Ondas Holdings to Acquire Majority Stake in S.P.O. Smart Precision Optics.

Ondas Holdings, through its business units Ondas Autonomous Systems and Ondas Networks, has entered into a definitive agreement to acquire a 51% controlling interest in S.P.O. Smart Precision Optics. The acquisition aims to expand Ondas' offerings in the precision optics market, combining Ondas' autonomous systems and networking solutions with S.P.O.'s precision optics expertise. The deal is expected to enhance Ondas' capabilities and strengthen its position in the market.

Ondas Holdings Inc. (NASDAQ:ONDS), a leading provider of autonomous drone and private wireless solutions, has entered into a definitive agreement to acquire a 51% controlling interest in S.P.O. Smart Precision Optics (SPO). This acquisition aims to expand Ondas' offerings in the precision optics market, combining its autonomous systems and networking solutions with SPO's precision optics expertise.

S.P.O. Smart Precision Optics, based in Kibbutz Shamir, Israel, specializes in high-end precision optics processing, proprietary optical coatings, and end-to-end optical manufacturing. Recognized as a critical supplier to Israeli defense corporations, SPO supports various security systems, including missile defense, armored vehicles, and next-generation high-power weapons. The total addressable market for precision optics was valued at $29 billion in 2025, with the High Precision Optics segment representing $3.3 billion [1].

Ondas Holdings' acquisition of SPO strengthens its defense tech capabilities and expands its addressable market, positioning it for growth in critical military optical systems. The acquisition complements Ondas' existing autonomous drone and private wireless solutions businesses by adding critical electro-optical capabilities essential for advanced defense systems. This vertical integration enhances Ondas' value proposition, particularly in counter-drone and missile defense applications, potentially opening doors to expanded defense contracts with U.S., Israeli, and allied military customers.

The transaction represents classic capability-driven M&A in the defense sector, where acquiring specialized technical capabilities often leads to expanded contract opportunities. The move diversifies Ondas' technical portfolio beyond its core wireless and drone operations into high-margin optical components, while leveraging existing relationships with defense customers.

The acquisition is in line with Ondas' strategic growth program to scale its global operating platform and deliver capital-efficient accelerated growth. Ondas Holdings' Chairman and CEO, Eric Brock, stated, "The acquisition of S.P.O. Smart Precision Optics will represent a major step in strengthening Ondas' leadership in advanced defense technologies. Precision optics are the heart of electro-optical systems, and SPO's expertise and infrastructure is expected to give us an unparalleled ability to support the critical optical performance required in missile defense and counter-drone systems worldwide" [2].

References:
[1] https://www.stocktitan.net/news/ONDS/ondas-holdings-enters-definitive-agreement-to-acquire-majority-stake-m1vjx9jrp3ez.html
[2] https://www.investing.com/news/company-news/ondas-acquires-controlling-stake-in-israeli-precision-optics-firm-93CH-4210903