Ondas Secures $10 Million in New Autonomous Systems Orders as Global Demand for Multi-Domain Defense Solutions Accelerates

Rhea-AI Summary

Ondas (NASDAQ:ONDS) announced approximately $10 million in new purchase orders across its autonomous systems portfolio on December 31, 2025. The orders cover counter-UAS solutions, integrated autonomous drone systems, and robotic ground platforms for government and critical infrastructure customers.

The awards follow record third-quarter results and build on recent national-security program wins, including $16.4 million in fourth-quarter orders for major counter-UAS deployments at European airports and a strategic government tender with an initial purchase order expected in January 2026. Management said these wins validate Ondas' multi-domain autonomy "System of Systems" approach combining air, ground, sensing, and cyber capabilities.

Positive

• $10M in new autonomous-systems purchase orders
• $16.4M in Q4 counter-UAS orders for European airports
• Selection for a large-scale border-protection tender with initial PO expected Jan 2026
• Expanding multi-domain autonomy portfolio linking air, ground, sensing, and cyber

Negative

• Major program timing depends on an initial PO expected Jan 2026 (timing risk)
• Concentration in government and critical-infrastructure contracts may create program-dependency risk

Key Figures

New purchase orders $10 million New autonomous systems orders across counter-UAS, UAS, and UGVs

Airport counter-UAS orders $16.4 million Fourth-quarter orders tied to major European airport deployments

Roboteam acquisition price $81.7M cash Cash consideration to acquire 100% of Robo-Team share capital

Planned Robo-Team price $80,000,000 Share Purchase Agreement aggregate cash consideration, subject to adjustments

Exchange-related charge $56.6M–$60.5M Expected one-time non-cash charge in Q4 2025 from OAS exchange

Shares in exchange 6,887,150–7,325,914 shares Estimated Ondas shares issuable to reach ~99–100% OAS ownership

Resale registration 5,299,482 shares Ondas common stock registered for resale by selling stockholders

COO base salary $400,000 Annual base salary for newly appointed Chief Operating Officer

Market Reality Check

$8.99 Last Close

Volume Volume 56,628,932 vs 20-day average 76,698,175 (relative volume 0.74x), not unusually elevated ahead of this news. normal

Technical Price $8.99 is trading above the 200-day MA $4.24, reflecting a strong pre-existing uptrend into this announcement.

Peers on Argus

ONDS gained 6.26% while peers showed mixed moves: EXTR -0.18%, VIAV -0.72%, COMM +0.88%, BDC +0.63%, VSAT +2.14%, indicating a company-specific reaction rather than a broad sector move.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 18	AI demining pilot	Positive	+5.8%	AI-powered aerial surveys proved effective in detecting hazardous explosive items.
Dec 18	Leadership change	Positive	+5.8%	Appointment of experienced military leader as COO to drive defense growth.
Dec 17	Roboteam acquisition	Positive	-8.9%	Completed acquisition of global tactical UGV provider to expand autonomy platform.
Dec 17	European cooperation MOU	Positive	-8.9%	Signed MOU with HEIDELBERG for European counter‑UAV and ISR cooperation.
Dec 08	Strategic investment plan	Neutral	-0.6%	Announced intent to invest up to $11M in Ukrainian drone developer via Ondas Capital.

Pattern Detected

Recent ONDS news often led to sizable moves, with strategic/operational positives sometimes met by selling, but defense/autonomy wins generally supported upside.

Recent Company History

Over the last month, Ondas reported multiple defense and autonomy milestones. On Dec 8, it announced an intent to invest up to $11 million in Drone Fight Group, followed by a Dec 17 deal to acquire Roboteam, adding rugged UGVs. The same week included a European counter‑UAV cooperation MOU and completion of a Middle East AI demining pilot. A Dec 18 COO appointment further strengthened leadership. Today’s new $10 million autonomous systems orders build directly on this defense-focused growth trajectory.

Regulatory & Risk Context

Active S-3 Shelf Registration 2025-09-09

Ondas has an effective Form S-3ASR shelf (filed 2025-09-09) allowing it to offer various securities, with at least 6 recorded usages including multiple 424B7 resale prospectus filings. This framework provides flexibility for future capital markets activity but also indicates ongoing shelf utilization.

Market Pulse Summary

The stock is surging +13.2% following this news. A strong positive reaction aligns with Ondas’ pattern of sizable moves on defense and autonomy milestones. The company entered this news trading above its 200-day MA and well off its 52-week low, suggesting an established uptrend. Investors may balance enthusiasm over new $10 million orders and prior $16.4 million airport wins against recent share issuance, resale registrations, and a sizable one-time non-cash charge that could temper longer-term momentum.

Key Terms

counter-uas technical

"New orders strengthen Ondas' record 2025 trajectory across counter-UAS, UAS, UGVs..."

