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Road safety technology company Acusensus (ASX: ACE) has reaffirmed its full-year revenue guidance for FY26, pointing to accelerating momentum in international markets and a US sales pipeline it describes as broader than at any prior point in its history.
The Melbourne-based company is targeting revenue of $83 million to $87 million and adjusted EBITDA guidance of $7.2 million to $8.2 million for the year, which is up from the $59.4 million and $5.7 million respectively recorded in FY25.
The guidance reaffirmation comes after the company upgraded its FY26 revenue outlook in November from a prior range of $79 million to $84 million.
Acusensus co-founder and CEO Alexander Jannink says the company has built on a period of "substantial operational progress and strategic execution" in FY25.
"This past year has solidified our position as a global leader in AI-enabled road safety, delivering tangible results both financially and in our core mission to save lives," he says.
"Our achievements have laid a strong foundation for continued success in FY26 and beyond."
Acusensus has secured a record 84 per cent increase in total contract value since inception, adding $172 million year-on-year.
"This growth was driven by significant domestic and international new contract wins and expansions with existing customers," says Jannink.
"This includes the successful renewal of our very first contract with NSW for mobile phone and seatbelt, which speaks to the value and trust we've built with our government partners."
Jannink says a key highlight this year has been the successful deployment of the group's multi-function enforcement technology in Western Australia.
"Our global expansion saw significant progress, with the mobilisation of our New Zealand mobile speed contract progressing well and expected to get to full deployment capacity by the end of 1H FY26.
"Our presence in the USA grew from a single enforcement jurisdiction to six, demonstrating strong momentum and market demand."
The company's research and development activities have led to advances in its road worker safety technology, a major milestone for which was the signing of a long-term commercial contract with Fulton Hogan which has enabled Acusensus to deploy the solutions across selected Australian worksites.
Meanwhile, the US remains the centrepiece of the company's growth strategy.
Acusensus has added three experienced sales hires to its US team since the start of the calendar year, with total headcount expected to reach 50 by financial year-end.
The Connecticut Department of Transportation work zone speed enforcement program, valued at an estimated US$22.6 million ($35 million) over five years, is progressing toward go-live.
Beyond the US, the company highlights progress across several international markets.
In New Zealand, its mobile speed enforcement program is running above plan and in the UK, Acusensus is operating three concurrent programs.
The company has also tested a new low-capital-expenditure red light and speed enforcement system in NSW, signalling potential expansion of its domestic product suite.
The news comes after Acusensus secured its $30 million capital raise in December, which attracted backing from new institutional investors including Ellerston Capital and Perennial Value Management alongside existing shareholders.
The company has been applying the funds to pursue contracts in the US, UK and broader international markets.
Acusensus was founded in 2018 and develops AI-powered traffic enforcement technology, including its flagship Heads-Up Real-Time system for detecting illegal mobile phone use and seatbelt non-compliance.
The company has expanded from its Australian base into automated speed and red light enforcement across multiple jurisdictions.
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