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T3 Defense Inc. (DFNS) Stock Analysis

Industrials

T3 Defense Inc.

$0.34

$-0.03 (-7.86%)

Last Updated: May 26, 2026

Price History

Analysis

Company Overview

T3 Defense Inc. operates as a defense-focused platform company dedicated to the acquisition and operation of mission-critical defense businesses that are deeply embedded within national security programs across the United States and Israel. The firm concentrates on manufacturers that maintain established customer relationships and possess solid order backlogs, often focusing on capacity and resilience within the sector. This entity functions within the Industrials sector, specifically the Aerospace & Defense industry, which encompasses the design, manufacture, and support of equipment and systems used by government entities and commercial users for national security purposes. With a market capitalization of $23.23M and a workforce of 15 employees, the company represents a micro-cap entity with a very limited operational footprint. These valuation and scale figures indicate that T3 Defense Inc. is a small-scale player in the broader defense industrial base, suggesting that its financial stability and market influence are constrained by its size and the high capital intensity often associated with aerospace manufacturing.

Financial Health

The company reports a Net Income (TTM) of $-547,877,440, while Revenue (TTM) and EBITDA are listed as N/A, indicating that the company has not generated sufficient profitability to calculate these standard metrics. The absence of positive EBITDA and the substantial negative net income reveal a cost structure where operating expenses and potentially significant one-time acquisition or restructuring costs far exceed current revenue streams. Free Cash Flow is listed as N/A, which implies the company is currently unable to generate positive cash flow from its operations to fund capital expenditures or debt repayment without external financing. This lack of positive cash flow suggests limited financial flexibility, relying heavily on cash reserves or new capital raises to sustain operations. All three margin metrics—Gross Margin, Operating Margin, and Profit Margin—are reported at 0.0%, indicating that the company is currently operating at a loss where revenue does not cover the cost of goods sold, operating expenses, or total costs. The company holds $7.61M in Cash against $1.72M in Debt, resulting in a Debt to Equity ratio of N/A, though the low debt absolute value suggests a conservative leverage position relative to its asset base. However, the Current Ratio stands at 0.30, which indicates that the company's current assets are insufficient to cover its current liabilities, pointing to potential short-term liquidity challenges. Return on Equity and Return on Assets are both N/A, reflecting that management has not yet demonstrated effectiveness in generating returns on the capital invested in the business due to the negative net income position.

Valuation Assessment

The trailing P/E ratio and forward P/E are both listed as N/A, meaning standard earnings-based valuation multiples cannot be applied, and no trajectory of expected earnings can be derived from historical or projected profit data. The price-to-book ratio is -0.27, which indicates that the market values the company at less than one-quarter of its book value, a metric often seen in distressed or unprofitable firms where assets are valued below the share price. Price-to-sales ratio and EV/EBITDA are also N/A, suggesting that these alternative valuation metrics are not applicable or meaningful given the lack of positive earnings and reported revenue figures. The stock has traded between a 52-week low of $0.74 and a 52-week high of $26.21, illustrating extreme volatility in its trading range. Without a specific current price provided in the facts to calculate a precise percentage below the high, the range itself highlights the speculative nature of the security. The Beta value is -15.68, a statistically anomalous figure that indicates price movements are negatively correlated with the broader market in an unprecedented magnitude, suggesting extreme instability rather than standard defensive characteristics.

Growth & Income

Revenue Growth (YoY) and Earnings Growth (YoY) are both listed as N/A, preventing any analysis of whether earnings are growing faster or slower than revenue or if the company is expanding its top line. As the company reports a Net Income of $-547,877,440 and a Payout Ratio of 0.0%, it is not a dividend payer. Consequently, the company does not distribute cash to shareholders, implying that any retained earnings are entirely consumed by operational losses or are unavailable for reinvestment due to the negative cash flow situation. The Dividend Yield is N/A, confirming the absence of dividend income for investors. The overall growth and income profile is characterized by a lack of historical growth data and a complete absence of dividend income, reflecting a stage of business development where capital is prioritized for survival and potential restructuring rather than shareholder returns.

Peer Comparison

T3 Defense Inc. (DFNS) operates in the Aerospace & Defense industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
T3 Defense Inc. DFNS $20.50M N/A
GE Aerospace GE $328.59B 39.1
RTX Corporation RTX $241.02B 33.6
The Boeing Company BA $172.56B 86.2

The Aerospace & Defense industry average P/E ratio is 55.8x. T3 Defense Inc. trades at a P/E of N/A.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About T3 Defense Inc.

T3 Defense Inc. acquires and operates aerospace and defense businesses in the United States and Israel. It engages in supplying generators for iron dome launchers and defense systems; defense and aerospace applications, including GPS-denied navigation, 3D mapping, simulation systems, and AI training platforms; design and manufacture of motion control systems for military and civilian use; and distribution of advanced drone payload systems for defense and homeland security markets. The company also offers unmanned arial systems and services; design, development, production, and manufacturing of serial, fully integrated electro-mechanical machines, and sophisticated assembly lines. In addition, it is involved in aviation and defense infrastructure, such as logistics hubs, maintenance, repair, and operations facilities, and aircraft modernization capabilities. The company was formerly known as Nukkleus Inc. and changed its name to T3 Defense Inc. in February 2026. T3 Defense Inc. was founded in 2013 and is headquartered in New York, New York.

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Key Statistics

Market Cap
$20.50M
P/E Ratio
N/A
52-Week High
$17.28
52-Week Low
$0.32
Avg Volume
2.56M

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NASDAQ
Country
United States
Employees
112