AML3D Lands $2.6M US Navy Contract to 3D Print Submarine Replacement Parts
AML3D secures AU$2.6 million US Navy submarine contract
AML3D Limited (ASX: AL3) has secured an AU$2.61 million contract to manufacture five high-demand submarine components for the US Navy. The order, valued at US$1.84 million, represents non-safety critical replacement parts no longer available from original manufacturers.
The contract has been signed with BlueForge Alliance, a US nonprofit neutral integrator supporting the US Navy’s Submarine Industrial Base. Payment is structured as upfront and milestone-based, with the contract expected to run for approximately 10 months commencing in Q4 FY26.
AML3D will leverage its proprietary ARCEMY® technology to 3D metal print the components using Nickel-Aluminum-Bronze (NAB) alloy, which the company has already qualified to meet US Navy standards. The contract follows successful hydrostatic testing of ARCEMY® printed components by the US Navy.
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What is Wire Additive Manufacturing and why does the US Navy need it?
Wire Additive Manufacturing (WAM®) is an industrial-scale 3D metal printing technology that combines welding robotics with proprietary software to produce large metal components. AML3D’s ARCEMY® system delivers this technology for commercial manufacturing applications.
The US Navy faces a growing supply chain challenge. When original manufacturers discontinue legacy submarine parts, the Navy loses its source for critical replacement components. Traditional manufacturing routes cannot source these parts in a time or cost-effective manner, creating operational gaps in fleet sustainment.
AML3D’s technology addresses this problem by replicating discontinued components with reduced lead times whilst matching or exceeding traditional manufacturing quality. The company has pre-qualified NAB alloy to US Navy standards, enabling immediate deployment for approved component categories.
CEO Sean Ebert
“This latest contract pertains to complex components that are no longer supported by the original manufacturer and could not be sourced in a time and cost-effective manner from the Navy’s traditional supplier base.”
Defence supply chains face structural shortages as legacy manufacturers exit production. AML3D’s pre-qualified materials and proven manufacturing capability position the company to capture a growing share of this sustainment market.
US scale-up strategy delivers cumulative contracts exceeding AU$30 million
The order sits within a broader pattern of US defence growth. The company has now secured cumulative US defence-related contracts exceeding AU$30 million, demonstrating sustained commercial momentum beyond isolated project wins.
AML3D is investing to double capacity at its Ohio Technology Center to support this expanding contract pipeline. The facility upgrade positions the company to handle concurrent defence manufacturing programmes whilst maintaining quality and delivery standards.
| Contract Detail | Value |
|---|---|
| Contract Value (AUD) | AU$2.61 million |
| Contract Value (USD) | US$1.84 million |
| Components | 5 |
| Duration | ~10 months |
| Material | Nickel-Aluminum-Bronze (NAB) |
| Commencement | Q4 FY26 |
The cumulative AU$30 million figure demonstrates this is not an isolated contract but part of an embedded supplier relationship within the US Navy’s Maritime Industrial Base. AML3D’s WAM® technology produces high-quality, complex components that match and exceed those supplied by traditional manufacturers, with significantly reduced lead times.
Strategic partnership deepens with BlueForge Alliance
BlueForge Alliance operates as a neutral integrator supporting the US Navy’s Submarine Industrial Base, coordinating solutions across the supplier ecosystem. Working through BlueForge rather than ad-hoc procurement channels suggests AML3D is becoming embedded in the Navy’s long-term sustainment strategy.
This relationship provides a pathway to recurring orders as additional supply chain gaps emerge across the submarine fleet. The US Navy’s broader sustainment challenges create ongoing demand for replacement manufacturing capability, particularly for legacy components where original tooling and production lines no longer exist.
The contract demonstrates that AML3D is positioned to address supply chain constraints across the US Navy’s Maritime Industrial Base using its advanced manufacturing technology.
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What comes next for AML3D
Contract execution commences in Q4 FY26, providing near-term revenue visibility. The company continues expanding its Ohio facility capacity to support concurrent defence programmes whilst progressing plans to enter UK and European markets.
CEO Sean Ebert noted: “While the latter strategy is being successfully delivered, we at the same time continue to progress our plans to enter into the UK market and other globally significant markets across Europe.”
Near-term catalysts include:
- Contract execution commences Q4 FY26
- Ohio facility capacity expansion underway
- UK and European market entry in progress
The combination of contracted US defence revenue, expanding production capability, and international market development provides multiple growth pathways beyond this single submarine components order. AML3D’s technology addresses a structural gap in defence supply chains where legacy manufacturers have exited, creating demand that traditional manufacturing cannot fulfil in a cost-effective timeframe.
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