Amaero Wins US DoW Contract for Refractory Powders

Amaero Inc. has secured a A$6.5 million U.S. Department of War contract to develop alternative high-temperature refractory alloy powders, focusing on reducing reliance on Niobium C103 feedstock by creating viable substitutes for aerospace propulsion and hypersonic applications. The 13-month development program runs through August 2027 with milestone-based monthly payments and expects roughly 40% of revenue to be recognized in late 2026 and the remainder in early 2027, signaling strong cash-flow visibility. This award solidifies Amaero’s role as a strategic U.S. defense and space supplier, leveraging its EIGA Premium gas atomization tech to down-select and test alternative alloys via PM-HIP processing, potentially setting new material standards referenced by national labs. Amaero positions itself as a vertically integrated supplier of both refractory and titanium alloy powders and near-net-shape components, underscoring the importance of supply-chain security and traceability for defense customers. The company’s broader financial trajectory shows record quarterly revenue and a growing backlog that provides visibility into 2027 growth, supported by multiple U.S. and domestic defense contracts. Overall, the contract not only delivers near-term revenue but also reinforces Amaero’s strategic moat as the domestic producer of advanced powders in a defense and aerospace market prioritizing domestic resilience.