Ondas (ONDS) Subsidiary American Robotics Partners with Mistral Inc.

Rhea-AI Filing Summary

Ondas Holdings Inc. (NASDAQ: ONDS) filed a Form 8-K dated June 24, 2025 to disclose two information-only items.

Item 7.01 – Regulation FD: The company furnished an investor fact sheet (Exhibit 99.1) related to a new strategic partnership. The fact sheet is provided for informational purposes only and is not deemed “filed” under the Exchange Act.

Item 8.01 – Other Events: Subsidiary American Robotics Inc. has entered into a strategic partnership with Mistral Inc., a Maryland-based business development and defense contracting firm. The partnership was announced in a press release furnished as Exhibit 99.2.

The filing contains no financial statements, pro-forma data, or guidance updates. No terms, duration, revenue expectations, or financial impact of the partnership were disclosed. Management did not reference any other material transactions or operational changes.

Investors should review Exhibits 99.1 and 99.2 for additional context; however, because the exhibits are furnished rather than filed, they carry no Section 18 liability and are not automatically incorporated into future SEC filings.

Positive

• Strategic partnership between subsidiary American Robotics and defense contractor Mistral Inc. may expand access to U.S. defense markets.

Negative

• None.

Insights

Financial Analyst

TL;DR – New defense-focused partnership announced; no financial details, modestly positive signal.

The 8-K is purely informational, with no quantitative disclosures. Still, the linkage between American Robotics and defense contractor Mistral could open federal and defense revenue channels—a potentially higher-margin vertical for Ondas’ drone and wireless platforms. Because the company did not disclose contract value, backlog contribution, or timeline, investors cannot yet model revenue impact. The fact that management chose to issue both a fact sheet and press release suggests the initiative is strategically important, but until financial metrics emerge, the market impact should remain moderate.

Industry Specialist – Unmanned Systems

TL;DR – Partnership gives Ondas a foothold in defense sales; significance dependent on future contract wins.

Mistral’s core competency is securing and managing defense programs. Aligning with such a firm could accelerate American Robotics’ adoption of autonomous drone systems by DoD agencies. However, without details on exclusivity, scope, or targeted programs (e.g., DIU, SBIR, or direct DoD procurements), the announcement remains preliminary. The disclosure is impactful from a strategic positioning standpoint but not yet transformational.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported) June 24, 2025

Ondas Holdings Inc.

(Exact name of registrant as specified in its charter)

Nevada		001-39761		47-2615102
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)

One Marina Park Drive, Suite 1410, Boston, MA 02210

(Address of principal executive offices) (Zip Code)

Registrant’s telephone number, including area code (888) 350-9994

N/A

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol		Name of each exchange on which registered
Common Stock par value $0.0001		ONDS		The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by checkmark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01. Regulation FD Disclosure.

On June 24, 2025, Ondas Holdings Inc. (the “Company”) issued an investor fact sheet regarding the Strategic Partnership (as defined below). A copy of the fact sheet is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

The information furnished pursuant to this Item 7.01, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that section and shall not be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.

Item 8.01. Other Events

Also on June 24, 2025, the Company issued a press release announcing that its subsidiary, American Robotics Inc., has entered into a strategic partnership with Mistral Inc., a Maryland-based business development and defense contracting firm (the “Strategic Partnership”). A copy of the press release is attached as Exhibit 99.2 and incorporated herein by reference.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.		Description
99.1		Fact Sheet, dated June 24, 2025.
99.2		Press Release, dated June 24, 2025.
104		Cover Page Interactive Data File (embedded within the Inline XBRL document)

1

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: June 24, 2025	ONDAS HOLDINGS INC.
	By:	/s/ Eric A. Brock
		Eric A. Brock
		Chief Executive Officer

2

FAQ

What did Ondas Holdings (ONDS) announce in its June 24 2025 8-K?

The company disclosed a strategic partnership between subsidiary American Robotics and Maryland-based defense contractor Mistral Inc., supported by a fact sheet and press release.

Does the 8-K include any financial results or guidance for ONDS?

No. The filing contains no revenue, earnings, or guidance figures.

Are the exhibits 99.1 and 99.2 considered filed or furnished?

They are furnished under Item 7.01, meaning they are not subject to Section 18 liability and are not incorporated by reference unless specifically stated.

What potential benefit could the partnership with Mistral Inc. bring to Ondas Holdings?

It could facilitate entry into defense and federal contracting channels for American Robotics’ autonomous drone technology.

Were any terms or financial details of the strategic partnership disclosed?

No specific terms, contract values, or timelines were provided in the 8-K.