Amaero Reports 367% Revenue Growth as Titanium Powder Demand Surges

Explosive Growth in Metal Additive Manufacturing

Amaero International (ASX:3DA) has reported a staggering 367% increase in first-half revenue for FY2026, signalling explosive demand for titanium and refractory alloy spherical powders used in aerospace and defense additive manufacturing.

What Drove the Surge

The Australian company, which operates production facilities in Melbourne and Tennessee, cited three key drivers:

• Titanium alloy powder sales — AM247, their flagship Ti-6Al-4V powder, saw orders from aerospace OEMs ramping up production of flight-critical components
• Near-net-shape manufacturing — Their Powder Metallurgy Hot Isostatic Pressing (PM-HIP) capability won contracts for complex geometries that would be impossible with traditional forging
• Defense sector expansion — US defense primes increased orders for missile and airframe components

The Titanium Opportunity

Titanium has long been the holy grail of additive manufacturing — difficult to machine conventionally, but ideal for AM when you can print near-net shapes and minimise waste. Amaero's strategy of producing spherical powders with tightly controlled particle size distribution addresses one of the biggest barriers to titanium AM adoption: consistency.

The company's Tennessee facility, opened in 2024, gives them a foothold in the US defense industrial base — critical for ITAR-controlled work and domestic sourcing requirements.

What This Means for the Industry

Amaero's results reflect a broader trend: metal AM is transitioning from prototyping to production. The 367% figure isn't about R&D samples — it's about production contracts with recurring revenue.

For the 3D printing industry, this signals that titanium powder producers are becoming bottleneck infrastructure. As more aerospace programs commit to AM production, the companies that can reliably supply qualified powder will command significant pricing power.

The Australian Angle

Amaero spun out of Monash University's Centre for Additive Manufacturing, building on research into titanium powder production. Their CAMECA gas atomiser in Melbourne produces up to 750 tonnes per year of titanium powder — significant capacity for a market still constrained by supply.

With the Australian government increasingly focused on sovereign manufacturing capability (particularly for defense), Amaero is well-positioned to benefit from both US and Australian procurement programmes.

Outlook

The company guided for continued strong growth in the second half, citing a pipeline of qualification programs with aerospace primes that are expected to convert to production orders in 2027. The titanium AM market is projected to grow at 23% CAGR through 2030, driven by airframe and engine components.

For Fast3DPrinters readers, Amaero's success is a signal that metal AM is no longer experimental — it's becoming routine production infrastructure for critical aerospace and defense applications.