Ondas Holdings Inc.

OAS Investor Day to be conducted today, January 16, 2026 at 10:00 AM ET

Preliminary 2025 revenue estimates exceed prior revenue targets

Pro-forma cash balance of $1.5 billion

Investor update will focus on Ondas' transformation into a scaled, high-growth operating platform following significant execution milestones in 2025

2026 outlook to include anticipated revenue growth, key financial assumptions, investment priorities, and progress toward improved operating leverage as the Company scales

Actions reflect Ondas' evolution into a scaled, integrated global operating platform serving defense, security and industrial markets

New orders strengthen Ondas' record 2025 trajectory across counter-UAS, UAS, UGVs, and other mission-critical security capabilities

Momentum builds on Ondas' expanding multi-domain autonomy portfolio and growing international program activity

Advanced AI-powered demining technology for wide-scale use in land reclamation and reconstruction globally proves effective in pilot that identified landmines, UXO and other hazardous items

Ondas demonstrates global leadership as a provider of next-generation defense and security technologies by combining OAS' 4M smart demining robotic systems with strategic partner Safe Pro's AI-powered threat detection imagery technology

Appointment reinforces leadership depth to support operational scale, acquisition integration, and expanding government and defense market engagement

Acquisition expands Ondas Autonomous Systems' multi-domain autonomy portfolio with field-proven unmanned ground vehicles deployed by defense forces worldwide

MOU was signed today during ceremony marking 60 years of diplomatic relations between Germany and Israel

Intended partnership with a focus on counter-UAV (C-UAV) solutions and ISR systems to support Europe's defense modernization

Planned collaboration expected to materially accelerate Ondas' expansion across the continent by combining OAS' multi-domain autonomous technologies with Heidelberg's industrial manufacturing expertise and European production capability

First strategic investment by Ondas Capital intended to strengthen U.S. and allied defense modernization priorities with combat-proven Ukrainian technologies

Ondas Capital plans to support localization via U.S.-based, NDAA-compliant manufacturing and integrated customer support, training and sustainment

Multi-year, multi-phase program with initial purchase order anticipated in January 2026

Ondas Autonomous Systems selected as prime contractor after achieving the highest performance across key criteria in a rigorous competitive tender process against major defense primes

The program will integrate multiple advanced defense technologies into a strategic System-of-Systems engineered to protect national borders and maneuvering units with fully autonomous, scalable defense and homeland security capabilities

Program will include development of multipurpose drones, ground launching systems and advanced software and AI capabilities for maximizing systems autonomy and effectiveness

Laing's appointment to support industrywide adoption of the IEEE 802.16t ("dot16") protocol, pioneered by Ondas Networks and selected by AAR as the upgrade path for network modernization and mission-critical rail communications in North America

Veteran Class I engineering leader with prior executive roles at Canadian Pacific Railway and Canadian National joins Ondas Networks Board

Laing was the 2023 RT&S Engineer of the Year, currently serves on AREMA's Board of Governors

Second major order from European security authority expands Iron Drone Raider deployments across critical air infrastructure

Integrated, autonomous CUAS architecture delivered by Airobotics as prime contractor gains traction as European agencies scale multi-layered defenses

Rising drone threats across Europe accelerate adoption of automated counter-UAS systems purpose-built for safety, precision, and low-collateral operations

Expands OAS's mission portfolio with Roboteam's rugged, multi-mission tactical ground robotics deployed by leading global defense customers

Roboteam's established deployments with leading militaries across 30 countries expected to provide Ondas with a mature pipeline and accelerated access to priority defense programs

Ondas expects Roboteam to add $3 - 4 million in revenue in Q4 2025 and at least $30 million in 2026

Enhances Ondas' system-of-systems architecture by unifying air, ground, and intelligence platforms for defense, homeland security, and public safety missions

PDW is a leading manufacturer of combat robotics deployed by customers across every branch of the United States military

PDW's Drone Factory 01, a 90,000 sq. ft. manufacturing facility in Huntsville, Alabama has capacity to produce up to 100,000 NDAA-compliant advanced drone systems, valued at approximately $1 Billion, per year

Ondas' investment will be deployed to scale production, significantly increase engineering headcount, and secure supply of NDAA-compliant domestically sourced components

