Acusensus Reaffirms $83-87M Revenue Target as US Pipeline Hits Record Depth
Acusensus reaffirms FY26 revenue guidance of $83-87 million
AI-enabled road safety technology company Acusensus has reaffirmed its FY26 guidance alongside a business update, confirming revenue targets of $83.0 million to $87.0 million and Adjusted EBITDA of $7.2 million to $8.2 million. The update, released 6 May 2026, follows the company’s half-year results announced on 26 February 2026 and signals management confidence in delivering against previously stated financial targets despite operational complexity across multiple international markets.
Acusensus designs and develops artificial intelligence-enabled road safety solutions, including automated enforcement systems for mobile phone detection, seatbelt compliance, speeding, and work zone safety. The guidance reaffirmation comes as the company scales operations across the United States, United Kingdom, New Zealand, and Australia, with material progress reported across each geography.
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What does guidance reaffirmation mean for investors?
Guidance reaffirmation occurs when management confirms that previously stated financial targets remain achievable based on current business performance and trading conditions. Mid-year reaffirmations carry particular weight for investors because they indicate no material adverse changes have occurred to the business trajectory since the original guidance was issued.
Adjusted EBITDA (Earnings Before Interest, Tax, Depreciation, and Amortisation) measures profitability by excluding non-cash items such as depreciation and amortisation, providing a clearer view of operational cash generation. Companies typically only reaffirm guidance when tracking to plan or ahead of expectations, making this update a confidence signal for shareholders monitoring the company’s international expansion and contract execution.
United States operations scaling with deepest pipeline to date
Acusensus reports its US sales pipeline is broader than at any prior point in the company’s history, driven by active procurement processes at state, community, and federally funded levels. The Connecticut Department of Transportation work zone speed enforcement programme has reached a critical mobilisation phase, with all 10 work zone speed enforcement trailers and 5 vehicles now assembled. End-to-end go-live is expected in the coming months, marking the company’s first state-wide automated enforcement programme in the United States.
Leadership capacity has been strengthened with Kevin Tenbrunsel, appointed General Manager – USA at the end of 2025, now fully embedded in the role. The US team has added 3 additional experienced sales hires since the start of the calendar year, with headcount targeted to reach approximately 50 US employees by the end of the financial year.
Key pipeline activity includes:
- Connecticut Department of Transportation: All assets built, mobilisation progressing toward go-live
- Active procurement processes: Multiple live RFPs across state and community levels
- State-level real-time enforcement: Multiple states have submitted for federal funding to support real-time distracted driving and seatbelt enforcement programmes
Alexander Jannink, Co-Founder and Managing Director
“We have made significant international progress since the start of this calendar year. In the USA, our Connecticut team is well progressed in the mobilisation of our first state-wide automated enforcement program. I was fortunate to be in Connecticut for the launch of National Work Zone Safety Week in April to discuss first hand with Governor Lamont and Commissioner Eucalitto their passion to change behaviours and save lives on Connecticut roads. Beyond Connecticut, our broader US pipeline has never been deeper with opportunities across real time police based enforcement, community enforcement and state level enforcement.”
International expansion gains traction across UK and New Zealand
United Kingdom now running three concurrent programmes
The majority of Acusensus’ in-country UK assets are now actively deployed across three concurrent programmes, representing a material step change in operational scale:
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Transport Scotland: A six-month survey-stage contract for mobile phone and seatbelt detection launched 11 March 2026, with two Heads-Up trailers operating on the Scottish strategic road network, including deployments on the M8 and M80 motorways.
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Sussex Police: A one-month operational deployment for mobile phone and seatbelt detection commenced mid-April 2026, with national media coverage accompanying the programme launch.
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Devon & Cornwall Police: The original long-term operational programme for mobile phone and seatbelt detection continues, with the trailer deployed across both counties.
New Zealand exceeding revenue and profitability targets
The nationwide mobile speed camera programme for NZTA Waka Kotahi is operating at full run-rate, with deployment volumes modestly above plan and disciplined cost performance. The programme is exceeding budgeted revenue and profitability year to date, providing earnings upside that validates the operational model for contracted enforcement programmes. Strong performance from locally based operations and pre-verification teams has enabled the New Zealand business to outperform original financial modelling, offering a cushion against potential execution risks in newer international markets.
