DFNS | Market Cap: $10.9M (07/13/26)
Industry:
Aerospace & Defense

DESCRIPTION

T3 Defense is a U.S.-listed holding company building a portfolio of small Israeli aerospace and defense businesses. T3 was a fintech company until September 2024, when new management pivoted the company into a defense-focused acquisition vehicle. T3's portfolio companies — all acquired since late 2025 — operate across defense distribution, defense software, and defense engineering and manufacturing. B. Rimon Agencies distributes military-grade generators, masts, and lighting systems to Israeli defense customers under exclusive supplier agreements, and also engineers tactical vehicles for the IDF and intelligence agencies; Rimon is a supplier to Israel's Iron Dome system. Tiltan Software Engineering develops defense software including GPS-denied navigation tools, physics-based sensor simulation platforms, and AI training data generation tools, primarily for Israeli defense primes and government agencies. ITS Industrial Tecno-logic Solutions builds custom electro-mechanical machines and assembly lines for defense and industrial customers; its subsidiary Positech manufactures precision direct-drive servo motion control systems — the motorized pedestals and turrets used in radar, camera, and weapon platforms — for IAI and Rafael. Zorronet develops AI-based perimeter security software that layers autonomously over existing cameras and sensors, with active projects at Elbit and Rafael. T3's strategy is to acquire undercapitalized Tier 2/3 defense suppliers with enterprise values under $200M, provide capital and management, and grow them organically and through bolt-on acquisitions. T3 finances deals primarily through promissory notes and equity issuances to sellers.

Read full business overview →