Compass Systems, Inc. issued a purchase order to Titomic (ASX: TTT) on October 21, 2026, valued at over $400,000 (approximately AUD 572,000) for two TKF 623 medium-pressure cold spray additive manufacturing systems, to be deployed in maintenance and sustainment operations at the U.S. Navy's Fleet Readiness Center Southwest (FRCSW). Compass Systems is a U.S. Department of Defense aviation sustainment contractor serving naval aviation maintenance and supply chains; this order further embeds Titomic's cold spray equipment in the U.S. Navy's aviation maintenance system. The TKF 623 is Titomic's medium-pressure cold spray platform for maintenance, repair, and overhaul (MRO) applications, capable of depositing metal repair layers on aviation component surfaces to restore dimensions and functionality at damaged areas. The order continues Titomic's recent run of contract wins in the U.S. military maintenance market: a $250,000 TKF technology evaluation contract from Bechtel BPMI on October 16 for submarine repair materials, and a $5 million TKF 1000 system contract from the U.S. Air Force on October 4, to be installed at Tinker Air Force Base. Three orders landed within two weeks, covering naval aviation, submarine, and Air Force maintenance applications. For the metal powder industry, the continued deployment of the cold spray repair route is creating a powder demand channel distinct from laser powder bed fusion (LPBF). TKF medium-pressure systems have lower powder sphericity requirements than LPBF, so micron-scale near-spherical powders of aluminum, titanium, and nickel-based alloys can all enter the supply picture, widening the entry window for powder manufacturers. However, U.S. defense maintenance applications impose strict batch traceability and compliance qualification requirements, so suppliers must complete the relevant certification preparation before supplying. Value for powder buyers: (1) Closely track demand for micron-scale spherical aluminum, titanium, and nickel-based alloy powders arising from U.S. military MRO cold spray deployments, and assess certification opportunities in U.S. domestic and Australian powder supply chains; (2) leverage the lower sphericity requirements of TKF medium-pressure systems versus LPBF to secure supply windows for more alloy grades; (3) complete batch traceability and defense compliance qualification preparation in advance to avoid being shut out by admission requirements when orders land.