Ondas Inc. filings document material events, capital-structure activity and governance disclosures for a Nevada corporation operating in autonomous systems, robotics and private wireless communications. Recent Form 8-K reports cover unregistered sales of equity securities, Regulation D exemptions, prospectus supplements to an effective Form S-3ASR registration statement and resale registration activity involving common stock issued in connection with completed acquisitions.
The company’s regulatory record also includes Regulation FD disclosure tied to stockholder communications for its annual meeting, along with disclosure categories covering material agreements, shareholder voting matters, operating and financial results, legal opinions on share issuances and acquisition-related securities registration. These filings provide the formal record of Ondas’ equity issuance mechanics, governance calendar and public-company reporting events.
Ondas Inc. has a notice of proposed resale of common stock under a Form 144. The filing lists 1,460 shares of common stock with an aggregate value of $13,578.00 and an additional 3,356 shares with an aggregate value of $31,210.80, both held through Morgan Stanley Smith Barney Operations Department. It also references 6,482 and 2,817 common shares tied to Restricted Stock Units and described as director compensation, with an intended sale date of August 14, 2026.
Ondas Inc. director Randy Seidl reported the vesting and settlement of Restricted Stock Units into common stock. On July 1, 2026, he received 6,482 shares and 2,817 shares of common stock upon RSU vesting, totaling 9,299 shares. These relate to prior RSU grants of 25,925 and 15,645 units with multi-date vesting schedules, which fully accelerate upon a change in control.
Ondas Inc. reported sharply expanded scale for the six months ended June 30, 2026, driven by acquisitions and growth in its defense and critical infrastructure technology platform. Total revenue reached $133.9 million, up from $10.5 million a year earlier, with product, service, and development revenues all contributing and significant exposure to Israel and European markets.
Profitability remains challenging. The company recorded a year‑to‑date operating loss of $205.6 million, largely from higher general and administrative, sales and marketing, and R&D expenses, plus a $19.2 million increase in the fair value of contingent consideration. A large non‑cash gain from remeasurement of a $1.04 billion warrant liability and related items produced net income of $271.6 million, masking underlying operating losses.
Liquidity strengthened significantly. Cash and cash equivalents were $657.9 million, short‑term investments were $726.6 million, and total assets rose to $3.0 billion, backed by major equity financings of $959.1 million and stock‑based acquisition consideration. Operating activities used $137.4 million of cash, reflecting the high investment phase of the business.
Ondas Inc. reported record results for the quarter ended June 30, 2026, with revenue of $83.8 million, up from $50.1 million in Q1 2026 and $6.3 million a year earlier, reflecting approximately 67% sequential growth and more than a thirteen-fold year-over-year increase. Pro forma organic revenue grew 85% year over year, supported by strong demand for counter‑UAS and other autonomous defense solutions.
The company booked $175 million in new orders in Q2 and an additional $105 million early in Q3, expanding reported backlog to $613 million and pro forma backlog, including DZYNE and Cyberhawk, to $757 million as of June 30, 2026. Ondas held about $1.4 billion in cash, cash equivalents, restricted cash and short‑term investments, and total assets of $3.0 billion.
Profitability remains pressured. GAAP gross margin was 43.1% (Adjusted Gross Margin 50.4%), while operating expenses rose to $199.1 million, driven by $69.1 million in stock‑based compensation, $18.6 million of amortization and a $19.2 million increase in contingent consideration. Ondas reported a net loss of $88.6 million attributable to stockholders and an Adjusted EBITDA loss of $50.6 million. Management raised full‑year 2026 revenue guidance to $525–$550 million and guided Q3 2026 revenue to $140–$155 million, while targeting Adjusted EBITDA breakeven at the operating platform level by Q4 2026 and company‑wide by Q4 2027.
Ondas Inc. filed an amendment to its July 2026 acquisition disclosure to add full financial statements and pro forma information for High Point UAS, LLC and its subsidiaries. High Point provides integrated autonomous defense and robotic systems to government and commercial customers.
