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Ondas Secures New Multi-Million Dollar European Order for Iron Drone Raider to Protect Civil Infrastructure Following Successful Deployment at Major International Airport with Customer

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Ondas (Nasdaq:ONDS) announced a new multi-million dollar European order from a NATO-country customer for its Iron Drone Raider counter-UAS system, following an operational deployment at a major European international airport.

The award targets protection of civil infrastructure with a net-based kinetic interception approach and complements Ondas' integrated detection and mitigation technologies.

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Positive

  • New multi-million dollar order from a NATO-country customer
  • Operational deployment at a major European international airport
  • Prior orders totaling $16.8M to protect two European airports
  • Positioning in multi-billion-dollar civil infrastructure protection market

Negative

  • Revenue exposure concentrated with the same major European customer
  • Contract value described as multi-million limits near-term revenue visibility

Key Figures

Airport counter-UAS orders: $16.8 million
1 metrics
Airport counter-UAS orders $16.8 million Prior orders to protect two major European international airports

Market Reality Check

Price: $9.31 Vol: Volume 58,873,594 vs 20-d...
low vol
$9.31 Last Close
Volume Volume 58,873,594 vs 20-day average 98,997,722, indicating activity below recent trading norms ahead of this news. low
Technical Shares at 8.97 were trading above the 200-day MA of 5.85 before this announcement.

Peers on Argus

ONDS was down 2.82% pre-news while peers were mixed: EXTR -4.39%, VIAV -2.79%, C...
1 Down

ONDS was down 2.82% pre-news while peers were mixed: EXTR -4.39%, VIAV -2.79%, COMM -0.38%, but BDC +2.58% and VSAT +2.06%. Momentum scans only flagged HLIT -2.76%, suggesting stock-specific rather than broad sector-driven action.

Historical Context

5 past events · Latest: Feb 09 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Feb 09 Defense contract win Positive +6.7% >$30M multi-year smart demining program award in Israel.
Feb 03 Defense contract win Positive +7.0% Strategic Asia-Pacific defense contract for autonomous unmanned aerial missions.
Feb 02 Acquisition announcement Positive +2.7% Agreement to acquire Rotron Aero to expand long-range unmanned capabilities.
Jan 30 Product/strategy launch Positive -8.1% Launch of Ondas Defense and Security offering at Singapore Airshow 2026.
Jan 28 Regulatory approval Positive +0.1% Optimus drone added to DCMA Blue UAS list enabling rapid federal procurement.
Pattern Detected

Recent operational and defense contract announcements have usually seen positive price reactions, with one notable selloff on a seemingly positive branding/roadmap update.

Recent Company History

Over the last few weeks, Ondas has reported a series of defense and autonomy wins. On Jan 28, its American Robotics Optimus drone gained DCMA Blue List approval, followed by a defense and security launch at Singapore Airshow on Jan 30, which drew a negative price reaction. In early February, the company announced the Rotron Aero acquisition and a strategic Asia-Pacific defense contract, both with positive price moves. A >$30 million demining award on Feb 9 also lifted shares, framing today’s European counter‑UAS order as part of a continuing contract win streak.

Regulatory & Risk Context

Active S-3 Shelf
Shelf Active
Active S-3 Shelf Registration 2025-09-09

The company has an active S-3ASR shelf filed on 2025-09-09, which is effective and has been used in at least 10 prospectus supplements, including recent 424B5 and 424B7 filings in January and February 2026. This structure allows Ondas to issue various securities as detailed in prospectus supplements.

Market Pulse Summary

This announcement highlights a new multi-million dollar European order for the Iron Drone Raider sys...
Analysis

This announcement highlights a new multi-million dollar European order for the Iron Drone Raider system, building on a prior $16.8 million airport contract and demonstrating live deployment at a major aviation hub. It reinforces Ondas’ emphasis on civil-compliant counter‑UAS solutions for critical infrastructure. Against a backdrop of recent defense awards and acquisitions, investors may watch for order visibility, integration of complementary detection and mitigation technologies, and any additional use of the company’s effective shelf registration.

