)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Electro Optic Systems
Electro Optic Systems (EOS) investor relations material
Electro Optic Systems M&A Announcement summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.M&A Announcement summary12 Jan, 2026
Deal rationale and strategic fit
Acquisition accelerates transition to a fully integrated counter-drone solution provider, closing capability gaps and enabling expansion into military, homeland security, and civil/commercial markets.
MARSS brings proven, AI-enabled C2 and sensor fusion technology, enhancing EOS's ability to address complex drone threats, including swarms.
Enhances market positioning by moving up the value chain as a prime contractor and broadens access to larger, higher-value contracts.
Expands international footprint, especially in Europe, the Middle East, France, UK, and Saudi Arabia, and broadens access to defence, homeland security, and civil markets.
Adds significant technology, IP, and expert personnel, supporting future innovation and avoiding lengthy internal development.
Financial terms and conditions
Upfront cash payment of US$36 million (~AUD 54 million), with contingent consideration up to €100 million (~AUD 174 million) based on new MARSS orders, payable in cash (capped at €20 million) and EOS shares.
Earnout period runs until May 2027, with vendors receiving €20 million for each €100 million in new orders, capped at €100 million.
Shares for earnout issued from existing capacity; no further shareholder approvals required.
Acquisition primarily funded from existing cash reserves (~AUD 107 million as of 31 Dec 2025); new committed AUD 100 million loan facility secured for growth and liquidity.
Performance rights issued to MARSS management shareholders, vesting into EOS shares based on new order achievements.
Synergies and expected cost savings
Integration of MARSS’s AI-enabled C2/NiDAR technology into EOS's product suite expected within 18 months, enhancing product capabilities and operational efficiency.
Unified technology stack and expanded team (over 500 members post-completion) expected to strengthen competitiveness and talent pool.
MARSS's established recurring revenue model and software/hardware mix will diversify and stabilize EOS's revenue base.
No significant unfunded operating cost burden anticipated; MARSS expected to contribute to EBITDA from 2027.
Strengthens in-house AI/software development, supporting future product innovation and resilience against evolving threats.
MARSS order value to achieve max earnout?
Which RWS models get NiDAR mesh network capability?
How does MARSS change EOS's bidding strategy?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Electro Optic Systems earnings date
H2 202523 Feb, 2026
Electro Optic Systems
Next Electro Optic Systems earnings date
H2 202523 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Electro Optic Systems Holdings Limited is an Australian technology company specializing in advanced systems for defense, space, and communications. EOS provides a range of products, including remote weapon systems, optical sensors, satellite tracking systems, and laser technologies. Its defense division supplies remote weapon stations and fire control systems to military clients, while its space division focuses on satellite and space debris tracking solutions. EOS also develops secure communications technology for government and commercial sectors, supporting applications that require precision, security, and reliability. The company is headquartered in Canberra, Australia, and its shares are listed on the Australian Securities Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage