Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.
Refer to the full report for the price target, fundamental analysis, and rating.
Acquisition. T3 Defense has entered into a definitive agreement to acquire KeepZone AI from Nexera Technologies. KeepZone expands T3’s offerings into the Homeland Security vertical. The acquisition allows T3 to expand its commercial reach while providing the Company with a U.S. presence and active channels in North America, Latin America, and the Gulf. We view the proposed acquisition as another building block in T3’s efforts to build a mission-critical defense business embedded at critical chokepoints.
Details. Initial consideration is $1.0 million, payable in common stock (and, to the extent required by a 4.9% beneficial ownership limitation, pre-funded warrants), priced at the average closing price of T3 Defense common stock for the five trading days preceding closing. Nexera is also eligible for an earn-out equal to 50% of KeepZone’s standalone net profit generated during the 24 months following the closing, calculated on the first $10.0 million of net profit and therefore capped at $5.0 million, payable in cash. Closing is expected within 60 days.
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*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision.
NEW YORK and NETANYA, Israel, Oct. 27, 2026 (GLOBE NEWSWIRE) — T3 Defense Inc. (Nasdaq: DFNS) (“T3 Defense” or the “Company”), a defense company that acquires and operates mission-critical defense businesses, today announced that it has entered into a definitive stock purchase agreement to acquire 100% of KeepZone AI Inc. (“KeepZone”), a homeland security technology distribution, integration, and marketing company, from Nexera Technologies Ltd. (Nasdaq: NEXR) (“Nexera”). Following the closing, KeepZone is expected to serve as T3 Defense’s dedicated homeland security (HLS) marketing, sales and business development platform, extending the Company’s commercial reach to critical infrastructure, law enforcement, public safety, and border security customers in Israel and international markets.
KeepZone adds a dedicated sales and business development capability to T3 Defense’s portfolio of engineering and manufacturing subsidiaries, bringing an experienced business development team, a U.S.-incorporated commercial entity, and representation agreements with homeland security technology providers that allow it to offer customers integrated, multi-layer security solutions. T3 Defense intends to use KeepZone’s sales channels to introduce its subsidiaries’ products alongside KeepZone’s existing portfolio, creating cross-selling opportunities and a broader offering for customers.
KeepZone markets, distributes, and integrates technologies for both its proprietary VocentraAI voice-analysis platform and products from its partners, including Scanary, SeeTrue, STI, RT LTA Systems, BeeSense, ParaZero, ZorroNet, VELQOR, SensorzTech and Skyline Software Systems. KeepZone combines these capabilities into coordinated security solutions for critical infrastructure and other homeland security applications.
“Our subsidiaries build mission-critical defense systems; KeepZone brings a dedicated sales platform to introduce those products to additional homeland security customers,” said Menny Shalom, Chairman and Chief Executive Officer of T3 Defense. “This acquisition will allow us to expand our commercial reach while providing us with a U.S. presence and active channels in North America, Latin America and the Gulf. We structured the transaction so that a majority of the potential consideration is contingent on KeepZone generating post-closing net profit, aligning the acquisition with our disciplined approach to capital allocation.”
“KeepZone was built to connect homeland security technologies with the customers who need them,” said Alon Dayan, Chief Executive Officer of KeepZone. “Joining T3 Defense adds a portfolio of engineered defense products that we can bring to our customer and partner relationships, so we can offer them a broader, integrated solution set from a single partner.”
Transaction Details
Initial consideration is $1.0 million, payable at closing in newly issued common stock (and, to the extent required by a 4.9% beneficial ownership limitation, pre-funded warrants), priced at the average closing price of T3 Defense common stock for the five trading days preceding closing. Nexera is also eligible for an earn-out equal to 50% of KeepZone’s standalone net profit generated during the 24 months following the closing, calculated on the first $10.0 million of net profit and therefore capped at $5.0 million, payable in cash. The seller is also entitled to additional shares of T3 Defense common stock if 6 months after closing the stock price is less than the price on closing. KeepZone is being acquired without any debt or liability. Closing is expected within 60 days of the signing of the stock purchase agreement, subject to customary closing conditions, including Nasdaq notification regarding the issuance of additional shares and certain third-party consents. Additional details will be included in a Current Report on Form 8-K to be filed with the Securities and Exchange Commission (SEC).
AboutKeepZoneAI Inc. KeepZone AI Inc. is a homeland security technology company that markets, integrates and supports a multi-vendor portfolio of screening, surveillance, counter-UAS, AI analytics and unmanned aerial solutions for critical infrastructure, government and high-security environments. For more information, visit www.KeepZone.ai.
About T3 Defense Inc. T3 Defense Inc. (Nasdaq: DFNS) is a defense company that acquires and operates mission-critical defense businesses involved in national security programs. It focuses on manufacturers with strong customer relationships and solid order backlogs, often capacity- and resource-constrained, in specialized areas such as drones and autonomous vehicles, counter-drone systems, advanced manufacturing, tactical robotics, and AI software and system integration. Through disciplined acquisitions, centralized capital and strategy, and decentralized day-to-day operations, T3 Defense aims to strengthen essential defense capabilities and build long-term value. For more information, visit www.t3dfns.com.
