Ondas Inc.

NasdaqCM:ONDS 주식 리포트

시가총액: US$4.5b

Ondas 과거 순이익 실적

과거 기준 점검 3/6

Ondas의 수입은 연평균 -1.9%의 비율로 감소해 온 반면, Communications 산업은 수입이 연평균 0.3% 감소했습니다. 매출은 연평균 65.4%의 비율로 증가해 왔습니다. Ondas의 자기자본이익률은 22.4%이고 순이익률은 138.9%입니다.

핵심 정보

-1.88%

순이익 성장률

11.87%

주당순이익(EPS) 성장률

Communications 산업 성장률31.77%
매출 성장률65.44%
자기자본이익률22.40%
순이익률138.93%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 May 14

ONDS: Epic Fury Counter Drone Demand Will Support Future Defense Partnerships

Narrative Update on Ondas The average analyst price target for Ondas has moved higher by a few dollars to $20.13, as analysts point to increased conviction around its low cost, scalable counter drone opportunity following recent defense events and supporting updates from firms like Northland, Maxim, and Oppenheimer. Analyst Commentary Recent research updates show analysts reacting to both the defense backdrop and company specific developments, with several price target increases and ongoing debate around execution and risk.
내러티브 업데이트 Apr 24

ONDS: Epic Fury Counter Drone Need Will Drive Future Capital Deployment

Narrative Update on Ondas Analysts have lifted their average Ondas price target by a mid single digit dollar amount into the low $20s, citing supporting research that highlights stronger conviction around the need for low cost, scalable counter drone solutions following recent geopolitical events and updated coverage from several firms. Analyst Commentary Recent research has focused on how Ondas is positioned within the growing need for low cost, scalable counter drone solutions, especially following Operation Epic Fury and the subsequent drone and missile activity across the Gulf.
내러티브 업데이트 Apr 09

ONDS: Epic Fury Counter Drone Demand Will Support Future Capital Deployment

Analysts lifted the Ondas fair value estimate by $1 to $20.13 as they factor in higher long term profitability and richer P/E assumptions, while still accounting for uncertainties flagged in recent research on counter drone demand and capital deployment. Analyst Commentary Recent Street research around Ondas centers on how the company might convert a stronger balance sheet and rising geopolitical interest in low cost counter drone systems into sustained earnings power, while still flagging several open questions around execution and capital deployment.
내러티브 업데이트 Mar 26

ONDS: Epic Fury Counter Drone Demand Will Drive Capital Deployment Success

Narrative Update on Ondas The analyst price target for Ondas has moved from $18.38 to $19.13 as analysts factor in higher modeled revenue growth, slightly stronger profit margins, and a lower future P/E multiple, while highlighting Ondas as a direct beneficiary of rising demand for low-cost, scalable counter-drone solutions. Analyst Commentary Recent research coverage around Ondas is split between enthusiasm for its positioning in counter drone markets and caution about execution and capital use, especially around the latest capital raise and upcoming earnings calls.
새로운 내러티브 Mar 20

Ondas needs to keep a 3x growth to support current stock price

This is an initial draft of the Narrative TL;DR Ondas stock price has grown an astonishing 1,314% for the last year (from $0.76 to $10.75 USD) Ondas had 300% earnings growth compared to 2024 if we believe on the Q4 guidance (created based on 2025 q4 guidance) Leadership expects a 3x growth in 2026 A Fair Value of 17.83 if you expect the company to grow 250% on the following 5y, with a profit margin of 4% and discount rate of 10% to take into account current global risks (leaving Future PE to industry levels). That would mean current price is undervalued ~40%.
새로운 내러티브 Mar 20

Ondas Holdings (ONDS): The "Multi-Domain" Pivot vs. Dilution Headwinds

Ondas Holdings (ONDS) is currently navigating a high-stakes transition today, March 19, 2026, as the market digests a rapid-fire series of acquisitions in the defense and autonomous sectors. The stock closed the session at $10.40 USD , down 4.02% , as investors balance the excitement of a massive revenue guide with the reality of recent heavy share dilution.
내러티브 업데이트 Mar 10