Acquisition broadens Ondas' product portfolio and expands end markets within the Counter-UAS segment positioning Ondas as one of the most capable solutions against hostile drones combining hard and soft mitigation capabilities with reduced collateral damage

Expands Ondas' global reach to more Tier-1 defense, public safety, and security agencies protecting critical infrastructure across 25+ countries

Ondas' Airobotics subsidiary to serve as prime contractor on the multi-system autonomous counter-UAS deployment delivering 24/7 protection for critical air infrastructure

Recent incidents across Europe, where drone intrusions forced flight suspensions, have highlighted the urgent need for effective and reliable counter-drone solutions

The order marks another milestone in a record year for Ondas, following record-high bookings and revenues and the execution of multiple strategic acquisitions expanding its autonomous defense portfolio

Record quarterly revenue of $10.1 million in Q3; a more than 6-fold increase YoY and 60% growth QoQ

With a pro-forma cash balance of $840.4 million, we believe Ondas has one of the strongest balance sheets in the industry

Ondas is effectively deploying capital through acquisitions and investments highlighted by Sentrycs, Apeiro Motion, 4M Defense, and Rift Dynamics

2025 revenue target increased to at least $36 million; establishing preliminary revenue target of at least $110 million for 2026

Conference Call Scheduled for Today at 8:30 a.m. ET

As CEO of Rafael, a major supplier to the Israel Defense Forces (IDF) and a trusted partner to defense organizations in over 80 countries worldwide, Har-Even led global growth and development of Iron Dome and Israel's most advanced defense systems

Veteran military commander and defense executive with deep experience in multi-domain operations and strategic programs brings nearly four decades of defense leadership

Strengthens OAS' strategic depth with proven experience in international defense collaboration and technology integration, Har-Even to advance OAS' global defense-technology strategy

Sentrycs has achieved rapid global adoption, with operational deployments in 25 countries, and proven threat-mitigation performance - positioning the company as one of the fastest-growing and most trusted names in the Counter-UAS industry

Sentrycs' technology powers authorities to take control of hostile drones within seconds, offering what Ondas believes is unmatched reliability in the world's most complex and contested airspaces

Sentrycs' Cyber-over-RF technology adds a powerful detection and control layer to Ondas' counter-UAS ecosystem, creating a unified detect-to-defeat architecture that integrates sensors, effectors, and autonomous engagement for defense and civilian markets including homeland security, and critical infrastructure protection

AI-powered electro-optical sensing extends Ondas' multi-domain autonomy ecosystem, strengthening counter-UAS, surveillance, and early-warning capabilities

Dual-use capability for civil infrastructure protection, disaster response, and climate resilience markets

Insight's AI-driven modules are deployed with U.S. and Israeli defense agencies in real-world operations

Ondas' direct investment to accelerate product commercialization, serial production, and market expansion

Strategic acquisition unlocks smart demining capabilities through a multi-layered, AI-powered analytics platform and integrated robotic systems developed by an elite Israeli defense engineering team

World Bank estimates full demining of Ukraine at roughly US $34.6 billion with additional countries and territories worldwide with Contamination of landmines and unexploded ordnance (UXOs) with some 110 million mines and other explosive remnants still buried across the globe

American Robotics is the Prime Contractor and Exclusive U.S. Distributor of the Rift Wåsp Platform Integrated with a Nammo Warhead-Delivering Turnkey Munition Drone Solution

Partnership Builds on Rift-Nammo Success in Europe with Norwegian Army and NATO Engagements

Collaboration Leverages Ondas and Nammo's U.S. Production to Ensure Made in America

Participation highlights Ondas' expanding presence in U.S. defense markets with autonomous counter-UAS capabilities

U.S. launch of Ondas Capital expected to deploy $150 million to accelerate deployment of mature unmanned systems (UxS)-including aerial, maritime, and ground systems- counter-UxS, robotics, AI, autonomy, and advanced simulation tools

American Robotics, supported by strategic partner Mistral, to engage global defense leaders at the premier land-power exposition

Ondas' American Robotics is the exclusive U.S. distributor of the Wåsp drone platform which meets urgent U.S. Department of War requirements for mass-affordable attritable systems

Wåsp is fully NDAA-compliant and designed for scalable production through leading defense electronics manufacturer, Kitron's, global manufacturing network

