DEFSEC Technologies
Builds tactical software, sensors, and less-lethal systems for defense and public safety.
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Profile
Develops tactical software, sensor systems, and less-lethal launchers for defense and public-safety agencies, combining task-order digitization services with hardware and recurring ammunition sales. Its digitization business is concentrated in Canadian defense subcontracts without minimum guaranteed values.
Builds tactical digitization tools for military and public-safety users, including Tactical Digital Fires/TASCS, TAK/ATAK integration services, and the cloud-hosted DEFSEC Lightning platform. Lightning combines mapping, responder and asset location, encrypted communications, drone and camera feeds, and cross-agency interoperability on smart devices and command-center systems. Its principal digitization work serves the Canadian Department of National Defence through DSEF and Land C4ISR subcontracts.
Sells ARWEN launchers and munitions to law-enforcement and corrections agencies, while PARA SHOT targets recurring ammunition sales. BLISS laser-warning sensors are in customer test and evaluation, while Phantom development is paused. Revenue depends heavily on task orders from Canadian defense programs, which carry no minimum guaranteed values, alongside regulated sales and licensed distribution of PARA SHOT devices.
Company facts
Key statistics
Year to date −9.9% · Average volume (30d) 5.2M
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 13, 2026Q3 FY26 | −$474.85 | −$0.92 | +99.8% | $403.8K | $1.9M | +374.6% | +86.29% |
| Aug 12, 2026Q3 FY26 | −$474.85 | −$0.92 | +99.8% | $403.8K | — | — | +86.29% |
| May 13, 2026Q2 FY26 | — | −$0.74 | — | — | $1.1M | — | −13.22% |
| Feb 12, 2026Q1 FY26 | — | −$1.00 | — | — | $616.8K | — | +5.56% |
Financial highlights
| 10 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $909.4K | $1.0M | $987.9K | $940.7K | $1.5M | $2.0M | |
| Gross profit | $225.9K | $287.4K | $446.0K | $291.1K | $450.3K | $549.4K | |
| Operating income | −$1.2M | −$1.3M | −$1.9M | −$1.5M | −$1.4M | −$1.8M | |
| Net income | −$1.0M | −$1.7M | −$1.7M | −$1.5M | −$1.5M | −$1.9M | |
| Diluted EPS | −$4.43 | −$2.65 | −$1.44 | −$1.00 | −$0.73 | −$0.92 | |
| Gross margin | 24.8% | 28.2% | 45.1% | 30.9% | 29.5% | 28.0% | |
| Operating margin | -137.2% | -128.6% | -196.3% | -157.8% | -90.0% | -94.1% |
Fiscal years (4-quarter sums)FY25 $3.6M
Balance sheet, Jun 30, 2026Cash & short-term investments $2.5M · Total debt $928.6K · Total assets $7.5M · Shareholders' equity $3.7M
Dividends
No dividends on record.
Ownership
Shares outstanding 2.67M · Float 2.65M · 99.5% free float
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Axon Enterprise
TASER devices and public-safety platforms contest force and response software.
- Motorola Solutions
Command-center software rivalry in public-safety incident coordination.
- Byrna Technologies
CO2 launcher and munitions rivalry across security and law enforcement.
- Cadre
40 mm launcher and munition rivalry in police and corrections use.
- Wrap Technologies
Remote-restraint rivalry in public-safety agency procurement.
- CACI
RF signal-emulation rivalry in tactical electronic-warfare missions.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| DEFSEC Technologies | $1.78 | +2.89% | $4.6M | — | — | 0.9 | +84.2% |
| Axon Enterprise | $601.00 | −0.05% | $48.42B | 249.0 | 67.0 | 15.0 | +35.3% |
| Motorola Solutions | $461.92 | −4.94% | $80.67B | 38.3 | 26.8 | 6.6 | +13.3% |
| Byrna Technologies | $3.59 | 0.00% | $81.4M | — | — | 0.7 | −42.5% |
| Cadre | $30.74 | −0.03% | $1.32B | 36.2 | 21.8 | 1.9 | +31.8% |
| Wrap Technologies | $1.61 | 0.00% | $89.7M | — | — | 14.8 | +102.8% |
| CACI | $623.04 | −0.96% | $13.88B | 26.0 | 19.1 | 1.5 | +17.6% |
| Median | 37.2 | 24.3 | 4.3 | +24.7% |