Ondas Receives $56 Million Order in Precision Strike Business for Electronic Safe & Arm Devices Supporting European Loitering Munition Program

Ondas plans to scale production capacity in step with customer needs while delivering the program on schedule.

Rhea-AI Summary

Ondas (ONDS) received a $56 million order for Electronic Safe & Arm Devices supporting a European loitering munition program. These devices control a munition's safety, arming and initiation functions, keeping it safe until required mission conditions are met. The order was secured through Bron Technologies and is the first ESAD order announced since Ondas completed its GATE and Bron acquisitions.

GATE develops the devices and electronic fuzing technologies, while Bron provides European manufacturing, certification and market access through operations in Poland. The program is moving into production with qualified technology and an existing manufacturing base. Ondas expects precision strike to become a growth driver and intends to pursue additional opportunities across NATO and allied defense markets.

5 points · 0 major

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0 major · 0 points

Hollow bars mark forward-looking points. How the balance works

Positive

• Moderate point$56 million order secured through Bron Technologies supports a European loitering munition program. 1.3% of market cap
• Minor pointCompleted GATE and Bron acquisitions add qualified ESAD technology, European production and certification capabilities, and established customer programs.
• Minor pointProduction readiness includes already-qualified technology and a manufacturing base already in place.
• Minor point. Forward-looking: it has not happened yet and may not happen.Production capacity expansion is planned in step with customer needs.
• Minor point. Forward-looking: it has not happened yet and may not happen.Additional NATO and allied defense opportunities are part of Ondas' precision-strike expansion plans.

Negative

• None.

Key Figures

Order value: $56 million

Order value

$56 million

Electronic Safe & Arm Devices for a European loitering munition program

Historical Context

1 past event · Latest: Sep 14

1 event

1. Sep 14

   GATE/Bron acquisition

   24h Move

   -0.3%

   Acquired GATE and Bron, establishing ESAD technology and European production capabilities relevant to this order.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

electronic safe & arm devices, electronic fuzing, loitering munition

3 terms

electronic safe & arm devices technical

"a $56 million order for Electronic Safe & Arm Devices"

A class of safety mechanisms that use electronic circuits, sensors and control logic to keep an explosive or pyrotechnic device mechanically and electrically inert until a deliberate arming signal is given. They perform the same job as a traditional mechanical 'fuse' or safety pin but rely on microelectronics and software to verify conditions before enabling operation, helping prevent accidental activation. Investors care because these devices are regulated, mission‑critical components in defense, aerospace, and safety systems, so performance, certification and supply reliability affect company revenue and risk like a quality control system does for any industry.

electronic fuzing technical

"safe-and-arm and electronic fuzing are mission-critical layers"

A method of initiating the detonation of a munition or explosive using electronic components and circuits rather than purely mechanical or pyrotechnic parts. Electronic fuzing uses sensors (for example, impact, proximity, pressure, or radar), microprocessors or logic, and programmable timing or mode settings to decide when to arm and fire the device; it typically includes built‑in safety and arming features to prevent unintended detonation. Unlike legacy mechanical fuzes, electronic fuzing can be reprogrammable, support multiple selectable firing modes, and rely on electrical power and software logic, which introduces requirements for power management, electromagnetic compatibility, and cybersecurity considerations.

loitering munition technical

"supporting a European loitering munition program"

A loitering munition is a weapon that flies like a small drone, waits over an area for a chosen target, and then detonates on impact or after striking — think of it as a flying, guided projectile that can loiter like a scout until the right moment. Investors care because these systems affect defense spending, export rules, and battlefield outcomes; demand, regulation, or combat losses can swiftly change a defense supplier’s revenue and political risk profile.

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WEST PALM BEACH, FL / ACCESS Newswire / October 5, 2026 / Ondas Inc. (Nasdaq:ONDS) ("Ondas" or the "Company"), a leading provider of advanced autonomous systems and next-generation defense and security technologies and services, today announced a $56 million order for Electronic Safe & Arm Devices ("ESADs") supporting a European loitering munition program. The order represents a significant milestone for Ondas' Precision Strike business, expanding the Company's participation in the rapidly growing market for loitering munitions and next-generation precision weapon systems.

"This is the first ESAD order we have announced since closing the GATE and Bron acquisitions, and it is a substantial one," said Eric Brock, Chairman and CEO of Ondas. "It confirms the market position we acquired, where safe-and-arm and electronic fuzing are mission-critical layers of the precision strike stack, qualified suppliers are few, and European program demand is accelerating. We expect precision strike to be a meaningful growth driver for Ondas, and we intend to compete for a larger share of each weapon system we support."

