AML3D Secures ~$1.7 Million ARCEMY® X Order from US Defence and Industrial Supplier
- Noel Ong
- 4 days ago
- 6 min read
Announcement
$1.7M Arcemy Order from US Defence and Industry Supplier 18 November 2025 (click here to view the announcement)
AML3D Limited (ASX: AL3) has announced a significant new order for its flagship ARCEMY® X metal additive manufacturing system (Figure 1), valued at approximately A$1.69 million. The system has been purchased by FasTech LLC, a US-based supplier servicing the Defence, Aerospace, Energy, and other high-demand industrial sectors. The ARCEMY® X will be delivered and supported through AML3D’s US Technology Centre located in Stow, Ohio.
Figure 1: ARCEMY® X system (source: AL3)
The Business of the Company: Focus – Projects
AML3D is a global leader in industrial-scale metal additive manufacturing using its patented Wire Additive Manufacturing (WAM®) technology. The Company delivers ARCEMY® systems and contract manufacturing solutions tailored for Defence, Aerospace, Maritime, Utilities, Oil & Gas, and broader industrial customers (Figure 2). The technology aims to be more efficient, cost-effective, and ESG-friendly than casting, forging, and billet machining.
Figure 2: Demonstrating Fit-for-Purpose Manufacturing with WAM® and ARCEMY® (source: AL3)
Highlights – ARCEMY® X Order Strengthens US Industrial Positioning - Farming the US Defence industry.
~A$1.69 million ARCEMY® X order placed by US-based FasTech LLC, expanding both FasTech’s manufacturing capability and AML3D’s US market presence.
FasTech services US Defence, Aerospace, Energy, and other high-demand industrial sectors, providing a strong platform for future penetration into non-Defence manufacturing markets.
The ARCEMY® X will be operational in Q3 FY2026, supplied initially with a 6,000-lb (~2.7 tonne) positioner sourced from AML3D’s own fleet to accelerate delivery timelines.
This installation becomes the 9th ARCEMY® system in the United States, further embedding AML3D’s technology across the US manufacturing landscape.
The order directly supports AML3D’s US scale-up strategy, which includes both system sales and contract manufacturing.
Leadership Commentary
AML3D CEO Sean Ebert commented:
“The FasTech ARCEMY® X sale builds on AML3D’s success in supporting the US Defense sector and demonstrates relevance to the broader US industrial manufacturing. ARCEMY® technology delivers large-scale industrial parts faster, using less energy, creating less waste and to a higher standard than traditional manufacturing process.
Demand for ARCEMY® systems and their high-speed component manufacturing capability continues to grow in the US. The addition of FasTech to the network of US based, ARCEMY® enabled, third party industrial manufacturers which helps to meet that demand. AML3D is becoming increasingly embedded and indispensable at multiple levels across the US manufacturing landscape.”
About the Project
The ARCEMY® X for FasTech will be delivered through AML3D’s US Technology Centre in Ohio, with installation expected in the third quarter of FY2026. To meet delivery schedules, AML3D will supply a positioner from its operational fleet in Stow (Figure 3), ensuring FasTech’s system becomes operational as early as possible. A replacement ARCEMY® X will later be installed at the Centre to maintain full production capability for AML3D’s own manufacturing operations.
Figure 3: US Technology Centre – Stow, Ohio (source: AL3)
Near-term Milestones to Watch
Delivery and commissioning of the ARCEMY® X system at FasTech (Q3 FY2026).
Installation of the replacement ARCEMY® X at AML3D’s Stow Technology Centre.
Expansion into additional US industrial manufacturing markets beyond Defence and Aerospace.
Increasing utilisation of ARCEMY® systems across utility, marine, and energy sectors.
How Samso Understands the Investment Memo for the Company
This announcement reinforces AML3D’s strategic footprint in the United States, one of the world’s most important Defence and industrial manufacturing markets. The FasTech order also reflects a trend where high-speed, large-format additive manufacturing is transitioning from Defence-only use cases to broader industrial adoption. For investors following AML3D, the significance lies not only in the value of the sale but in the Company’s growing visibility among US manufacturers who require scalable, efficient metal component solutions.
Samso Concluding Comments
The FasTech order is definitely a good step forward for AML3D’s US strategy. While the Company has been steadily building credibility within the Defence sector, this step highlights an opportunity for the ARCEMY® platform to expand into mainstream industrial applications. For manufacturing environments where speed, flexibility, and sustainability matter, AML3D is positioning itself as a viable alternative to traditional casting and forging.
Another important aspect of this update is the operational decision to redeploy an existing positioner to accelerate installation. This reflects a strong understanding of customer timelines and reinforces AML3D’s commitment to meeting market expectations. Investors who follow the additive manufacturing sector will recognise that fulfilment reliability often distinguishes leaders from followers.
As utilisation grows at the Stow Technology Centre, the combination of system sales and contract manufacturing continues to support AML3D’s hybrid operating model. This dual approach could provide a pathway to recurring revenue streams, especially as more US industrial customers evaluate ARCEMY® for their own production workflows.
From a strategic point of view, that path of embedding ARCEMY® systems across multiple industrial channels in the US enhances AML3D’s long-term defensibility. Each system installation acts as both a reference site and a catalyst for broader adoption across the supply chain.
Market Expectations
While the latest release by AML3D is a positive step forward, investors appear not to be so forthcoming with their support in the market. The declining share price over the last few months does not appear to be consistent with the positive narrative that one would think is happening with a contract like this. Is it profit-taking, and currently, is this a buying opportunity?
Figure 4: AML3D share price chart as of 1st December 2025. (source: CommSec)
With a market capitalisation just below AUD $100m, I think this is an interesting story to do some serious DYOR. They are winning contracts and if anyone has ever worked with government agencies or large corporations, it is all about relationships and proving value and capabilities. Large corporations and government agencies want supplies that can deliver and delivered consistently. I think if AML3D can do this over time, they could be the next Austal in the coming years. The Austal journey was slow and steady, and I see companies like AML3D as manufacturers who are starting to make good inroads in their sector.
There is no certainty in life like Taxes and Death, but as a punting man, I think the AML3D story is worth a look.
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