Ondas announced new $10 million in purchase orders across its autonomous systems portfolio, including counter‑UAS solutions, integrated autonomous drone systems, and robotic ground platforms for government security customers. The orders add to the company’s $22.2 million backlog reported at the end of September 2025, representing roughly 45% of that backlog and underscoring robust demand for its multi‑domain autonomy solutions.
The new orders come on the heels of Q3 2025 revenue for the autonomous systems segment of $10.1 million, a 582% year‑over‑year increase. The growth is driven by a higher mix of high‑margin counter‑UAS contracts and expanded deployments in critical‑infrastructure markets, reflecting the company’s ability to convert demand into revenue.
Gross profit margin for the segment rose to 26% from 3% in Q3 2024, a result of improved pricing power and operational leverage as the company scales its system‑of‑systems platform. The margin expansion signals that Ondas is successfully translating demand into profitability, a key indicator for long‑term sustainability.
Management highlighted the orders as evidence of continued momentum. CEO Eric Brock said the orders “validate the market’s confidence in Ondas’ multi‑domain autonomy strategy and reinforce our path toward EBITDA positivity in 2026.” Co‑CEO Oshri Lugassy added that the new contracts “demonstrate the effectiveness of our integrated counter‑UAS and ground‑platform solutions in complex, high‑density environments.”
The company has raised its full‑year 2025 revenue guidance to at least $36 million, up from the prior $25 million target, and set a preliminary 2026 revenue target of at least $110 million. The guidance lift reflects confidence in sustained demand, the growing backlog, and the strategic integration of recent acquisitions such as Roboteam and Apeiro Motion.
While the company benefits from a tailwind of increasing global demand for autonomous defense solutions, it remains exposed to headwinds such as reliance on government contracts and the timing of large tenders. Nonetheless, the new orders and backlog growth position Ondas to capitalize on the expanding market for system‑of‑systems autonomy.
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