Ondas Inc. — Form 8-K
Filed August 13, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 75/100
What the filing says
Ondas reported Q2 2026 revenue of $83.8M (vs. $6.3M YoY; 67% sequential growth) with $175M in new orders and pro forma backlog of $757M including DZYNE and Cyberhawk acquisitions closed in Q3 2026 ($325M deployed). Company raised FY2026 revenue guidance to $525–550M from prior levels and projects Q3 2026 revenue of $140–155M. Operating loss was $162.9M (including $69.1M stock-based comp, $19.2M contingent-consideration revaluation); Adjusted EBITDA loss was $50.6M. Cash position: $1.4B. Management pulled forward Adjusted EBITDA profitability targets to Q4 2026 (operating platform) and Q4 2027 (company-wide).
Why this rating
13x YoY revenue growth, major backlog expansion ($757M), large M&A integration, and strong cash ($1.4B) signal transformational trajectory relative to ~$392M market cap; however, widening EBITDA losses and execution risk in scaling temper the outlook.
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