Key Terms

counter-uas, counter-drone, cyber-over-rf
3 terms
counter-uas technical
"expanding European demand for operationally ready counter-UAS systems in civil environments"
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.
counter-drone technical
"demands a counter-drone system that is autonomous, reusable, and designed"
Counter-drone describes tools and services that detect, track and stop unauthorized small aircraft (drones) from entering or disrupting a site, like a security guard for the air above a building. It matters to investors because demand for these systems grows with concerns about safety, regulation and business continuity, creating revenue opportunities and affecting risk exposure for companies that operate critical infrastructure, venues, or logistics networks.
cyber-over-rf technical
"including cyber-over-RF capabilities from Sentrycs and advanced optical detection"
Cyber-over-RF describes digital commands, data or attacks delivered using radio waves instead of wired internet — think software moving over the air like a message on a walkie-talkie. Investors care because it affects the security and reliability of any business that relies on wireless links (satellites, IoT devices, telecom towers); weaknesses can lead to service outages, regulatory action or unexpected costs that change a company’s value.

AI-generated analysis. Not financial advice.

New NATO-country order highlights expanding European demand for operationally ready counter-UAS systems in civil environments

Advances Ondas' position in the multi-billion-dollar civil infrastructure protection market

Major international airport deployment of Iron Drone Raider is part of a prior $16.8 million - in orders to protect two major European international airports

WEST PALM BEACH, FLORIDA / ACCESS Newswire / February 13, 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 its subsidiary, Airobotics has received a new multi-million dollar order from a major European customer in a NATO country for its Iron Drone Raider counter-UAS system. This follows Ondas' operational deployment of the system at a major European international airport, part of a separate contract from the same customer.

The new contract award is focused on defending critical assets in complex civil environments, an area where Iron Drone Raider delivers a uniquely differentiated capability. Unlike RF jamming systems that can interfere with civil aviation frequencies, or ballistic interceptors that introduce high risk of collateral damage, Iron Drone Raider's net-based kinetic interception solution enables the safe neutralization of hostile drones in densely populated and strategically sensitive locations, making it particularly suited for airports and other high-value civil infrastructure.

"The rise in hostile drone activity has reshaped security requirements for airports and urban critical infrastructure," said Eric Brock, Chairman and CEO of Ondas. "These regulated environments require counter-UAS systems that operate safely without disrupting communications or creating collateral risk. Airports and urban infrastructure represent a multi-billion-dollar global opportunity for civil-compliant solutions, and the successful deployment of Iron Drone Raider at a major European aviation hub demonstrates that autonomous precision interception is now operationally viable in live civil environments."

Oshri Lugassy, Co-CEO of Ondas Autonomous Systems, added, "Strategic civil infrastructure demands a counter-drone system that is autonomous, reusable, and designed from the ground up to minimize collateral risk. We believe Iron Drone Raider is one of only a few interceptor drone systems deployed operationally at a major European aviation hub. This milestone validates both the maturity of our technology and the strong market demand for civil-ready counter-UAS solutions."

Together with Ondas' complementary technologies, including cyber-over-RF capabilities from Sentrycs and advanced optical detection and intelligent classification from Insight Intelligent Sensors, Ondas is advancing a fully integrated, end-to-end solution for low-altitude airspace defense. By combining detection, identification, electronic mitigation, and precision kinetic interception within a layered architecture, Ondas is positioning itself to deliver a complete autonomous defense ecosystem purpose-built for the evolving challenges of modern civil and military airspace protection.

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 February 13, 2026 regarding Iron Drone Raider orders?

Ondas announced a new multi-million dollar European order for Iron Drone Raider from a NATO-country customer. According to the company, this follows an operational deployment at a major European international airport and builds on prior orders tied to two airports totaling $16.8M.

How does Iron Drone Raider protect airports and civil infrastructure for ONDS?

Iron Drone Raider uses a net-based kinetic interception method to neutralize hostile drones without RF jamming. According to the company, this minimizes interference with aviation frequencies and reduces collateral risk in densely populated civil environments.

Does the February 13, 2026 Ondas news affect the company’s market positioning (ONDS)?

Yes. The order and airport deployment strengthen Ondas' position in civil infrastructure protection. According to the company, this advances its offering in a multi-billion-dollar market for civil-compliant counter-UAS solutions.

What complementary technologies does Ondas combine with Iron Drone Raider for airspace defense?

Ondas pairs Iron Drone Raider with cyber-over-RF, optical detection, and intelligent classification capabilities. According to the company, Sentrycs and Insight Intelligent Sensors provide layered detection, identification, electronic mitigation, and precision interception.

What risks should investors note from Ondas' February 13, 2026 announcement (ONDS)?

Investors should note customer concentration and limited clarity on contract value and timing. According to the company, the award is multi-million dollar but the exact amount and delivery schedule were not disclosed.
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