AL3 lands ~$4.5m ARCEMY® order from HII’s Newport News Shipbuilding - Building for the US Navy
- Noel Ong
- Nov 10
- 5 min read
Announcement
AML3D Limited (ASX: AL3) will supply two custom ARCEMY® systems to Newport News Shipbuilding, extending its footprint in US naval supply chains. The order value is ~A$4.5m, reinforcing momentum after multiple ARCEMY® deployments into the US Navy’s Maritime Industrial Base. The Company expects the units to be installed and operational in Q2 2026.
Highlights - Shipbuilding for the US Navy
~A$4.5 million order for two custom ARCEMY® systems to Newport News Shipbuilding (NNS), a division of HII.
HII is the largest military shipbuilder in the US (aircraft carriers & submarines).
These units will be the 9th and 10th ARCEMY® systems supporting the U.S. Navy Maritime Industrial Base.
Install/operational target: Q2 CY2026.
Spec uplift: based on large-scale ARCEMY® X with a 10,886 kg positioner for heavy-capacity builds.
Purpose: accelerate lead times and provide alternatives to casting/forging, with lower waste & environmental impact.
AML3D CEO Sean Ebert commented:
“During my recent visit to our US operations it was clear AML3D had a huge opportunity to build on our success supporting the US Navy submarine program and expand into US Navy shipbuilding and munitions as part of US Government’s ‘Make Shipbuilding Great Again’ initiatives. These custom large capacity ARCEMY®X systems, are similar in scale to the ARCEMY® X that we recently brought online for another US Defense shipbuilding prime contractor. It is pleasing to see demand for our technology across the US and other globally, significant defense markets is continuing to accelerate.
In parallel, we are making progress on our strategic goal to access additional non-defense sectors. Our US operations recently delivered a large capacity ARCEMY X to the Tennessee Valley Authority, the largest public utility in the USA. Having an established US manufacturing base means AML3D is advantaged when supporting US customers as the US Government’s tariff policy evolves. AML3D is also well positioned to leverage our US playbook to accelerate our entry into the UK and other European Defense markets and expand our defense and non-defense work in Australia.
Facts
Depth in US defense: The NNS order represents systems 9th and 10th tied to the US Navy ecosystem, evidencing repeat adoption and stickiness in critical programs.
Bigger, faster parts at point-of-need: The ARCEMY® X platform, configured with a 10,886 kg positioner, is designed for heavy shipbuilding applications, targeting faster delivery of certified parts compared to traditional routes.
Process advantages: AML3D highlights lead-time reduction, waste minimisation, and ESG benefits versus casting/forging/billet machining.
What will NNS use it for?
NNS plans to use the custom systems across a variety of shipbuilding applications. While specific part families aren’t listed, the heavy-capacity configuration indicates intent to address large, structurally demanding components where schedule resilience is key.
Samso Concluding Comments
From an investor’s seat, this order is less about the headline ~$4.5m and more about “where” it lands: Newport News Shipbuilding, the core of America’s carrier and submarine build programs. That’s the credibility dividend AML3D has been working toward—placing ARCEMY® capacity inside the highest-bar, schedule-sensitive end of shipbuilding. Each placement lowers friction for the next, and it compounds service, software, and consumables revenue over the lifecycle.
A large-scale ARCEMY® X with a ~10.9-tonne positioner signals real intent to transition from prototyping into production-relevant parts. If the commissioning hits the Q2 CY2026 window, the narrative shifts from “can it qualify?” to “how quickly can it scale across the business family?”. Investors should watch for commissioning updates, first-article milestones, and any disclosure on repeatability/quality metrics that unlock broader deployment inside the yard.
Strategically, this is AML3D leaning into the US maritime industrial base while keeping non-defense optionality alive (e.g., utilities and heavy industry). That mix is important: defense offers sticky programs; non-defense can smooth order cadence and showcase total addressable market beyond shipyards. Management’s signalling on UK/EU and Australia suggests the US playbook is portable—execution will determine whether that becomes another leg of growth or just near-term noise.
The share price journey for AL3 is an indication that the market has liked the recent news and is slowly digesting its steps. The valuation of the Company for its potential is very reasonable, from the view of an investor, wanting to take a position in the developing story with just over AUD $104M.
Figure 1: The AL3 share price chart as of 30th October 2025. (source: CommSec)
Key risks remain the usual trio: delivery/commissioning on time, proof of throughput at quality, and the company’s ability to scale support as the installed base grows. If AML3D converts this install into dependable output and follow-on orders, we get operating leverage and a more predictable aftermarket. If timelines slip, the share price will likely mark time. As always, DYOR—focus on milestone cadence, customer breadth, and evidence of parts flowing through ARCEMY® into critical programs.
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