Highlights

  • Acusensus (ASX:ACE) shares were trading at AUD 1.18, down 3.66% during the afternoon session on 25 August 2026.
  • FY26 Revenue increased 45% to $86.2 million, supported by new contracts and expanded customer programs.
  • Adjusted EBITDA increased 49% to $8.5 million, while international revenue reached $22.9 million.
  • The company secured approximately $118 million of new contract value during FY26.
  • FY27 revenue is expected to be between $100 million and $106 million, supported by $97 million of contracted revenue.

Acusensus Limited (ASX:ACE) has reported its FY26 results, highlighting record revenue growth, improved profitability, expanding international operations and continued development of its traffic enforcement technology platform.

Acusensus shares were trading at AUD 1.18, down 3.66% during the afternoon session on 25 August 2026, while the shares remained up 30.22% over the past year.

The company recorded revenue growth of $27 million during FY26, driven by new contracts, expanded customer programs and increasing contributions from international markets.

FY26 Performance

Acusensus reported revenue of $86.2 million for FY26, representing an increase of 45% compared with the prior comparable period.

Gross profit increased 36% to $36.2 million, with a gross Margin of 42.0%.

Adjusted EBITDA increased 49% to $8.5 million, supported by higher revenue, Operating Leverage and continued Business expansion.

The company reported an adjusted EBITDA margin of 9.9%, compared with 9.6% in FY25.

Acusensus recorded a statutory net loss after tax of $24.3 million, primarily due to higher one-off costs associated with litigation matters.

Contract Growth

During FY26, Acusensus secured approximately $118 million of new contract value, increasing total contract value to $494 million.

The company ended FY26 with approximately $220 million of contracted revenue remaining to be delivered.

Contract wins, expansions and extensions included programs across Australia and international markets.

Key developments included a Connecticut automated work zone speed program, Kentucky real-time work zone speed program, Western Australia multi-function fixed site program, contract expansions in Western Australia and Queensland, and upgrades to enforcement programs in New South Wales and the Australian Capital Territory.

The company reported no long-term customer losses during the year, with several contracts expanded.

Australian Operations

Acusensus’ Australian enforcement business continued to deliver growth during FY26.

Revenue increased 14% to $62.8 million, while adjusted EBITDA increased 9% to $21.6 million.

The company supplies enforcement services across Australian states and territories, covering speed detection, distracted driving, seatbelt enforcement and multi-function enforcement services.

During FY26, 75% of Australian contracts expanded in scope.

Key expansions included:

  • An $8.7 million five-year Western Australia multi-function fixed site enforcement camera contract, later expanded to $19.9 million.
  • A Western Australia trailer contract expansion with an estimated incremental value of $13 million.
  • A Queensland speed trailer contract variation valued at $16.6 million.
  • Activation of seatbelt enforcement within the ACT mobile phone detection contract.
  • Bi-directional enforcement capability added to the NSW mobile phone and seatbelt program.

International Expansion

International operations became a larger contributor during FY26, generating revenue of $22.9 million, representing 27% of group revenue.

International revenue increased 443% compared with FY25, while adjusted EBITDA improved to $3.0 million from a loss of $1.6 million.

Growth was supported by programs in New Zealand and the United States.

In New Zealand, the company continued deployment of a NZ$92 million five-year mobile speed contract awarded in December 2024, with operations expanded across sixteen regions.

In the United States, Acusensus secured a five-year automated work zone speed control contract with Connecticut, with an expected total contract value of US$22.6 million.

The company also signed a two-year Kentucky Transportation Cabinet contract with three one-year Options for statewide real-time speed enforcement at work zones.

Technology Development

Acusensus continued investing in new technology solutions during FY26.

The company launched Forsite, a connected safety solution designed to identify approaching vehicle risks and provide warnings to workers in active work zones.

Forsite generated revenue of $0.4 million in FY26, with seven customers deployed across all Australian states.

The company has developed a Recurring Revenue model combining hardware and software services and is expanding discussions in the UK and Europe.

Acusensus also released new enforcement solutions, including intersection enforcement technology and upgraded trailer platforms capable of detecting phone and seatbelt offences in both directions of travel.

Balance Sheet

Acusensus ended FY26 with a cash position of $26.2 million, including term deposits.

The company maintained an undrawn $5.0 million revolving Credit Facility with Citibank, which includes an accordion feature allowing potential expansion subject to conditions.

During the year, Investment continued in trailers, cameras and other equipment to support existing and future contracts.

FY27 Outlook

Acusensus enters FY27 with $97 million of contracted revenue, assuming the exercise of the second six-month option for the NSW Mobile Speed Camera contract and expected ramp-up of contracted programs.

The company expects FY27 revenue to be between $100 million and $106 million, representing growth of approximately 16% to 23%.

Growth is expected to be supported by continued expansion in Australia and the United States, further development of Forsite, investment in sales capability and ongoing research and development.

Acusensus also expects improving profitability through revenue growth and continued operating leverage.

What Investors May Be Watching

Investors may continue to monitor Acusensus’ international expansion, contract wins, deployment of new technology solutions and progress towards FY27 revenue targets.

The company’s focus remains on expanding its traffic enforcement platform, increasing recurring revenue opportunities and developing additional road safety applications.