Forward-Looking Statements This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including statements regarding the anticipated closing and timing of the acquisition of KeepZone; the expected benefits of the acquisition, including cross-selling and commercial opportunities; the potential earn-out; KeepZone’s representation and distribution relationships; and the Company’s growth and acquisition strategy. These statements are based on management’s current expectations and involve risks and uncertainties that could cause actual results to differ materially, including: the risk that closing conditions, including Nasdaq notification and third-party consents, are not satisfied or that the transaction does not close; the risk that KeepZone’s representation or distribution agreements are terminated, not renewed or not consented to; the absence of any assurance that KeepZone will generate revenue or profit or that any earn-out will become payable; dilution from the issuance of shares and warrants; integration risks; defense and homeland security procurement timing and funding; customer concentration; competitive and geopolitical conditions, including conditions in Israel; the Company’s liquidity and capital resources; the Company’s ability to maintain compliance with Nasdaq listing requirements; and other risks described in the Company’s filings with the SEC, including its Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and Current Reports on Form 8-K. Forward-looking statements speak only as of the date of this release, and the Company undertakes no obligation to update or revise them, except as required by law.
NEW YORK and NETANYA, Israel, Oct. 22, 2026 (GLOBE NEWSWIRE) — T3 Defense Inc. (Nasdaq: DFNS) (“T3 Defense” or the “Company”), a defense company that acquires and operates mission-critical defense businesses, today announced that its wholly owned subsidiary, Rimon Agencies Ltd. (“Rimon”), has delivered a drone-integrated mobile command-and-control (C2) vehicle to B.K. Vision Ltd. (“B.K. Vision”), a leading Israeli provider of homeland security (HLS) services. This delivery marks the transition from product introduction to customer deployment, representing the first unit delivered to a customer under the mobile unmanned aerial vehicle (UAV) and counter-UAV (C-UAV) platform line introduced by Rimon in August 2026.
Built by Rimon’s UAV Platforms project division, the fully integrated platform provides B.K. Vision with a self-contained base from which to launch, control and recover a UAV and manage a response where no fixed infrastructure exists.
“A command-and-control vehicle is central to a cohesive operation where power, communications, aircraft and operators all come together,” said Itamar Shimoni, Chief Executive Officer of Rimon. “We delivered B.K. Vision a vehicle that is ready to operate the day it arrives, bringing these capabilities together in a single mobile platform. As we continue to see an increasing need across defense and homeland security organizations in Israel and abroad, our focus is on applying Rimon’s engineering and integration capabilities to the operational requirements of additional defense and homeland security customers.”
“In August we said the drone threat had moved faster than the infrastructure built to answer it,” said Menny Shalom, Chairman and Chief Executive Officer of T3 Defense. “This delivery is that infrastructure, built and deployed. As the first command-and-control vehicle shipped under Rimon’s new platform line, it marks the transition from product introduction to customer delivery. Our focus is on translating this milestone into additional orders and building a repeatable business around mission-ready products.”
About Rimon
Rimon is a bespoke engineering and systems integration company that develops mission-ready infrastructure platforms for defense, homeland security, and emergency response operations. The company imports, distributes, and upgrades mobile power systems, elevated sensor masts, and builds integrated mission vehicles that support surveillance, communications, and command systems operating in environments where permanent infrastructure is unavailable. By engineering systems around real operational requirements, Rimon enables critical technologies to be deployed rapidly and operate reliably in demanding field conditions.
About T3 Defense Inc.
T3 Defense Inc. (Nasdaq: DFNS) is a defense company that acquires and operates mission-critical defense businesses involved in national security programs. It focuses on manufacturers with strong customer relationships and solid order backlogs, often capacity- and resource-constrained, in specialized areas such as drones and autonomous vehicles, counter-drone systems, advanced manufacturing, tactical robotics, and AI software and system integration. Through disciplined acquisitions, centralized capital and strategy, and decentralized day-to-day operations, T3 Defense aims to strengthen essential defense capabilities and build long-term value. For more information, visit www.t3dfns.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are forward-looking statements, including, without limitation, statements regarding the anticipated capabilities, configurations and availability of the command-and-control vehicles and trailers described herein; expected demand from defense and homeland security customers; the potential for additional orders or recurring revenue; and the Company’s growth strategy. These statements are based on management’s current expectations and assumptions and involve known and unknown risks and uncertainties that could cause actual results to differ materially, including the risk that a single delivery is not indicative of future orders; the absence of orders for the configurable platforms described herein; customer qualification, procurement timing and program funding; dependence on a limited number of customers; manufacturing execution, capacity and supply-chain risks; competitive and geopolitical conditions, including conditions in Israel; the Company’s liquidity and capital resources; the Company’s ability to maintain compliance with Nasdaq listing requirements; the integration of acquired businesses; and other risks described in the Company’s filings with the Securities and Exchange Commission, including its Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and Current Reports on Form 8-K. Forward-looking statements speak only as of the date of this release, and the Company undertakes no obligation to update or revise them, except as required by law.
NEW YORK and NETANYA, Israel, Oct. 14, 2026 (GLOBE NEWSWIRE) — T3 Defense Inc. (Nasdaq: DFNS) (“T3 Defense,” “DFNS” or the “Company”), a defense company that acquires and operates mission-critical defense businesses embedded in long-cycle national security programs, today announced that its subsidiary, Positech Ltd. (“Positech”), has completed the first shipment of a modified version of Heavy-Duty Single-Axis rotators under a previously announced $3.9 million order from a leading Israeli defense customer.
The initial delivery marks an important milestone in fulfilling the order, which was announced in June 2026. Positech expects to complete the remaining deliveries in Q1 2027.
