DroneShield reports $261M committed revenue

• DroneShield reached $261 million in committed revenue for FY26 as of Oct. 12, tracking near the middle of its full-year target range.
• Following the report, DroneShield shares dropped 3.4% to trade at $1.48.
• The company is utilising its growing order pipeline to build baseline stability and expand international scale heading into FY27.

DroneShield (ASX:DRO) reported $261 million in committed revenue of FY26 as of Oct. 12, aligning with the midpoint of its full-year guidance range of $250-$270 million.

The current committed revenue represents an approximate 35% increase compared to the figure reported in October 2025.

“This is an encouraging update as we approach the end of the year,” said DroneShield CEO Angus Bean.

The company logged an additional $29 million in committed revenue, along with $17 million secured for FY28 and beyond.

Management indicated that the secured orders establish visibility into future operations as the business prepares for scale.

Following the announcement, the DroneShield share price was down at $1.48.

The business previously established its FY26 guidance range of $250–$270 million during a market update in July.

The counter-drone technology provider continues to track baseline revenue from long-term defence and security contracts.