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Exosens Secures an Order of Over 7,000 5G Intensifier Tubes from ACTinBlack

Exosens has announced receiving an order for more than 7,000 fifth-generation light intensifier tubes from ACTinBlack Group, a European manufacturer of night vision systems. According to the press release, this is the largest single order of 5G tubes recorded to date by the French group.


Exosens Secures an Order of Over 7,000 5G Intensifier Tubes from ACTinBlack

Details of the Order

The order includes more than 7,000 5G light intensifier tubes, with delivery scheduled between 2027 and 2028, the company states. These components will be integrated into night vision binoculars intended for European end-users belonging to special forces. ACTinBlack Group, based in Luxembourg with a subsidiary in Texas, is described as one of the leading European manufacturers of advanced night vision systems and as a recognized supplier within the international special forces community. According to Exosens, this contract represents the largest single order of 5G intensifier tubes won by the group to date and confirms the market's adoption of this new product.

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Exosens' 5G light intensifier tubes are designed for the most demanding low-light environments, the press release specifies. According to Frédéric Guilhem, Executive Director of the Night Vision Division at Exosens, these tubes offer a 30% improvement in overall performance and an increase of up to 35% in detection ranges, regardless of the level of darkness, compared to a current standard intensifier tube. The group emphasizes that ACTinBlack is currently the client that has acquired the largest number of 5G light intensifier tubes from Exosens. The 5G technology represents, according to the company, the highest level of performance in night vision.

Strategic Implications and Industry Leadership

ACTinBlack's choice of Exosens' 5G technology highlights, according to the press release, the group's ability to support large-scale, multi-year programs while ensuring controlled supply chains and sustainable industrial excellence. Exosens presents itself as a strategic supplier of NATO for night vision technologies. The group claims to play a key role in enhancing operational readiness and contributing to defense sovereignty through dedicated innovations for the armed forces. Exosens, which has more than 2,000 employees spread across 12 sites in Europe and North America, is listed on compartment A of Euronext Paris.



Sector Défense Défense


Assurance vie

Context

Period
  • Period: 9M 2025
Guidance from the release
  • Nous sommes fiers de présenter notre performance sur les neuf premiers mois de l’année 2025, qui témoignent d'une croissance soutenue du chiffre d'affaires et de la marge brute ajustée, portée par la forte dynamique du secteur de la Défense.
  • Marché de la Défense très dynamique, forte demande pour la vision nocturne et les systèmes pour drones/anti-drones, croissance soutenue en Europe avec contribution des États-Unis et de l’Asie-Pacifique. Lancement commercial réussi des tubes 5G (plus de 5 000 commandes avant lancement).
Risks mentioned
  • Cession de l’activité Amplification par Micro-ondes entraînant une perte comptable sans impact de trésorerie en 2025
  • Dépendance aux budgets de Défense et aux évolutions géopolitiques
  • Risque d'intégration des acquisitions récentes
  • Incertitudes de la demande dans les Sciences de la Vie (marché américain)
Opportunities identified
  • Croissance adressable liée à la vision nocturne et aux applications drones/anti-drones
  • Commercialisation des tubes 5G avec commandes significatives (>5 000 tubes)
  • Expansion des capacités de production (+40% d’ici 2027) soutenant le développement commercial
  • Effets de croissance externe (Noxant, NVLS, Phasics) élargissant le marché adressable

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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