AI Earnings Predictions for Ondas Holdings Inc. (ONDS)

EX-99.1

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EX-99.1

EX-99.1

Exhibit 99.1

Ondas Posts Record Q3 2026 Revenue of $167.5 Million on Strong Bookings and Backlog Growth; Raises Full-Year Outlook

Record Q3 revenue of $167.5 million, up 100% sequentially and more than 16-fold year over year; pro forma organic revenue grew 64% year-over-year

Captured $214 million in new orders during Q3; backlog increased 36% sequentially to $835 million

Raises full-year 2026 revenue target to at least $550 million; targets more than $250 million of Q4 revenue and at least 75% pro forma organic year-over-year growth in Q4

Initiates 2027 revenue target of at least $1.1 billion, excluding additional acquisitions

Expects operating-platform Adjusted EBITDA profitability in Q4 2026 and pulls forward company-wide Adjusted EBITDA profitability target to Q3 2027

Expanded U.S. defense, sovereign AI, manufacturing and supply-chain capabilities through Ondas Sentinel, Regna AI and targeted acquisitions

Conference call scheduled for today, November 12 at 8:30 a.m. ET

WEST PALM BEACH, FL / November 12, 2026 / Ondas Inc. (NASDAQ: ONDS) (“Ondas” or the “Company”), a leading provider of advanced autonomous systems and next-generation defense and security technologies and services, reported record financial and operating results for the third quarter of 2026. Ondas generated revenue of $167.5 million in the third quarter, compared with $83.8 million in the second quarter of 2026 and $10.1 million in the third quarter of 2025. The results represent approximately 100% sequential revenue growth and more than a sixteen-fold year-over-year increase.

“This quarter demonstrates the growing benefits of Ondas’ integrated operating platform,” said Eric Brock, Chairman and CEO of Ondas. “Our businesses are gaining access to larger customers, broader channels, and stronger production and field-support capabilities, allowing mission-ready technologies to move more quickly from evaluation into deployment. The next phase is about disciplined execution: delivering on customer commitments, integrating our capabilities, and converting demand to sustainable growth and improving profitability.”

“Our differentiation increasingly comes from combining autonomous systems, mission software, AI, and critical components into solutions that can be deployed and supported across multiple domains. Ondas Sentinel strengthens our ability to pursue and execute complex U.S. defense programs, while Regna AI extends our sovereign AI capabilities and creates opportunities to serve customers beyond our own hardware platforms. Together, these initiatives expand our addressable market, strengthen our customer relationships, and increase the software, services, and repeat revenue potential of the Ondas platform.

“We expect a strong finish to 2026, with momentum accelerating in the fourth quarter as volume deliveries ramp across existing programs and we convert pipeline opportunities into customer programs. Our order book remains healthy, our pipeline continues to expand, and our ability to produce, deliver, and sustain solutions for customers continues to strengthen. We are investing to support visible customer demand and build the production, supply-chain, deployment, and sustainment infrastructure required to deliver at scale. Over the next twelve months and beyond, we expect this growth to support meaningful operating leverage and improved profitability, supporting continued investment in innovation, market expansion, and long-term shareholder value.”

Select Third Quarter 2026 and Recent Financial, Corporate and Business Development Highlights

Financial

• Delivered record financial performance, generating $167.5 million in revenue as compared to $10.1 million in Q3 2025, representing a more than 16x increase year-over-year.

• On a pro forma organic basis, assuming the current portfolio of business was owned throughout both periods, Q3 2026 revenue increased 64% year-over-year.

• Ended Q3 with $835 million in backlog and $820.3 million in cash, cash equivalents, restricted cash and short-term investments.

• Expecting significant progress to Adjusted EBITDA break even, including reiterating our forecast for break even at the operating platform level in Q4 2026.

• Updating our outlook for full company Adjusted EBITDA break even from Q4 2027 to Q3 2027.

Corporate Development

• Established Ondas Sentinel as a Core U.S. Defense Platform, bringing together DZYNE Technologies and World View under the leadership of Ryan Hartman and Matt McCue to accelerate the development, production and deployment of advanced defense technologies.