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.

uas technical

"New orders strengthen Ondas' record 2025 trajectory across counter-UAS, UAS, UGVs..."

UAS stands for Unmanned Aircraft System, the complete setup that lets a remotely piloted aircraft (commonly called a drone) fly safely — including the aircraft itself, the ground controller, communications links and supporting equipment. Investors watch UAS because rules, technology and demand for tasks like surveying, delivery or aerial inspection directly affect companies’ sales and regulatory costs; think of it as a vehicle plus its keys, radio and support crew that together determine whether it can operate profitably.

isr technical

"linking autonomous ISR drones, intelligent sensors, robotic ground systems..."

ISR stands for socially responsible investing (from the French phrase Investissement Socialement Responsable) and means choosing stocks, bonds or funds based on environmental, social and governance criteria in addition to financial return. Like picking a brand that matches your values, ISR matters to investors because it helps align portfolios with personal or institutional priorities, can reduce exposure to companies with regulatory or reputational risks, and can influence demand and valuation for firms deemed more sustainable.

AI-generated analysis. Not financial advice.

New orders strengthen Ondas' record 2025 trajectory across counter-UAS, UAS, UGVs, and other mission-critical security capabilities

Momentum builds on Ondas' expanding multi-domain autonomy portfolio and growing international program activity

BOSTON, MA / ACCESS Newswire / December 31, 2025 / Ondas Holdings 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 it has received approximately $10 million in new purchase orders across its autonomous systems portfolio. The orders include counter-UAS solutions for critical infrastructure operators, integrated autonomous drone systems, and robotic ground platforms for government security customers. These awards further strengthen Ondas' commercial momentum following its record third-quarter results and reflect growing demand from government and critical infrastructure customers for integrated autonomous air and ground solutions.

"2025 has been a defining year for Ondas, with record results, expanding customer programs, and clear validation of our multi-domain autonomy strategy," said Eric Brock, Chairman and CEO of Ondas. "These new orders underscore the sustained, global demand we are seeing for autonomous air and ground systems and advanced counter-UAS capabilities. Governments and critical infrastructure operators are turning to Ondas for solutions that deliver mission assurance at scale. With one of the strongest balance sheets in the industry and a broadening technology and operating platform, we are well positioned to build on this momentum into 2026 and beyond."

"The market is rapidly shifting toward integrated autonomous capabilities that fuse air, ground, sensing, and cyber technologies into a single operational framework," said Oshri Lugassy, Co-CEO of Ondas Autonomous Systems. "Ondas is one of the few companies able to deliver this System of Systems approach, linking autonomous ISR drones, intelligent sensors, robotic ground systems, and advanced counter-UAS into a unified ecosystem. These new orders reflect growing customer confidence in our ability to deploy scalable, high-performance solutions for complex defense and security missions."

These new orders build on a series of high-impact national security program wins for Ondas this year, including its selection for major counter-UAS deployments at large European international airports which resulted in $16.4 million in orders during the fourth quarter and its recent strategic government tender to develop and field a large-scale autonomous border-protection system deploying thousands of drones as a prime contractor with the initial purchase order expected in January 2026.

Together, these programs highlight the accelerating global demand for persistent, autonomous security solutions capable of protecting airports, borders, ports, energy facilities, and other critical national assets. By fusing autonomous air and ground systems with advanced sensing and cyber technologies, Ondas is delivering a scalable Systems of Systems platform designed to meet the full spectrum of modern defense and homeland security threats.

About Ondas Holdings Inc.
Ondas Holdings 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 special operations and other military 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 Holdings 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 Stenrycs: 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 Holdings Inc.
888-657-2377
ir@ondas.com

Media Contact for Ondas
Escalate PR
ondas@escalatepr.com

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

SOURCE: Ondas Holdings Inc.

View the original press release on ACCESS Newswire

FAQ

What did Ondas (ONDS) announce on December 31, 2025?

Ondas announced approximately $10 million in new purchase orders across counter-UAS, integrated drone systems, and robotic ground platforms.

How much did Ondas receive from fourth-quarter counter-UAS orders at European airports?

Ondas reported $16.4 million in orders during the fourth quarter for major counter-UAS deployments at European airports.

What is the timing for the initial purchase order tied to Ondas' border-protection tender (ONDS)?

The company said an initial purchase order is expected in January 2026 for the large-scale autonomous border-protection program.

How do the new ONDS orders affect Ondas' product strategy?

The orders support Ondas' multi-domain "System of Systems" strategy that integrates autonomous air, ground, sensing, and cyber capabilities.

Who are the customers for Ondas' new $10M orders (ONDS)?

The orders are for government security customers and critical infrastructure operators requiring counter-UAS and autonomous systems.