T3 Defense Inc. Announces Strong Q1 2026 Preliminary Results and Robust Outlook

Key Highlights from T3 Defense Inc.’s First Quarter as a Defense-Focused Holding Company

New York, NY and Netanya, Israel – April 15, 2026 – T3 Defense Inc. (NASDAQ: DFNS), a newly restructured defense-focused holding company, has released its unaudited preliminary financial and operational metrics for Q1 2026. This marks a significant milestone for the company as it completes its first quarter following a strategic transformation into a consolidated defense technology group.

Key Financial and Operational Metrics

• Q1 2026 Revenue: Expected to be approximately \$4.2 million, representing the company’s consolidated operations across all subsidiaries.
• Backlog as of March 31, 2026: Over \$12.1 million, providing strong revenue visibility for the remainder of the year.
• Full Year 2026 Revenue Guidance: Reaffirmed at \$26 million, indicating management’s confidence in continued robust growth and operational execution.
• RFP Activity: Incoming requests for proposals (RFPs) reached \$12.0 million, reflecting surging demand driven by global defense spending and heightened geopolitical tensions.

Strategic and Operational Developments

T3 Defense’s Q1 2026 performance is particularly noteworthy as it represents the company’s first full quarter operating under its new defense-focused holding structure. The successful completion of several strategic acquisitions, the establishment of key partnership agreements, and substantial capital investments to expand its operational footprint have all contributed to a foundational period of transformation.

• The company has unified its newly acquired entities under a single strategic vision, streamlined operations, and leveraged synergies to drive efficiency and scalability.
• T3 Defense has advanced relationships with both government and commercial partners in the U.S. and Israel, positioning itself to capture new opportunities in defense modernization, advanced systems development, and mission-critical support services.

Subsidiary Performance and Highlights

B. Rimon (Wholly Owned Subsidiary)

• Exclusive distributor and manufacturer for priority missile defense programs, including Israel’s Iron Dome.
• Secured approximately \$4.1 million in new multi-year contracts during Q1 2026 to support Israel’s national missile defense and homeland security architecture.
• Backlog stands at \$4.8 million.

Tiltan Software Engineering (Wholly Owned Subsidiary)

• A 30-year-old defense technology firm specializing in AI-driven simulation, synthetic data generation, and GPS-denied navigation systems.
• Actively bidding on significant projects with Tier-1 defense companies in Israel; received RFPs totaling \$5.4 million in Q1 2026.

Nimbus Drones Technologies (Wholly Owned Subsidiary)

• Designer and manufacturer of advanced unmanned aerial systems (UAS) for defense and homeland security markets.
• Experiencing accelerating demand for field-ready ISR (intelligence, surveillance, and reconnaissance) drone solutions.

ITS (Industrial Techno-Logic Solutions) (51% Controlling Stake)

• Provider of advanced electro-mechanical manufacturing for land, air, and naval defense platforms.
• Backlog of \$2.1 million.

Positech (Wholly Owned Subsidiary)

• Developer of precision motion-control and stabilization systems for radars, sensors, and mission payloads.
• Recently established Robolynx Ltd., a new subsidiary focused on robotic solutions and remotely driven vehicles for the modern battlefield.
• Backlog of \$4.6 million and significant RFPs for its robotics products.

What Shareholders Need to Know

• T3 Defense’s transformation into a pure-play defense holding company is delivering tangible results, with a strong Q1 performance, robust backlog, and a healthy RFP pipeline.
• Management reaffirmed full-year 2026 guidance of \$26 million in revenue, underscoring its confidence in sustained organic growth and operational execution.
• Backlog and RFP momentum signal significant near-term and long-term revenue visibility, which could positively impact share value if contract conversions and integration synergies accelerate as projected.
• The company’s multi-pronged exposure to critical defense segments—including missile defense, AI-driven navigation, counter-drone tech, and tactical robotics—positions it to benefit from a multi-year global defense upcycle.
• Escalating geopolitical tensions and record global defense spending are driving unprecedented demand, especially in T3 Defense’s core markets of the U.S. and Israel.
• Progress on integrating recent acquisitions, retaining key customers, and mitigating supply chain risks will be crucial for sustaining momentum and realizing full-year targets.

Management Commentary

Menny Shalom, CEO of T3 Defense, emphasized, “Q1 2026 was a defining quarter for T3 Defense, as it represents our first true operating quarter as a defense company. Our vision of building a diversified, revenue-generating defense technology holding company became a reality. With \$4.2 million in revenue, a backlog of \$12.1 million, and a \$26 million full-year revenue projection, we are demonstrating meaningful progress in executing our strategy and delivering on our commitments to shareholders.”

He added: “Demand across the defense sector has never been stronger. From tactical power systems to counter-drone solutions and advanced navigation platforms, each of our businesses is well positioned to benefit from the accelerating global rearmament cycle. We expect continued conversion of this pipeline into long-term contracts that will support sustained growth well beyond 2026.”

Conclusion

Potential Share Price Impact: The combination of strong preliminary Q1 results, an expanding contract backlog, robust RFP activity, and reaffirmed full-year guidance position T3 Defense Inc. as a key beneficiary of current global defense spending trends. These developments are material and could be price sensitive, with the potential to positively impact share valuation as execution continues and new contracts are secured.

Contact Information

For further information, investors can contact T3 Defense Inc. or The Equity Group Inc. directly.

Disclaimer

This article contains forward-looking statements based on current expectations and assumptions that are subject to risks and uncertainties. Actual results may differ materially. Investors should review the company’s filings with the SEC and consult their advisors before making investment decisions. This article does not constitute investment advice.

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