Ondas Receives New Orders for Counter-Drone Systems from Current Customers in the Middle East as Regional Drone Threats Escalate

Rhea-AI Summary

Ondas (Nasdaq: ONDS) received multiple orders totaling approximately $6 million for dozens of Sentrycs counter-UAS systems from existing defense and homeland security customers in the Middle East and other regions on March 6, 2026. The orders support rapid deployments to protect critical infrastructure amid escalating drone threats.

The announcement highlights Sentrycs cyber-RF detection and selective-mitigation capabilities and notes integration potential with Ondas technologies including the Iron Drone Raider autonomous interceptor for layered low-altitude defense.

Positive

• Orders totaling approximately $6 million
• Dozens of Sentrycs counter-UAS systems ordered for rapid deployment

Negative

• Customer orders concentrated in the Middle East and select regions
• Revenue tied to defense/homeland security programs with potential program timing risk

Key Figures

New counter‑drone orders: $6 million Border program order: $20 million Strategic investment: $10 million +5 more

8 metrics

New counter‑drone orders $6 million Multiple Sentrycs counter‑UAS system orders from Middle East and other customers

Border program order $20 million Initial purchase order as prime contractor for national autonomous border program

Strategic investment $10 million Investment in World View to develop multi‑domain ISR solutions

Handheld C‑UAS TAM $9.8 billion Five‑year total addressable market cited for handheld counter‑UAS systems

CEO RSU grant 13,500,000 RSUs Equity award to CEO Eric Brock vesting from 2026 to 2029

Registered resale shares 528,652 shares Shares registered for resale under Rule 424(b)(7) from prior acquisition

Shares outstanding 449,563,398 shares Common stock outstanding as of February 11, 2026

Hood River stake 17,357,213 shares (4.71%) Beneficial ownership reported in Schedule 13G/A as of 12/31/2025

Market Reality Check

Price: $9.83 Vol: Volume 85,735,669 vs 20-d...

normal vol

$9.83 Last Close

Volume Volume 85,735,669 vs 20-day avg 86,566,543 (relative volume 0.99), showing no notable pre‑news pickup. normal

Technical Shares at 10.463 are trading above the 200-day MA of 6.52 and about 31.52% below the 52-week high of 15.28, after a strong run from the 0.57 52-week low.

Peers on Argus

Peers in Communication Equipment showed mixed, mostly negative moves (e.g., BDC ...

Peers in Communication Equipment showed mixed, mostly negative moves (e.g., BDC -3.53%, VSAT -1.81%, VIAV -1.71%), with only EXTR slightly positive at 0.35%. No momentum scanner signals or related peer headlines suggest this counter‑drone order news is stock‑specific rather than part of a sector rotation.

Historical Context

5 past events · Latest: Mar 05 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Mar 05	Board appointment	Positive	-0.2%	Added McKinsey senior partner to OAS board to support defense expansion.
Mar 04	Border protection order	Positive	+4.9%	Airobotics won <b>$20M</b> initial order in national autonomous border program.
Mar 02	Strategic investment	Positive	+5.8%	<b>$10M</b> investment and partnership with World View for multi‑domain ISR solutions.
Feb 17	German C-UAS contract	Positive	+8.0%	Sentrycs C‑UAS deployment with German State Police and debut of Scout product.
Feb 13	European Raider order	Positive	+3.8%	New multi‑million‑dollar Iron Drone Raider order protecting European civil infrastructure.

Pattern Detected

Recent contract and strategic expansion news has typically been followed by positive price reactions, with only the recent board appointment showing a mild divergence.

Recent Company History

Over the last few weeks, Ondas has reported a series of defense and counter‑UAS milestones. These include a $20 million initial border protection order, a $10 million strategic investment in World View, and European counter‑UAS wins such as Iron Drone Raider deployments and Sentrycs contracts, alongside a cited $9.8 billion TAM for handheld systems. Today’s roughly $6 million in Middle East counter‑drone orders extends this pattern of growing, globally diversified demand and layered-defense positioning.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2025-09-09

Ondas has an effective S-3ASR shelf filed on 2025-09-09, allowing it to offer various securities types over a three-year period. The shelf has been used multiple times, including recent 424B7 and 424B5 prospectus supplements, indicating an established pathway for future capital raises if pursued.

Market Pulse Summary

This announcement adds about $6 million in counter‑drone orders from Middle Eastern and other custom...

Analysis

This announcement adds about $6 million in counter‑drone orders from Middle Eastern and other customers, extending Ondas’ recent string of defense wins, including a $20 million border program order and European C‑UAS contracts. The news highlights growing demand for layered, non‑jamming counter‑UAS solutions protecting critical infrastructure. Investors may watch for order cadence, scaling of Sentrycs and Iron Drone Raider deployments, and any future use of the active S-3ASR registration when assessing execution and capital needs.