Precision strike is one of Ondas' core defense technology domains focused on enabling autonomous and remotely operated systems to engage targets with increased precision, speed and operational flexibility. Ondas is developing the segment around a broader technology stack rather than a single platform or product. The Company's capabilities span multiple layers of the precision-strike ecosystem, including autonomous platforms, navigation, communications, mission systems, propulsion, payload technologies and critical weapon components.

The order strengthens Ondas' position within European loitering munition programs and expands the Company's exposure to recurring production demand for mission-critical components used in modern precision-strike systems. Growing deployment of loitering munitions and autonomous effects is increasing demand not only for complete weapon platforms, but also for the specialized technologies required to make these systems safe, reliable and operationally effective at scale. European and allied defense customers are placing greater emphasis on scalable production, resilient supply chains and access to proven technologies, creating significant opportunities for suppliers that combine differentiated technology, qualification, integration experience and scalable production. Ondas intends to leverage its technology portfolio, customer relationships and European industrial capabilities to support existing programs and pursue additional opportunities across NATO and allied defense markets.

Electronic Safe & Arm Devices manage the safety, arming and initiation functions that keep a munition safe during storage, transport, handling and launch, and arm it only under the required mission conditions. Within loitering munitions, the ESAD sits at the interface between the weapon platform, mission logic and energetic payload, where its performance directly affects system safety and reliability. Because that role is safety-critical, ESADs must clear extended engineering, qualification and manufacturing-consistency requirements, which creates high barriers to entry and keeps the number of qualified suppliers small.

"This program moves into production with technology that is already qualified and a manufacturing base that is already in place," said Oshri Lugassy, Co-CEO of Ondas Autonomous Systems. "Our focus now is execution: delivering this program on schedule, holding consistent quality across every unit, and scaling production capacity in step with what the customer needs. Proven delivery is what qualifies us for the next program, and we intend to use it to compete for precision-strike and autonomous-effects opportunities well beyond this one."

The order was secured through Bron Technologies, which Ondas recently acquired together with GATE Technologies as part of the Company's expansion into precision-strike and autonomous-effects technologies. GATE develops Electronic Safe & Arm Devices and advanced electronic fuzing technologies used in precision weapons including loitering munitions, UAVs, missiles and rockets. Bron provides European manufacturing, certification and market access through its operations in Poland. Together, GATE and Bron give Ondas qualified ESAD technology, European production and certification capability, and established customer programs. This order is an early demonstration of the commercial scale those capabilities bring to Ondas.

About Ondas Inc.

Ondas Inc. (Nasdaq:ONDS) is a leading provider of autonomous systems, robotics, and mission-critical technologies for defense, homeland security, public safety, critical infrastructure, and industrial markets. The Company develops and deploys integrated unmanned and autonomous platforms across air, ground, and stratospheric environments, including 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 designed to support intelligence, surveillance, reconnaissance, security, and operational missions in complex environments. Ondas' solutions are deployed globally by government, defense, and commercial customers to protect infrastructure, borders, transportation networks, personnel, and strategic assets.

For additional information on Ondas Inc., visit www.ondas.com.

Forward-Looking Statements

Statements made in this release that are not statements of historical or current facts are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. We caution readers that forward-looking statements are predictions based on our current expectations about future events. These forward-looking statements are not guarantees of future performance and are subject to risks, uncertainties and assumptions that are difficult to predict. Our actual results, performance, or achievements could differ materially from those expressed or implied by the forward-looking statements as a result of a number of factors, including the risks discussed under the heading "Risk Factors" discussed under the caption "Item 1A. Risk Factors" in Part I of our most recent Annual Report on Form 10-K or any updates discussed under the caption "Item 1A. Risk Factors" in Part II of our Quarterly Reports on Form 10-Q and in our other filings with the SEC. We undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise that occur after that date, except as required by law.

Contacts

IR Contact for Ondas Inc.
888-657-2377
ir@ondas.com

Media Contact for Ondas Inc.
Escalate PR
ondas@escalatepr.com

Preston Grimes
Marketing Manager, Ondas Inc.
preston.grimes@ondas.com

SOURCE: Ondas Inc.

View the original press release on ACCESS Newswire

FAQ

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What is Ondas' $56 million European loitering munition order for?

The $56 million order covers Electronic Safe & Arm Devices for a European loitering munition program. Secured through Bron Technologies, the order involves devices that manage safety, arming and initiation functions, keeping munitions safe during storage, transport, handling and launch and arming them only under required mission conditions.