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Exosens: First BiNOD Order from the U.S. Army

Exosens is advancing its footprint in the United States. Its subsidiary Photonis Defense has secured its first order under the U.S. Army's binocular night vision program, as part of an IDIQ-type framework contract announced in March 2026.


Exosens: First BiNOD Order from the U.S. Army

1,600 Night Vision Systems for the U.S. Army

Photonis Defense, the American subsidiary of Exosens, has been awarded an order for the delivery of 1,600 complete systems under the U.S. Army's BiNOD (Binocular Night Observation Device) program. The subsidiary will handle the manufacturing and testing of complete systems in the United States, integrating Exosens image intensifier tubes.

This order corresponds to the Low-Rate Initial Production phase (LRIP), which marks the transition from development and testing to production. It follows key tests and the program's qualification phase.

A $352.6 Million IDIQ Contract Announced in March 2026

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This first order is part of the $352.6 million IDIQ (Indefinite-Delivery/Indefinite-Quantity) contract announced in March 2026. The financial terms associated with this specific order have not been disclosed.

Initial deliveries are expected by the end of 2026, with the majority scheduled throughout 2027. According to the group, the order establishes the foundation for regular production of BiNOD systems at Photonis Defense's American facility.

The American Defense Market in Focus

Jérôme Cerisier, Chief Executive Officer of Exosens, stated that this phase of the BiNOD program marks a significant milestone in the group's development in the United States and strengthens its growth prospects in the American defense market. Shanna Owens, Chief Executive Officer of Photonis Defense, for her part highlighted the subsidiary's commitment to the U.S. Army.

Exosens, headquartered in Mérignac (Gironde), is listed on Compartment A of Euronext Paris and is notably included in the SBF 120 and CAC Mid 60 indices.



Sector Aéronautique et Défense › Défense


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Context

Period
  • Period: 9M 2026
Key reported figures
  • Revenue: 386,9 millions d'euros
  • Quarterly revenue: 386,9 millions d'euros
  • Revenue growth: 18 %

The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.

Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.

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