Ondas Inc tops Q4 revenue estimates on OAS platform adoption, raises sales outlook

Reuters
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<a href="https://laohu8.com/S/ONDS">Ondas</a> Inc tops Q4 revenue estimates on OAS platform adoption, raises sales outlook

Overview

  • Autonomous systems provider's Q4 revenue grew sharply, beating analyst expectations

  • Company's revenue growth driven by OAS platform adoption and recent acquisitions

  • Ondas strengthened balance sheet with $594.4 mln cash at year-end and $960 mln raised in January

Outlook

  • Ondas raises 2026 revenue target to at least $375 mln, more than doubling prior outlook

  • Company targets Q1 2026 revenue of $38-$40 mln, up 820% year-over-year

  • Ondas expects Adjusted EBITDA losses to increase in Q1, but sees margins improving through 2026

Result Drivers

  • OAS PLATFORM ADOPTION - Revenue growth driven by increased shipments of OAS products and services, including Iron Drone and Optimus, and strong customer adoption

  • ACQUISITIONS - Strategic acquisitions in the second half of 2025 materially expanded capabilities and contributed to revenue and gross margin growth

  • EXPANDING BACKLOG - Rapidly growing backlog and new customer wins provided clear visibility into continued revenue growth

Company press release: ID:nACS1WSwza

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Beat

$30.10 mln

$27.82 mln (8 Analysts)

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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