All eyes are on Australian counter-drone specialist DroneShield as it prepares to release its audited full-year 2025 results this Monday, February 23. The announcement follows a period of significant volatility for the company’s shareholders, who will be scrutinizing not only the confirmed figures but also management’s forward guidance. This comes after preliminary record numbers released in January set exceptionally high expectations.
A Record Year Amidst Scrutiny
According to the unaudited preliminary report, the company experienced an extraordinary fiscal period. Revenue skyrocketed to AUD 216.5 million, representing a staggering 277% increase compared to the 2024 financial year. The fourth quarter alone contributed AUD 51.3 million, marking 94% growth year-over-year. For the full year, the firm generated an operating cash flow of AUD 23.4 million.
One segment demonstrated particularly explosive growth: the Software-as-a-Service (SaaS) business line saw its revenue surge by 475% during the final quarter. Furthermore, the company enters the new financial year with a substantial order backlog already valued at AUD 95.9 million, which management has described as the strongest start to a year in the firm’s history.
Management Shifts Follow Executive Share Sales
The upcoming report follows recent changes in the company’s leadership structure. In early February, DroneShield appointed Michael Powell as its new Chief Operating Officer. Powell brings more than 25 years of experience from the defense and aerospace sectors, including previous roles at Thales Australia and Knorr-Bremse.
Should investors sell immediately? Or is it worth buying DroneShield?
This executive appointment occurred after a challenging period for investor relations. Late in 2025, significant stock sales by CEO Oleg Vornik and other senior executives triggered a sharp decline in the share price. In response, the company’s board implemented new minimum shareholding requirements for its directors and key management personnel.
The Critical Factor: Future Guidance
While the confirmation of the record annual results is largely anticipated, the market’s primary focus will be on the outlook provided by the leadership team. Investors are keen for details on the conversion of the company’s reported multi-billion-dollar sales pipeline into firm orders and for commentary on future margin development. With fixed costs now largely scaled, analysts are questioning when the operational leverage will translate into sustained profitability.
Monday’s announcement will ultimately reveal whether the remarkable momentum of the past year can be maintained. The figures will be decisive, but the narrative surrounding future growth and stability will be equally critical for restoring and building investor confidence.
Ad
DroneShield Stock: Buy or Sell?! New DroneShield Analysis from February 20 delivers the answer:
The latest DroneShield figures speak for themselves: Urgent action needed for DroneShield investors. Is it worth buying or should you sell? Find out what to do now in the current free analysis from February 20.
DroneShield: Buy or sell? Read more here...
