SENSATION at DroneShield! Volatus Aerospace enters the AI era! thyssenkrupp rides the TKMS hype!

DroneShield: More than 1,000% – and not just for the stock

Over 1,000% – and not just for DroneShield's share price. On Friday, the Australian drone defense specialist delivered equally impressive figures in its sales performance. The Company reported revenue of AUD 92.9 million in the third quarter of 2025, representing an increase of more than 1,000% over the same period last year. Cash inflows also rose sharply, reaching AUD 77.4 million, while operating cash flow turned significantly positive at AUD 20.1 million, which, according to the Company, means it is operating sustainably and profitably. The cumulative order volume for the current year is already over AUD 190 million. Further growth is therefore to be expected.

Interesting: Recurring SaaS revenues increased fivefold to AUD 3.5 million. With products such as "DroneSentry-C2 Enterprise" and the new civilian solution "SentryCiv," DroneShield aims to focus more on subscription-based revenues in the future. This shift reflects the ongoing transformation in drone technology, in which software is playing an increasingly important role.

In addition to the strong figures, the Company also reported operational progress. A European order worth AUD 62 million was completed, and DroneShield also received a research contract from the US Department of Defense worth around AUD 11.7 million. By expanding its development centers in Australia and the US and being included in the S&P/ASX 200 Index, the Company is underlining its ambition to become a leading global provider of AI-powered electronic defense systems.

The share price responded with a jump of over 10%, more than offsetting Friday's sharp decline.

Volatus Aerospace: Drone stock benefits from AI

The share price of drone high-flyer Volatus Aerospace rose by more than 5% yesterday.

In their latest analysis, the experts at researchanalyst.com highlight how Volatus is benefiting from AI. The Canadian company is already among the leading players in the field of modern aerial and drone technologies for reconnaissance, logistics, and critical infrastructure monitoring. The deals closed in the current year confirm that the Company has developed into a highly specialized partner for government, industrial, and military clients.

In view of the increasing challenges posed by cyber threats and geopolitical tensions, it is becoming increasingly important to monitor sensitive facilities using data-based methods and evaluate them with the help of AI. Volatus offers state-of-the-art tools, training programs, and real-time analytics for this purpose.

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Volatus now uses AI-based software for analysis. This is because the amount of data from ultra-HD cameras, thermal imaging, and LiDAR sensors is enormous. AI provides information about people, changes, material damage, or temperature deviations. This allows risks to be identified at an early stage and maintenance cycles to be optimized (to the article).

Analysts at Ventum expect Volatus to generate revenue of CAD 43.6 million in the current year. By 2027, this figure is expected to rise to CAD 84.1 million. In recent months, the Canadians have secured spectacular orders from NATO countries and in the civil sector. The estimates can therefore be considered conservative. An upward revision of the forecast is entirely possible.

thyssenkrupp in the TKMS hype

Finally, an IPO of a German company that has fulfilled the hopes of subscribers for price gains. Yesterday, thyssenkrupp Marine Systems (TKMS) went public at a price of EUR 60. The share price started well above the issue price and reached around EUR 81 in early trading, valuing the Company at more than EUR 5 billion on the stock market. At one point, the share price even shot above the EUR 100 mark. For the parent company thyssenkrupp, this step is an important milestone on the way to a leaner corporate structure: Around 49% of the shares were distributed to existing shareholders, while thyssenkrupp itself retains a majority stake of 51%. The proceeds from the spin-off strengthen the balance sheet and create additional financial leeway for investments in the core business of the ailing former steel group.

The stock market debut reflects the strong demand for European defense stocks. With an order backlog of over EUR 18 billion, TKMS is considered one of the leading manufacturers of conventional submarines and naval vessels. Given the geopolitical tensions and rising defense spending in Europe, investors see considerable growth potential in the maritime sector. The successful launch on the Frankfurt Stock Exchange not only gives TKMS access to fresh capital, but also greater independence – and at the same time signals that the market has confidence in the long-term prospects of German defense technology. In the meantime, there has even been speculation about a takeover by Rheinmetall. This is now off the table for the time being.

Drone stocks are flying again. Yesterday's price gains for DroneShield and Volatus are unlikely to be the last. However, the Australian company is very highly valued, which means it will need to maintain strong growth going forward. Volatus, by contrast, appears more reasonably priced. As for TKMS, it should not be underestimated that the naval sector is highly complex - issues with individual projects can quickly have an impact on the group as a whole.