• Announced the formation of Regna AI, a standalone company initially wholly owned by Ondas, focused on developing and deploying mission-critical sovereign AI applications. Regna AI will leverage NVIDIA’s Nemotron open-weight AI models and Palantir’s integration and deployment platforms to accelerate the delivery of sovereign AI capabilities to defense and natio

EX-99.1

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PRESS RELEASE, DATED MAY 14, 2026

Exhibit 99.1

Ondas Reports Record First Quarter 2026 Financial Results: Raises Full Year 2026 Revenue Forecast to $390 Million

Q1 2026 revenue of $50.1 million represents a more than 10-fold increase from Q1 2025 and 66% quarter-over-quarter exceeds the high end of Company’s guidance by 25%

Raising full-year 2026 revenue target to at

least $390 million representing approximately 670% year-over-year increase driven by organic growth, accelerated strategic growth program and global demand for unmanned and autonomous systems

Product companies were adjusted EBITDA positive during the first quarter, 6 months ahead of targets

Pro forma backlog reached $457 million vs $68.3 million at the end of 2025, driven by significant order activity during the quarter and the addition of newly acquired companies

$1.48 billion in cash, cash equivalents, restricted cash and short-term investments as of March 31, 2026, providing substantial capacity to support organic growth and the Core + Strategic Growth Program

Conference Call Scheduled for today, May 14th at 8:30 a.m. ET

WEST PALM BEACH, FL / May 14, 2026 / Ondas Inc. (Nasdaq: ONDS) (“Ondas” or the “Company”), a leading provider of autonomous aerial and ground robot intelligence, reported financial and operating results for the first quarter ended March 31, 2026.

“We delivered record results in the first quarter of 2026, with revenue of $50.1 million representing a ten-fold increase year-over-year, as our Core + Strategic Growth Program continues to drive strong execution and accelerating momentum across the business,” said Eric Brock, Chairman and CEO of Ondas. “Our system-of-systems platform is scaling effectively, and we are beginning to realize the benefits of a global operating platform designed to support higher levels of business activity and revenue. Importantly, our financial model is also demonstrating operating leverage as our product companies were adjusted EBITDA positive during the first quarter, 6 months ahead of our targets. With backlog surging to $457 million, including contributions from recently closed acquisitions, we believe we have strong visibility into our 2026 targets and are increasing our full-year revenue outlook to at least $390 million.”

“We are operating in an environment of powerful demand tailwinds, particularly across counter-UAS and defense robotics markets. Our counter-drone platforms, led by Sentrycs and Iron Drone, are seeing strong global demand as customers respond to evolving security threats and heightened global tensions. Indeed, Sentrycs CoRF is seeing meaningful upside to earlier expectations, which we are addressing through increased production. At the same time, our ground-based businesses continue to gain traction, highlighted by significant tender wins, including approximately $220 million in aggregated awards captured by 4M Defense and INDO Earth to start 2026. These wins reflect both the urgency of the markets we serve and the strength of our integrated capabilities.”

“Our recent acquisitions of Mistral and World View are materially accelerating our go-to-market capabilities, particularly in the United States. Mistral brings a highly strategic position as a prime contractor, including participation in a $982 million IDIQ program with the U.S. Army for loitering munitions, providing meaningful long-term visibility into our growth outlook. World View is a game changer for Ondas, accelerating our multi-domain ISR roadmap with the critical stratospheric layer while bringing exceptional leadership, technical talent, and deep relationships across U.S. defense customers. Together, these platforms significantly expand our U.S. footprint and strengthen our engagement with multiple combatant commands across the U.S. Department of War (DOW).”

“Our partnership with Palantir Technologies is adding tremendous operational value and helping to advance our layered, multi-domain ISR roadmap. By leveraging Palantir’s AIP platform, we are enhancing the scalability of our global operating platform and integrating our capabilities across air, ground, and now stratospheric domains into unified, AI-driven systems. Our collaboration with Palantir is unique and symbiotic. The jointly developed SkyWeaver platform leveraging adaptive, agentic AI at the edge represents a new co-built operational system that combines our hardware, AI and autonomy with Palantir’s data intelligence to drive rapid, advanced decision making. This offering positions Ondas at the center of next-generation defense and homeland security architectures, where data fusion, autonomy, and artificial intelligence drive superior mission outcomes.”

“We have made significant progress in building the operating foundation to support sustained growth. Investments in manufacturing, supply chain, field services and global go-to-market capabilities are enabling us to industrialize our technologies and deliver at s