ONDS revenue surges 1235% to $83.8M on acquisitions; net loss widens to $88.6M

Filed August 13, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 12, 2025 · ~1 min read

Key Changes

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  Revenue jumped 1235% to $83.8M in Q2 2026, driven by $70M from companies acquired since June 2025 (Sentry CS $21.8M, Omnisys $13.2M). Operating loss widened 1662% to $162.9M on $60.3M stock-based compensation and $26.7M software costs.

  MD&A: Revenue and Operating Expenses verify on EDGAR →
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  Net loss widened 637% to $88.6M despite the operating loss, as below-the-line items contributed $74.8M: $45.7M in non-operating income (including $15.2M warrant-liability gain and $27.6M investment income) and $29.1M deferred-tax benefit from acquisition-related liabilities.

  MD&A: Other Income and Income Tax verify on EDGAR →
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  Company deconsolidated Ondas Networks effective January 16, 2026, removing its assets, liabilities and results from consolidated financials. Six-month net income was $271.6M, driven by $404.8M warrant-liability gain and $51.5M deconsolidation gain.

  MD&A: Deconsolidation and Six-Month Results verify on EDGAR →