Schema: addithive-agent-record/v1.1 · Record type: company · Valid as of: 2026-08-10
{
"schema": "addithive-agent-record/v1.1",
"id": "addithive:company:titomic",
"record_type": "company",
"name": "Titomic",
"summary": "Addithive's source profile covers Titomic's cold spray additive manufacturing systems and repair applications, including qualification and customer-order activity.",
"capability_focus": [
"cold spray additive manufacturing",
"repair applications",
"cold spray systems",
"qualification activity"
],
"claims": [
{
"claim": "Titomic reported FY2025 revenue of A$8.1 million, up 37%, and A$80 million of capital raised across October 2024 and July 2025.",
"claim_type": "fact",
"confidence": "high",
"evidence": [
"source:titomic-fy2025"
]
},
{
"claim": "Lufthansa Technik placed an additional cold-spray order worth more than A$1.2 million after approximately five years of operational use.",
"claim_type": "fact",
"confidence": "high",
"evidence": [
"source:titomic-lufthansa-order"
]
},
{
"claim": "Titomic USA reported modifying a critical EOS Defense Systems USA component within a week for a U.S. Government defense production program.",
"claim_type": "fact",
"confidence": "high",
"evidence": [
"source:titomic-eos-defense"
]
},
{
"claim": "Titomic is a high-AM-exposure company, but durable economics still depend on repeat orders, service revenue, utilization and lower cash burn.",
"claim_type": "analysis",
"confidence": "high",
"evidence": [
"source:titomic-fy2025",
"source:titomic-lufthansa-order",
"source:titomic-eos-defense",
"source:addithive-titomic-profile"
]
},
{
"claim": "Titomic's bottleneck value is strongest where low-heat deposition and repair solve schedule, substrate or sustainment constraints that conventional routes address poorly.",
"claim_type": "analysis",
"confidence": "medium-high",
"evidence": [
"source:titomic-eos-defense",
"source:addithive-titomic-profile"
]
}
],
"source_profile": {
"published_at": "2026-07-18",
"updated_at": "2026-07-19",
"url": "https://addithive.com/titomic-cold-spray-additive-manufacturing-investor-profile/"
},
"valid_as_of": "2026-08-10",
"canonical_url": "https://addithive.com/titomic-cold-spray-additive-manufacturing-investor-profile/",
"research_use_only": true,
"record_url": "https://addithive.com/2026/08/12/agent-record-titomic/",
"sources": [
{
"id": "source:addithive-titomic-profile",
"type": "canonical_research",
"url": "https://addithive.com/titomic-cold-spray-additive-manufacturing-investor-profile/"
},
{
"id": "source:titomic-fy2025",
"type": "primary",
"url": "https://titomic.com/2025/08/28/titomic-driving-innovation-and-securing-the-future-in-fy2025/"
},
{
"id": "source:titomic-lufthansa-order",
"type": "primary",
"url": "https://titomic.com/2026/05/18/titomic-receives-purchase-order-from-lufthansa-technik-ag/"
},
{
"id": "source:titomic-eos-defense",
"type": "primary",
"url": "https://titomic.com/2026/08/10/titomic-receives-order-for-eos-defense-systems-usa-production-components/"
},
{
"id": "source:titomic-redomiciliation",
"type": "primary",
"url": "https://titomic.com/2026/05/12/titomic-pursues-u-s-redomiciliation/"
}
],
"relationships": [
{
"from": "addithive:company:titomic",
"relation": "provides_capability",
"to": "cold spray additive manufacturing"
},
{
"from": "addithive:company:titomic",
"relation": "provides_capability",
"to": "repair applications"
},
{
"from": "addithive:company:titomic",
"relation": "provides_capability",
"to": "cold spray systems"
},
{
"from": "addithive:company:titomic",
"relation": "provides_capability",
"to": "qualification activity"
},
{
"from": "addithive:company:titomic",
"relation": "operates_process",
"to": "addithive:process:cold-spray"
},
{
"from": "addithive:company:titomic",
"relation": "exposed_to_bottleneck",
"to": "addithive:bottleneck:qualification-certification"
},
{
"from": "addithive:company:titomic",
"relation": "exposed_to_bottleneck",
"to": "addithive:bottleneck:production-throughput-factory-balance"
},
{
"from": "addithive:company:titomic",
"relation": "has_related_signal",
"to": "addithive:signal:2026-05-18:titomic-lufthansa-repeat-order"
}
],
"ticker": "TTT",
"exchange": "ASX",
"am_exposure": "high",
"pure_play_score": 5,
"bottleneck_score": 3,
"financial_materiality": "emerging",
"evidence_maturity": "qualified",
"linked_processes": [
"addithive:process:cold-spray"
],
"bottleneck_exposure": [
"addithive:bottleneck:qualification-certification",
"addithive:bottleneck:production-throughput-factory-balance"
],
"financial_evidence": {
"latest_period": "FY2025, supplemented by 2026 commercial signals",
"facts": [
"FY2025 revenue was A$8.1 million, up 37% year over year.",
"The company reported A$80 million raised across October 2024 and July 2025.",
"A repeat Lufthansa Technik order exceeded A$1.2 million.",
"Titomic reported rapid production support for an EOS Defense Systems USA government-program component in August 2026."
],
"disclosure_limit": "System, service and manufacturing margins, utilization, recurring-service attachment and current backlog quality are not separately disclosed."
},
"risks": [
"Commercial orders may remain isolated rather than converting into repeat fleet or program demand.",
"Cash burn and external funding requirements remain material.",
"System, service and manufacturing gross margins are not separately disclosed.",
"Qualification and customer-acceptance cycles can delay revenue conversion.",
"U.S. redomiciliation may affect timing, structure and dilution."
],
"watch_next": [
"repeat orders from Lufthansa, EOS and defense customers",
"quarterly receipts, revenue and operating cash use",
"service and manufacturing-as-a-service contribution",
"Huntsville utilization and fixed-cost absorption",
"system deliveries and customer acceptance",
"qualified repair and coating applications",
"share count and U.S. redomiciliation timetable"
],
"last_verified": "2026-08-29"
}For complete context, catalysts, risks and source evidence, use the canonical Addithive research profile.
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