EOS, ROKETSAN

EOS and ROKETSAN Forge Drone-Defense Alliance at World Defense Show

13.02.2026 - 04:40:30

Electro Optic Systems (EOS) has re-emerged with strategic news after recent volatility tied to a short-seller episode. During the World Defense Show, the Australian defense contractor unveiled a new collaboration with Turkish group ROKETSAN, aimed at expanding capabilities in drone defense and asset protection.

Focus on Drone Defense and Systems Integration

The two companies plan to combine their strengths to develop and market integrated solutions for countering drones and safeguarding assets. EOS will contribute its established kinetic systems and high-energy laser technology. ROKETSAN will bring expertise in defense platforms, system integration, and command-and-control architectures. CEO Dr. Andreas Schwer said the partnership offers a practical path to address the global surge in demand for laser weapons. He noted that markets requiring local industrial value creation and complex system integration could see doors opened by the alliance.

Choppy Market Context

The announcement arrives at a difficult juncture for EOS. On February 10, the company responded to a critical short-seller report, stating that the report?s conclusions were misleading. The stock reacted with increased volatility and recorded meaningful losses last Thursday.

Should investors sell immediately? Or is it worth buying EOS?

Broader Commercial Progress

Beyond the new alliance, EOS has been progressing on other commercial fronts. This includes an export contract for a laser weapon system with the Netherlands and a conditional agreement with a customer in South Korea. For investors, the crucial question remains whether the EOS-ROKETSAN partnership can quickly translate into firm orders, potentially restoring confidence after the short-seller episode.

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