Ondas Holdings Inc
NASDAQ:ONDS
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Ondas Holdings Inc
Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. The company is headquartered in Waltham, Massachusetts and currently employs 74 full-time employees. The company went IPO on 2018-02-01. Ondas Networks provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The firm designs, develops, manufactures, sells, and supports FullMAX, a software defined radio (SDR) platform for secure, licensed, private, wide-area broadband networks. FullMAX SDR platform is designed to enable secure and reliable industrial-grade connectivity for mission-critical applications. The end-to-end FullMAX network consists of connected wireless base stations, fixed and mobile edge radios. The firm offers a range of products with different options for narrowband and broadband applications. The firm also offers image processing and machine learning software solutions for rail infrastructure monitoring and inspections.
Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. The company is headquartered in Waltham, Massachusetts and currently employs 74 full-time employees. The company went IPO on 2018-02-01. Ondas Networks provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The firm designs, develops, manufactures, sells, and supports FullMAX, a software defined radio (SDR) platform for secure, licensed, private, wide-area broadband networks. FullMAX SDR platform is designed to enable secure and reliable industrial-grade connectivity for mission-critical applications. The end-to-end FullMAX network consists of connected wireless base stations, fixed and mobile edge radios. The firm offers a range of products with different options for narrowband and broadband applications. The firm also offers image processing and machine learning software solutions for rail infrastructure monitoring and inspections.
Record Revenue: Ondas delivered Q3 revenue of $10.1 million, up over 580% year-over-year and nearly 60% sequentially, driven by strong OAS platform sales.
Raised Guidance: Full-year 2025 revenue target increased to at least $36 million (from $25 million), with 2026 guidance set at a minimum of $110 million.
Backlog Growth: Consolidated backlog reached $23.3 million as of Q3 and tops $40 million including pending acquisitions.
Capital Strength: The company raised about $855 million in equity since June 2025, ending Q3 with $433 million in cash and pro forma cash of $840.4 million after October fundraising.
Strategic Acquisitions: Multiple M&A deals closed or announced—including Sentrycs—have expanded Ondas’ capabilities across air, ground, and cyber defense technologies.
Dot16 Adoption: Ondas Networks’ dot16 platform formally selected for all AAR-owned railroad frequencies, positioning the company for future U.S. rail infrastructure upgrades.
Profitability Outlook: Management expects operating businesses to achieve positive EBITDA in the second half of 2026, with margin improvements as scale increases.
Counter-Drone Growth: The OAS segment and its acquisitions are seeing increasing global demand for counter-drone solutions, with Sentrycs contributing to international expansion and high-margin growth.
