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Ondas Beats Estimates with Record Q2 Revenue, Raises 2026 Outlook

Summary

  • Q2 revenue reached $83.8 million, surpassing analyst expectations.
  • New orders in Q2 and early August totaled approximately $280 million.
  • Full-year 2026 revenue target raised to $525-$550 million.
Ondas Beats Estimates with Record Q2 Revenue, Raises 2026 Outlook

Ondas Holdings announced a record-breaking second quarter, with revenue climbing to $83.8 million. This figure represents a more than 13-fold increase from the previous year and surpasses the consensus analyst estimate of approximately $68 million. The company also bolstered its order book, securing around $175 million in new orders during the quarter and an additional $105 million by early August.

Looking ahead, Ondas has significantly increased its full-year 2026 revenue projection to between $525 million and $550 million. The company anticipates continued momentum into the latter half of 2026, driven by expanded deliveries in its counter-drone, intelligence, surveillance, and reconnaissance, and precision-strike sectors. Ondas is now targeting adjusted EBITDA profitability for its operating platform in the fourth quarter of 2026, with company-wide profitability expected in the fourth quarter of 2027.

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