“Positech’s progress on this order reflects T3 Defense’s strategy of acquiring and operating specialized businesses that supply mission-critical technologies to established defense customers,” said Menny Shalom, Chairman and CEO of T3 Defense. “Our focus is on building a portfolio with deep customer relationships and differentiated capabilities embedded in long-cycle national security programs. This delivery demonstrates how our subsidiaries are translating those strengths into contract execution.”
“This first shipment represents an important milestone for our team in delivering a modified rotator tailored to our customer’s requirements,” said Gera Eron, CEO of Positech. “Our Heavy-Duty Single-Axis rotators are designed to meet the demanding performance and reliability requirements of modern defense applications, including C-UAV systems, where they support the precise positioning of both detection and interception equipment. We are working closely with our customer to execute the order as we complete the remaining units, with final delivery expected in Q1 2027.”
Positech’s Heavy-Duty Single-Axis rotator is a new product developed from the company’s legacy line, serving as the precision positioning foundation for custom radars, including surveillance sensors, and electro-optical payloads, enabling accurate tracking, scanning, and pointing under demanding field conditions. These rotators are also critical components of Counter-Unmanned Aerial Vehicle (C-UAV) systems, providing precision positioning for mounted detection and interception equipment. Battle-proven across customer tactical and homeland security systems and field operations, the platform delivers torque from 0.5Nm up to 200Nm and rotational speeds of up to 180 degrees per second, combining zero backlash, continuous rotation, and high-accuracy dynamic performance in a modular, gearless architecture that distinguishes it from conventional gear-driven alternatives.
About Positech Ltd. Positech Ltd. is a defense engineering company specializing in high-precision, multi-axis motion control systems for mission-critical platforms. The company develops direct-drive, gearless motion technologies that provide accurate stabilization, tracking, and pointing for electro-optical sensors, radar systems, communications platforms, and remote weapon stations. Positech’s systems are deployed across land, sea, and air defense environments where reliability, accuracy, and durability are essential for operational performance.
About T3 Defense Inc. T3 Defense Inc. (Nasdaq: DFNS) is a defense company that acquires and operates mission-critical defense businesses involved in national security programs. It focuses on manufacturers with strong customer relationships and solid order backlogs, often capacity- and resource-constrained, in specialized areas such as drones and autonomous vehicles, counter-drone systems, advanced manufacturing, tactical robotics, and AI software and system integration. Through disciplined acquisitions, centralized capital and strategy, and decentralized day-to-day operations, T3 Defense aims to strengthen essential defense capabilities and build long-term value. For more information, visit www.t3dfns.com.
Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, statements relating to delivery timelines, contract values, and anticipated business performance. Forward-looking statements are based on the Company’s current expectations and are subject to certain risks and uncertainties that could cause actual results to differ materially. These risks include, but are not limited to, the ability to execute on existing contracts, customer acceptance, geopolitical developments, and general market conditions. The Company undertakes no obligation to update any forward-looking statements to reflect events or circumstances after the date of this press release.
Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.
Refer to the full report for the price target, fundamental analysis, and rating.
Award. Yesterday, T3 subsidiary Rimon announced receipt of a purchase order valued at $1.3 million from a leading Israeli defense prime contractor. The new award is further validation of management’s game plan to focus on mission-critical hardware and systems used in defense and counter-drone programs. The Company’s portfolio spans launcher systems, tactical mobility, power generation, positioning and navigation, command-and-control, and training and simulation capabilities that support the deployment, operation, and sustainment of layered defense architectures.
Details. Rimon will supply engineered power-generation systems for a European production line supporting a critical air-defense system. The equipment will be built and configured to the prime contractor’s specifications and the requirements of serial defense production, with deliveries scheduled for the customer’s European production facility. Notably, this is a production-line award, not a one-off delivery, which should result in additional volume not only from this customer but potentially from other customers.
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This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).
*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision.
NEW YORK and NETANYA, Israel, Sept. 10, 2026 (GLOBE NEWSWIRE) — T3 Defense Inc. (Nasdaq: DFNS) (“T3 Defense” or the “Company”), a defense company that acquires and operates mission-critical defense businesses involved in national security programs, today announced that its wholly owned subsidiary, Rimon Agencies Ltd. (“Rimon”), has received a purchase order valued at approximately $1.3 million from a leading Israeli defense prime contractor. Rimon will supply engineered power-generation systems for a European production line supporting a critical air-defense system.
The equipment will be built and configured to the prime contractor’s specifications and the requirements of serial defense production, with deliveries scheduled for the customer’s European production facility.
This order is the first Rimon purchase order tied to European air-defense production activity, demonstrating demand for its engineered power-generation systems in a critical defense-production environment.
“Europe’s continued investment in layered air defense would create demand for the sub-systems our businesses provide,” said Menny Shalom, Chairman and Chief Executive Officer of T3 Defense. “This order from a leading Israeli prime contractor is a tangible example of that demand. Rimon has been selected to supply power-generation systems for a critical air-defense production line in Europe, reinforcing the strategic relevance of the portfolio we have assembled, and it opens a path for Rimon into the European air-defense supply chain, where we see multi-year, program-driven demand for exactly this class of hardware.”
