The Stock Network interview with Dr Andreas Schwer, EOS

Electro Optic Systems (ASX:EOS) has completed a multi-year transformation (2022–2025), strengthening leadership, commercialising high-energy laser and space control IP, expanding into growth markets, and enhancing its counter-drone portfolio. With an unconditional backlog of $459.1 million, EOS has recently outlined in its full year results how it is positioned for global growth across NATO, the US, Europe and the Middle East.

Electro Optic Systems (ASX:EOS) Dr Andreas Schwer, Managing Director and CEO, joins The Stock Network’s Lel Smits to discuss how EOS is accelerating market traction following its turnaround.

1. Completion of multi-year turnaround
EOS has refocused on counter-drone systems, high-energy lasers and space control, sold non-core assets, and strengthened its balance sheet. What is the key focus of EOS in 2026?

2. Growing backlog and global demand
EOS reported an unconditional order book of $459m at the end of December 2025. What is driving this demand, and do you expect these drivers to persist in 2026?

3. US Army unveils early Abrams prototype
Speaking of potential, last year you announced a contract in North America, can you tell us more about the opportunity there?

4. Commercialising high energy laser weapons
In August, EOS announced that it had successfully commercialised its IP in high energy laser weapon systems by way of a world first export contract for a 100kW system to the Netherlands. How important was this milestone for EOS?

5. Building an integrated counter-drone ecosystem
EOS recently announced that it had agreed to acquire MARSS, a provider of AI-enabled command and control systems. How does this acquisition enhance EOS’ counter-drone offering in a global defence market?