Key Takeaways BAE Systems secured a $184.4M contract to provide 30 Amphibious Combat Vehicles and support services.The deal runs through March 2028 and includes production, fielding, support services and spare parts.The ACV's ocean, land and payload capabilities continue to draw interest and multiple wins from the USMC.BAE Systems Inc.’s (BAESY) business unit, BAE Systems Land & Armaments LP, recently clinched a modification contract involving Amphibious Combat Vehicles (ACV). The award has been offered by ...

Financial Performance - Austal achieved FY25 revenue of A$1.8 billion, a 24.1% increase compared to A$1.5 billion in FY24 [2, 7] - The company's EBIT doubled to A$113.4 million in FY25, representing a 100.8% increase from A$56.5 million in FY24 [2, 7] - Austal's order book reached A$13.1 billion, a 2.9% increase from A$12.7 billion in FY24 [2, 7] - Operating cashflow significantly improved to A$406.3 million, a substantial increase of A$419.3 million compared to A$(13.0) million in FY24 [7] - Statutory NPAT increased by 503.2% from A$14.9 million to A$89.7 million [7, 15] Operational Highlights - Austal USA was awarded a US$450 million contract to expand submarine module manufacturing [8] - The company signed a Strategic Shipbuilding Agreement (SSA) with the Commonwealth of Australia [7, 8, 31] - Austal delivered 7 ships and had 49 ships under construction or scheduled in FY25 [2] - Austal Philippines delivered the 32-meter 'Ocean Master' catamaran to Rottnest Fast Ferries [8, 41] Strategic Initiatives - Austal is investing up to A$1.2 billion in facility expansions, including Final Assembly 2 (FA2) and Module Manufacturing 3 (MMF3) projects in Mobile, Alabama [29, 54] - The company is targeting $500 million in Through Life Support revenue by FY27 [42]

Core Insights - Edge Total Intelligence Inc. (edgeTI) has partnered with Austal Australia to integrate its real-time digital operations software, EdgeCore, into Austal's customer operating ecosystems [1][2][5] - The partnership aims to leverage Austal's maritime expertise to expand edgeTI's presence in the Asia Pacific region [5] - Austal Australia will have the capability to integrate, procure, and configure EdgeCore for its own use and for its global customer base [2] Company Overview - EdgeTI specializes in real-time digital operations software that enables AI-driven Digital Twins, enhancing situational awareness and operational efficiency for various sectors [1][8] - Austal Australia is a leading global shipbuilder and defense contractor, recognized as Australia's largest defense exporter and the world's largest aluminum shipbuilder [6] - Austal has a strong track record, having contracted over 350 vessels for more than 122 operators in 59 countries over 35 years [6]