ScrutarSign up free

Ondas Inc. (ONDS)

SEC filings, insider trading & institutional ownership from EDGAR.

NasdaqInformation TechnologyCommunications Equipment

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.

RevenueFY2025
$50.73M
▲ 605.3%YoY
Net incomeFY2025
-$132.24M
▼ 247.9%YoY
Diluted EPSFY2025
$-0.62
▼ 1.6%YoY
Gross margin
39.7%
▲ 3493 bpsYoY
Insider net6 mo
+2.2M
shares5 sells0 buys
Institutions
32
$1.9B held

Financials

As reported to the SEC via XBRL, no adjustments

All financials →
Revenue & net income
-$150M-$100M-$50M$50M$100M
FY2022FY2023FY2024FY2025
RevenueNet income
FY2025 highlightsfrom 10-K
Gross profit$20.16M
Operating income-$58.38M
Diluted EPS$-0.62
Gross margin39.7%
Net margin-260.7%

Revenue by region

FY2025 geographic segments • from the 10-K

$51MTOTAL FY2025
Rest of World$42.58M83.9%—
Europe$6.58M13.0%—
Americas$1.57M3.1%—
16.1% of FY2025 disclosed regional revenue earned outside Rest of World

Latest filings

10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR

All filings →
FormFiled
8-KOct 13, 2026
4LAIRD NEIL JSep 25, 2026
8-KSep 23, 2026
8-KSep 14, 2026
8-KAug 28, 2026
4COHEN RICHARD MAug 20, 2026

Insider trading

From Form 4 filings

All →
InsiderDateType
LAIRD NEIL JSep 24, 2026Sell
LAIRD NEIL JSep 24, 2026Option exercise
COHEN RICHARD MAug 18, 2026Sell
SOOD JASPREET KAug 14, 2026Tax withholding
SOOD JASPREET KAug 14, 2026Option exercise

Top holders

13F & 13D/G • latest quarter

All →
HolderStakeFiledValue
BlackRock, Inc.7.5%Aug 7, 2026$325.48M
SUSQUEHANNA INTERNATIONAL GROUP, LLP4.5%Aug 14, 2026$197.56M
CITADEL ADVISORS LLC4.2%Sep 1, 2026$182.35M
Vanguard Capital Management4.1%Aug 13, 2026$180.57M
JANE STREET GROUP, LLC3.8%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

Full governance view →
CEO total pay
$0.4M
Eric Brock • FY2025
Actually paid
$0.4M
SEC “compensation actually paid”
Say-on-pay
95.2%
of votes cast • 8-K filed May 28, 2026
TSR on $100
$613.84
since FY2023

Figures come from the company’s proxy statement, and the vote count from its 8-K.

The full pay and vote breakdown is free with an account

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 →
AI summary

Latest 10-Q takeaways

filed Aug 13, 2026

The 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.

ONDS's filings are public. The insight is one click away.

Scrutar's AI reads every ONDS filing and points out what matters. Red flags, risk shifts, disclosure quality and key relationships. Cited to the source, free with an account.

Analyze ONDS filingsNo credit cardAI reports included on the free plan

Never miss a ONDS filing.

Get an email when ONDS files its next 8-K, Form 4, 10-K or 10-Q with the SEC. Free, no account needed.

Free foreverNo account requiredOne-click unsubscribe

Protected by reCAPTCHA. Privacy & Terms

Companies related to ONDS

Peers identified from ONDS's own SEC filings.

Data as of Oct 15, 2026Source: SEC EDGAR.