NASDAQ$ONDS

Ondas Inc · Q1 2026 earnings

Q1 2026 earnings ·

Briefing

Ondas Inc reported substantial revenue growth and net income for Q1 2026 primarily from acquisitions and non-cash fair value gains.

Ondas Inc achieved revenue of $50.1 million in Q1 2026, a significant increase from the prior year, driven by contributions from recent acquisitions in its OAS segment. The company recorded net income of $361.3 million largely due to a $389.5 million gain from changes in warrant liability fair value and a gain on deconsolidation. Operating results reflected continued investment in growth with an operating loss of $42.7 million.

  • Revenue surged to $50.1 million, up over 1,000% year-over-year, fueled by acquisitions including Bird Aerosystems and Sentrycs.
  • Net income reached $361.3 million, primarily from non-cash gains on warrant liabilities and subsidiary deconsolidation.
  • Gross profit margin improved to 49% on higher-margin product revenues from the OAS platform.
  • Cash position strengthened significantly with over $1.0 billion in cash and equivalents following equity offerings.

Headline financials

Total Revenue

$50.1M

Previous: $4.25M+1079.8%
EPS (adj)

$0.58

Previous: -$0.15+486.7%
Capital Expenditures

-$1.33M

Previous: -$171K-679.6%
Free Cash Flow

-$52.6M

Previous: -$14.3M-267.9%
Net Income

$363M

Previous: -$14.1M+2666.4%
Operating Income

-$42.7M

Previous: -$10.3M-313.9%
Gross Profit

$24.7M

Previous: $1.49M+1556.5%
Cash & Equivalents

$1.03B

No prior period
Total Assets

$2.44B

No prior period

Revenue & EPS history

Ondas Holdings Inc · Revenue · Quarterly

$50.1M

Q1 2026+1,079.8%vs Q1 2025
Beat estimate in 2 of 2 quarters(100%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-1.7%

Avg return

Earnings day

-0.5%

Avg return

5 days after

+17.4%

Avg return

30 days after

24%

4 / 17 earnings

Positive

+25.1%

Q2 2025

Best reaction

-14.9%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.0%-16.4%-16.5%
Q4 2025-3.5%-23.7%-1.2%
Q3 2025+19.1%+42.3%+58.8%
Q2 2025+25.1%+12.5%+87.2%
Q1 2025-2.2%+7.6%+107.8%
Q3 2024-2.0%-11.0%+27.3%
Q2 2024-14.9%+6.9%+15.2%
Q1 2024-5.3%-17.2%-9.7%
Q3 2023-4.2%+40.1%+114.2%
Q2 2023-6.1%-11.4%-28.4%
Q1 2023-14.4%-15.0%-0.9%
Q3 2022-6.4%-24.7%-49.3%
Q2 2022-9.3%-0.8%-14.9%
Q1 2022-12.3%+15.9%+10.0%
Q3 2021+8.2%-14.6%-27.6%
Q2 2021-13.5%-18.0%-3.5%
Q1 2021+17.9%+18.7%+27.6%
Q3 2020
Q2 2020
Q1 2020
Q3 2019
Q2 2019
Q1 2019
Q3 2018
Q2 2018
Q1 2018

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro