Happy Tuesday folks!
If you’ve caught my recent appearances on The Morning Show or tuned in to Godspeed.TV, you’re aware that Ondas Holdings has caught my eye.
Ondas Holdings develops and delivers autonomous drone and robotics technologies, spanning aerial, ground, and counter-drone systems, for defense, public safety, and critical infrastructure markets worldwide.
Since its record-setting Q3 2025 earnings report on November 13th, the company has shared a plethora of news updates. Everything from strategic investments to purchase orders from classified countries.
Let’s review —
Ondas Holdings – Key Press Releases (Nov 13 – Dec 8, 2025)
November 13, 2025 – Q3 2025 Earnings Report
- Record Q3 revenue: $10.1M, up 6x YoY.
- Raised 2025 revenue guidance to $36M; early target of $110M for 2026.
- Pro forma cash: $840.4M to fund acquisitions and R&D.
- Strategy includes growth via acquisitions (Sentrycs, Rift, 4M Defense, etc.).
- Expanding globally through new business arms (Ondas Capital, European/JV partnerships).
November 17, 2025 – $8.2M Counter-UAS Airport Order (Europe)
- $8.2M order to protect one of Europe’s largest airports.
- Customer: major national security agency in the EU.
- Tech: Iron Drone Raider™ interceptors via Airobotics integration.
- Validates Ondas’ counter-UAS systems in real-world deployments.
- Opens door to European critical infrastructure clients.
November 18, 2025 – Completion of Sentrycs Acquisition
- Sentrycs tech: cyber-based “soft-kill” drone defense (Cyber-over-RF).
- Adds 25+ country deployments and Tier-1 government clients.
- Complements kinetic systems with non-destructive interception options.
- Supports layered drone defense architecture.
- Expands Ondas’ counter-UAS market share globally.
November 20, 2025 – $35M Investment in Performance Drone Works (PDW)
- $35M minority investment in PDW, a U.S. military supplier.
- Factory capacity: up to 100,000 drones/year (~$1B potential output).
- Capital used for scaling production, hiring, securing NDAA parts.
- Strengthens U.S. supply chain and defense compliance.
- Taps growing demand for combat drones across all military branches.
November 25, 2025 – Acquisition of Roboteam
- Acquiring Roboteam: ground robotics for EOD, ISR, defense ops.
- Revenue contribution: $3–4M in Q4 2025; $30M in 2026.
- Customers: militaries in 30+ countries.
- Expands Ondas into ground autonomy segment.
- Strengthens “system-of-systems” defense approach (air, ground, cyber).
December 1, 2025 – Follow-up $8.2M EU Airport Order
- Second $8.2M order from same EU customer (different airport).
- Indicates strong confidence in Iron Drone Raider™ systems.
- Reinforces Ondas’ European market momentum.
- Bolsters recurring revenue from government infrastructure clients.
- Leverages integrated delivery via Airobotics.
December 3, 2025 – Strategic Government Tender Win
- Selected as prime contractor for national autonomous border project.
- Initial purchase order expected Jan 2026.
- Scope: thousands of drones for ISR, threat response, swarm control.
- Ondas outperformed major defense primes in competitive bid.
- Major validation of Ondas’ defense systems at scale.
December 8, 2025 – $11M Planned Investment in Drone Fight Group (Ukraine)
- Up to $11M investment in Drone Fight Group (DFG), Ukraine.
- DFG tech includes combat-tested FPV drones, ISR tools, sim training.
- Localizing DFG manufacturing under NDAA-compliance in the U.S.
- Aims to integrate Ukrainian battlefield innovations into Western defense.
- Adds agility and depth to Ondas’ aerial autonomy ecosystem.
Let The Charts Speak
Since its latest earnings report, $ONDS is up approx. +50% as the stock closes in on a fresh all-time high. Not bearish…
Here’s the daily chart.
And weekly chart.
Disclosure: This is not financial advice.