Key Terms

counter-uas, unmanned aerial systems, cyber-rf, autonomous interceptor drone, +1 more

5 terms

counter-uas technical

"Sentrycs Counter-UAS Systems Reflect Growing Demand to Protect Critical Infrastructure"

Counter-UAS (counter-unmanned aircraft systems) are tools and tactics used to detect, track, and disable or divert drones that pose a threat to people, property, or operations. Think of them as a combination of a security camera, alarm system, and net that can find an unwanted flying device and stop it before it causes harm. Investors care because demand, regulation, and deployment of these systems affect revenue, contract opportunities, legal risk, and the valuation of companies that build or use them.

unmanned aerial systems technical

"where small unmanned aerial systems are increasingly used as part of current conflicts"

Unmanned aerial systems are complete drone setups: the aircraft itself plus the remote control, sensors, communications links and support equipment that let it fly without a person on board. Think of it as a flying robot plus its command center and toolbox. Investors watch these systems because they open new commercial and defense markets, carry revenue and regulatory risks, and can change how goods, data and services are delivered.

cyber-rf technical

"Ondas' Sentrycs cyber-RF counter-UAS systems which also potentially serve as initial"

Cyber-RF describes technologies and threats that combine computer-based hacking with radio-frequency signals and the electromagnetic spectrum — for example using wireless signals to intercept, spoof, or disrupt connected devices and communications. Investors should care because Cyber-RF risks can silently compromise networks, industrial systems, or satellite links and drive demand for specialized security products, regulatory scrutiny, and capital spending to protect critical infrastructure, much like a burglar picking a wireless lock instead of a physical door.

autonomous interceptor drone technical

"including Sentrycs cyber-RF mitigation systems and the Iron Drone Raider autonomous interceptor drone"

An autonomous interceptor drone is an unmanned aircraft or vehicle that can detect, pursue and neutralize targets—such as incoming missiles, hostile drones or other threats—using onboard sensors and decision-making software instead of a remote human pilot. Investors care because these systems can drive defense sales, shape supplier and technology-company valuations, and face unique regulatory, export-control and liability risks that affect revenue predictability and contract timing—think of them as self-driving security guards whose market success depends on performance, policy and trust.

protocol manipulation technical

"takes control of unauthorized drones using advanced protocol manipulation techniques"

Protocol manipulation is the deliberate changing or bending of a clinical trial or regulatory plan—such as who can join the study, what measurements count, how data are collected, or how results are analyzed—to influence outcomes or timelines. For investors it matters because it can make trial results unreliable, raise safety and regulatory risk, and trigger delays, fines or loss of trust; think of it like changing the rules mid-game so the final score no longer reflects true performance.

AI-generated analysis. Not financial advice.

Orders for Ondas' Sentrycs Counter-UAS Systems Reflect Growing Demand to Protect Critical Infrastructure and Strategic Facilities Amid Ongoing Regional Conflicts

Immediate Urgent Deployment of Ondas' Systems Support Defense, Homeland Security, and Infrastructure Protection Programs Across the Middle East and other regions

WEST PALM BEACH, FL / ACCESS Newswire / March 6, 2026 / Ondas Inc. (Nasdaq:ONDS) ("Ondas" or the "Company"), a leading provider of autonomous aerial and ground robot intelligence through its Ondas Autonomous Systems (OAS) business unit and private wireless solutions through Ondas Networks, today announced that it has received multiple orders totaling approximately $6 million for dozens of counter-drone systems from its current defense and homeland security customers in the Middle East and other regions. The orders include Ondas' Sentrycs cyber-RF counter-UAS systems which also potentially serve as initial building blocks for broader counter-UAS programs, opening the way for larger systems of systems deployments incorporating additional Ondas technologies.

The orders come amid escalating drone activity across the Middle East and other regions, where small unmanned aerial systems are increasingly used as part of current conflicts to target energy infrastructure, military bases, ports, and other strategic assets, accelerating demand for reliable counter-UAS technologies capable of detecting and safely mitigating hostile drones.

"There is strong demand and a growing urgency among governments to find scalable solutions for defending critical infrastructure and strategic assets," said Eric Brock, Chairman and CEO of Ondas. "Our cyber-RF counter-drone technology enables operators to detect, identify, and mitigate hostile drones at scale, in multiple locations 24/7, without disrupting surrounding communications. As drone threats continue to escalate globally, Ondas is expanding deployments of our counter-UAS technologies as part of a layered defense architecture designed to protect sensitive environments."

"We are proud to support our customers with our defense technologies," said Oshri Lugassy, Co-CEO of Ondas Autonomous Systems. "Our goal is to provide operators with the most powerful and reliable counter-drone solutions available, enabling them to protect assets effectively. Our technologies are combat proven, ready for deployment and trusted by our customers as reflected by these orders.

