Earnings$ONDS $PLTR9:26 AM ETdeveloping · v3

Ondas Posts Record Revenue, Accelerates Profitability Timeline; Stock Falls 8%

By BORSA NewsroomPublished Nov 12, 2026, 9:26 AM ESTUpdated Nov 12, 2026, 9:27 AM EST

Ondas reported Q3 revenue of $167.5M, up 1,558% YoY, beating estimates. Backlog rose to $835M. The company now expects full-year revenue of at least $550M and adjusted EBITDA breakeven by Q3 2027, earlier than prior guidance. Shares fell 8% to $5.27.

Sentimentbullish 70

Bullish · 70 of 100

Impact70

medium · sector-wide

Confidence90%

high confidence · 3 wires

Eventdeveloping

v3 · alerted to followers

WHAT WE KNOW

Q3 revenue $167.5M vs $148M consensus