For the year ended December 31, 2025, High Point reported sales of $104.8 million, a net loss of $11.7 million, and net cash provided by operating activities of $9.8 million. Total assets were $320.1 million, including $186.1 million of goodwill and $55.6 million of intangible assets, with members’ equity of $288.5 million. Revenue was diversified between government contracts of about $55.2 million and other customers of about $49.6 million, though one customer represented roughly 42% of 2025 sales.
For the three months ended March 31, 2026, High Point generated sales of $25.1 million and a net loss of $5.5 million, with total assets of $316.8 million. Notes describe Ondas’s July 2, 2026 purchase of 100% of High Point for approximately $200 million in cash plus 39,999,998 Ondas shares at closing and 44,999,998 additional shares due January 4, 2027.
Ondas Inc. completed the previously announced acquisition of Cyberhawk Holdings Limited on August 10, 2026, acquiring 100% of Cyberhawk’s share capital for $118.2 million in cash plus 581,732 shares of Ondas common stock. These shares are subject to a one-year transfer restriction and further constrained for eighteen months by a Registration Rights and Lock-Up Agreement that limits daily resales to each seller’s pro rata portion of 10% of average daily trading volume. Ondas agreed to file a Rule 424(b)(7) prospectus supplement to register the resale of these shares. In connection with the deal, Ondas granted 1,601,593 RSUs and stock options for 1,290,000 shares at $9.11 to 47 new employees, with multi‑year time-based vesting schedules.
Ondas Inc. has filed a prospectus supplement to register the resale of 584,649 shares of Common Stock on behalf of selling stockholders. These shares were issued as part of two M&A transactions: the Cyberhawk Holdings Limited acquisition and the World View Enterprises Inc. merger. In the Cyberhawk deal, Ondas acquired 100% of Cyberhawk for $118.2 million in cash plus 581,732 shares of Common Stock, subject to a one‑year lock‑up and an 18‑month limit of 10% of average daily trading volume per day for each seller. The World View merger consideration includes up to 12,775,219 shares of Common Stock and about $7.3 million in cash, with a six‑month 5% daily trading volume limit on sales. Ondas will not receive any proceeds from resale of these 584,649 registered shares; all proceeds go to the selling stockholders. As of August 7, 2026, Ondas had 569,970,609 shares of Common Stock outstanding.
Ondas Inc. adopted the Ondas Inc. 2026 Inducement Plan on August 3, 2026. The plan is intended for equity and cash-based awards and reserves 20,000,000 shares of common stock for grants.
The plan permits non-qualified stock options, restricted stock units, restricted stock, stock appreciation rights, performance units, performance shares and other stock or cash-based awards. It was adopted without stockholder approval pursuant to Nasdaq Listing Rule 5635(c)(4), and the full plan text is provided as an exhibit.
Vanguard Capital Management reports beneficial ownership of Ondas Inc common stock. It holds 25,606,942 shares, representing 5.16% of the class. Vanguard has sole voting power over 3,692,730 shares and sole dispositive power over all 25,606,942 shares, with no shared voting or dispositive power.
The position reflects securities beneficially owned or deemed beneficially owned by Vanguard Capital Management LLC and certain affiliates and business divisions, including various Vanguard entities and funds over which they exercise voting and/or dispositive power. No other single person’s interest in these securities exceeds 5% of the class.
BlackRock, Inc. reported beneficial ownership of Ondas Holdings Inc. common stock on a Schedule 13G. BlackRock disclosed beneficial ownership of 38,129,865 shares, representing 7.2% of Ondas’ outstanding common stock. BlackRock has sole voting power over 37,278,093 shares and sole dispositive power over 38,129,865 shares, with no shared voting or dispositive power.
The filing explains that these holdings are aggregated for certain BlackRock business units, and that various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of Ondas’ outstanding common shares.