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DFNS

T3 Defense Inc.

DFNS

NASDAQ·Industrials·Aerospace & Defense·Mkt cap $10.3M

$10.24

+0.59%

P/E

Mkt Cap

$10.3M

52-Wk Range

$3.70–$1,949

52-Week Range

$3.70 - $1,948.75

P/E

Fwd P/E

-2.63

Beta

-5.85

Div Yield

0.00%

Avg Vol

2.5M

Shares Out

29.2M

Mkt Cap

$10.3M

Price action

Price chart

Down 98.2% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Specialized focus on emerging defense technologies
  • Acquisition platform consolidating fragmented defense tech market
  • Expertise in AI and autonomous systems integration
  • Access to growing government defense modernization budgets

Bear Case

1 risk

  • Low volatility (beta -5.9).

Growth

Strong growth ahead

Increased U.S. and allied defense spending on AI and autonomous systems

Value

Deep value opportunity - significant discount to Defense Prime Contractors peers

Momentum

Falling

-72.2% over 3m

Quality

Thin

Weak fundamentals - proceed with caution

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Sep 2, 2026

Q3 26 RECAP

AUG 18, 2026

Reported EPS of -$2.10 vs -$4.68 consensus (+55.1% surprise). Revenue of $4.0M vs $5.0M expected (-20.1%).

EPS beat +55.1%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+55.1%

Revenue trend · last 8Q

-100%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$236.1K

$0

$0

$0

$0

$0

$3.7M

$4.0M

Margins · last 8Q

Gross

14.9%

Operating

-84.5%

Profit

-2170.9%

Wall Street consensus

1 analyst · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Noble · Aug 24, 2026

vs Industry

How DFNS stacks vs Aerospace & Defense

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.