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Electro Optic Systems (ASX:EOS), the counter-drone and space technology company, has been a strong performer as defence spending rises. In June 2026, Blackwattle Investment Partners said its overweight position in EOS was a significant contributor over the year, driven by contract announcements. Katana noted an extraordinary December, with three large contracts worth up to US$80 million, US$21 million and US$33 million, and said the contract cycle is accelerating, though profit taking followed a record high of $11.20 in January. EOS operates in the Industrials sector within the Aerospace and Defense industry, and Thesis Tracker has captured 15 comments from 5 fund managers, including Blackwattle and Katana. Founded in 1983 and headquartered in Canberra, Electro Optic Systems develops remote weapon systems, counter-drone systems including high-energy laser weapons, and space domain awareness and satellite communications technology for defence customers globally.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Katana Asset Management, Clime Investment Management, Wilson Asset Management, Glennon Small Companies and Blackwattle Investment Partners have invested in Electro Optic Systems Holdings Ltd (ASX:EOS).
Managers highlight an accelerating contract cycle, large counter-drone and remote weapon system orders and rising global defence spending, according to Blackwattle and Katana.
Katana notes periods of profit taking after big share price runs, showing volatility, and EOS' revenue depends on the timing of large defence contracts.
Electro Optic Systems Holdings Ltd. (EOS), founded in 1983 and headquartered in Symonston, Australia, develops advanced electro-optic technology for the aerospace, space, and defense sectors. The company operates through two primary segments: Space Systems and Defence Systems. The Space Systems division provides specialized ground infrastructure for global space markets. The Defence Systems division manufactures and markets advanced fire control, surveillance, and weapon systems for authorized military customers. EOS remains focused on delivering high-precision technology solutions to meet the evolving operational requirements of international space and defense agencies.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.