以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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EOS.AX
24 atoms · 跨 7 天 · 首见 2026-05-09 · 最近 2026-07-02
三色: 🟦 fact 17 · 🟥 take 7 · stance ▲8/▼1/◆2
来源: X 24
时态: fresh:23 · stale:1
标签: 好数字:14 · 好观点:7 · 好信源:5 · 好思考:1
叙事 (narrative) (6)
- 2026-06-19 · 战略地位 优势描述
EOS's strategic position world-leading directed-energy and RWS systems that are ITAR-free, outside US export control is a huge moat in this climate
tags: 好思考 · → daily
- 2026-06-19 · 订单对中东地区防御的 战略意义
This is a highly strategic win. The systems are about to strengthen regional defence in the Middle East
tags: 好观点 · → daily
- 2026-06-19 · 反无人机需求 趋势
counter-drone demand across the whole region — and the world — is going parabolic
tags: 好观点 · → daily
- 2026-06-19 · ITAR 规避 趋势观点
The move away from ITAR is seen as a serious priority
tags: 好观点 · → daily
- 2026-06-18 · 被推荐为最佳防御股
Best defence cos are international 😉 Some of my favs $EOS.AX
tags: 好观点 · → daily
- 2026-06-15 · 交易指征
Drone and counter drone trade
tags: 好观点 · → daily
预测 (forecast) (1)
- 2026-05-15 · 价值提升
I think when they execute and continue building as they do it should be at least a 10b company.
tags: 好观点 · → daily
value: qty=$10B · direction=at least
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-05-22
[老旧] · position increased
Loaded up heavily this week [on EOS.AX]
tags: 好观点 · → daily
value: date=2026-05-22
事实 (fact) (16)
- 2026-05-09 · 高能激光出口合同金额
World’s first 100kW class export contract signed Aug 2025 with the Netherlands (~US$85m).
tags: 好数字·好信源 · → daily
value: qty=~US$85m · date=Aug 2025
- 2026-05-09 · Slinger合同金额
Q1 2026 alone added US$42m Slinger to a Middle East customer
tags: 好数字·好信源 · → daily
value: qty=US$42m · date=Q1 2026
- 2026-05-09 · 未交付订单金额
Backlog A$518m at 31 March 2026, up from A$459m at year end.
tags: 好数字·好信源 · → daily
value: qty=A$518m · date=2026-03-31
- 2026-05-09 · CEO关于市场地位的表态
CEO Andreas Schwer: “EOS is the only company outside the USA that can offer such systems.”
tags: 好信源 · → daily
- 2026-07-02 · 新订单
Eos new order yesterday
tags: 好数字 · → daily
value: date=yesterday
- 2026-06-19 · Slinger 订单金额
EOS landed an A$175m counter-drone Slinger order from UAE-based Gen5
tags: 好数字 · → daily
value: qty=A$175m · date=NA
- 2026-06-19 · Slinger 订单交付年份
deliveries in 2027 and 2028
tags: 好数字 · → daily
value: qty=2027, 2028 · date=NA
- 2026-06-19 · Gen5 激光武器合资公司股权比例
It's a 50/50 venture, Abu Dhabi-based
tags: 好数字 · → daily
value: qty=50/50 · date=NA
- 2026-06-19 · HELW 系统最低订单目标金额
minimum US$250m order for the 200–300kW HELW system inside twelve months
tags: 好数字 · → daily
value: qty=US$250m · date=12个月
- 2026-06-19 · 100-150kW 系统最低订单目标金额
minimum US$290m order for the 100–150kW systems inside nine months
tags: 好数字 · → daily
value: qty=US$290m · date=9个月
- 2026-06-18 · 股价
当前股价: 10.69 AUD; 涨跌幅: +14.45%
tags: 好数字 · → daily
value: qty=10.69 AUD · direction=+14.45%
- 2026-05-09 · 新加坡产线投产日期
Singapore serial line opened Feb 2026, the only export grade 100kW HEL line in the world.
tags: 好信源 · → daily
value: date=Feb 2026
- 2026-05-09 · 韩国合同金额
A conditional US$80m Korea contract via Goldrone is up for Q2 2026 conversion.
tags: 好数字 · → daily
value: qty=US$80m · date=Q2 2026
- 2026-05-09 · R400合同金额
US$12m R400
tags: 好数字 · → daily
value: qty=US$12m · date=Q1 2026
- 2026-05-09 · 市值金额
Market cap ~A$1.9B.
tags: 好数字 · → daily
value: qty=~A$1.9B · date=2026-05-09
- 2026-05-09 · TTM EBITDA
Still EBITDA negative (~A$30m TTM), so execution remains the bear case
tags: 好数字 · → daily
value: qty=~A$30m · date=TTM
时间轴 (近 20)
- 2026-07-02 ·
fact · 新订单 · → daily
- 2026-06-19 ·
fact · Slinger 订单金额 · → daily
- 2026-06-19 ·
fact · Slinger 订单交付年份 · → daily
- 2026-06-19 ·
fact · Gen5 激光武器合资公司股权比例 · → daily
- 2026-06-19 ·
fact · HELW 系统最低订单目标金额 · → daily
- 2026-06-19 ·
fact · 100-150kW 系统最低订单目标金额 · → daily
- 2026-06-19 ·
narrative · 订单对中东地区防御的 战略意义 · → daily
- 2026-06-19 ·
narrative · 反无人机需求 趋势 · → daily
- 2026-06-19 ·
narrative · 战略地位 优势描述 · → daily
- 2026-06-19 ·
narrative · ITAR 规避 趋势观点 · → daily
- 2026-06-18 ·
narrative · 被推荐为最佳防御股 · → daily
- 2026-06-18 ·
fact · 股价 · → daily
- 2026-06-15 ·
narrative · 交易指征 · → daily
- 2026-05-22 ·
position · position increased · → daily
- 2026-05-15 ·
forecast · 价值提升 · → daily
- 2026-05-09 ·
fact · 高能激光出口合同金额 · → daily
- 2026-05-09 ·
fact · 新加坡产线投产日期 · → daily
- 2026-05-09 ·
fact · 韩国合同金额 · → daily
- 2026-05-09 ·
fact · Slinger合同金额 · → daily
- 2026-05-09 ·
fact · R400合同金额 · → daily
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