“This is a production-line order, not a one-off delivery, that reflects Rimon’s engineering and manufacturing capabilities and established record supporting Israel’s most demanding customers,” said Itamar Shimoni, Chief Executive Officer of Rimon. “Power generation is where Rimon started, and supplying it into a European defense production environment is a significant step in the expansion of our footprint beyond Israel. We are preparing for the initial delivery phase while continuing to evaluate and invest in building the capacity required to support additional volume from this customer and others.”
Portfolio Context
T3 Defense continues to position its operating subsidiaries, including Rimon, Positech, Tiltan, ITS, and Nimbus across the mission-critical hardware and systems used in defense and counter-drone programs. The Company’s portfolio spans launcher systems, tactical mobility, power generation, positioning and navigation, command-and-control, and training and simulation capabilities that support the deployment, operation and sustainment of layered defense architectures.
Rimon’s recent performance reflects growing demand for its capabilities. As of July 31, 2026, Rimon had generated approximately $5.25 million in year-to-date revenue, already exceeding its full-year 2025 revenue of $4.6 million. As of the same date, Rimon had approximately $2.1 million in backlog scheduled for delivery through year-end. The new order has been added to that backlog.
Through its subsidiaries, T3 Defense seeks to serve defense customers and prime contractors in Israel, Europe and other allied markets, where modernization, readiness and force-protection requirements are driving demand for these categories of equipment and support.
About Rimon
Rimon is a bespoke engineering and systems integration company that develops mission-ready infrastructure platforms for defense, homeland security, and emergency response operations. The company imports, distributes, and upgrades mobile power systems, elevated sensor masts, and builds integrated mission vehicles that support surveillance, communications, and command systems operating in environments where permanent infrastructure is unavailable. By engineering systems around real operational requirements, Rimon enables critical technologies to be deployed rapidly and operate reliably in demanding field conditions.
About T3 Defense Inc.
T3 Defense Inc. (Nasdaq: DFNS) is a defense company that acquires and operates mission-critical defense businesses involved in national security programs. It focuses on manufacturers with strong customer relationships and solid order backlogs, often capacity- and resource-constrained, in specialized areas such as drones and autonomous vehicles, counter-drone systems, advanced manufacturing, tactical robotics, and AI software and system integration. Through disciplined acquisitions, centralized capital and strategy, and decentralized day-to-day operations, T3 Defense aims to strengthen essential defense capabilities and build long-term value. For more information, visit www.t3dfns.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are forward-looking statements, including, without limitation, statements regarding the anticipated timing, phasing and completion of deliveries under the order described herein; the recognition of revenue from such order; the potential for follow-on, recurring or additional orders from the customer or other parties; European air- and missile-defense demand and procurement trends; the potential for Rimon or the Company’s other subsidiaries to qualify into or participate in European defense supply chains; Rimon’s operational expansion plans; and the Company’s growth and acquisition strategy. These statements are based on management’s current expectations and assumptions and involve known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied, including: the risk that the order is modified, delayed, reduced or cancelled by the customer; customer acceptance, testing and qualification requirements; export-control, licensing, local-content and shipping requirements applicable to deliveries to Europe; the risk that a single order is not indicative of future orders or of participation in any broader program; dependence on a limited number of defense prime contractors and customer concentration; defense program funding, procurement timing and the pace of European production activity; manufacturing execution, capacity and supply-chain risks, including the availability of components; the risk that backlog does not convert into revenue; competitive and geopolitical conditions, including conditions in Israel and in Europe; the Company’s liquidity and capital resources; the Company’s ability to maintain compliance with Nasdaq listing requirements; the integration of acquired businesses; and other risks described in the Company’s filings with the Securities and Exchange Commission, including its Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K. Forward-looking statements speak only as of the date of this release, and the Company undertakes no obligation to update or revise them, except as required by law.
Recent European air-defense procurement, localization and operational initiatives, including a reported Iron Dome ground-system manufacturing program in Germany, underscore growing requirements for launcher, mobility, power-generation, command-and-control and related mission-critical hardware categories served by T3 Defense subsidiaries.
NEW YORK and NETANYA, Israel, Sept. 08, 2026 (GLOBE NEWSWIRE) — T3 Defense Inc. (Nasdaq: DFNS) (“T3 Defense” or the “Company”), a defense company that acquires and operates mission-critical defense businesses involved in national security programs, today highlighted growing European demand for ground-segment subsystems used in layered air- and missile-defense architectures.
Recent defense developments in Europe underscore increased investment in integrated air- and missile-defense capabilities, including launcher systems, mobile platforms, power-generation equipment, command-and-control infrastructure and related support hardware. T3 Defense operating subsidiaries manufacture products serving these ground-segment categories, which are required to deploy, operate and sustain modern air-defense systems.
Recent developments include:
Manufacturing of ground-system components for Rafael’s Israeli-developed Iron Dome short-range air-defense system is expected to begin at Volkswagen’s former Osnabrück production site inGermany following the planned end of vehicle production in 2027. The initiative involves Rafael, the State of Lower Saxony and Munich-based investment firm Aurelius Capital, and is expected to include military vehicles, German power-generation units, launchers and related hardware, to support expanding German and European air-defense requirements.
A multi-layered air and missile defense agreement between Israel and Greece, at approximately $3.5 billion (≈€3 billion). The agreement covers short-, medium- and long-range interceptor layers, multi-mission radars, an integrated national command-and-control (C2) layer and a supplementary counter-drone package, with a reported local-industry participation component of roughly one quarter of program value. Greece is reportedly planning approximately €28 billion in defense modernization spending through 2036.
