기업 정보 불러오는 중
Just reported
Q3 2026 results
From Ondas's results release of 2026년 11월 12일. These are the company's first figures; its 10-Q or 10-K replaces them when filed.
Revenue
Actual
US$167.5M
+100% q/q
Guided
US$155M
midpoint
Above guide+8.1%
Company outlook
Q4 2026
- RevenueUS$250MFirst given
Full year 2026
- RevenueUS$550MRaised +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.
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 CompanyUS$66.6BA
LITELumentum Holdings Inc.US$56.6BA
CIENCiena CorpUS$41.7BA+
UIUbiquiti Inc.US$41.3BA+
ZBRAZebra Technologies CorporationUS$15BA
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 Corporation2026년 10월 22일BAGraded B, now A
IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A- UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- Product sales61%
- Services25%
- Development work14%
매출 비중은 six months ended June 30, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가6
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.
3개 더 보기
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.
누가 사는가3
- 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.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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.
Ondas Inc. 소개
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.
- 본사
- Waltham, Massachusetts, United States
- 설립
- 2014
- 임직원 수
- 495 (December 31, 2025, high)
- 상장 시장
- NASDAQ
- 회계연도 종료
- December 31
Ondas Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.
