DroneShield Ltd, the Australian manufacturer of anti-drone technology, reported a record A$125.8 million in revenue for the first half of 2026, a 74% increase from A$72.3 million in the same period of 2025.
Recurring revenue surged 229% to A$11.5 million, supported by a growing installed base of 4,100 software-enabled devices globally. However, the company’s underlying EBITDA loss deepened to A$12.4 million, compared with a profit of A$8.0 million a year earlier. The statutory after-tax loss widened to A$32.2 million from a A$2.1 million profit in the prior-year period, driven by A$15 million in one-off items including share-based payments, business disruption costs, and system implementation expenses.
The company did not declare any dividends for the period. DroneShield completed a move to a new 3,000-square-meter production facility in early 2026 and produced its first hardware manufactured in Europe in June.
Non-military government and commercial customers contributed 15% of first-half revenue. The company highlighted deployments during the FIFA World Cup 2026 in Kansas City, where airspace security operations recorded 184 drone detections and led to the seizure of 48 unauthorized drones.
For the full year 2026, DroneShield reaffirmed revenue guidance of A$250 million to A$270 million, representing 15% to 25% growth over 2025. Committed revenue stood at A$240 million as of August 21, up from A$176 million a year prior, covering 89% to 96% of the projected range.
