASA, KBR, Sirica Therapeutics and research institutions. Virtuix is in advanced talks on a potential defense acquisition with annual revenue near the upper end of a $10–$50 million target range, though completion is not assured.

Loading...
Loading translation...

Positive

  • Omni One orders up approximately 3X quarter-to-date versus the same period last year
  • Omni One orders increased 72% year-over-year in the first fiscal quarter
  • Received first U.S. Air Force AFWERX SBIR Phase I contract revenue for Virtual Terrain Walk
  • Potential AFWERX SBIR Phase II awards can provide up to ~$2 million in additional funding
  • In advanced talks on a defense acquisition target with annual revenue near the top of a $10–$50 million range
  • Omni One Enterprise orders this quarter from Tesla, Figure AI, NASA, KBR and Sirica Therapeutics

Negative

  • None.

News Explained

Virtuix adds that Omni One orders are up approximately 3X quarter-to-date versus the same period last year after the June Meta Quest launch, providing a newer demand measure than the previously reported first-quarter increase.

Market Context

VTIX was down 4.19% before publication, while the update reported 3X quarter-to-date Omni One order ...
Analysis

VTIX was down 4.19% before publication, while the update reported 3X quarter-to-date Omni One order growth; the market figure is pre-headline and does not represent a reaction to this announcement.

Key Figures

Omni One order growth: 3X Prior quarterly order growth: 72% Potential Phase II funding: Up to approximately $2 million +2 more
Omni One order growth
3X
Quarter-to-date versus the same period last year
Prior quarterly order growth
72%
Year-over-year during the first fiscal quarter
Potential Phase II funding
Up to approximately $2 million
Potential additional funding following an Air Force SBIR Phase I award
Infantry Fireteam Trainer capacity
Four-person
U.S. Marine Corps trainer under development
Acquisition target revenue range
$10 million to $50 million
Previously announced target range; current target is near the upper end

Historical Context

2 past events · Latest: Aug 26
2 events
  1. Aug 26

    earnings update

    24h Move
    +12.4%

    Reported Q1 order growth and defense acquisition targets alongside improved gross margin.

  2. Sep 08

    Navy enterprise sale

    24h Move
    +0.8%

    Reported first two-unit Omni One Enterprise sale to the U.S. Navy Liberty Program.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

sbir, counter-unmanned aircraft system
2 terms
sbir regulatory
"AFWERX Small Business Innovation Research (“SBIR”) Phase I award"
SBIR stands for Small Business Innovation Research, a government program that gives grants or contracts to small companies to develop and test new technologies. Think of it as a government-funded pilot customer that pays a startup to prove its idea works, which lowers development cost and risk. For investors, SBIR awards signal third-party validation, provide non-dilutive funding, and can open pathways to larger government contracts or commercial markets.
counter-unmanned aircraft system technical
"its Counter-Unmanned Aircraft System (C-UAS) Personnel Trainer"
A counter-unmanned aircraft system is a set of tools and technologies used to detect, track and stop small drones that could threaten safety, privacy or operations. For investors it matters because rising drone use and tighter safety rules create steady demand for makers of sensors, jammers, software and mitigation services—like hiring guards and locks for a property—offering potential revenue growth alongside regulatory and technology risks.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google

Omni One Orders Increase Threefold Following Meta Launch

Company Advances Defense Programs, Enterprise Sales and Acquisition Strategy

AUSTIN, Texas, Sept. 14, 2026 (GLOBE NEWSWIRE) -- Virtuix Holdings Inc. (NASDAQ: VTIX), a leading developer of AI-driven, full-body simulation systems, today provided an update on the strength of its business and progress across its consumer, defense, and enterprise markets, as well as its acquisition strategy.

The number of Omni One orders is up approximately 3X quarter-to-date compared to the same period last year, following the June launch of Omni One for Quest in collaboration with Meta. The acceleration builds on the momentum reported in Virtuix’s first fiscal quarter, when Omni One orders increased 72% year-over-year. The Company believes its integration with the Meta Quest ecosystem significantly expands Omni One’s addressable market and provides a strong foundation for continued consumer growth.

“We continue to see strong momentum across our core markets, with several key catalysts on the horizon,” said Jan Goetgeluk, Founder, Chairman and CEO of Virtuix. “Consumer demand has accelerated significantly following our Meta launch, our defense programs are progressing toward larger opportunities, and Omni One Enterprise is gaining traction across robotics, healthcare, and research. At the same time, we are advancing a potential strategic acquisition that we believe could meaningfully accelerate our revenues and expansion in the defense market.”

