News

Market Alert : Macro And Geopolitical Risks Resurface; Conservative Positioning Advised

Elsight Delivers Record Q4 Revenue as Defence and Commercial Momentum Accelerates

Elsight Limited (ASX: ELS) has reported a standout December 2025 quarter, delivering its highest quarterly revenue to date and marking the fourth consecutive quarter of growth. Q4 revenue reached approximately US$9.3 million (around AU$14.4 million), lifting full-year 2025 revenue to about US$22.8 million (approximately AU$35 million), representing an eleven-fold increase year-on-year. The company ended the quarter with an expanded order backlog of roughly US$22 million, providing strong revenue visibility into 2026. Elsight also completed first deliveries of its Aura product, broadening its addressable market beyond uncrewed platforms. During the period, the company progressed major US defence programs, including selection for Phase 3 of a Defence Innovation Unit initiative, while also securing new commercial orders. With cash of around US$59 million at quarter end, Elsight enters 2026 with a strong balance sheet and accelerating global execution.

 

 

Customer Notice:

Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.

Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au