ONDS: Low Cost Counter Drone Demand Will Drive Capital Deployment Success

Analysts have lifted their consolidated Ondas price target to $18.38, with the modestly lower discount rate, higher projected profit margin, and reduced future P/E reflecting growing confidence in the company’s role as a low cost counter drone provider, as highlighted in recent research around Operation Epic Fury and multiple target increases from Stifel, Northland, Lake Street, and Oppenheimer. Analyst Commentary Recent Street research around Operation Epic Fury and the series of price target adjustments paints a mostly constructive picture, but there are still areas where execution and capital use will be under closer scrutiny.
내러티브 업데이트 Feb 24

ONDS: Capital Raise And Roboteam Acquisition Will Support $110m Revenue Goal

Analysts have raised their Ondas price targets by $1 to $9 across recent reports, citing the $1b capital raise and Roboteam acquisition as key supports for the updated valuation framework. Analyst Commentary Street research on Ondas has become more active, with several firms revisiting their models and lifting price targets after the $1b capital raise and the planned Roboteam acquisition.
내러티브 업데이트 Feb 10

ONDS: Capital Raise And Roboteam Deal Will Support $110m Ambition

Analysts have nudged their blended price target for Ondas higher by a few dollars, citing recent price target increases from several firms following the company's large $1b capital raise, the planned $80m Roboteam acquisition, and stronger reported Q3 results and backlog. Analyst Commentary Bullish Takeaways Bullish analysts see the recent price target increases following the US$1b capital raise as a sign that the new cash position of about US$840m strengthens Ondas' ability to execute on its plans without near term funding pressure.
새로운 내러티브 Jan 28

Autonomous Defense And Counter Drone Demand Will Transform Long Term Prospects

Catalysts About Ondas Ondas develops and commercializes autonomous systems, counter drone technologies and industrial wireless connectivity platforms for defense, security and critical infrastructure customers. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Jan 26

ONDS: Capital Raise And Backlog Strength Will Support $110m Ambition

Analysts have lifted their price target on Ondas from about $11.50 to roughly $18.38, citing updated assumptions around revenue, margins, valuation multiples, and recent Street research pointing to stronger capital access, acquisitions, and growing demand. Analyst Commentary Recent Street research around Ondas centers on higher price targets, large capital raises, and expectations tied to acquisitions and backlog, giving you a mix of optimism and execution questions to weigh.
분석 기사 Jan 24

News Flash: Analysts Just Made A Notable Upgrade To Their Ondas Inc. (NASDAQ:ONDS) Forecasts

Shareholders in Ondas Inc. ( NASDAQ:ONDS ) may be thrilled to learn that the analysts have just delivered a major...
내러티브 업데이트 Jan 12

ONDS: Roboteam Acquisition And $110m Ambition Will Heighten Execution Risk

Narrative Update Analysts have lifted their blended price target for Ondas by about $1 to reflect the recent Roboteam acquisition, stronger Q3 results with revenue of $10.1m and gross margin of 26%, and growing confidence in the company's ability to pursue additional deals and work toward its stated $110m revenue goal for next year. Analyst Commentary Recent research reflects a generally positive tone around Ondas, with price targets lifted following the Roboteam acquisition, the latest Q3 results, and updated views on the company’s balance sheet and backlog.
Seeking Alpha Jan 07

Ondas Has An Innovative Portfolio And Strong Customer Contracts - Buy

Summary Ondas Inc. is rated a strong buy, driven by major government contracts and rapid revenue growth in the autonomous drone sector. ONDS differentiates itself with a full-stack, in-house platform integrating both hardware and software, enhancing control, customization, and security for government clients. Favorable macro trends, including increased US and NATO defense spending on drones, provide strong tailwinds for ONDS’s growth prospects. While ONDS faces competition and shareholder dilution risks, recent revenue growth and prudent capital allocation support a bullish outlook. Read the full article on Seeking Alpha
내러티브 업데이트 Dec 21

ONDS: Roboteam Acquisition Will Drive Backlog Expansion And Future Earnings Upside

