Ondas Secures $14.3 Million Order from a Leading Defense Customer for Optimus Drone Systems

Rhea-AI Summary

Ondas Holdings (NASDAQ:ONDS) has secured a $14.3 million order for multiple Optimus System drone platforms from a major defense customer, marking its largest single purchase order to date. The Optimus System, developed by Ondas' subsidiary Airobotics Ltd., is an advanced autonomous drone platform designed for military applications, border security, and strategic facility protection. This significant order has increased Ondas' backlog to $28.7 million, up from $10.0 million at the start of 2025. The deal validates the Optimus System's competitive strengths and operational maturity in complex military environments, positioning Ondas for further expansion in global defense and homeland security markets.

Positive

• Secured largest-ever Optimus System order worth $14.3 million from major defense customer
• Backlog significantly increased to $28.7 million from $10 million at start of 2025
• Strategic expansion into global defense and homeland security markets
• Growing market adoption of both Optimus and Iron Drone Raider systems

Negative

• None.

Insights

Financial Analyst

Ondas secured a record $14.3M defense order, nearly tripling its backlog to $28.7M and validating its drone technology in high-value defense markets.

Ondas Holdings has landed a $14.3 million purchase order for multiple Optimus autonomous drone systems from a major defense customer. This represents the largest single order for the Optimus platform to date and significantly increases the company's backlog to $28.7 million from $10 million at the beginning of 2025—a 187% increase.

The order demonstrates strong market validation for Ondas' autonomous drone technology in the defense sector, a high-margin market with substantial growth potential. The company is strategically positioning its Optimus System as a critical technology for military applications requiring continuous autonomous surveillance and security operations.

This deal carries particular significance because it:

• Validates product-market fit in the defense sector
• Nearly triples the revenue backlog
• Shows potential for recurring revenue through deepening customer relationships
• Suggests accelerating commercial adoption of Ondas' drone technology

The expanding order book and customer pipeline for both the Optimus and Iron Drone Raider systems indicate improving market traction. With defense customers typically making large, long-term investments in proven technologies, this major order suggests Ondas has overcome critical adoption hurdles and could see an accelerated sales cycle with both this customer and other defense prospects going forward.

Order Represents Largest Optimus System Order to Date, Reinforcing Expansion in Global Defense and Security Markets

Increases Ondas' Backlog to $28.7 Million, Up from $10.0 Million at Start of 2025

BOSTON, MASSACHUSETTS / ACCESS Newswire / June 9, 2025 / Ondas Holdings Inc.(NASDAQ:ONDS) ("Ondas" or the "Company"), a leading provider of private industrial wireless networks and commercial drone and automated data solutions, today announced that its subsidiary, Airobotics Ltd., has secured a $14.3 million purchase order from a major defense customer for multiple units of its Optimus System, the Company's advanced autonomous drone platform. The Optimus System enables fully autonomous data captured across a variety of applications, and we believe the system stands out as one of the most advanced platforms available on the market. This order represents Ondas' largest single purchase order for the Optimus System.

"We're proud to expand our partnership with a key defense customer through this strategic order," said Eric Brock, Chairman and CEO of Ondas Holdings. "Our Optimus platform is proving to be a critical enabler for modern security operations, particularly in military applications requiring autonomous, round-the-clock coverage to secure borders and strategic facilities under complex and constrained conditions."

The purchase order marks a significant milestone in Ondas Holdings' strategic roadmap, underscoring its accelerated expansion into the global defense and homeland security markets. Building on its commitment to deliver advanced autonomous drone solutions, Ondas is focused on leveraging cutting-edge technology to enhance critical infrastructure protection, border security, and strategic surveillance capabilities. This deal validates the competitive strengths and operational maturity of the Optimus System and also reinforces Ondas' position as a trusted provider of sophisticated, autonomous platforms capable of performing in complex, high-stakes military environments. Moving forward, the Company intends to further deepen its relationships with defense customers globally, which should drive revenue growth and expand its market presence through continued innovation and strategic partnerships.

