Image source: © 2025 Krish Capital Pty. Ltd.

Highlights

  • DroneShield secures two standalone U.S. Department of Defense contracts worth AUD 7.9 million for handheld counter-drone systems.

  • The company has now surpassed 4,000 systems sold worldwide, spanning handheld, vehicle-mounted, and fixed-site solutions.

  • Record 1H2025 revenue of AUD 72.3 million and 3Q2025 revenue to date already exceeding AUD 77 million.

DroneShield Limited (ASX:DRO) announced it has secured two standalone contracts with the U.S. Department of Defense, totalling AUD 7.9 million, for the supply of handheld counter-drone systems. The entire order is expected to be delivered in the fourth quarter of 2025, with payment also anticipated during the same period.

The contracts, which require no additional material conditions, add to DroneShield’s history of repeat orders from the U.S. Department of Defense. The company expects to fulfill the order within 30 days from existing stock, ensuring rapid deployment to meet urgent operational requirements.

Milestone: Over 4,000 Systems Sold Globally

The new orders bring DroneShield’s cumulative global deployments to more than 4,000 systems. Its portfolio includes dismounted, vehicle-mounted, and fixed-site solutions, all powered by proprietary AI-driven software. The systems are designed to detect, track, identify, and neutralise hostile drones across both defense and civilian applications.

The company’s handheld RfPatrol device has been a standout product, with more than 2,200 units delivered globally. Manufactured in Australia through a robust local supply chain, the RfPatrol has been deployed in several significant programs, including:

  • A record AUD 61.6 million European contract secured in mid-2025.

  • A AUD 5 million order for the Australian Government’s Land 156 program.

  • A AUD 10.4 million counter-drone contract delivered to Ukraine in 2023.

The RfPatrol is a lightweight, non-emitting device designed for real-time drone detection, providing users with immediate situational awareness without specialist training. Customers enrolled in DroneShield’s SaaS program receive quarterly AI-driven firmware updates.

Revenue Momentum Continues

DroneShield’s latest achievements come against the backdrop of record-breaking financial performance. The company reported AUD 72.3 million in revenue for the first half of 2025, representing a 210% increase compared with the prior year. Profit Before Tax stood at AUD 5.2 million for the same period.

In the current quarter (Q3 2025), DroneShield has already recorded AUD 77 million in recognised revenue, surpassing the combined total of its two previous record quarters. Finalised quarterly revenue and cash receipts will be reported in October.

Manufacturing and Expansion Plans

Around 85% of components for the RfPatrol are sourced from Australian suppliers across New South Wales, Victoria, Queensland, South Australia, and Western Australia, underpinning a resilient and scalable manufacturing base.

Looking ahead, DroneShield plans to introduce U.S. and European-made versions of its RfPatrol device from 2026. The company anticipates that regional manufacturing will support further sales growth across those key markets.

About DroneShield Limited

DroneShield is a provider of Artificial Intelligence-powered platforms for protection against advanced threats, including drones and autonomous systems. The company serves military, intelligence, government, law enforcement, critical infrastructure, and airport customers with bespoke and off-the-shelf counter-drone and electronic warfare solutions.

DRO shares were trading 3.18% higher at AUD 3.24 per share at the time of writing on 17 September 2025.