Defense Programs Progress Toward Larger Contract Opportunities

Virtuix continues to advance multiple programs with the U.S. Department of Defense. During the current quarter, the Company received its first contract revenue from the U.S. Air Force under its AFWERX Small Business Innovation Research (“SBIR”) Phase I award for Virtuix’s Virtual Terrain Walk (“VTW”) platform. Virtuix expects to complete Phase I this month and intends to submit a proposal for Phase II with support from several U.S. Air Force squadrons and departments. Phase II awards can provide up to approximately $2 million in additional funding and would enable the Company to further deploy its VTW technology for military mission-planning applications.

Virtuix is also showcasing its Counter-Unmanned Aircraft System (C-UAS) Personnel Trainer this week at the Maneuver Warfighter Conference, where U.S. Army and Joint leaders gather to examine current and future requirements of the maneuver force. Developed in collaboration with LeadTech and integrating Omni One, the system enables warfighters to physically maneuver through realistic virtual environments while training to detect and defeat hostile drones.

In addition, Virtuix is advancing its four-person Infantry Fireteam Trainer for the U.S. Marine Corps, with installation at Quantico, Virginia expected later this year. These initiatives form part of Virtuix’s strategy to progress from initial development programs and system deployments toward larger, multi-unit defense contracts.

Virtuix’s defense footprint now includes programs, sales, and collaborations across all four major branches of the U.S. military. Recent milestones include the Air Force SBIR award; appointment as lead systems integrator for the Marine Corps Infantry Fireteam Trainer; entry into counter-drone training; deployments with the U.S. Navy, U.S. Air Force Academy, U.S. Military Academy at West Point, Air National Guard, and Yokota Air Base in Japan; and a cooperative research and development agreement with the U.S. Navy.

Acquisition Strategy Could Accelerate Defense Expansion

Virtuix continues to actively pursue strategic acquisitions in the defense sector and is in advanced negotiations regarding a potential transaction with a target whose annual revenues are near the upper end of the Company’s previously announced target range of $10 million to $50 million, at a valuation and financing structure that, if completed, the Company believes could create significant value for Virtuix shareholders.

Beyond the potential addition of substantial revenue, Virtuix believes a strategic defense acquisition could provide significant benefits through established contract vehicles, past performance, customer relationships, and sales channels across the U.S. Department of Defense. These capabilities could help accelerate Virtuix’s ability to pursue larger contracts for its existing defense technologies, including Virtual Terrain Walk and counter-UAS applications.

The potential transaction remains subject to negotiation, due diligence, definitive agreements, financing, and customary closing conditions, and there can be no assurance that a transaction will be completed.

Enterprise Demand Grows with Follow-On Robotics Sales

Virtuix is also experiencing growing demand for Omni One Enterprise, its commercial platform for industrial training, healthcare, research, AI, robotics and other professional applications. During this quarter, Tesla, Inc. placed repeat Omni One Enterprise orders for use in its Optimus humanoid robot program. Figure AI, another company developing humanoid robots, also purchased Omni One Enterprise, further validating Omni One’s potential role in the rapidly developing embodied-AI and humanoid-robotics markets.

Omni One Enterprise has also been gaining traction in the fields of industrial training, healthcare, and research, with multiple systems sold this quarter to NASA, KBR, Sirica Therapeutics, and various research institutions. Virtuix believes these emerging applications represent an additional, high-margin growth market for its technology beyond its established consumer gaming and defense businesses.

The Company believes the combination of accelerating consumer demand, progression toward larger defense contracts, expanding enterprise adoption, and a potential strategic acquisition positions Virtuix to pursue multiple growth opportunities over the coming quarters.

About Virtuix

Virtuix Holdings Inc. (NASDAQ: VTIX) is a developer of AI-driven, full-body immersive simulation systems and the creator of the “Omni” omni-directional treadmill. Virtuix’s technology lets users physically move through virtual and AI-generated environments. The Company’s products are deployed across consumer entertainment, defense training and simulation, robotics, healthcare, research, and enterprise applications involving organizations including NASA, Tesla, KBR, and Sirica Therapeutics. The Company’s growing federal and defense footprint includes programs, deployments, and research initiatives involving the U.S. Army, Marine Corps, Navy, and Air Force.

