Ondas Holdings 2025 Q3 Earnings Record Revenue Growth Amid Narrowed Losses

Ondas Holdings (ONDS) delivered a blowout third quarter with revenue surging 582% year-over-year to $10.1 million, far exceeding the $7.03 million consensus estimate. The company narrowed its net loss to $7.48 million, a 21.5% improvement from $9.53 million in 2024 Q3. Management raised 2025 revenue guidance to at least $36 million and outlined a preliminary 2026 target of $110 million, reflecting confidence in its autonomous systems division.

Revenue

Ondas Holdings reported total revenue of $10.10 million in Q3 2025, a 582% increase from $1.48 million in the prior-year period. Product revenue accounted for $5.44 million, while service and subscription revenue reached $4.59 million. Development revenue contributed an additional $62,566, underscoring the company’s diversified income streams. The performance was driven by strong demand for autonomous drone systems and ground robotics, particularly in defense and critical infrastructure markets.

Earnings/Net Income

The company narrowed its net loss to $7.48 million in Q3 2025, a 21.5% reduction from $9.53 million in the prior-year period. Earnings per share (EPS) improved to a loss of $0.03, up from $0.15 in 2024 Q3, representing an 80% reduction in per-share losses. Despite these improvements, Ondas has sustained losses for eight consecutive years, highlighting ongoing financial challenges.

Post-Earnings Price Action Review

The stock price of Ondas Holdings surged 19% on Thursday, closing at $6.56, following the earnings report and guidance raise. This followed a 24.95% weekly gain and a 36.98% month-to-date decline. Analysts attributed the rally to the company’s explosive revenue growth, $840.4 million cash balance, and strategic acquisitions. Oppenheimer upgraded the stock to Outperform with a $12 price target, citing strong backlog visibility and gross margin expansion potential.

CEO Commentary

Ondas CEO Eric Brock highlighted the company’s “record revenue growth and strategic momentum,” emphasizing the role of acquisitions like Apeiro Motion and Sentrycs in expanding its autonomous systems capabilities. He noted, “Our backlog of $22.2 million provides visibility into 2026, and we are well-positioned to capitalize on the growing demand for counter-UAS and robotics solutions.” The tone was cautiously optimistic, acknowledging the need for continued margin improvements and disciplined execution.

Guidance

Management raised its 2025 revenue target to at least $36 million from $25 million and set a preliminary 2026 target of $110 million. This reflects confidence in scaling operations and leveraging recent acquisitions, including Apeiro Motion (ground robotics) and Sentrycs (counter-drone technology).

Additional News

Ondas executed three strategic acquisitions in 2025, including Apeiro Motion (ground robotics), Sentrycs (counter-UAS technology), and 4M Defense (smart demining solutions), expanding its defense and security ecosystem. On November 10, the company appointed Maj. Gen. (Ret.) Yoav Har-Even, former CEO of Rafael Advanced Defense Systems, to its Ondas Autonomous Systems Advisory Board, signaling a deepening focus on defense expertise. Additionally, Ondas launched Ondas Capital, a $150 million investment vehicle to bridge Ukrainian defense technologies into U.S. and European markets, underscoring its global expansion strategy.

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