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Inferra AI / Company / ONDS

Ondas Inc.

ONDS · Information Technology

Last earnings Aug 13, 2026

Key results

Revenuequarter

$83.8 Million

Revenue of $83.8 Million on Strong Bookings and Backlog Growth

SEC original ↗Ondas Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

revenue of $83.8 million marks 67% QoQ increase and 13-fold YoY revenue growth

SEC original ↗Ondas Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

YoY revenuequarter

85%

YoY revenue increased 85% $175 million in new orders were captured during Q2 2026, demonstrating the strength and momentum of the core platform

SEC original ↗Ondas Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Ondas generated revenue of $83.8 million in the second quarter of 2026, compared with $50.1 million in the first quarter of 2026 and $6.3 million in the second quarter of 2025.

SEC original ↗Ondas Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

The results represent approximately 67% sequential revenue growth and more than a thirteen-fold year-over-year increase.

SEC original ↗Ondas Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Second Quarter 2026 and Recent Financial, Corporate, and Business Development Highlights Financial · Delivered record financial performance, generating $83.8 million in revenue compared to $6.3 million in Q2 2025, representing a greater than 13-fold increase year-over-year.

SEC original ↗Ondas Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

· On a pro forma organic basis, assuming the current portfolio of businesses was owned throughout both periods, Q2 2026 revenue increased 85% year over year.

SEC original ↗Ondas Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Second Quarter 2026 Financial Results Revenues increased 67% sequentially to $83.8 million for the three months ended June 30, 2026, compared to $50.1 million for the three months ended March 31, 2026, and a more than 13-fold increase from $6.3 million for the three months ended June 30, 2025.

SEC original ↗Ondas Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

AI analysis

Q2 2026 · reported Aug 13, 2026

Based on: Earnings release + Q2 2026 deck + parent 8-K + 10-Q — transcript not held

Revenue · Q2 2026
$83.8M
EX-99 · Aug 13, 2026

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Aug 13, 2026 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ2 2026Prior qtrYear ago
Revenue$83.8 Million——
YoY revenue85%——

EX-99 · Aug 13, 2026

Guidance · company-stated

Direction: Raised

Revenue

“8 Million on Strong Bookings and Backlog Growth; Raises Full-Year Outlook Core + Strategic growth program expands Ondas' technology and customer-solutions portfolio, broadens its customer base, and accelerates the maturation and scale of its operating platform Record Q2 2026 revenue of $83.”

Revenue$550 million

“Operational and Financial Outlook The Company expects continued strong momentum in 2026 and is raising its revenue target for the full year to $525 – $550 million, which represents a greater than 10-fold increase from 2025 results.”

Midpoint vs latest-quarter revenue+556.3%computed from stated figures

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

(2) Other (income) expense, net includes interest and dividend income, unrealized gain and losses on investments, interest expense, foreign exchange gain and loss, the change in the fair value of government grant liabilities and warrant liability, and other income (expense), net included on the Company’s unaudited Condensed Consolidated Statements of Operations.

Other (income) expense, net includes interest and dividend income, unrealized gain and losses on investments, interest expense, foreign exchange gain and loss, the change in the fair value of government grant liabilities and warrant liability, and other income (expense), net included on the Company’s unaudited Condensed Consolidated Statements of Operations.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue +556.3% computed from stated figures
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

The results represent approximately 67% sequential revenue growth and more than a thirteen-fold year-over-year increase

Based on: Earnings release + Q2 2026 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “8 Million on Strong Bookings and Backlog Growth; Raises Full-Year Outlook Core + Strategic growth program expands Ondas' technology and customer-solutions portfolio, broadens its customer base, and accelerates the maturation and scale of its operating platform Record Q2 2026 revenue of $83.”

Revenue: “Operational and Financial Outlook The Company expects continued strong momentum in 2026 and is raising its revenue target for the full year to $525 – $550 million, which represents a greater than 10-fold increase from 2025 results.”

Revenue — Raised (“Raises”)
“8 Million on Strong Bookings and Backlog Growth; Raises Full-Year Outlook Core + Strategic growth program expands Ondas' technology and customer-solutions portfolio, broadens its customer base, and accelerates the maturation and scale of its operating platform Record Q2 2026 revenue of $83.”

Revenue — Raised (“raising”)
“Operational and Financial Outlook The Company expects continued strong momentum in 2026 and is raising its revenue target for the full year to $525 – $550 million, which represents a greater than 10-fold increase from 2025 results.”

Classified from the release's primary full-year outlook statement.

Capital allocation

(2) Other (income) expense, net includes interest and dividend income, unrealized gain and losses on investments, interest expense, foreign exchange gain and loss, the change in the fair value of government grant liabilities and warrant liability, and other income (expense), net included on the Company’s unaudited Condensed Consolidated Statements of Operations.

SEC original ↗Ondas Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Other (income) expense, net includes interest and dividend income, unrealized gain and losses on investments, interest expense, foreign exchange gain and loss, the change in the fair value of government grant liabilities and warrant liability, and other income (expense), net included on the Company’s unaudited Condensed Consolidated Statements of Operations.

SEC original ↗Ondas Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 13, 2026

Debt Investments The Company accounts for its investments in debt securities, including fixed-income securities and certificates of deposit, as available-for-sale.

SEC original ↗Ondas Inc. — 10-Q Quarterly report10-QAug 13, 2026

Available-for-sale debt securities are recorded at fair value on the consolidated balance sheets, with unrealized gains and losses, net of tax, recorded in accumulated other comprehensive income (loss).

SEC original ↗Ondas Inc. — 10-Q Quarterly report10-QAug 13, 2026

Interest income earned on investments, including certificates of deposit, is recorded in interest and dividend income in the condensed consolidated statements of operations.

SEC original ↗Ondas Inc. — 10-Q Quarterly report10-QAug 13, 2026

The Company evaluates available-for-sale debt securities, including certificates of deposit, for expected credit losses at each reporting date and records an allowance for credit losses when a decline in fair value below amortized cost is attributable to credit factors.

SEC original ↗Ondas Inc. — 10-Q Quarterly report10-QAug 13, 2026

Strategy & priorities

The second-quarter performance reflects strong organic execution across Ondas’ core business under the Core + Strategic growth program launched over the past 12 months.

SEC original ↗Ondas Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

” “The strength of our Core + Strategic Growth plan is increasingly becoming evident, and I am particularly pleased with the recent addition of new businesses, headlined by DZYNE Technologies and Cyberhawk, which have closed during Q3.

SEC original ↗Ondas Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

The balance sheet strength is also translating into more attractive strategic acquisition opportunities.

SEC original ↗Ondas Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Corporate Activities · Executed on Ondas’ strategic growth plan through a series of accretive acquisitions, significantly expanding its technology and operational platform into new high-growth dual-purpose categories: advanced ISR capabilities, battle resource optimization software, advanced CUAS technologies and industrial inspection applications.

SEC original ↗Ondas Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

as President and Chairman to help lead Ondas’ global expansion.

SEC original ↗Ondas Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Risks & headwinds

These forward-looking statements are not guarantees of future performance and are subject to risks, uncertainties and assumptions that are difficult to predict.

SEC original ↗Ondas Inc. — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Legal Proceedings 63 Item 1A.

SEC original ↗Ondas Inc. — 10-Q Quarterly report10-QAug 13, 2026

Documents

Earnings deck slides

0 decks with slide view

Ondas Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Ondas Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology

Filings

38 documents

Earnings releases

11 documents

Presentations

2 documents

Transcripts

0 documents

No transcripts for Ondas Inc. are held in this edition of the library.

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