Norsk Titanium DED titanium parts face slower shift but capacity expands

Norsk Titanium

Norsk Titanium DED titanium parts adoption is slower than expected across OEMs. The company pushed breakeven to early 2027. However, revenue rose 54% to $2mn in January–June. Norsk Titanium DED titanium parts still target aerospace, defense, and industrial growth. Therefore, management doubles down on serial readiness. Norsk Titanium DED titanium parts remain central to the firm’s strategy.

Transition dynamics and near-term commercial outlook

OEMs still prefer forgings for many qualified parts. As a result, transition timelines lengthen across programs. Operating expenses rose to $17.2mn from $13.4mn. The company now forecasts $70mn revenue in 2026. Mix splits roughly 50:50 between A&D and industrial. Contracts and mature discussions underpin the target. Execution depends on qualification pace and lot sizes.

Production readiness, RPD advantages, and scale plans

Norsk delivered contracted parts to Airbus this year. It qualified two additional machines and plans a third contract. Serial SKUs grew to 54 in the first half. Orders lifted the count to 56 with DOE parts. In-house machining and heat treatment reduce lead times. RPD melts titanium wire in argon to near-net shapes. Scrap falls below 10% versus conventional forging. Installed capacity stands at 700 t/yr.

The Metalnomist Commentary

RPD economics improve with higher buy-to-fly ratios and stable cadences. Watch OEM design-for-additive incentives and multi-year LTA scope. Qualification velocity will decide 2026–2027 cash inflection.