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Mobilicom Limited furnished an update describing how it aligns its strategy with newly announced U.S. tariffs on foreign-made unmanned aerial systems and components. A presidential proclamation on August 13, 2026 imposes tariffs of up to 100% on certain foreign drones and critical components, while offering incentives for U.S. manufacturing and delayed tariff effective dates for qualifying products on the FCC Trusted Drone Approval list. Mobilicom highlights its ongoing U.S. onshore production buildout, FCC Trusted Drone status, and U.S. defense compliance work, stating that its multi-year investments are intended to position it to address growing U.S. demand in both defense and commercial drone markets.
Mobilicom Limited reported first-half 2026 revenue of $1.73 million, up 19% from $1.45 million, driven mainly by monthly deliveries to a Tier‑1 customer under a U.S. Department of Defense program of record. Confirmed orders backlog was $951,894 as of June 30, 2026, supporting second‑half visibility.
Gross profit rose to $889,869, but gross margin slipped to 52% from 55% as cost of goods sold increased to support scaled production. Operating expenses more than tripled to $10.62 million, largely from higher sales, R&D and G&A spending and substantial share‑based compensation, as well as foreign exchange losses of $1.29 million.
Net loss widened sharply to $6.69 million versus $68,746, and Adjusted EBITDA loss increased to $2.91 million. Despite this, cash, cash equivalents and restricted cash totaled $15.2 million at June 30, 2026, with management estimating sufficient resources for at least 12 months. The company remains debt‑free aside from a declining warrant‑related financial liability and continues investing in new products, U.S. manufacturing build‑out and global defense and commercial drone programs.
Mobilicom Limited reports a design win and initial order from a Tier-1 Israel-based defense company, a global loitering munitions provider, for a next-generation, short-to-mid-range, soldier-portable loitering munition platform. The order includes its newly launched SkyHopper MultiBand and SkyHopper Tactical secure software-defined radio solutions with ICE electronic warfare resistance software.
The company explains that this repeat selection expands its technology footprint with the Tier-1 customer and broadens deployment of its hardware and software to a new platform intended to meet evolving defense needs. Mobilicom states that the design win creates an opportunity to support the platform as the customer advances the platform toward potential future mass production and global deployment.
Mobilicom Limited announced a new design win with an Israeli defense technology company developing AI-enabled autonomous weapon systems for drones and unmanned ground vehicles. The customer selected Mobilicom’s OS3 cybersecurity and ICE electronic warfare resistance software, SkyHopper secure datalinks, and 10-inch Mobile Ground Control Stations and has already received an initial order.
The company states that bundling these products as an integrated solution supports its strategy of supplying multiple mission-critical technologies for each platform, expanding its presence in AI-enabled autonomous defense systems and aiming to improve security and communications resilience for autonomous platforms operating in hostile environments.
Mobilicom Limited, a provider of cybersecure solutions for drones and robotics, plans to participate in the U.S. National Guard’s Northern Strike 26-2 joint readiness exercise. Together with Reverent Networks, it intends to conduct joint demonstrations at Camp Grayling and the Alpena Combat Readiness Training Center from August 5–7, 2026.
The companies plan to showcase a next-generation tactical edge architecture that combines resilient communications, secure autonomy and tactical networking to maintain secure, mesh-based connectivity among operators and multiple autonomous platforms in contested environments. Mobilicom highlights that Northern Strike, which involves more than 9,000 military personnel from 36 states and territories and five international participants, provides a valuable environment for validating emerging technologies and can help support their transition into operational programs of record. Mobilicom’s portfolio spans secured communications systems, AI-driven cybersecurity software, and mission-critical hardware and software used by over 50 customers worldwide.
Mobilicom Ltd investor Jorey Chernett reports beneficial ownership of 813,159 Ordinary Shares, representing 6.4% of the company’s Ordinary Shares, no par value per share. The percentage is calculated against 12,633,371 shares outstanding as of March 22, 2026.
Chernett, a US citizen, holds sole voting and dispositive power over all 813,159 shares, with no shared voting or dispositive authority.
Wexford Capital LP, Wexford GP LLC, Charles E. Davidson and Joseph M. Jacobs report beneficial ownership of 894,436 Ordinary Shares of LIMITED, representing 7.08% of the class. This Amendment No. 1 reflects that these Reporting Persons may be deemed to share voting and dispositive power over the shares held by certain Wexford Funds.
The ownership percentage is based on 12,633,371 Ordinary Shares outstanding as of March 22, 2026, as reported in the issuer’s Form 20-F. The Wexford Funds have the right to receive dividends and sale proceeds from the reported shares, while the Reporting Persons disclaim beneficial ownership except for Davidson’s and Jacobs’ respective pecuniary interests.
Mobilicom Limited reported first quarter 2026 results and highlighted growing traction with Tier-1 defense customers. The company secured $2.2 million in new orders tied to the OPF-L U.S. Department of War Program of Record and won two new Tier-1 drone platform design wins, supporting global growth across the U.S., APAC and Middle East.
Mobilicom was granted FCC “Trusted Drone” status for its UAS critical components, covering its entire hardware, software and cybersecurity portfolio. Management emphasized a debt-free balance sheet and $17.7 million in cash, stating this positions the company to pursue increasing production-scale demand and work toward positive cash flow through 2026.
Mobilicom Limited reported that it has secured new design wins with two leading U.S. Tier-1 defense drone manufacturers. These wins cover small Intelligence, Surveillance and Reconnaissance (ISR) drone platforms that will incorporate Mobilicom’s cybersecure SkyHopper datalink solutions and its ICE electronic warfare resistance and cybersecurity suite.
The company explains that these design wins expand its reach within U.S. defense drone platforms and support its 2026 objective of growing Tier-1 platform opportunities. Mobilicom highlights that demand is building on its prior Blue UAS Framework selection, FCC Trusted Drone designation, NDAA-vetted compliance and trusted cybersecure communications technologies.
Bard Associates, Inc. filed an amendment on reporting 426,557 shares of Mobilicom Ltd Common Stock, representing 3.5% of the class. The filing states Bard Associates holds shared dispositive power over these shares and reports no sole voting or dispositive power.
This amendment updates beneficial ownership information for Mobilicom Ltd and affirms the holder remains below the 5% threshold requiring different reporting treatment.