French defence technology firm Exosens has accelerated its capacity expansion plans, signalling a robust response to sustained demand for its advanced military equipment. The company, a key supplier of night vision goggles to NATO forces, now aims to increase its global production capacity by 40% by 2027—up from the 25% target announced earlier this year. This strategic pivot comes on the heels of a strong financial performance, with revenues surging by 23.2% to €327.8 million in the first nine months of 2025.
The expansion, backed by an additional €17 million ($20 million) investment in Europe, underscores Exosens’ commitment to meeting growing defence needs across the continent. “In response to sustained demand, we have decided to implement an additional staggered capacity expansion,” said CEO Jerome Cerisier. The move reflects not only the company’s confidence in its market position but also the escalating demand for cutting-edge military technology amid heightened geopolitical tensions.
Exosens’ growth has been driven by strong performance across its core business segments. The Amplification division, which includes night vision and thermal imaging systems, reported a 21% revenue increase, while the Detection & Imaging business saw a 26% surge. These gains highlight the critical role of advanced optics and sensor technology in modern warfare, where situational awareness and precision are paramount.
The company’s decision to ramp up production aligns with broader trends in the defence sector, where nations are prioritising domestic manufacturing to ensure supply chain resilience. By expanding its European footprint, Exosens is positioning itself to support NATO’s defence modernisation efforts while mitigating risks associated with global supply chain disruptions.
Beyond operational expansion, Exosens’ financial outlook remains steady. The company has reaffirmed its full-year guidance, reinforcing investor confidence in its strategic direction. As defence budgets rise and technological advancements accelerate, Exosens’ ability to scale production will be crucial in maintaining its competitive edge.
The firm’s success also raises questions about the future of defence innovation. As Exosens and other industry leaders push the boundaries of what’s possible in military technology, collaboration between governments, defence contractors, and research institutions will be essential. The company’s expansion could serve as a catalyst for further investment in European defence manufacturing, fostering a more integrated and resilient industrial base.
In an era of heightened global instability, Exosens’ strategic moves underscore the importance of adaptability and foresight in defence technology. As the company continues to grow, its ability to innovate and meet evolving military demands will shape the future of European security.