TLDR
- Ondas Holdings reported Q3 earnings that beat analyst expectations, posting a loss of $0.03 per share versus the expected $0.04 loss.
- Revenue reached $10.1 million in Q3, up sixfold year-over-year and beating analyst estimates of $7.03 million.
- The company raised its full-year 2025 revenue forecast to a minimum of $36 million, up from previous guidance of $25 million.
- Ondas Autonomous Systems drove most revenue growth with $10 million in quarterly revenue, an eightfold increase from 2024, and holds $22.2 million in order backlogs.
- ONDS stock surged over 17% in pre-market trading and is up 115% year-to-date and 602% over the past 12 months.
Ondas Holdings posted third-quarter results that topped Wall Street forecasts, sending shares up more than 17% in Thursday’s pre-market session.
The company reported a loss of $0.03 per share. Analysts had expected a loss of $0.04 per share.
Revenue for the quarter hit $10.1 million. That number came in well above analyst estimates of $7.03 million.
The Boston-based company wasted no time making another splash. It raised its full-year 2025 revenue forecast.
Ondas now expects fiscal year revenue to reach at least $36 million. That’s up from its previous target of $25 million.
Analysts had been projecting $27.11 million in revenue for 2025. The new guidance puts Ondas well ahead of those estimates.
Revenue Guidance Gets a Boost
The company attributed the increased forecast to strong performance from its core business. New acquisitions made since the second quarter of 2025 also played a role.
“This new revenue target reflects continued strong performance of Ondas’ core OAS business and the addition of newly acquired businesses since the beginning of the second quarter of 2025,” the company stated.
The guidance bump shows management’s confidence in the business trajectory. It also reflects integration of recent deals into the company’s operations.
Drones and Robotics Lead the Way
Ondas Autonomous Systems carried the revenue load during the quarter. The business unit focuses on drone and robotics platforms for industrial data collection.
OAS brought in $10 million in revenue during Q3. That represented an eightfold jump from the same period in 2024.
The unit’s order backlog stood at $22.2 million. Total company order backlogs reached $23.3 million.
That means OAS accounts for nearly all of the company’s pending orders. The backlog provides visibility into future revenue.
Oshri Lugassy, co-CEO of OAS, addressed the company’s recent acquisitions. “We are aligning the new capabilities provided by Apeiro, SPO, Insight, Sentrycs, and 4M Defense into a single, integrated operating model that amplifies both our technological impact and market reach,” he said.
The stock has had a strong run over the past year. ONDS shares are up 115% year-to-date.
Over the past 12 months, the stock has gained 602%. The pre-market pop added to those gains.
The company’s market cap now sits at $2.03 billion. Average trading volume has reached 57.28 million shares.
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