Ondas Inc. Announces Upcoming Quarterly Results and Strategic Moves
Ondas Inc. (Nasdaq: ONDS) will release its financial statements for the quarter ended 31 December 2025 on 25 March 2026. The company has provided limited guidance on the forthcoming reports, but analyst expectations have been published in a recent market briefing.
Analyst Forecasts for the 2025‑Quarter
Earnings per Share (EPS): Eight analysts project a loss of USD 0.050 per share, compared with a loss of USD 0.150 per share in the same quarter of the prior year.
Revenue: Eight analysts expect revenue to increase by 582 % relative to the previous year’s quarter, with an average forecast of USD 28.2 million versus USD 4.1 million for the year‑ago period.
Full‑Year 2025 Projections: Across eight analysts, the average forecast for the 2025 fiscal year is a loss of USD 0.247 per share (up from USD 0.610 per share a year earlier). Revenue is expected to rise by approximately 605 % year‑over‑year, reaching USD 50.7 million.
These estimates reflect a sharp increase in top line activity but also a widening earnings loss, consistent with the company’s high‑growth, investment‑intensive strategy.
Record 2025 Performance and 2026 Outlook
Ondas reported Q4 2025 revenue of USD 30.1 million, meeting the high end of its target range and representing a substantial step‑change from prior quarters. Full‑year 2025 revenue reached USD 50.7 million, a 605 % increase YoY. The company has raised its 2026 revenue target to at least USD 375 million, with a first‑quarter 2026 goal of USD 38‑40 million, implying 640 % and 820 % year‑over‑year growth respectively.
Strategic Expansion in Autonomous Systems
Acquisition of World View: Ondas announced a transaction to acquire World View, a company that has completed more than 140 stratospheric flight operations with payloads up to 10 000 kg. Current and former customers include NASA, NOAA, the U.S. Department of War, and the U.S. Air Force. The deal is positioned as a step toward meeting demand for persistent ISR sensing, responsive autonomy, and integrated mission workflows. This follows an earlier $10 million strategic investment and partnership between the two firms.
Joint Venture with Heidelberger Druckmaschinen AG: In a move to deepen its footprint in the European defense market, Ondas has formed ONBERG Autonomous Systems, a joint venture with Heidelberger Druckmaschinen AG. The partnership will focus on developing autonomous drone‑defense technologies, with initial deployment targeted at the German market. The initiative signals a continued push into the defense sector and underscores Ondas’ strategy of leveraging autonomous platforms for mission‑critical IoT applications.
Market Context
Ondas’ stock closed at USD 10.90 on 22 March 2026. Its 52‑week high (15.28 USD) was reached on 11 January 2026, while the 52‑week low (0.659 USD) occurred on 8 April 2025. The company’s market capitalization stands at USD 4.721 billion, and its price‑to‑earnings ratio is negative (–28.789), reflecting ongoing losses despite revenue growth.
Recent broader market activity includes a modest decline in U.S. index futures on 23 March 2026 amid geopolitical tensions in the Strait of Hormuz. These macro‑economic dynamics could influence investor sentiment toward high‑growth, defense‑aligned technology companies such as Ondas.
The forthcoming quarterly report will provide detailed confirmation of the analyst consensus and clarify the company’s financial position as it continues to expand its autonomous system portfolio and penetrate new markets.
