T3 Defense
Operating a federated portfolio of mission-critical aerospace and defense suppliers.
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Profile
Acquires and operates smaller aerospace-and-defense suppliers across AI, drone payloads, aviation, and field operations, earning revenue from customer contracts and project delivery through a federated holding-company model.
Operates a federated aerospace-and-defense holding platform that acquires and supports smaller suppliers in mission-critical national-security programs. The portfolio spans AI for defense, drone payload solutions, commercial and military aviation, and advanced field operations, serving defense forces, law-enforcement organizations, and government agencies worldwide.
Generates revenue through customer contracts and project delivery at acquired businesses, while the parent provides an acquisition and operating platform. Execution centers on selecting, financing, and integrating suppliers and on delivery under customer contracts. Revenue depends on program continuity, procurement decisions, customer approvals, delivery performance, and the conversion of backlog and proposal activity.
Company facts
Categories
Key statistics
Analysts
No analyst consensus on record.
Earnings
EPSReportedEstimate
RevenueReportedEstimate
Financials
Balance sheet, Jun 30, 2026Cash & short-term investments $7.4M · Total debt $14.6M · Total assets $316.0M · Shareholders' equity $150.6M
- Revenue
- $4.0M
- Operating income
- −$3.4M
- Net income
- −$86.8M
Dividends
No dividends on record.
Ownership
| Insiders1 holder · as of Apr 28, 2026 | — | 61.5K shares |
No reliable share count is available for this listing, so stakes are shown as shares, not percentages.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Menachem ShalomInsiderdirector, 10 percent owner, officer: Chief Executive Officer | — | 61,467 | Form 4filed Apr 28, 2026 ↗ |
Esousa Group Holdings LLCStrategic | —9.99% of class, as filed | — | 13Gfiled Jul 15, 2025 ↗ |
VisionWave Holdings, Inc.Strategic | —9.96% of class, as filed | — | 13Gfiled May 21, 2026 ↗ |
13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report
Insider tradesForm 4
No open-market trades in the last 12 months.
Peers
- L3Harris Technologies
Broad ISR, avionics, UAS payload, and mission-support overlap.
- Teledyne Technologies
Direct sensor-payload and unmanned-system overlap.
- AeroVironment
UAS and mission-system overlap in defense procurements.
- Kratos Defense & Security Solutions
Tactical UAS and defense-electronics overlap.
- Palantir Technologies
Defense AI and government-mission software overlap.
- V2X
Field services, logistics, and aviation-support overlap.
ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| T3 Defense | $11.11 | −6.09% | $11.9M | — | — | 1.6 | — |
| L3Harris Technologies | $266.81 | +0.21% | $49.58B | 26.9 | 21.6 | 2.2 | +8.4% |
| Teledyne Technologies | $615.00 | +0.31% | $28.41B | 29.6 | 24.1 | 4.5 | +9.8% |
| AeroVironment | $148.70 | +0.24% | $7.51B | — | 45.6 | 3.8 | +133.3% |
| Kratos Defense & Security Solutions | $51.00 | +0.12% | $9.56B | 299.2 | 53.4 | 6.3 | +30.5% |
| Palantir Technologies | $183.92 | −1.29% | $427.94B | 157.9 | 98.1 | 69.5 | +92.8% |
| V2X | $76.82 | −0.36% | $2.42B | 26.6 | 11.9 | 0.5 | +16.5% |
| Median | 29.6 | 34.8 | 4.1 | +23.5% |