AML3D Surges After Landing 9th US Order with A$1.7m ARCEMY X Deal

AML3D Extends US Momentum, Stock Rises on Major A$1.69m ARCEMY X Sale to FasTech

AML3D (ASX: AL3) continues to build on a compelling growth story. Today the company announced the sale of a large-scale ARCEMY X system to US-based FasTech LLC for approximately A$1.7 million. The system will be supplied from AML3D’s US Technology Centre in Stow, Ohio, and is expected to be installed and operational by the September quarter of FY26. To accelerate delivery, AML3D will redeploy a 2.7-tonne positioner from its existing Stow fleet to FasTech and then backfill it with a replacement unit. FasTech is a US 3D metal-printing supplier servicing the defence, aerospace, energy and other high-growth industrial sectors. This order marks AML3D’s ninth in the US, reinforcing its expanding footprint in one of the world’s most advanced manufacturing markets.

As CEO Sean Ebert highlighted, ARCEMY systems deliver large-scale industrial parts faster, with less energy and waste, and at higher quality than traditional casting or forging. Demand in the US “continues to grow,” and FasTech’s adoption of ARCEMY positions it as another third-party manufacturer enabled by AML3D’s technology. In essence, AML3D didn’t just sell another machine today, it secured another strategic partner in the US industrial ecosystem, deepening its role in the reshaping of modern manufacturing.

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AML3D Deepens US Defence Presence with Strategic ARCEMY X Deployment Near Navy AM Hub

FasTech is strategically located near the US Navy’s Additive Manufacturing Center of Excellence in Danville, Virginia, and operates as a contract manufacturer focused on high-specification, high-value metal parts. This positioning aligns perfectly with AML3D’s target markets across defence, aerospace, and energy. To date, AML3D has delivered multiple ARCEMY X systems to US Navy suppliers and defence bases, including within the Navy’s Maritime Industrial Base and AUSTAL USA. FasTech already serves a strong roster of aerospace and energy partners, which makes this installation especially meaningful.

Every time FasTech prints a large-scale metal component for a new client, it effectively becomes a live demonstration of ARCEMY’s capability in front of potential buyers, whether from utilities, oil and gas, or tier-one aerospace groups. The more organisations that adopt ARCEMY, the easier it becomes for others to follow suit, as each deployment adds to the growing base of qualification data and real-world performance validation supporting AML3D’s technology.

AML3D Strengthens FY26 Outlook

When assessing AML3D’s growth trajectory, there are no formal broker forecasts yet, but management has been clear about its focus on deploying multiple ARCEMY systems across the US through FY26. The company is currently producing between 30 and 60 components for the US Navy’s Maritime Industrial Base, with plans to scale to around 400 components over time. The Letter of Intent with the US Navy outlines an even larger opportunity, potentially up to 100 ARCEMY systems and 1,600 components by 2030. It’s important to note for investors that qualification of the output components will be the main catalyst driving the success of the letter of intent.

From a progress standpoint, AML3D’s execution has been impressive. Since the start of FY26, the company has secured four new system sales, undertaken major test programs with BAE, converted the July Navy LOI into a A$4.5 million order with the US Naval Nuclear Shipyard, added contracts with Austal and the Tennessee Valley Authority, and now expanded again through FasTech. Order momentum is tracking well ahead of where most investors would expect for a company that only formalised its Navy pathway a few months ago, underscoring how quickly AML3D is embedding itself within the US defence and industrial supply chain.

The invetsors Takeaway for AL3

For investors, it’s worth remembering that cash receipts in capital equipment businesses often lag headline announcements. The real impact from AML3D’s growing US order book is likely to materialise in the second half of FY26. The balance sheet remains strong, with A$30.7 million in cash providing ample runway to fund the A$12 million US expansion plan and the A$5 million European hub. That level of liquidity is exactly what you want to see if the US Navy Letter of Intent evolves into a full commercial rollout.

The key takeaway for investors is patience. Management is focused on deploying more ARCEMY systems across the US to establish proof of concept in multiple high-growth markets led by the US Navy but supported by utilities, defence primes, and contract manufacturers like FasTech. That mix of customers creates a diversified adoption network that supports the company’s long-term ambitions.

The main execution risk lies in the performance of ARCEMY systems in the US Navy and energy sectors. Submarine and defence-grade components require rigorous multi-stage qualification cycles, non-destructive and destructive testing, metallurgical consistency, and fatigue validation. Success across those steps will determine how quickly AML3D can convert its growing footprint into recurring production revenue and cement its position in the US manufacturing supply chain.