Night vision, but make it a growth story
Exosens, the French defense tech company with a name that sounds like it belongs in a sci-fi thriller, said first-quarter revenue climbed 19.7% to €122.6 million ($143.8 million). The company pointed to accelerating demand for night vision and digital imaging solutions — basically, the kind of hardware you want when visibility matters and “good enough” isn’t the vibe.
What’s driving the glow-up?
This isn’t just a random nice quarter. Defense and security buyers have been leaning harder into sensing, imaging, and surveillance tools, and Exosens is sitting in a pretty sweet spot. When customers are upgrading their ability to see in the dark, that tends to translate into fuller order books and happier sales teams.
For investors, the key question is whether this is a one-quarter pop or the start of a more durable run. Revenue growth this strong suggests demand is still healthy, and it gives the stock’s bull case a fresh coat of paint.
Why you should care
If Exosens can keep turning geopolitical anxiety and modernization budgets into repeat sales, this could be one of those quietly compounding defense names that benefits from a long runway. The flip side? Defense spending cycles can be lumpy, and investors will want to see whether this demand keeps showing up after the first-quarter confetti settles.
Big picture: Exosens just showed that “seeing in the dark” is still a pretty valuable business model.