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Just reported
Q3 2026 results
From Ondas's results release of 12 de noviembre de 2026. These are the company's first figures; its 10-Q or 10-K replaces them when filed.
Revenue
Actual
167,5M US$
+100 % q/q
Guided
155M US$
midpoint
Above guide+8,1 %
Company outlook
Q4 2026
- Revenue250M US$First given
Full year 2026
- Revenue550M US$Raised +2,3 %
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Ondas is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Communication Equipment
Graded A or B and worth $2B or more: A first, then the largest.
HPEHewlett Packard Enterprise Company66,7B US$A
LITELumentum Holdings Inc.58,8B US$A
CIENCiena Corp42B US$A+
UIUbiquiti Inc.41,1B US$A+
ZBRAZebra Technologies Corporation15,4B US$A
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation22 oct 2026BAGraded B, now A
IBMInternational Business Machines Corporation21 oct 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28 oct 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27 oct 2026BAGraded B, now A- UIUbiquiti Inc.6 nov 2026BAGraded B, now A
Cómo gana dinero
- Product sales61 %
- Services25 %
- Development work14 %
Los porcentajes de ingresos son estimaciones para six months ended June 30, 2026, no cifras de un informe oficial.
Compite con
Qué vende6
Optimus System
An autonomous drone system for repeatable aerial surveillance, inspection and data collection.
Iron Drone Raider
An interceptor drone designed to stop small hostile drones.
CoRF
A system that detects, identifies, tracks and disrupts unauthorized drones using cyber and radio-frequency methods.
Mostrar 3 más
4M Defense land intelligence
Information and planning support for finding and clearing land contaminated by mines and unexploded ordnance.
Roboteam unmanned ground vehicles
Remote-operated ground robots for defense and security tasks in hazardous or difficult terrain.
Apeiro Motion autonomy and mobility software
Software intended to help robotic vehicles navigate and move autonomously in complex environments.
Quién se lo compra3
- Defense organizations and security agencies, which buy systems for surveillance, site protection and other missions.
- Homeland security and public-safety organizations, which buy drone and counter-drone systems directly or through resellers and partners.
- Critical-infrastructure and industrial operators, including operators of sensitive facilities, which may buy equipment or subscribe to drone services.
En qué se apoya y qué podría romperlo
De qué depende el negocio
- 1A small number of customers accounted for much of revenue: two customers represented 55% and 11% of revenue, respectively (year ended December 31, 2025, high).
- 2Contract manufacturers build many of the company’s products, and availability and prices of components can affect production and delivery.
- 3Sales depend in part on government budgets, procurement decisions and the timing of customer orders.
Qué podría salir mal
- 1Losing a major customer or receiving fewer orders from one could sharply reduce revenue; two customers accounted for 55% and 11% of revenue, respectively (year ended December 31, 2025, high).
- 2Changes in government budgets, procurement priorities or purchasing processes could delay or reduce orders from defense and security customers.
- 3Drone operations and wireless equipment face government approval and licensing requirements; changes or delays in approvals could restrict sales or deployments.
Estados financieros completos →
Sobre Ondas Inc.
Ondas makes autonomous aircraft and ground robots, along with equipment and software for detecting and responding to unauthorized drones. Its systems are used for surveillance, inspection, site protection and other defense and security missions. The company also makes strategic investments and partnerships intended to support its operating businesses.
- Sede
- Waltham, Massachusetts, United States
- Fundada en
- 2014
- Empleados
- 495 (December 31, 2025, high)
- Cotiza en
- NASDAQ
- Cierre del ejercicio
- December 31
Construido a partir de los propios informes de Ondas Inc. ante la Comisión de Bolsa y Valores de EE. UU. (SEC). Las cifras son las declaradas, con el historial por acción reexpresado a la base de acciones de hoy. Esto describe un negocio: no es asesoramiento de inversión ni una recomendación de compra o venta.