Virtuix continues to expand the Omni brand from immersive entertainment into a broader, full-body simulation technology platform serving multiple commercial and government markets. For more information, visit virtuix.com or the Company’s new Investor Relations website at invest.virtuix.com.

Cautionary Note Regarding Forward-Looking Statements

This press release contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements include, but are not limited to, statements concerning plans, objectives, goals, strategies, future events or performance, and underlying assumptions and other statements that are other than statements of historical facts. When the Company uses words such as “may,” “will,” “intend,” “should,” “believe,” “expect,” “anticipate,” “project,” “estimate,” “could,” “would,” “potential” or similar expressions that do not relate solely to historical matters, it is making forward-looking statements. Forward-looking statements in this press release include, without limitation, statements regarding: the Company’s expectations for continued consumer growth following the Meta integration; the timing, completion, funding, or scope of defense programs, including the AFWERX SBIR Phase II proposal and the Infantry Fireteam Trainer installation; the Company’s ability to progress from initial development programs toward larger defense contracts; the Company’s sales and expansion plans; plans to pursue and complete strategic acquisitions, including the potential transaction currently under negotiation; potential impacts of any acquisition on future revenues, operations, or shareholder value; the Company’s competitive position in the defense training market; and the potential for enterprise applications to represent an additional growth market. Forward-looking statements are not guarantees of future performance and involve risks and uncertainties that may cause the actual results to differ materially from the Company’s expectations discussed in the forward-looking statements. These statements are subject to uncertainties and risks including, but not limited to: the Company’s ability to identify, negotiate, and complete acquisitions on favorable terms or at all; the ability to successfully integrate any acquired business and realize anticipated synergies or benefits; risks related to government contracting, including contract cancellations, modifications, delays, or funding changes; uncertainties regarding continued consumer demand and market acceptance of the Company’s products; competition in the VR, gaming, defense, and enterprise markets; dependence on third-party relationships, including the Meta partnership; the uncertainties related to general market conditions; and other factors discussed in the “Risk Factors” section of the Company’s registration statement and other filings with the SEC. For these reasons, among others, investors are cautioned not to place undue reliance upon any forward-looking statements in this press release. Additional factors are discussed in the Company’s filings with the SEC, which are available for review at www.sec.gov. The Company undertakes no obligation to publicly revise these forward-looking statements to reflect events or circumstances that arise after the date hereof.

Visit Us on Social Media:
LinkedIn
Instagram
Facebook
YouTube
TikTok
X

Company Contact
Lauren Premo
Virtuix Inc.
press@virtuix.com

Investor Relations Contact
Chris Tyson
MZ Group
Direct: 949-491-8235
VTIX@mzgroup.us


FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How is Virtuix expanding its presence in U.S. defense markets beyond the Air Force SBIR program?

Virtuix’s defense footprint now spans programs, sales and collaborations across the U.S. Army, Marine Corps, Navy and Air Force. Current initiatives include showcasing its Counter-Unmanned Aircraft System Personnel Trainer at the Maneuver Warfighter Conference, advancing a four-person Infantry Fireteam Trainer for the U.S. Marine Corps with installation at Quantico expected later this year, deployments with the U.S. Navy, U.S. Air Force Academy, U.S. Military Academy at West Point, Air National Guard and Yokota Air Base in Japan, and a cooperative research and development agreement with the U.S. Navy.

What potential benefits does Virtuix see from a strategic defense acquisition?

The company believes a strategic defense acquisition could add substantial revenue and provide established contract vehicles, past performance, customer relationships and sales channels across the U.S. Department of Defense. In the company’s view, these capabilities could help it pursue larger contracts for its existing defense technologies, including Virtual Terrain Walk and counter-UAS applications. The potential deal remains subject to negotiation, due diligence, definitive agreements, financing and customary closing conditions, and may not be completed.

In which enterprise and robotics applications is Omni One Enterprise being adopted?

Omni One Enterprise is being used for industrial training, healthcare, research, AI, robotics and other professional applications. During the current quarter, Tesla placed repeat orders for use in its Optimus humanoid robot program, and Figure AI purchased Omni One Enterprise for humanoid robot development. Additional systems were sold to NASA, KBR, Sirica Therapeutics and various research institutions, and the company believes these emerging uses represent a high-margin growth market beyond consumer gaming and defense.

Keep reading