Vuzix Highlights Defense and Security OEM Waveguide Capabilities at SHOT Show 2026 in Las Vegas
Rhea-AI Summary
Vuzix (NASDAQ: VUZI) highlighted its defense and security OEM waveguide capabilities at the SHOT Show 2026 in Las Vegas, promoting its role as an optics OEM for defense integrators and U.S. Department of Defense programs.
Building on a CES 2026 demonstration of a fully functional military helmet with Collins Aerospace, Vuzix emphasized optical clarity, ruggedness, mission-ready performance, U.S.-based waveguide manufacturing, and a deep IP portfolio. The company also launched a dedicated Defense section on its website to consolidate OEM offerings, military use cases, and integration/manufacturability information. Interested parties can request SHOT Show meetings via the Defense page inquiry form or contact Adam Bull directly.
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Key Figures
Market Reality Check
Peers on Argus
VUZI fell 4.53% while key peers showed mixed moves: WTO (-1.78%), UEIC (-1%), GPRO (-1.44%) alongside KOSS (+0.45%) and ZEPP (+3.04%). No peers appeared in the momentum scanner, suggesting this defense- and AR-focused update was more stock-specific than sector-driven.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 08 | Product award recognition | Positive | +5.6% | Ultralite Pro Enterprise Platform named a CES 2026 Innovation Awards Honoree. |
| Jan 07 | Joint AR design launch | Positive | -8.0% | Himax partnership unveiling optical component reference design for AR glasses at CES. |
| Jan 06 | AR reference design | Positive | -1.7% | Avegant collaboration on lightweight binocular AR reference design for OEM partners. |
| Jan 05 | CES product showcase | Positive | -7.3% | Showcasing AI-powered smart glasses and waveguide solutions with ecosystem partners at CES. |
| Dec 19 | Defense collaboration | Positive | -2.5% | Expansion of Collins Aerospace collaboration enabling defense AR production and deliveries. |
Recent news has been consistently positive (awards, collaborations, CES showcases), yet price reactions often skew negative, indicating a pattern of selling or muted follow-through on favorable announcements.
Over the past months, Vuzix has emphasized product innovation and ecosystem partnerships. In Dec 2025, it extended a multi‑year collaboration with Collins Aerospace for waveguide-based AR systems tied to U.S. defense programs. In Jan 2026, multiple CES 2026 announcements highlighted new AR reference designs, partner demos, and the Ultralite Pro Enterprise Platform, which received a CES 2026 Innovation Awards honor. Despite these milestones, several announcements were followed by negative price reactions, framing today’s defense‑focused SHOT Show outreach within a pattern of challenging post-news performance.
Regulatory & Risk Context
An effective S-3 shelf dated Oct 8, 2025 allows a selling stockholder to offer registered shares for resale using multiple sale methods. The shelf references 80,325,113 common shares outstanding as of that date and has seen at least one related prospectus supplement filing (424B3 on Dec 12, 2025) tied to Series B preferred conversion shares.
Market Pulse Summary
This announcement underscores Vuzix’ efforts to deepen its role as a defense-focused optics OEM, leveraging SHOT Show 2026 meetings and a new Defense website section to target integrators and U.S. Department of Defense programs. Recent filings showed Q3 2025 sales of $1.16 million and a net loss of $7.35 million, alongside equity raises and Series B preferred financing. Observers may watch for concrete defense purchase commitments and progress in narrowing operating losses as key follow‑up indicators.
Key Terms
waveguides technical
augmented reality technical
AI-generated analysis. Not financial advice.
Building on the momentum and interest at CES 2026, where Vuzix demonstrated a fully functional military helmet in collaboration with Collins Aerospace highlighting the optical clarity, ruggedness, and mission-ready performance required for defense-focused waveguides - Vuzix this week will engage with further select members of the defense and security community at the 2026 SHOT Show in
Complementing these in-person engagements, Vuzix recently launched a dedicated Defense section on its website, consolidating its OEM waveguide offerings, key military use cases, and solutions tailored to defense requirements. This resource provides decision makers with clear insight into how Vuzix' patented waveguide technologies and custom design capabilities address the unique challenges of wearable and head-worn military systems.
"Our continued engagements with leading defense contractors reflect the evolution of Vuzix' defense strategy," said Paul Travers, President and Chief Executive Officer of Vuzix. "By leveraging our advanced see-through display technologies,
Interested parties may request a meeting at SHOT Show via the Defense page inquiry form or by contacting Adam Bull directly using the information below.
About Vuzix Corporation
Vuzix is a leading designer, manufacturer and marketer of AI-powered Smart Glasses, Waveguides and Augmented Reality (AR) technologies, components and products for the enterprise, medical, defense and consumer markets. The Company's products include head-mounted smart personal display and wearable computing devices that offer users a portable high-quality viewing experience, provide solutions for mobility, wearable displays and augmented reality, as well OEM waveguide optical components and display engines. Vuzix holds more than 475 patents and patents pending and numerous IP licenses in the fields of optics, head-mounted displays, and the augmented reality wearables field. The Company has won over 20 Consumer Electronics Show (or CES) awards for innovation and several wireless technology innovation awards among others. Founded in 1997, Vuzix is a public company (NASDAQ: VUZI) with offices in:
Forward-Looking Statements Disclaimer
Certain statements contained in this news release are "forward-looking statements" within the meaning of the Securities Litigation Reform Act of 1995 and applicable Canadian securities laws. Forward-looking statements contained in this release relate to Vuzix' procurement and development partnership with Collins Aerospace, new defense customers, possibility of future orders, and timing thereof to move into volume procurement programs, the overall success of these and other security and defense programs and among other things the Company's leadership in the AI Smart Glasses and AR display industry. They are generally identified by words such as "believes," "may," "expects," "anticipates," "should" and similar expressions. Readers should not place undue reliance on such forward-looking statements, which are based upon the Company's beliefs and assumptions as of the date of this release. The Company's actual results could differ materially due to risk factors and other items described in more detail in the "Risk Factors" section of the Company's Annual Reports and MD&A filed with the United States Securities and Exchange Commission and applicable Canadian securities regulators (copies of which may be obtained at www.sedar.com or www.sec.gov). Subsequent events and developments may cause these forward-looking statements to change. The Company specifically disclaims any obligation or intention to update or revise these forward-looking statements as a result of changed events or circumstances that occur after the date of this release, except as required by applicable law.
Vuzix Military and Defense OEM Contact:
Adam Bull
Vuzix Corporation
adam_bull@vuzix.com
Tel: (585) 359-5960
Vuzix Media and Investor Relations Contact:
Ed McGregor, Director of Investor Relations,
Vuzix Corporation
ed_mcgregor@vuzix.com
Tel: (585) 359-5985
Vuzix Corporation, 25 Hendrix Road,
Investor Information – IR@vuzix.com www.vuzix.com
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SOURCE Vuzix Corporation
FAQ
What did Vuzix (VUZI) showcase at SHOT Show 2026 related to defense waveguides?
How does the CES 2026 military helmet demo with Collins Aerospace relate to Vuzix's SHOT Show presence?
What new online resources did Vuzix launch for defense customers in January 2026?
Does Vuzix (VUZI) claim U.S.-based manufacturing for its waveguides?
How can defense integrators request a meeting with Vuzix at SHOT Show 2026?
