VR Manufacturer Virtuix Posts 41% Growth Backed by Military Adoption, Meta Collaboration, and European Expansion

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Virtuix Inc. (VTIX), a leading manufacturer of full-body virtual reality systems for consumer, enterprise, and defense markets, reported its strongest financials to date on March 5, 2026, posting a 41% revenue increase and growing gross margins as the Austin-based company closed deals with the U.S. military, entered Meta's certified ecosystem, and launched consumer sales across Europe.

Net sales for the nine months ended December 31, 2025, reached $3.0 million. Gross margin moved from negative 17% to positive 29%. The results mark the first earnings report Virtuix has filed as a public company, following its Nasdaq debut on January 27, 2026.

Performance Led by Increasing Margins and Impressive Growth

The journey to positive margins required clearing two hurdles at once:

1. Virtuix had been fulfilling preorders placed at legacy pricing.
2. At the same time, the company raised the Omni One price from $2,595 to $3,495 in November 2024. 

With preorder fulfillment now essentially complete and current pricing in place, the unit economics reflect the commercial business Virtuix is running today.

Nine-month financial highlights:

• Net sales: $3.0M, up 41% from $2.1M in the prior year period
• Gross margin: 29%, up from (17%) in the prior year period
• Total operating expenses: $6.3M, down 45% from $11.4M
• Net loss: ($6.9M), improved from ($12.0M)
• Net cash used in operations: $5.5M

Q3 standalone revenue of $1.0 million was down 24% from the prior year, though the comparison is distorted. Q3 fiscal 2025 was elevated by the fulfillment of a large preorder backlog accumulated since August 2023. Q3 fiscal 2026 reflects sales to newly acquired customers only. New orders for Omni One and Omni One Core rose 60% year-over-year in December 2025, highlighting a strong 2025 holiday season and providing a signal of current demand heading into fiscal Q4.

"Our revenue momentum has accelerated with 41% year-over-year growth to $3.0 million, driven by strong demand for Omni One and a successful 2025 holiday season," said Jan Goetgeluk, Founder and CEO. "With manufacturing capacity scaled to support up to 3,000 units per month, representing approximately $100 million in annual revenue potential, we are well positioned to capture a growing share of the expanding consumer, enterprise, and defense markets."

Virtuix Lists on Nasdaq and Enters Meta's Certified Ecosystem

Virtuix listed on Nasdaq on January 27, 2026, under VTIX, with an $11 million investment and a $50 million equity line of credit attached.

"We transitioned from a private company to a publicly-traded business," Goetgeluk said. "A milestone that validates our decade-long investment in our technology and provides us with access to capital and the market visibility to scale aggressively in 2026 and beyond."

Shortly after listing, Virtuix joined Meta's "Made for Meta" program, enabling Omni One compatibility with Meta Quest headsets and games. Quest carries an estimated installed base of more than 20 million headsets, putting Omni One inside the largest XR distribution channel available. 

The company released a demonstration video showing how 360-degree drone footage of a real-world location can be processed into a fully walkable virtual environment in roughly two hours, highlighting the same AI-driven reconstruction capability now being deployed in Virtuix’s defense applications.

"This expands our addressable market to an estimated 6 million active Quest users and accelerates our goal of bringing full-body VR to a truly mass audience," Goetgeluk said. "We see this as a foundational step in making immersive, physically engaging VR experiences ubiquitous."

New Partnerships with the Military and European Retailers Expand Virtuix's Commercial Footprint

In February 2026, Virtuix launched Omni One Core across Germany, the United Kingdom, France, and additional EU countries, with Unbound XR handling local fulfillment and logistics. Initial shipments are scheduled for April 13–24. Omni One also became eligible for purchase through Health Savings Account and Flexible Spending Account funds via Truemed, giving buyers a roughly 30% discount using pre-tax dollars.

"Europe has long been one of the most active PC gaming markets in the world, and expanding Omni One Core into the region is a natural next step for us," Goetgeluk said.

On the defense side, Virtuix's Virtual Terrain Walk system uses Gaussian splatting to convert 360-degree drone footage into navigable 3D terrain in roughly two hours. The company sold test units to Yokota Air Force Base, the U.S. Air Force Academy, and the U.S. Military Academy at West Point following the reporting period. It also demonstrated real-time humanoid robot teleoperation using Omni One Enterprise in collaboration with the University of Central Florida's Institute for Simulation & Training.

"Integration of AI-driven Gaussian splatting technology into VTW reduces the time required to create realistic virtual terrain from weeks or months to hours," Goetgeluk said. "This reinforces our view that full-body movement capture can support emerging applications in embodied AI."

The Bull Case for VTIX

• Holiday orders show real demand. New orders rose 60% year-over-year in December 2025.
• Margins are increasing. The swing from -17% to +29% reflects the end of preorder deliveries.
• Meta opens a new funnel. Quest compatibility puts Omni One in front of an installed base of 20 million headsets.
• Defense is converting from interest to purchase. Test units are now active at three U.S. military installations.
• Scale is not the constraint. Production capacity of 3,000 units per month ($100M annual revenue potential) is already in place.

While mass consumer adoption has yet to materialize and defense revenue remains in early innings, Virtuix enters the remainder of 2026 with the balance sheet, partnerships, and distribution infrastructure in place to continue its growth.

"Looking ahead, we are highly focused on scaling our proprietary full-body movement technology," Goetgeluk said. "We believe we are well positioned to achieve continued growth and create long-term value for our shareholders."

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