StocksMedium24 March 2026
1 min read

Ondas Holdings Beats Revenue Estimates and Doubles 2026 Guidance Despite EPS Miss

Key Facts

1Ondas Holdings reported Q4 revenue of $30.11 million, beating analyst estimates of $27.5-$27.8 million.
2Adjusted EPS was a loss of $0.39, missing analyst expectations of a $0.06 loss per share.
3The company significantly raised its 2026 revenue guidance to at least $375 million, up from the prior $170-$180 million range.

Ondas Holdings Inc. (ONDS) reported robust financial results for the fourth quarter of 2025, with revenue surging 629% year-over-year to reach $30.11 million, exceeding analyst estimates. This strong performance was driven by the company's autonomous systems segment, fueled by shipments of Iron Drone and Optimus systems. However, the company reported an adjusted loss of $0.39 per share, missing market expectations primarily due to a technical warrant charge. Despite the widening loss, the company's stock price rose as it significantly raised its 2026 revenue guidance to at least $375 million, up from the prior range of $170-$180 million. This optimistic outlook reflects the scaling of robotic system deliveries and successful operational integration. Analysts suggest that more than doubling the long-term guidance underscores strong confidence in the company's growth trajectory.