Ondas Inc. (ONDS)
SEC filings, insider trading & institutional ownership from EDGAR.
Ondas Inc. is a defense, security, and critical infrastructure technology company operating through three business units: Ondas Autonomous Systems Inc. (OAS), Ondas Networks Inc., and Ondas Capital Inc. OAS develops, integrates, and delivers autonomous aerial and ground systems and mission solutions—organized around four pillars: Counter-Unmanned Aerial Systems (CUAS), Intelligence, Surveillance, and Reconnaissance (ISR), Unmanned Ground Vehicles (UGV), and Loitering Munition Systems (LMS)—for defense, homeland security, public safety, and select commercial and critical infrastructure customers, using a "Systems-of-Systems" approach that integrates platforms, sensors, communications, command-and-control, and field services rather than selling standalone hardware. Its portfolio spans subsidiaries and platforms including Airobotics (Optimus System™ autonomous aerial platform and Iron Drone Raider™ interceptor), American Robotics (FAA-type-certified Optimus 1-EX), Sentrycs (CoRF cyber/RF-based counter-drone platform), 4M Defense (land intelligence and demining), Roboteam (tactical UGVs), and Apeiro Motion (ground autonomy/navigation), targeting Tier-1 defense and homeland security markets in North America, the UK, Germany, Poland, India, Japan, the UAE, and Singapore, addressing missions such as site and critical asset protection, border security, and support to maneuvering forces; OAS sells through direct sales, channel partners, and business models including direct system sales/service and Drone Infrastructure and Data-as-a-Service (DaaS) subscription arrangements with owner/operator and joint-venture structures. Ondas Networks designs, manufactures, and supports FullMAX, a patented software-defined radio platform underlying the IEEE 802.16 standard, providing secure, private, wide-area wireless connectivity for Mission-Critical Internet of Things (MC-IoT) applications, historically targeting North American Class I freight rail operators for train control and safety communications, with expansion into electric and gas utilities, water/wastewater, oil and gas, public safety, homeland security, defense, and transportation markets globally, monetized through direct sales, value-added resellers, embedded software sales, SaaS arrangements, and IP royalties.
Ondas Capital serves as the company's strategic investment and partnership platform, pursuing minority investments, structured partnerships, and capital formation initiatives—including a Ukraine-to-US/EU strategy to identify and scale battle-proven defense technologies—designed to accelerate technology development, expand market access, and support the growth of OAS and the broader Ondas platform.
AI-summarized from Item 1 (Business) of the company's most recent 10-K filing.
Financials
As reported to the SEC via XBRL, no adjustments
| Gross profit | $20.16M |
| Operating income | -$58.38M |
| Diluted EPS | $-0.62 |
| Gross margin | 39.7% |
| Net margin | -260.7% |
Revenue by region
FY2025 geographic segments • from the 10-K
Latest filings
10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR
| Form | Filed |
|---|---|
| 8-K | Oct 13, 2026 |
| 4LAIRD NEIL J | Sep 25, 2026 |
| 8-K | Sep 23, 2026 |
| 8-K | Sep 14, 2026 |
| 8-K | Aug 28, 2026 |
| 4COHEN RICHARD M | Aug 20, 2026 |
Insider trading
From Form 4 filings
| Insider | Date | Type |
|---|---|---|
| LAIRD NEIL J | Sep 24, 2026 | Sell |
| LAIRD NEIL J | Sep 24, 2026 | Option exercise |
| COHEN RICHARD M | Aug 18, 2026 | Sell |
| SOOD JASPREET K | Aug 14, 2026 | Tax withholding |
| SOOD JASPREET K | Aug 14, 2026 | Option exercise |
Top holders
13F & 13D/G • latest quarter
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc. | 7.5% | Aug 7, 2026 | $325.48M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.5% | Aug 14, 2026 | $197.56M |
| CITADEL ADVISORS LLC | 4.2% | Sep 1, 2026 | $182.35M |
| Vanguard Capital Management | 4.1% | Aug 13, 2026 | $180.57M |
| JANE STREET GROUP, LLC | 3.8% | Aug 14, 2026 | $164.52M |
Executive pay and the vote
From the FY2025 proxy statement (DEF 14A), filed Apr 20, 2026, and the annual meeting’s vote on May 28, 2026
Figures come from the company’s proxy statement, and the vote count from its 8-K.
The Summary Compensation Table for every named officer, the board with tenure and committees, and each proposal with its count, verified against the filings.
Sign up free →Latest 10-Q takeaways
filed Aug 13, 2026The MD&A is largely factual and backward-looking, reporting explosive acquisition-driven revenue growth and a very strong liquidity position. This is tempered by a widening operating loss, sharply higher G&A and stock-based compensation, a lower gross margin, and net income that depends on non-operating warrant and deconsolidation gains. Automated screens found no red flags in this filing.
Written by Scrutar's AI from ONDS's SEC filings. Check anything you rely on against the filing. Not investment advice.
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Peers identified from ONDS's own SEC filings.
Data as of Oct 15, 2026Source: SEC EDGAR.