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Exosens Secures Record Order of Thousands of Cameras for Defense Drones

Exosens has secured a record order for digital imaging solutions from a major European developer of air defense systems. This significant order is part of a total exceeding 10,000 cameras ordered over the last two quarters for unmanned aerial, terrestrial, and maritime platforms.


Exosens Secures Record Order of Thousands of Cameras for Defense Drones

Record Order for Next-Generation Interceptor Drone Cameras

Exosens has recorded a record order for the supply of several thousand ultra-compact thermal camera cores intended for next-generation interceptor drones. These digital imaging solutions are designed for seamless integration within anti-drone warfare systems. The client is a significant European developer of autonomous air defense systems.

Over 10,000 Cameras Ordered in Recent Quarters

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Over the last two quarters, Exosens has recorded orders totaling more than 10,000 cameras for unmanned platforms in the air, on land, and at sea. These orders demonstrate Exosens' positioning as a leading partner in digital imaging for major defense system integrators in Europe, the United States, and Asia.

Advanced Imaging Solutions for Anti-Drone Systems

Exosens' digital imaging solutions are ITAR-free and equip drones deployed within anti-drone systems. They offer rapid detection and targeting capabilities, excellent image quality with low latency in SWaP-optimized architectures (size, weight, performance), allowing integration into demanding operational environments in aerial, terrestrial, and maritime theaters.



Sector Aéronautique et Défense › Défense


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Context

Period
  • Period: S1 2026
Key reported figures
  • Revenue: 253,1 millions d'euros
  • Quarterly revenue: 253,1 millions d'euros
  • EBITDA: 50,9 millions d'euros
  • EBITDA margin: 31,2 %
  • Net income: 15,3 millions d'euros
  • Free cash flow: 31,4 millions d'euros
  • 199,8 millions d'euros
Guidance from the release
  • Porté par une dynamique commerciale soutenue, en particulier sur les marchés de la Défense et de la Surveillance, ainsi que par une solide exécution opérationnelle
Risks mentioned
  • Charge de dépréciation de la marque de 28,2 M€ pesant sur le résultat net publié, en baisse de 45,0 %
  • Incertitudes persistantes sur la recherche scientifique pesant sur la demande en Sciences de la Vie
  • Contraction de 60 points de base de la marge brute du segment Détection & Imagerie (mix produits)
Opportunities identified
  • Attribution par l'US Army du contrat IDIQ BiNOD ouvrant le marché américain de la défense
  • Plan d'expansion de +40 % des capacités de production d'ici 2027, premiers bénéfices au S2 2026
  • Acquisition d'Emberion, capteurs infrarouges SWIR à points quantiques
Outlook / guidance
  • Expected revenue: 530 millions d'euros
  • Expected EBITDA: 173 millions d'euros
  • Management commentary: chiffre d'affaires compris entre 520 millions d'euros et 540 millions d'euros ; • EBITDA ajusté compris entre 168 millions d'euros et 178 millions d'euros

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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