Key Takeaways
- AML3D, an Australian OEM, reported a record year with AU$20 million in new orders for 2026.
- The company's order book peaked at AU$29 million, with a global sales pipeline of $54 million.
- AML3D has finalized commissioning of nearly AU$7 million worth of ARCEMY systems in Q4.
- The company has installed its first containerized system at the US Navy AM CoE in Danville, Virginia.
Introduction to AML3D's Record Year
The US Department of Defense (DoD) is shifting its strategy to engage more with international allies and smaller companies, including those in the additive manufacturing (AM) sector. AML3D, an Australian original equipment manufacturer (OEM) of large-format, wire AM systems, has benefited from this shift. The company's Q4 and year-end results for 2026 show a significant increase in new orders, with AU$20 million booked over the 12 months ending June 30.
AML3D's Order Book and Sales Pipeline
AML3D's order book peaked at AU$29 million, a record for the company. The company's global sales pipeline is estimated to be $54 million, indicating a strong potential for future growth. The following comparison table highlights AML3D's order book and sales pipeline:
| Category | 2025 | 2026 |
|---|---|---|
| Order Book | AU$9 million | AU$29 million |
| New Orders | - | AU$20 million |
| Global Sales Pipeline | - | $54 million |
AML3D's ARCEMY Systems
AML3D finalized commissioning of nearly AU$7 million worth of ARCEMY systems in Q4, with a total of AU$10.4 million in cash receipts for the year. The company has also installed its first containerized system at the US Navy AM CoE in Danville, Virginia, operated by Austal USA. This is the third ARCEMY system for Austal USA, bringing the total to five ARCEMY systems dedicated to US Navy production in Virginia alone.
AML3D's Technology Centers
AML3D has continued to make strides with its planned Technology Centers in both the US and Europe, investing the first tranche (AU$1.5 million) in its Stow, Ohio facility. The company has also added US Navy Rear Admiral David Goggins as a board advisor, following the addition of Larissa Smith, who was Director of Advanced Manufacturing for the US Navy Maritime Industrial Base (MIB) Program.
Bottom Line
AML3D's record year is a testament to the company's strong position in the additive manufacturing sector. With a global sales pipeline of $54 million and a record order book, the company is well-positioned for future growth. As the US Department of Defense and other international organizations continue to shift their focus towards additive manufacturing, AML3D is likely to remain a key player in the industry.