A live-fire trial in early September 2026 by the German Navy of an Israeli-developed ballistic missile system, launched from an operational German vessel configured with a command trailer and a launcher.
“Europe is investing in the infrastructure required to deploy, operate and sustain layered air- and missile-defense systems and interceptors,” said Menny Shalom, Chairman and Chief Executive Officer of T3 Defense. “These architectures depend on a range of ground-segment hardware, including launcher structures, command and control shelters, power-generation equipment, mobile platforms, masts, positioning systems and training and simulation equipment. These are the qualification-driven product categories in which our subsidiaries operate. We have deliberately assembled a portfolio in the qualification-driven sub-system categories that every layered air defense and counter-drone program consumes, and we are well positioned to pursue related opportunities and convert those into customer programs and orders.”
About T3 Defense Inc.
T3 Defense Inc. (Nasdaq: DFNS) is a defense company that acquires and operates mission-critical defense businesses involved in national security programs. It focuses on manufacturers with strong customer relationships and solid order backlogs, often capacity- and resource-constrained, in specialized areas such as drones and autonomous vehicles, counter-drone systems, advanced manufacturing, tactical robotics, and AI software and system integration. Through disciplined acquisitions, centralized capital and strategy, and decentralized day-to-day operations, T3 Defense aims to strengthen essential defense capabilities and build long-term value. For more information, visit www.t3dfns.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are forward-looking statements, including, without limitation, statements regarding European air and missile defense demand and procurement trends; the anticipated scope, timing, structure or localization of any European program or production activity; the categories of sub-systems such programs may consume; the potential for the Company or its subsidiaries to receive orders, qualify into supply chains, or generate revenue in Europe or elsewhere; the anticipated capabilities and availability of the platforms, products and services described herein; the potential expansion of previously disclosed orders, including the potential expansion of the Tiltan hardware-in-the-loop program; and the Company’s growth and acquisition strategy. These statements are based on management’s current expectations and assumptions and involve known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied, including: the absence of any order, contract or contractual relationship in connection with the European programs referenced herein; the risk that publicly reported third-party developments are inaccurate, incomplete, delayed, restructured or abandoned; reliance on information reported by third parties that the Company has not independently verified; local-content, offset, export-control, licensing and qualification requirements that may exclude the Company’s subsidiaries from European supply chains; customer qualification and testing cycles; defense program funding and procurement timing; dependence on government contracts and defense original equipment manufacturer relationships; manufacturing execution, capacity and supply-chain risks; customer concentration; the risk that backlog and pipeline do not convert into revenue; competitive and geopolitical conditions, including conditions in Israel and in Europe; the Company’s liquidity and capital resources; the Company’s ability to maintain compliance with Nasdaq listing requirements; the integration of acquired businesses; and other risks described in the Company’s filings with the Securities and Exchange Commission, including its Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K. Forward-looking statements speak only as of the date of this release, and the Company undertakes no obligation to update or revise them, except as required by law.
Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.
Refer to the full report for the price target, fundamental analysis, and rating.
Overview. We had an opportunity to speak with T3 management about second quarter results. In brief, results were mostly in-line with management’s expectations. Opportunities remain abundant; we are particularly interested to see how the licensing of Tiltan’s Majestic.ai software unfolds. We view this as a major opportunity.
2H26. Management noted improving backlogs at certain subsidiaries, which should help drive second-half 2026 results. In addition, management continues to integrate and optimize the acquisitions completed earlier this year. The M&A pipeline remains robust and, in spite of the Project 35 outcome (see below), we believe the Company will complete one or more acquisitions before the end of 2026.
Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.
This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).
*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision.
Engagement set to mark the first delivery of Majestic.ai as customer-operated licensed software, adding a software licensing model to Tiltan’s project-based services
NEW YORK and NETANYA, Israel, Aug. 26, 2026 (GLOBE NEWSWIRE) — T3 Defense Inc. (Nasdaq: DFNS) (“T3 Defense” or the “Company”), today announced that its wholly owned subsidiary, Tiltan Software Engineering Ltd. (“Tiltan”), has been selected by a sensor systems developer and manufacturer to license Majestic.ai, Tiltan’s generative artificial intelligence (AI) synthetic data platform. This marks the first time Majestic.ai will be delivered as software the customer operates itself, rather than as a service Tiltan performs.
Majestic.ai
Majestic.ai is Tiltan’s AI platform for synthetic data generation. The physics-based platform produces labeled image and video datasets that defense customers use to train and validate AI systems when real world data is costly or impossible to collect. The platform covers electro-optical (EO), infrared (IR), light detection and ranging (LiDAR), and synthetic aperture radar (SAR) across land, maritime, air, and space environments, and also supports sensor and hardware development programs.
To date, Majestic.ai has been sold as a managed service, with Tiltan producing each dataset for the customer. This engagement is set to mark the platform’s first delivery as licensed software operated by the customer. Management believes a licensed model can support more repeatable revenue per customer and allow Tiltan to serve more programs without adding project labor for each one.
The Majestic.ai license will be paired with Tiltan’s T-VERSE geospatial 3D content, so the customer receives both the generation engine and the underlying data. Bundling the two also gives Tiltan a second product to attach to future licenses.
