Summary
Will ONDS' Lucrative Border-Defense Win Ignite Its Next Growth Engine?
Ondas' major government tender win for a large autonomous border-defense drone program boosts its growth outlook and strengthens future revenue visibility.
Will ONDS' Strengthened Balance Sheet Fuel Its Defense Ambitions?
Ondas bolsters its cash pile to accelerate defense and autonomous systems expansion and aggressive M&A, amid rising demand.
Ondas Holdings: Cautiously Bullish On Explosive Revenue Growth
My bull case rests on Ondas Holdings hitting its aggressive revenue path: FY25 was guided at least $36M and FY26 at least $110M. That's a 3x growth story. Q3 showed momentum with $10.1M revenue (nearly 60% qoq and over 6x yoy), a $23.3M backlog, plus another $18M tied to acquisitions closing or pending in Q4. Despite the top-line momentum, Ondas remains unprofitable (operating loss widened to -$15.5M), has low gross margins of just 26%, and trades at extremely high valuation multiples.
Ondas Holdings Inc. (ONDS) FAQ
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Ondas Holdings Inc. Profile
| Communications Equipment Industry | Information Technology Sector | Eric Ashley Brock CPA CEO | NASDAQ (CM) Exchange | 68236H204 CUSIP |
| US Country | 113 Employees | - Last Dividend | 16 Nov 2020 Last Split | - IPO Date |
Overview
Ondas Holdings Inc. operates through its subsidiaries to deliver a range of proprietary solutions centered on private wireless, drones, and automated data systems. The company is divided into two primary segments: Ondas Networks, which focuses on the provision of secure, industrial-grade wireless connectivity, and Ondas Autonomous Systems, dedicated to advancing drone technology and data automation. Ondas Holdings caters to the critical requirements of diverse sectors, including rail, energy, mining, agriculture, public safety, critical infrastructure, and government, offering its cutting-edge technologies both domestically and internationally. With its headquarters set in Waltham, Massachusetts, the corporation stands as an epitome of innovation, delivering software-defined radio platforms and AI-powered drones designed for mission-critical applications across the globe.
Products and Services
- FullMAX
A flagship software-defined radio (SDR) platform, FullMAX, enables the creation of wide-area broadband networks that are both secure and reliable. Tailored for mission-critical connectivity, this system finds applications in various industrial settings, offering a versatile solution for robust data transmission.
- Optimus
The Optimus drone, enhanced with AI capabilities, is designed with imaging payloads to conduct sophisticated aerial surveys and operations. This drone serves a multitude of sectors by providing enhanced data collection and situational awareness from above.
- Airbase
A ruggedized, weatherproof base station, the Airbase, is constructed for housing drones, processing data, and facilitating data transfer to the cloud. Its durable design ensures reliable operation in various environmental conditions, making it an essential component of any drone-based data collection system.
- Insightful
Insightful is a secure web portal and API suite that enables users to remotely interact with the system, access data, and leverage analytics from any part of the world. This platform ensures that actionable insights are readily available, promoting efficient decision-making processes.
- Raider
The Raider is a counter-drone system developed to safeguard critical infrastructure, assets, and personnel against the threat posed by hostile drones. By neutralizing these threats, the Raider plays a crucial role in maintaining the security and integrity of high-risk areas.
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