Ondas (ONDS) Defense Applications Expanding and Thriving
- Jonathan Poyer
- 12 hours ago
- 1 min read
Ondas (ONDS) develops AI-enabled autonomous systems and wireless network solutions for industrial, defense, and public safety applications.
Ondas may have missed expectations in the first QTR of 2026 but has built up future opportunity by signing a handful of new contracts. They have joined the BLUE LIST, a list made by the pentagon which has rigorous standards for cyber security, supply-chain integrity, and NDAA compliance, allowing for rapid procurement by US defense and Government. Ondas has signed a $175 million dollar deal with Mistral a US based defense contractor.
They also had an acquisition of Skylance a UK defense innovator which will open the door to multi-billion-dollar export opportunities in sovereign defense markets. They signed an Asia-pacific region strategic multi-phase defense contract using Airobotics subsidiary to deploy autonomous unmanned ariel systems for national security, boarder protection, and counter drone operations. Ondas has also been chosen to provide counter drone protection for the 2026 FIFA World Cup.
Ondas revenue reported 66% increase being $50.1 million and expanded gross profit margin by 49%. This was all due to the success of their product mix and operational scale. The company raised their 2026 revenue expectation of $390 million and have a $450+ million order backlog.
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