Management Commentary
“Synthetic data has become one of the constraints on how quickly advanced sensors and AI systems can be developed and fielded,” said Menny Shalom, Chairman and Chief Executive Officer of T3 Defense. “Tiltan has spent years producing that data for its customers. Licensing Majestic.ai puts the engine, and the content behind it, directly into the customer’s hands. That is a different business than project-by-project services, and we believe it is a meaningful step towards a more scalable, repeatable revenue source from the AI and simulation assets we already own.”
“Our customers must train and validate systems against conditions they cannot practically capture in the field,” said Ehud Shafir, Chief Executive Officer of Tiltan. “With Majestic.ai delivered as licensed software and paired with T-VERSE content, this customer will be able to generate the volume of datasets it needs on its required schedules. Being selected for the first engagement of this kind validates the maturity of the platform and the demand for customer-operated synthetic data generation.”
Commercial Status
The Company is not disclosing the value, scope, or customer identity of the engagement. Majestic.ai has not yet been delivered under this engagement and no revenue has been recognized to date. There can be no assurance as to the timing of delivery, the amount or timing of any revenue recognition, the customer’s continued use or expansion of the license, or that the engagement will result in additional licensed-software programs with this or any other customer.
About Tiltan Software Engineering Ltd.
Tiltan Software Engineering Ltd., a wholly owned subsidiary of T3 Defense, is a leading solution provider specializing in simulation, 3D engines, generative AI training, geo-systems, 3D content, and operations center systems and tools. With over 30 years of experience, Tiltan’s simulation products provide a comprehensive one-stop solution for training, development, and hardware-in-the-loop systems, powered by a proprietary 3D engine and generative AI. Tiltan’s geo-system products support space, aerial, manned, and unmanned vehicles, addressing registration, localization, and navigation challenges, as well as geo-mapping systems. Its in-house content production delivers high-fidelity, geo-specific visual databases, 3D models, and mapping data for VIS, IR, LiDAR, and SAR applications. For more information, visit www.tiltan-se.com.
About T3 Defense Inc.
T3 Defense Inc. (Nasdaq: DFNS) is a defense company that acquires and operates mission-critical defense businesses involved in national security programs. It focuses on manufacturers with strong customer relationships and solid order backlogs, often capacity- and resource-constrained, in specialized areas such as drones and autonomous vehicles, counter-drone systems, advanced manufacturing, tactical robotics, and AI software and system integration. Through disciplined acquisitions, centralized capital and strategy, and decentralized day-to-day operations, T3 Defense aims to strengthen essential defense capabilities and build long-term value. For more information, visit www.t3dfns.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are forward-looking statements, including, without limitation, statements regarding Tiltan’s selection to deliver Majestic.ai as a licensed software product; the expectation that the engagement will mark the first delivery of Majestic.ai in a self-service, customer-operated model; the anticipated capabilities, configurations, and performance of Majestic.ai and T-VERSE; the timing or completion of delivery; expected demand for licensed, customer-operated synthetic data generation; the potential for additional orders, licenses, production programs, or recurring revenue; the potential for integration across T3 Defense’s portfolio companies; and the Company’s growth strategy. These statements are based on management’s current expectations and assumptions and involve known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied, including risks related to the absence of executed follow-on orders for the licensed model described herein; delivery, integration, and customer acceptance risk; market adoption and customer qualification and testing requirements; defense program funding, procurement cycles, and timing; dependence on government contracts and defense OEM relationships; protection of intellectual property in a licensed-software model; customer concentration; competitive and geopolitical conditions, including conditions in Israel; the Company’s liquidity and capital resources; the Company’s ability to maintain compliance with Nasdaq listing requirements; integration of acquired businesses; and other risks described in the Company’s filings with the Securities and Exchange Commission, including its Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K. Forward-looking statements speak only as of the date of this release, and the Company undertakes no obligation to update or revise them, except as required by law.
Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.
Refer to the full report for the price target, fundamental analysis, and rating.
Overview. T3 Defense filed its 10Q for the quarter ended June 30, 2026. The Company did not issue a press release on the quarterly results, nor did management hold a conference call. Revenue came in below our expectations, but gross margin and operating loss were better than expected. Non-cash items significantly impacted the bottom line. We hope to speak with management shortly to provide a deeper review of the quarter and update our models.
2Q26 Results. Revenue was $4.0 million, below our $4.5 million projection. Gross margin was 25.4% exceeding our 11.1% estimate. T3 reported an operating loss of $3.4 million compared to our projection of a $3.9 million loss. Net loss from continuing operations was $85.7 million and net loss was $81.4 million. T3 reported a loss per share of $182.80 (adjusted for the recent 1-for-125 reverse stock split).
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*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision.
Archer Aviation (Nasdaq: ACHR) and Joby Aviation (NYSE: JOBY) are both racing toward the same electric air taxi future, but their second quarter results, reported within days of each other, reveal two fundamentally different strategies for surviving the long and expensive road to commercial service. Joby posted stronger near-term revenue. Archer made a move that pulls it directly into the defense and unmanned systems market.
Joby reported $38.6 million in second quarter revenue, up from $24.6 million the prior quarter, and raised its full-year 2026 revenue forecast to a range of $115 million to $125 million. Much of that growth came from Blade, Joby’s helicopter charter business, which generated $36.2 million in revenue with seat sales up more than 50% year over year. The company still posted a net loss of $245.4 million for the quarter.
Archer reported just $5 million in revenue, though that figure was up 213% from the prior quarter and came in above estimates. Operating expenses reached $284.2 million, and the company posted a net loss of $263.2 million. Archer holds approximately $1.56 billion in cash and investments, compared to roughly $2.3 billion for Joby.