Australian operations remain the core revenue base
Transport for NSW has requested a 6-month + 6-month extension of the Mobile Speed Camera programme from 1 July 2026, which Acusensus has accepted in principle, subject to finalisation of commercial terms. The broader retender process for the programme continues. The mobile phone and seatbelt enforcement programme was expanded to include bi-directional enforcement, with the first bi-directional Heads-Up trailer entering service 2 March 2026.
Operations in Queensland continue across existing mobile phone, seatbelt, and speed enforcement programmes, with additional trailers being progressively fitted to meet expansion requirements for the start of FY27. Western Australia has placed incremental orders (previously announced in February 2026) for additional work tied to existing trailer and fixed site multi-function enforcement camera programmes, with mobilisation underway.
| State | Programme Status | Key Update |
|---|---|---|
| NSW | Extended | 6+6 month MSC extension from 1 July 2026 |
| Queensland | Operational | Additional trailers being fitted for FY27 expansion |
| Western Australia | Expanding | Incremental orders received February 2026, mobilisation underway |
| ACT | Pending | Awaiting TAPES procurement outcome |
| Victoria | Demonstration | Multi-function capability demonstrated to Dept of Justice |
Forsite platform building recurring revenue base
Forsite is a hardware-enabled SaaS platform for connected road worker safety, combining roadside sensing, worker wearables, and cloud analytics into a recurring subscription model spanning hardware, software, data, and support revenue. The platform commercially launched at the end of October 2025.
Enterprise traction has strengthened since the start of the calendar year. Fulton Hogan programmes and adoption continue to grow, with additional systems deployed within existing operations as the platform is applied across roadside crews and operating environments. RetroTraffic signed a multi-year commercial agreement in February 2026, adding to Forsite’s contracted recurring revenue base. Service Stream has commenced a contracted paid trial, initially focused on truck-mounted attenuators, providing a pathway to validate vehicle-mounted use cases across mobile road maintenance and traffic management operations.
Forsite has established its first dedicated international business development capability, with a UK-based appointment commencing May 2026 to support early market entry across the UK and Western Europe. The recurring subscription revenue model provides earnings visibility and reduces reliance on project-based government contracts, positioning Forsite as a diversification play alongside the core enforcement business.
R&D progress positions Acusensus for new market opportunities
Acusensus installed its first fixed red light enforcement test site in NSW in April 2026, capturing the first prosecutable red light offence under test shortly after installation. The system enforces both red light and speed offences from a single pole, without requiring integration with traffic signal controllers, in-road inductive loops, or additional radar/flash infrastructure.
This architecture significantly reduces the capital cost of installation, which is the dominant cost driver for red light enforcement programmes. The lower-capex fixed enforcement capability positions the company for the pipeline of red light/speed tenders in Australia and internationally, potentially expanding the addressable market and improving unit economics on new contracts compared to conventional red light systems.
The first bi-directional Heads-Up trailer for the NSW mobile phone and seatbelt programme entered service 2 March 2026, enabling enforcement of vehicles travelling in both directions from a single trailer.
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Management changes and FY27 outlook
The company has confirmed the permanent appointment of Duncan Murcott as Chief Customer Officer, following the successful conclusion of his initial 12-month engagement. Murcott has played a central role in shaping the company’s customer engagement strategy and the strengthened sales pipeline now in place across international markets.
The momentum of FY26 to date, including the ongoing mobilisation of the Connecticut programme, improvement in the United Kingdom, continued strong performance in New Zealand, and contract expansions in Australia, sets a strong base for the remainder of the financial year and into FY27.
Alexander Jannink, Co-Founder and Managing Director
“The momentum we have built across our international markets, combined with the continued strength of our Australian business and the progress of Forsite as a recurring-revenue platform, gives me real confidence in the trajectory of the Company as we move through the remainder of FY26 and into FY27. I want to sincerely thank our employees for their dedication, our customers for their continued partnership, and our shareholders for their ongoing support as we deliver on our mission to change behaviours and save lives.”
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