Exosens/€EXENS

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About Exosens

Exosens is a high-tech company specializing in the innovation, development, manufacturing, and sale of advanced electro-optical technologies in amplification, detection, and imaging. Its product portfolio includes traveling wave tubes, advanced cameras, neutron and gamma detectors, instrument detectors, and light intensifier tubes, serving sectors such as defense, life sciences, industrial control, and nuclear energy. Founded over 85 years ago, the company rebranded from Photonis Group to Exosens in September 2023 to reflect its expanded technological scope. Headquartered in Mérignac, France, Exosens operates 12 production and R&D sites across Europe and North America, employing over 1,700 individuals. The company's strategic positioning is bolstered by sustained investments in innovation and a series of acquisitions, including Xenics, Proxivision, Telops, and Elmul since December 2022, enhancing its capabilities in detection and imaging technologies. (,)
Ticker
€EXENS
Primary listing
PAR
Employees
2,000
Headquarters
Mérignac, France

Exosens Metrics

BasicAdvanced
€2.8B
91.45
€0.59
0.85
€0.30
0.55%

Bulls say / Bears say

Exosens exceeded its full-year 2025 guidance with revenue up 22.1% to €468.2 million and profit more than doubling, prompting management to raise its mid-term organic revenue and EBITDA growth targets to over 15%, driven by strong Defense & Surveillance demand. (Reuters)
In Q1 2026, Exosens delivered 19.7% revenue growth to €122.6 million and saw adjusted gross profit climb 20.1% to €63.5 million, driven by accelerating demand for night vision and digital imaging solutions, leaving it on track to meet full-year guidance. (Reuters)
Photonis Defense, Exosens’ U.S. subsidiary, won a firm-fixed-price US Army BiNOD contract worth up to US$352.6 million through 2033, marking a major milestone in Exosens’ expansion in the world’s largest night vision market. (Reuters)
Exosens remains heavily reliant on its Defense & Surveillance business, which accounted for 75% of total revenue in 2025, exposing it to shifts in government defense budgets and procurement cycles. (Reuters)
Citi resumed coverage with a “neutral/high risk” rating, citing insufficient valuation upside and the stock’s short trading history despite strong growth metrics, underscoring market skepticism. (Reuters)
The company plans capital expenditures of around 9% of 2026 revenue to triple thermal-camera production capacity, raising execution risk and potential strain on cash flow if market demand slows. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 24 Aug 2026.

Funds containing Exosens

AllGBPEURUSD
Funds
Fund name
Fund size
€EXENS weighting
Wisdomtree Europe Defence£WDEP
£4.2B0.66%
VanEck Defense€DFEN
€2.8B0.55%
Vaneck Defense£DFNG
£2.4B0.55%
Xtrackers MSCI Europe Small Cap€DX2J
€3.2B0.13%
Xtrackers MSCI Europe Small Cap£XXSC
£2.8B0.13%
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Market data provided by CBOE Europe and Deutsche Börse.