The more consequential development from Archer’s quarter had little to do with air taxis directly. Archer agreed to acquire three aerospace and defense businesses from Boeing in exchange for Boeing shares, a deal that immediately broadens Archer’s business well beyond passenger eVTOL aircraft. The acquired businesses include Wisk Aero, which develops autonomous electric vertical takeoff and landing aircraft, SkyGrid, which builds technology to safely manage autonomous aircraft operations, and Insitu, a maker of unmanned aircraft used primarily for surveillance and defense applications.
Combined, these three businesses bring nearly 2 million flight hours of real-world data to Archer, along with technology feeding directly into Archer’s ZEE AI platform, which integrates light, air-traffic, weather, terrain, and aircraft data to improve flight safety and efficiency. In effect, Archer is transforming from a single-product air taxi company into a broader aerospace, defense, and autonomy platform, with unmanned aircraft and drone technology now sitting at the center of that expansion.
Why the Drone Angle Matters Right Now
This deal lands at a moment when military and commercial demand for unmanned aircraft systems is accelerating sharply, driven by ongoing conflicts that have pushed defense procurement toward drone technology at a pace not seen in years. Insitu’s surveillance and defense-focused unmanned aircraft slot directly into that demand environment, giving Archer exposure to a growth market that operates on an entirely different timeline and revenue model than commercial passenger certification.
That broader drone sector tailwind extends well beyond large defense primes and newly diversified companies like Archer. Smaller, specialized defense technology companies are positioned to benefit from the same military modernization push, including names like T3 Defense, which operates in the unmanned systems and defense technology space that is seeing exactly this kind of accelerated government and commercial investment.
Despite their diverging strategies, both Archer and Joby remain a considerable distance from full FAA commercial certification for piloted eVTOL passenger service. Archer’s Midnight aircraft has completed Phase 3 of the FAA’s four-step certification process, while Joby currently has five aircraft flying and 12 more in production, aided by a manufacturing partnership with Toyota. Both companies plan to begin limited eIPP pilot flights in Texas later this year as a bridge toward full commercial operations.
For investors tracking the broader unmanned aircraft and defense technology space, Archer’s pivot illustrates a theme playing out across the sector this year. Companies with exposure to drone and autonomous flight technology, whether through diversification like Archer’s Boeing deal or through smaller, more focused defense technology platforms, are tapping into a genuinely different and arguably more near-term demand environment than the still-unproven commercial air taxi market both companies are ultimately chasing.
NEW YORK and NETANYA, Israel, Aug. 04, 2026 (GLOBE NEWSWIRE) — T3 Defense Inc. (Nasdaq: DFNS) (“T3 Defense” or the “Company”), a defense technology holding company, today announced that its wholly owned subsidiary Tiltan Software Engineering Ltd. (“Tiltan”) has received an initial purchase order from a leading Israeli defense contractor to deliver a Proof of Concept (PoC) for a Hardware-in-the-Loop (“HWIL”) simulation of a next-generation infrared electro-optical system.
The purchase order represents the first phase of a program that may expand into a contract valued at up to $2.0 million, as the customer and its subsidiaries progress from concept validation to full-scale development and qualification.
Under the agreement, Tiltan will use its proprietary T-Verse platform to simulate the customer’s next-generation infrared electro-optical system. By leveraging advanced HWIL capabilities, the platform recreates realistic operational environments in a laboratory setting, enabling faster development cycles, improved engineering efficiency, and more effective testing of complex scenarios that are difficult to replicate in the field. The solution also integrates artificial intelligence to help address increasingly complex battlefield requirements.
“This engagement reflects the type of high-value, scalable opportunity we are targeting across our portfolio,” said Menny Shalom, CEO of T3 Defense. “A leading defense prime selecting Tiltan for next-generation electro-optical simulation underscores the strength of our technology platform and highlights the potential for multi-phase, recurring programs that can drive meaningful growth.”
“This award reinforces the growing recognition of Tiltan’s capabilities among Israel’s most advanced defense manufacturers,” said Ehud Shafir, CEO of Tiltan Software Engineering Ltd. “Securing this initial phase positions us to expand into a broader, multi-phase engagement as the program progresses across the customer’s organization.”
This engagement supports T3 Defense’s strategy of deepening relationships with premier defense contractors and expanding recurring, higher-value simulation and engineering programs within Israel’s defense ecosystem.
About Tiltan Software Engineering Ltd. Tiltan Software Engineering Ltd., a subsidiary of T3 Defense, is a leading solution provider specializing in Simulation, 3D Engines, Generative AI Training, Geo-Systems, 3D Content, and Operations Center Systems and Tools. With over 30 years of experience, Tiltan’s simulation products provide a one-stop-shop solution for training, development, and hardware-in-the-loop systems, powered by a proprietary 3D engine and Generative AI.
Tiltan’s Geo-System products support space, aerial, manned, and unmanned vehicles, addressing registration, localization, and navigation challenges, as well as geo-mapping systems. Tiltan’s in-house content production delivers high-fidelity, geo-specific visual databases, 3D models, and mapping data for VIS, IR, LiDAR, and SAR applications.
