Ondas Secures Additional $8.2 Million Counter-UAS Order: Its Second in the Past Two Weeks to Protect Another Major European International Airport
Rhea-AI Summary
Ondas (Nasdaq:ONDS) announced a second order of approximately $8.2 million from the same major European security authority to deploy multiple Iron Drone Raider counter-UAS systems at another leading international airport in Europe, announced December 1, 2025. The order follows a prior $8.2 million order announced on November 17, 2025. Ondas' wholly owned subsidiary Airobotics will act as prime contractor for system integration, deployment planning, and operational delivery.
The announcement emphasizes Iron Drone Raider's role as the kinetic layer in Ondas' System-of-Systems, integrating sensing, cyber-over-RF from Sentrycs, and AI optical detection from Insight Intelligent Sensors to enable autonomous, low-collateral counter-UAS operations across critical air infrastructure.
Positive
- Repeat order of $8.2 million from same European security authority
- Airobotics named prime contractor for integration and delivery
- Expansion of Iron Drone Raider deployments across European international airports
- Positions Iron Drone as kinetic layer in Ondas' System-of-Systems
Negative
- Both recent orders come from the same governmental customer, indicating customer concentration
- Orders are focused on airport deployments, limiting immediate diversification of use cases
News Market Reaction
On the day this news was published, ONDS declined 4.05%, reflecting a moderate negative market reaction. Argus tracked a peak move of +12.9% during that session. Our momentum scanner triggered 40 alerts that day, indicating elevated trading interest and price volatility. This price movement removed approximately $133M from the company's valuation, bringing the market cap to $3.15B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
ONDS fell 9.8% while close peers were mixed: EXTR down 4.47%, but VIAV, COMM, BDC and VSAT up between 0.59% and 2.05%. This points to stock‑specific dynamics rather than a broad communication‑equipment move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 08 | Strategic investment | Positive | -0.6% | Intent to invest up to $11M in Ukrainian drone developer DFG. |
| Dec 03 | Government contract win | Positive | +10.5% | Award to build autonomous border‑protection system with thousands of drones. |
| Dec 02 | Board/leadership change | Positive | +6.5% | Rail industry leader joins board to drive IEEE 802.16t adoption. |
| Dec 01 | Contract expansion | Positive | -4.0% | Second ~$8.2M Iron Drone Raider order from major European authority. |
| Nov 25 | Acquisition | Positive | -3.2% | Deal to acquire Roboteam and expand multi‑domain autonomous robotics. |
Recent news often skews positive in tone, but price reactions have been mixed, with several strategic wins and deals followed by negative or muted moves.
This announcement of a second $8.2 million counter‑UAS order on Dec 1, 2025 fits a series of defense‑focused milestones. In late November, Ondas agreed to acquire Roboteam, expected to add at least $30 million in 2026 revenue, and completed the $225,000,000 Sentry CS acquisition. A strategic border‑protection tender on Dec 3 saw a strong 10.53% gain, while other positive items, including this airport order and the Roboteam deal, drew negative 1‑day reactions, underscoring uneven sentiment around growth and M&A.
Regulatory & Risk Context
An effective Form S-3ASR shelf filed on Sep 9, 2025 allows Ondas to issue various securities, with multiple 424B takedowns already used. This structure gives flexibility to raise capital or support transactions as detailed in future prospectus supplements.
Market Pulse Summary
This announcement highlights a second $8.2 million order from a major European security authority, underscoring growing demand for Iron Drone Raider as part of Ondas’ autonomous counter‑UAS System‑of‑Systems. Recent history shows a string of defense and robotics milestones, including the Roboteam acquisition and the $225,000,000 Sentry CS deal. Investors may track how these contracts convert into sustained revenue, how integration progresses, and how the company utilizes its effective S-3ASR shelf for future financing or transactions.
Key Terms
counter-UAS technical
CUAS technical
System-of-Systems technical
Cyber-over-RF technical
AI-generated analysis. Not financial advice.
Second major order from European security authority expands Iron Drone Raider deployments across critical air infrastructure
Integrated, autonomous CUAS architecture delivered by Airobotics as prime contractor gains traction as European agencies scale multi-layered defenses
Rising drone threats across Europe accelerate adoption of automated counter-UAS systems purpose-built for safety, precision, and low-collateral operations
BOSTON, MA / ACCESS Newswire / December 1, 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 that it has secured its second order valued at approximately
Ondas had previously announced on November 17, 2025, an earlier
"A repeat order from this leading European security customer is a strong validation of our growing role as a trusted provider of advanced counter-UAS capabilities," said Eric Brock, Chairman and CEO of Ondas. "Iron Drone Raider's proven performance and operational readiness strengthen its position as the kinetic pillar within our System-of-Systems architecture, enabling customers to implement a fully integrated, multi-layered defense posture. This contract reflects the confidence major security agencies place in Ondas to deliver reliable, scalable solutions as they confront increasingly sophisticated drone threats across critical infrastructure."
"Ondas is providing a purpose-built solution to protect assets in complex, high-density environments where conventional countermeasures fall short," said Oshri Lugassy, Co-CEO of Ondas Autonomous Systems. "Iron Drone Raider is designed for real-time performance in congested civilian airspace, delivering precise, fully autonomous interceptions without collateral risk. This order reflects the growing demand for integrated counter-UAS systems that fuse sensing, cyber, and kinetic layers into a unified operational workflow. Customers need solutions that can detect, assess, and neutralize threats automatically and at scale, and Raider is proving its capability across Europe's critical air infrastructure."
This order marks another milestone in Ondas' global expansion and reinforces the Company's position as a leading enabler of multi-domain autonomous defense. The Iron Drone system plays a critical role within Ondas' System-of-Systems architecture, delivering a comprehensive counter-UAS solution that integrates multiple sensors and effectors. As the kinetic interception layer, Iron Drone complements Ondas' advanced cyber-electronic and sensing capabilities, enabling a layered response to evolving threats.
Ondas is emerging as a leading solutions provider in the counter-drone domain, especially in complex, dual-use environments such as airports. The Company's capabilities span Cyber-over-RF (CoRF) counter-UAS technology from Sentrycs and advanced optical detection and AI classification from Insight Intelligent Sensors. Together with Iron Drone Raider, these technologies create a fully integrated, autonomous, low-collateral counter-UAS solution capable of detecting, identifying, and neutralizing the full spectrum of modern drone threats with speed and precision.
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.
OAS delivers a portfolio of AI-powered defense and security platforms that are deployed globally to safeguard sensitive locations, populations, and infrastructure. Through American Robotics, Airobotics, Apeiro Motion, and Sentry CS Ltd., OAS offers the Optimus System-the first U.S. FAA-certified small UAS for automated aerial security and data capture-the Iron Drone Raider-an autonomous counter-UAS platform-Apeiro's advanced ground robotics and tethered UAV systems, supported by innovative navigation and communications technologies-and Sentrycs' Cyber-over-RF (CoRF) and Protocol-Manipulation counter-UAS technology.
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: 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 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 1, 2025 regarding counter-UAS orders?
How does the December 1, 2025 order relate to Ondas' November 17, 2025 order?
Who will act as prime contractor for the Ondas (ONDS) airport deployments announced December 1, 2025?
What systems and technologies are included in Ondas' counter-UAS solution for ONDS orders?
What is the strategic significance of the ONDS repeat order for investors?
Will the December 1, 2025 ONDS order be used at other facility types beyond airports?
