TLDR
- Fourth-quarter revenue rose 634% to $30.1 million. Full-year 2025 revenue was $50.7 million, beating estimates
- Revenue guidance for 2026 was raised to at least $375 million, compared to a previous range of $170 million to $180 million.
- The revenue target for Q1 2026 is set at $38 million – $40 million, which means growth of approximately 820% year-over-year.
- Ondas has acquired stratospheric sensing company World View for $150 million, mostly in stock
- Strategic partnership with Palantir (PLTR) to integrate Foundry AI into Ondas drone platforms
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Shares of Ondas Holdings (ONDS) rose 8.4% on Monday, closing at $10.90, after the self-driving drone company reported huge fourth-quarter earnings and sharply raised its 2026 outlook.
Q4 revenue was $30.1 million – an increase of 634% year over year. For all of 2025, revenue grew 604% to $50.7 million, beating Wall Street estimates of $48.6 million.
Net loss for the fourth quarter widened to $101 million, compared to $10.3 million a year earlier. Full-year 2025 adjusted net loss was 62 cents per share, worse than the 25 cents analysts had expected.
However, investors looked beyond the losses and focused on future guidance. Ondas raised its revenue target for the full year of 2026 to at least $375 million — more than double its previous range of $170 million to $180 million.
The company priced its shares at $10.90 when it closed on Monday, with a market cap of about $4.64 billion.
Palantir Partnership and Global Exhibition Deal
On March 11, Ondas W Palantir (PLTR) Announced a partnership to integrate Palantir’s Foundry platform into Ondas’ unmanned aircraft systems. The partnership “places Ondas at the center of the next generation of multi-domain operational environments,” CEO Eric Brock said.
Palantir stock rose 6.74% on Monday.
Ondas also agreed to acquire World View, which specializes in stratospheric sensing, for $150 million in a mostly stock deal. The acquisition is designed to enhance its autonomous air and ground platform with continuous high-altitude sensing capability.
The company highlighted an initial cash position of $1.5 billion after the deal.
Defensive demand feeds demand flow
In early March, Waves It reported receiving multiple orders totaling approximately $6 million for counter-drone systems from defense and homeland security customers in the Middle East and other regions.
That backlog now stands at $68.3 million, with Ondas saying the bulk of its growth in 2026 will come from its autonomous systems segment.
For the first quarter of 2026, the company is targeting revenue of $38 million to $40 million — roughly 820% growth over the same period last year.
The iShares US Aerospace & Defense ETF rose 0.3% to $223.29 on Monday. Drone peer AeroVironment rose 4.3% as it won new contracts, while defensive stock Karman Holdings rose 3% to $102.40.
Ondas holds its earnings call on Wednesday.
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