About T3 Defense T3 Defense Inc. (Nasdaq: DFNS) is a defense company that acquires and operates mission-critical defense businesses embedded in long-cycle national security programs. The company targets businesses operating at constrained, qualification-driven, or execution-critical points across the industrial base where strategic value exists and where qualification, capacity, and execution are decisive. Through disciplined M&A, centralized capital and strategy, and decentralized operating autonomy, T3 Defense seeks to strengthen critical defense capabilities and compound long-term value. For more information, visit www.t3dfns.com.
Forward Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include statements regarding ITS’s engineering and manufacturing capabilities, the expected performance of the production line delivered to the client, and the Company’s growth strategy. These statements involve known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied. T3 Defense Inc. undertakes no obligation to update or revise any forward-looking statements to reflect events or circumstances after the date of this press release, except as required by applicable law.
NEW YORK and NETANYA, Israel, July 31, 2026 (GLOBE NEWSWIRE) — T3 Defense Inc. (Nasdaq: DFNS) (“T3 Defense” or the “Company”), a defense technology holding company, today announced that its wholly owned subsidiaries Rimon and Tiltan each reported record year-to-date revenue, new orders received, and total backlog.
“With July being a milestone month for T3 Defense, both Rimon and Tiltan posted the strongest year-to-date revenue, order intake, and backlog levels. We believe that reflects the growing demand for their capabilities and the strength of the customer relationships each team has built. We remain focused on converting this momentum into durable, long-term growth across the platform,” said Menny Shalom, Chief Executive Officer of T3 Defense.
Rimon
$2.6 million revenue recorded for July 2026, an all-time monthly high
~$5.25 million in year-to-date revenue, already above full-year 2025 revenue of $4.6 million
$2.1 million backlog as of July 31, 2026, scheduled for delivery through year-end
$0.9 million in additional outstanding proposals not yet converted to orders
Rimon currently anticipates full-year 2026 revenue to exceed $7.2 million.
Rimon’s performance is driven by significant growth in activity volumes, deliveries, and orders supporting leading companies and entities in Israel’s defense industry. The growth reflects rising customer confidence in Rimon’s product quality, engineering and manufacturing capabilities, service levels, and ability to meet tight schedules and complex demands.
To support the increasing demand and an expanding project backlog, Rimon is preparing for meaningful operational expansion, hiring additional personnel, developing advanced operational systems and management software, and evaluating a move to a larger production facility to increase capacity.
Tiltan
~$1.0 million in year-to-date revenue
$2.5 million in total purchase orders received year-to-date
$1.5 million backlog, as of July 31, 2026
$3.5 million in additional outstanding proposals not yet converted to orders
Tiltan currently anticipates full-year 2026 revenue to exceed 4.0 million.
Tiltan’s performance is driven by orders from a top leading global defense customers for the development of advanced aerial sensors.
Customers selected Tiltan’s solutions after evaluating multiple alternatives, citing unique capabilities not available elsewhere for high-fidelity external-world simulation of day and thermal sensors. These systems enable customers to shorten development cycles, reduce technical risk, and lower costs by minimizing the need for extensive field testing, effectively bringing the real world into the laboratory.
About Backlog and Other Operating Metrics
* Total pipeline, as used in this release, refers to the aggregate value of proposals and quotations submitted by Rimon and Tiltan to customers that have not yet been approved, awarded, or converted into binding purchase orders or contracts as of the date indicated. Backlog is an internal operating metric, is unaudited, has not been prepared in accordance with U.S. generally accepted accounting principles (“GAAP”), and should not be construed as a guarantee of future revenue. Backlog is inherently uncertain, is subject to change (including reduction, cancellation, or non-conversion) without notice, and there can be no assurance that any portion of reported backlog will result in actual orders, revenue, or cash flow in any future period. Revenue and new order figures presented in this release are preliminary, unaudited, and subject to adjustment in connection with the Company’s regular financial closing and review procedures, including in the Company’s periodic reports filed with the U.S. Securities and Exchange Commission (the “SEC”).
About T3 Defense Inc.
T3 Defense Inc. (Nasdaq: DFNS) is a defense technology holding company pursuing an active acquisition and value-creation strategy across the defense technology sector. The Company’s wholly owned subsidiaries include Rimon, Tiltan, Nimbus, and Nukk Picolo Ltd. [Placeholder — confirm current subsidiary list and standard boilerplate language against most recent SEC filings.]
Forward-Looking Statements
This press release contains “forward-looking statements” within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 and other applicable securities laws. Forward-looking statements are statements that are not historical facts and may include statements regarding the Company’s expectations, beliefs, plans, or intentions, including statements regarding anticipated future revenue, orders, backlog conversion, growth trends, and the future performance of Rimon, Tiltan, and the Company’s other subsidiaries. Words such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “may,” “plan,” “project,” “will,” “would,” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words.
These forward-looking statements are based on current expectations and assumptions that are subject to a number of risks and uncertainties that could cause actual results to differ materially from those anticipated, including, without limitation: the fact that reported backlog consists of unapproved proposals that may not convert into binding orders or revenue; the risk that record monthly results may not be indicative of future or sustained performance; risks associated with the Company’s liquidity, capital resources, and ability to access funding under its equity line of credit facility; risks relating to the Company’s pending and future acquisitions, dispositions, and corporate restructuring transactions; competitive, regulatory, and geopolitical conditions affecting the defense sector, including conditions in Israel; the Company’s ability to maintain compliance with Nasdaq listing requirements; and other risks and uncertainties described in the Company’s filings with the SEC, including its Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K. Except as required by law, the Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.
