Company Interview / AML3D expands foot'print' with US Defense

Key Points:

AML3D (ASX:AL3) secures major deal for Alchemy systems with Newport News ShipbuildingOver $20 million in US Navy contracts since 2023, including plans for 100 systemsAlchemy 3D technology accelerates submarine part production from years to weeksExpansion plans underway in both the US and UK following strong Aukus-related demand

AML3D (ASX:AL3) has secured a multi-million dollar order for two custom Alchemy systems from Newport News Shipbuilding in the United States. Sean Ebert, from AML3D, outlines that this agreement signifies the ninth and tenth deployment of their advanced manufacturing solution to support the US Navy. Since 2023, AML3D has generated more than $20 million from US contracts, including a recent letter of intent from the US Navy covering up to 100 proprietary Alchemy systems and plans to produce up to 1,600 parts per year by 2030. Ebert states that these systems are crucial in accelerating the build of Virginia-class submarines under the Aukus agreement, meeting urgent demand for rapid production.

Ebert explains AML3D’s proprietary Alchemy 3D printing system merges software, metallurgical and welding science, enabling customers to manufacture complicated parts more rapidly than traditional forging or casting methods. For example, a part previously taking two and a half years to produce by conventional methods is now manufactured in just 16 weeks using their technology. AML3D’s Ohio facility, established to meet onshore US production requirements, doubled its capacity following a $30 million market raise in December 2025.

Looking ahead, Ebert highlights similar momentum in the United Kingdom, where AML3D is advancing a $1.47 million alloy qualification programme for submarine sustainment and preparing to expand with a dedicated UK facility.