Orders support Ondas' broader strategy to deliver integrated counter-UAS capabilities for defense and homeland security customers worldwide. Through its expanding portfolio of technologies, including Sentrycs cyber-RF mitigation systems and the Iron Drone Raider autonomous interceptor drone, Ondas is building a layered low-altitude defense architecture designed to address the rapidly evolving drone threat landscape.

The Sentrycs Cyber-RF counter-UAS system detects, identifies, tracks, and takes control of unauthorized drones using advanced protocol manipulation techniques. Unlike traditional jamming-based systems that may disrupt surrounding communications, the Sentrycs system precisely targets specific drones and safely redirects them away from protected zones or lands them in designated areas. The system is designed for rapid deployment and integration with existing detection infrastructures, making it well suited for protecting energy facilities, airports, military bases, borders, and other critical infrastructure where safe drone mitigation is essential.

Ondas believes the global counter-UAS market will continue to expand significantly as governments and security organizations seek reliable solutions to defend against the growing threat posed by small unmanned aerial systems in both military and civilian environments.

About Ondas Inc.

Ondas Inc. (Nasdaq:ONDS) is a leading provider of autonomous systems and private wireless solutions through its business units Ondas Autonomous Systems (OAS), Ondas Capital and Ondas Networks. Ondas' technologies offer a powerful combination of aerial intelligence and next-generation connectivity to enhance security, operational efficiency, and data-driven decision-making across essential industries.

Ondas Autonomous Systems ("OAS") delivers a portfolio of AI-powered defense and security platforms deployed globally to protect sensitive sites, populations, and critical infrastructure. Through its operating companies-American Robotics, Airobotics, Apeiro Motion, Roboteam Ltd., and Sentrycs-OAS provides an integrated suite of autonomous aerial, ground, and counter-UAS solutions. These include the Optimus System, the first FAA-certified small UAS for fully automated aerial security and data capture; Iron Drone Raider, an autonomous counter-UAS interception platform; Roboteam's combat-proven tactical ground robotic systems for military and special operations forces; Apeiro Motion's advanced ground robotics and tethered UAV systems with proprietary navigation and communications technologies; and Sentrycs' Cyber-over-RF (CoRF) and protocol-manipulation counter-UAS solutions.

Ondas Capital plans to combine advisory services and strategic investment management services to accelerate the rapid scaling and global deployment of unmanned and autonomous systems to Allied defense and security markets.

Ondas Networks provides software-defined wireless broadband technology through its FullMAX platform, based on the IEEE 802.16t standard. This standards-based system delivers high-performance connectivity for mission-critical IoT applications in markets such as rail, utilities, oil and gas, transportation, and government.

For additional information on Ondas Inc.: www.ondas.com, X and LinkedIn
For Ondas Autonomous Systems: LinkedIn
For Airobotics: www.airoboticsdrones.com, X and LinkedIn
For American Robotics: www.american-robotics.com, X and LinkedIn
For Sentrycs: www.sentrycs.com, X and LinkedIn
For Roboteam: www.robo-team.com,X and LinkedIn
For Apeiro Motion: www.apeiro-motion.com, LinkedIn
For Ondas Networks: www.ondasnetworks.com, X and LinkedIn

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 Holdings Inc.

View the original press release on ACCESS Newswire

FAQ

What did Ondas (ONDS) announce on March 6, 2026 about new orders?

Ondas announced multiple orders totaling approximately $6 million for Sentrycs counter-UAS systems. According to the company, these orders come from current defense and homeland security customers in the Middle East and other regions to support urgent deployments.

How many Sentrycs systems did Ondas (ONDS) sell in the March 6, 2026 orders?

The company reported orders for dozens of Sentrycs systems rather than an exact unit count. According to Ondas, the systems are intended for immediate deployment to protect critical infrastructure amid escalating drone activity.

What capabilities does the Ondas Sentrycs counter-UAS system offer for ONDS customers?

Sentrycs provides cyber-RF detection, identification, tracking, and targeted mitigation without broad jamming. According to Ondas, it precisely redirects or lands unauthorized drones and integrates with existing detection infrastructures.

How do the new ONDS orders relate to Ondas' broader strategy?

The orders support Ondas' strategy to deliver integrated counter-UAS capabilities and layered low-altitude defense architectures. According to the company, Sentrycs and Iron Drone Raider complement each other for comprehensive mitigation solutions.

Which customers and regions are included in the Ondas (ONDS) March 2026 orders?

Orders came from existing defense and homeland security customers in the Middle East and other regions. According to Ondas, these customers are deploying systems to protect energy infrastructure, military bases, ports, and other strategic assets.