DroneShield secures AUD $7.6m US deals as orders & pipeline surge
DroneShield has secured three contracts totalling AUD $7.6 million with the US Government. The Australian firm will supply handheld counter-drone systems under these agreements, continuing a period of increased order activity from American defence agencies.
Repeat business
The contracts follow previous US Government orders with DroneShield, including deals worth AUD $5.7 million in May 2024 and AUD $7.9 million in September 2025. This ongoing relationship reflects heightened demand for technology aimed at countering growing drone threats in both military and civilian environments.
Oleg Vornik, CEO of DroneShield, noted the rise in both number and average size of orders.
"For 2025 year to date, DroneShield has received 78 Purchase Orders with a median size order of approx. $400k. This compared to 66 orders for all of 2024, with the median order value of $200k - showing a diverse business continuing to grow across all metrics," said Oleg Vornik, CEO, DroneShield.
Diversified pipeline
DroneShield's 2025 sales pipeline shows significant expansion. The business is actively working on multiple contracts over AUD $100 million each, including a single deal valued at AUD $800 million. Alongside these larger opportunities, smaller contracts such as the latest US deals are seen as important for market fulfilment and building customer trust.
DroneShield recently completed delivery of a AUD $62 million European order received in June. According to the company, frequent smaller orders help maintain a steady pace of business and lay the groundwork for securing larger contracts in future.
Production expansion
The company is increasing its annual production capacity. DroneShield aims to ramp up output from AUD $500 million to AUD $2.4 billion by the end of 2026. Part of this expansion includes new assembly plants in Europe and the US.
The scope of the firm's product offering encompasses handheld, vehicle-mounted, and fixed-site counter-drone systems. Its devices are designed to detect, track, identify, and defeat hostile drones, using integrated sensors and proprietary software for tiered defence measures.
Software and AI updates
Customers using DroneShield's systems can receive quarterly software updates via a secure portal, as part of a Software-as-a-Service (SaaS) subscription. Last month, DroneShield introduced a new AI-powered SaaS product, RFAI-ATK, which enables AI-based drone defeat capabilities. The new offering is undergoing trial deployments and is expected to be commercially available by mid-2026.
Disclosure threshold raised
Given the anticipated growth in revenue, DroneShield will raise its order announcement threshold for 2026. Vornik commented on this change:
"Moving forward, taking into account the substantial revenue growth of the business in 2025, the announcement threshold for received orders in 2026 will increase from the current $5 million (which was based on the $57 million of revenue in 2024) to $20 million, unless there is a further rationale to announce a received smaller order," said Vornik.
