AML3D Revenue Jumps 70% on U.S. Navy 3D Printing Contracts

Record Revenue on the Back of Defense Demand

Australian metal 3D printer maker AML3D posted a record A$12.5 million in revenue for the 2026 financial year, up 70% from the prior year. The bulk of that growth came from U.S. defense customers, particularly the U.S. Navy, which turned to AML3D's ARCEMY system for high-demand replacement components used on in-service submarines.

The company's fiscal year ran from July 2025 through June 2026. Revenue growth was not evenly distributed across those twelve months. A 3D Printing Industry report earlier this week noted that AML3D's first-half 2026 revenue fell 30% as the company recalibrated. The full-year result shows the second half made up the gap and then some. Second-half EBITDA came in at A$608,000, marking AML3D's first profitable half-year in the company's history.

ARCEMY and the Wire Arc Push

AML3D's ARCEMY system is a wire arc additive manufacturing platform. It uses a robotic arm to deposit metal wire, building large components faster and with less waste than powder-based systems. The company has been installing ARCEMY systems across the United States, opening a dedicated U.S. facility in Stow, Ohio to bring production closer to its defense customers.

The U.S. Navy deal is the clearest proof of commercial traction. AML3D is manufacturing five high-demand replacement components for in-service submarine trials under a contract worth roughly A$2.61 million. The work places AML3D inside the U.S. Navy's Maritime Industrial Base, a relationship the company is counting on for repeat orders.

What Comes Next

AML3D enters the 2027 financial year with A$16.8 million of contracted work already secured and a global sales pipeline estimated at A$78 million. The company also plans to invest A$17 million to double U.S. manufacturing capacity and open a European Technology Centre. Managing Director Sean Ebert said the results demonstrate that the U.S. scale-up strategy is working, and he expects momentum to continue as more defense organizations adopt wire arc additive manufacturing for non-safety-critical parts.

The numbers make AML3D one of the more interesting publicly traded metal 3D printing plays right now. Turning profitable on defense-backed revenue while holding a near-A$30 million order book is a tangible milestone for a company that spent years in pre-revenue development.