Ondas Reports More Than $165 Million in New Orders Through October 1
Ondas said orders secured since June 30 exceeded $270 million, including more than $165 million received from the second half of August through October 1.
Ondas Inc. (NASDAQ:ONDS) said it secured more than $165 million in aggregate orders from the second half of August through October 1. Including approximately $105 million secured earlier in the third quarter, the company said orders since June 30 exceeded $270 million.
Ondas said the order activity covered multiple geographies and product categories across its autonomous defense and security portfolio. The company linked the orders to systems and services involving Counter-UAS, loitering munition systems, intelligence, surveillance and reconnaissance, ground robotics, electronic warfare, AI-enabled command-and-control, and critical infrastructure inspection and monitoring.
Ondas said the orders were expanding its backlog and strengthening revenue visibility into 2027. The company did not provide a backlog value in the announcement.
The company reported progress on customer and programme validation for ULTRA and IonStrike. Ondas described ULTRA as a candidate for a U.S. Department of War programme of record. It said IonStrike, which it refers to as the “Shahed Killer”, continued to validate the market opportunity with U.S. defense customers for the platforms.
Eric Brock, Ondas chairman and chief executive, said ULTRA and IonStrike had received strategically significant orders and were moving through key customer validation milestones. He said the company expected to provide further details on the two platforms as it moved through the fourth quarter.
Ondas also highlighted a recently announced $56 million award for Electronic Safe & Arm Devices, or ESAD, captured by Bron. The company said the award demonstrated traction with a leading European neo-prime and identified potential for recurring programme demand.
Ondas associated the award with the European loitering munitions market. The announcement did not state that any recurring demand had been secured.
Ondas develops autonomous systems, robotics and other mission-critical technologies for defense, homeland security, public safety, critical infrastructure and industrial markets. Its portfolio includes autonomous drone systems, counter-UAS technologies, robotic ground systems, unmanned aircraft and propulsion solutions, demining and engineering systems, and integrated sensing and communications technologies.
The company said its systems are used by government, defense and commercial customers globally. Ondas expects demand to continue growing for scalable, cost-effective and integrated solutions across its listed defense and infrastructure applications. It also said it believes rising global defense spending, operational lessons from current conflicts and wider adoption of autonomous technologies are creating a significant multi-billion-dollar industry-wide opportunity across its core defense and security markets.
Ondas noted that statements about future events and performance are forward-looking and subject to risks, uncertainties and assumptions. The company said actual results could differ materially from those statements.
Ondas announced that it secured more than $165 million in aggregate orders during the second half of August through October 1. The company said orders secured since June 30 totalled over $270 million when combined with approximately $105 million secured earlier in the third quarter.
Ondas said it secured over $270 million in orders since June 30. This includes more than $165 million secured during the second half of August through October 1 and approximately $105 million secured earlier in the third quarter.
Ondas said the more than $165 million in aggregate orders was secured during the second half of August through October 1. The announcement was published on October 7, 2026.
Ondas said the orders secured since June 30 were expanding its backlog and strengthening revenue visibility into 2027. The company did not provide a backlog value in the announcement.
Ondas said the order activity was broad-based across geographies and product categories. It covered the company's autonomous defence portfolio, including Counter-UAS, loitering munition systems, ISR, ground robotics, electronic warfare, AI-enabled command-and-control, and critical infrastructure inspection and monitoring.
Ondas said ULTRA and IonStrike had advanced through key customer validation milestones. The company described ULTRA as a U.S. Department of War programme of record candidate and said IonStrike, referred to as the “Shahed Killer”, continued to validate the market opportunity with U.S. defence customers for those platforms.
Ondas said the recently announced $56 million Electronic Safe & Arm Devices award, captured by Bron, demonstrated traction with a leading European neo-prime and potential for recurring programme demand. The award relates to the European loitering munitions market, according to the company.
Eric Brock, Chairman and CEO of Ondas, said the strength and breadth of the order activity demonstrated increasing demand across the Ondas portfolio. He also said ULTRA and IonStrike had captured strategically significant orders and were advancing through key customer validation milestones.
Ondas describes itself as a provider of autonomous systems, robotics, and mission-critical technologies for defence, homeland security, public safety, critical infrastructure, and industrial markets. Its products include autonomous drone systems, counter-UAS technologies, robotic ground systems, advanced unmanned aircraft and propulsion solutions, demining and engineering systems, and integrated sensing and communications technologies.
Ondas said its solutions are deployed globally by government, defence, and commercial customers. The company said its technologies support intelligence, surveillance, reconnaissance, security, and operational missions across defence, homeland security, public safety, critical infrastructure, and industrial markets.
Ondas expects demand to continue growing for scalable, cost-effective and integrated solutions spanning Counter-UAS, loitering munition systems, ISR, ground robotics, electronic warfare, AI-enabled command-and-control, and critical infrastructure inspection and monitoring. The company also said it believes rising global defence spending, operational lessons from current conflicts, and accelerating adoption of autonomous technologies are creating a significant multi-billion-dollar industry-wide opportunity across its core defence and security markets.
Eric Brock said Ondas looked forward to sharing more details on ULTRA and IonStrike as the company moved through the fourth quarter. The announcement did not provide a specific date for those details.
Ondas shares trade on NASDAQ under the ticker symbol ONDS.