"We believe our Optimus System represents the pinnacle of drone-in-a-box technology, providing unmatched autonomy and operational reliability for governmental entities worldwide," said Oshri Lugassy, Co-CEO of Ondas Autonomous Systems. "We see significant potential for further adoption across global defense and public safety sectors, as more agencies recognize the compelling advantages of deploying a robust, fully autonomous aerial platform capable of persistent, real-time monitoring and data collection in demanding operational environments."

This purchase order significantly increases Ondas' current revenue backlog to $28.7 million, net of VAT impacts on orders - from $10 million at the start of 2025. The increasing order book and an expanding customer pipeline for Ondas' drone business underscores the growing market adoption of the Company's Optimus and Iron Drone Raider systems and supports the Company's optimistic outlook for sustained growth through 2025 and beyond.

About Ondas Holdings Inc.

Ondas Holdings Inc. ("Ondas") is a leading provider of private wireless data solutions via Ondas Networks Inc. ("Ondas Networks") and commercial drone solutions through Ondas Autonomous Systems Inc. via its wholly-owned subsidiaries American Robotics, Inc. ("American Robotics" or "AR") and Airobotics LTD ("Airobotics"), which we operate as a separate business unit called Ondas Autonomous Systems.

Ondas Networks is a developer of proprietary, software-based wireless broadband technology for large established and emerging commercial and government markets. Ondas Networks' standards-based (802.16t), multi-patented, software-defined radio FullMAX platform enables Mission-Critical IoT (MC-IoT) applications by overcoming the bandwidth limitations of today's legacy private licensed wireless networks. Ondas Networks' customer end markets include railroads, utilities, oil and gas, transportation, aviation (including drone operators), and government entities whose demands span a wide range of mission critical applications.

Ondas Autonomous Systems Inc. (OAS) specializes in designing, developing, and marketing autonomous drone solutions via its two advanced drone platforms: the Optimus System, the world's first FAA-certified small UAS (sUAS) for aerial security and data capture, and the Iron Drone Raider, a counter-drone system designed to combat hostile drones. Both platforms are highly automated, AI-powered, and capable of continuous, remote operation for critical defense, infrastructure, industrial, and government applications. American Robotics and Airobotics have achieved industry-leading regulatory milestones, including the first-ever FAA Type Certification for the Optimus System and the first drone system approved by the FAA for automated beyond-visual-line-of-sight (BVLOS) operations without an on-site human operator.

Ondas Networks, American Robotics and Airobotics together provide users in defense, homeland security, public safety and other critical industrial and government security and infrastructure markets with improved connectivity, situational awareness and data collection and information processing capabilities.

For additional information on Ondas Holdings, visit www.ondas.com or follow Ondas Holdings on X and LinkedIn. For additional information on Ondas Networks, visit www.ondasnetworks.com or follow Ondas Networks on X and LinkedIn. For additional information on American Robotics, visit www.american-robotics.com or follow American Robotics on X and LinkedIn. For additional information on Airobotics, visit www.airoboticsdrones.com or follow Airobotics on X and LinkedIn. For additional information on Ondas Autonomous Systems, follow us on LinkedIn.

Information on our websites and social media platforms is not incorporated by reference in this release or in any of our filings with the U.S. Securities and Exchange Commission.

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 is the value of Ondas Holdings' (ONDS) latest defense order for Optimus drone systems?

Ondas Holdings secured a $14.3 million purchase order for multiple Optimus System drone platforms from a major defense customer.

How much is Ondas Holdings' (ONDS) current revenue backlog as of June 2025?

Ondas Holdings' current revenue backlog is $28.7 million, up from $10 million at the start of 2025.

What is the Optimus System by Ondas Holdings (ONDS)?

The Optimus System is an advanced autonomous drone platform that enables fully autonomous data capture for military applications, border security, and strategic facility protection.

Who is the customer for Ondas Holdings' (ONDS) $14.3 million Optimus drone order?

The order is from a major defense customer, though the specific identity was not disclosed in the press release.

What markets is Ondas Holdings (ONDS) targeting with the Optimus drone system?

Ondas is targeting global defense and homeland security markets, focusing on critical infrastructure protection, border security, and strategic surveillance capabilities.