Manufacturing strategy provides industrial readiness for Rift and Ondas to deliver 20,000 units per month worldwide

General Huston to Support Growth of Ondas Autonomous Systems' (OAS) Defense and Security Platforms

Bringing Extensive Military and Technology Experience, General Huston Retired from the Pentagon After a 35-year Military Career Including Service as a Commanding General, Army Ranger, Helicopter Pilot, and Prosecutor, with 5 Combat Tours

Provides OAS Strategic Insight into Defense Procurement, Regulatory Frameworks, and Integration of Autonomous Technologies in Mission-Critical Environments

Order demonstrates breadth of Ondas' multi-domain capabilities following the recent acquisition of Apeiro and the integration of its portfolio of autonomous and combat-proven ground robotics and payload systems

Order reflects the strength of Apeiro's combat-proven UGV portfolio and leading market position in the high growth ground robotics market

Order expands customer's mission readiness with rugged UGVs and modular payloads for security, logistics, and tactical operations

Appointment strengthens Ondas Capital's presence in the United Kingdom to support technology and defense development initiatives

Seasoned executive brings military, financial, and entrepreneurial experience to accelerate Ondas Capital's international strategy

American Robotics facility to begin Q4 2025 production of two specialized spool configurations for air and ground, supporting unmanned systems across defense and homeland security

Combination of design innovation, NDAA-compliant U.S. sourcing, and proven combat performance makes Apeiro's spools a reliable, jam-proof and field-ready fiber communications solution for defense and homeland security missions worldwide

Launch follows Ondas' acquisition of Aperio in August 2025, demonstrating Ondas' velocity in building out its Continuum of Autonomy

American Robotics to showcase Iron Drone Raider at international INTERPOL Drone Incursion Countermeasure Exercise (IDICE) organized by UAS Norway in cooperation with INTERPOL

Participation highlights Ondas' leadership in advancing counter-UAS capabilities for global defense and homeland security markets

Investment Program to Rapidly Scale Mature and Combat Proven Unmanned Systems and AI Solutions

James Acuna Will Lead the Ondas Capital Investment Program

Intends to Establish a New European Headquarters to support Ondas' International Operations

Launch Event Planned for September 11, 2025, at the DSEI Exhibition in London

Seasoned Investment Banking Leader to Drive Strategic Growth and M&A Execution

Global Experience and Deep Network to Support Ondas' Defense and Security Mission

Will bring unique capability to support the critical optical performance required in missile defense and counter-drone systems worldwide

Acquisition is in line with Ondas strategic growth program to scale global operating platform and deliver capital-efficient accelerated growth

Former senior CIA officer with 30 years of international security and technology leadership including two decades of field operations across Eurasia

Ondas and Acuna to introduce our framework for investments in unmanned and autonomous technologies at DSEI 2025

Order underscores ongoing customer trust and strengthens Company's position in global security markets

Iron Drone is redefining how militaries and governments protect their skies

Apeiro will expand Ondas' capabilities into ground robotics and add fiber optic components for radio-independent UAV and UGV communications

Through mature platforms, strategic customer relationships, and an expected $12 million in 2025 revenues, Apeiro will accelerate operating scale and commercial reach

Acquisition demonstrates Ondas' commitment to leveraging its global operating platform to deliver a portfolio of advanced, AI-enabled capabilities to critical defense and security customers

Transaction is expected to close in the third quarter of 2025

Former Rafael Advanced Systems Executive and SoftBank Vision Fund Advisor Brings Deep Expertise in AI, Robotics, Autonomous Systems, and Defense Innovation

Dr. Idan's appointment supports OAS' broader growth plan and long-term strategy to enhance its product roadmap, strengthen customer relationships, and accelerate global adoption of its Optimus and Iron Drone Raider platforms

Record Quarterly Revenue of $6.3 Million in Q2; a 6-fold Increase YoY and 50% Growth QoQ

Ended Second Quarter with $68.6 Million of Cash to Support Growth Plan

$22.0 million backlog at end of Q2 2025

Expected New Orders Across Europe, the Middle East and the United States in 2H 2025 Position OAS for Accelerated Global Expansion into 2026

Conference Call Scheduled for Today at 8:30 a.m. ET