Analysts have nudged their fair value estimate for Ondas Holdings higher from $11.00 to $11.50, reflecting increased confidence in the company’s accelerating revenue growth and expanding deal pipeline following recent strategic moves and strong quarterly performance. Analyst Commentary Bullish analysts highlight that the recent acquisition activity and expanding backlog are reinforcing confidence in Ondas Holdings' ability to outpace its stated revenue targets and sustain a higher growth trajectory.
내러티브 업데이트 Dec 07

ONDS: Aerospace And Defense Expansion Will Drive Backlog And Earnings Upside

Analysts have modestly increased their price target for Ondas Holdings, lifting fair value from approximately $10.86 to $11.00 per share. They cited the accretive Roboteam acquisition, stronger than expected Q3 results, and a robust growth pipeline that supports higher long term revenue and earnings assumptions.
내러티브 업데이트 Nov 23

ONDS: Expanding Aerospace And Defense Capabilities Will Accelerate Backlog Momentum

Analysts have raised their price target for Ondas Holdings from $9.50 to approximately $10.86 per share. They cite improved revenue performance and growing momentum across the company’s core platforms as key factors driving the upward revision.
내러티브 업데이트 Nov 05

ONDS: Unmanned Systems Expansion Will Drive Aerospace And Defense Market Upside

Ondas Holdings recently saw its analyst price target increase from $5 to $8 per share, as analysts cite sustained momentum in autonomous systems and optimism around expanding opportunities in the aerospace and defense sectors. Analyst Commentary Recent analyst reports reflect strong enthusiasm about Ondas Holdings' prospects but also acknowledge potential risks and factors to consider in assessing its valuation and growth outlook.
내러티브 업데이트 Oct 22

Analyst Optimism Grows for Ondas Holdings Amid Strong Sector Momentum and Upward Valuation Revisions

The analyst price target for Ondas Holdings has increased from $8.17 to $9.50. This reflects analysts' optimism around the company's expanding opportunities in autonomous systems and continued strong momentum in the aerospace and defense sectors.
내러티브 업데이트 Oct 08

Autonomous Systems And Palantir Partnership Will Open New Markets

The average analyst price target for Ondas Holdings has increased from $5.90 to $8.17. This reflects stronger confidence in the company’s long-term growth prospects and expanding opportunities in aerospace and defense markets.
내러티브 업데이트 Sep 22

Autonomous Systems And Palantir Partnership Will Open New Markets

Analysts have raised their price target for Ondas Holdings to $5.90, citing accelerating traction and growth opportunities in aerospace and defense unmanned aerial systems, supported by a broad drone portfolio and a sizeable addressable market. Analyst Commentary Bullish analysts cite excitement about Ondas Autonomous Systems’ long-term growth opportunity, particularly in aerospace and defense sectors.
내러티브 업데이트 Sep 07

Autonomous Systems And Palantir Partnership Will Open New Markets

Analysts have raised Ondas Holdings’ price target from $5.00 to $5.38, citing strong defense market traction, exposure to high-growth drone sectors, and expectations of sustained top-line expansion driven by a multi-year industry upcycle. Analyst Commentary Bullish analysts highlight Ondas as a top U.S.-based pure-play drone company, well-positioned to benefit from a multi-year supercycle in unmanned aerial systems.
내러티브 업데이트 Aug 23

Autonomous Systems And Palantir Partnership Will Open New Markets

Ondas Holdings’ consensus price target has been significantly raised to $5.00 as analysts cite the company’s strengthening leadership in U.S. drones, increasing defense sector traction, and large addressable opportunities that underpin expectations for robust long-term growth. Analyst Commentary Bullish analysts highlight Ondas' strong positioning as a leading U.S.-based pure-play drone company, expecting the unmanned aerial systems industry to enter a multi-year supercycle.
내러티브 업데이트 Aug 08

Autonomous Systems And Palantir Partnership Will Open New Markets

Ondas Holdings' valuation has increased, as evidenced by a higher future P/E despite lower projected revenue growth, leading to a consensus price target rising from $2.50 to $2.94. What's in the News Ondas announced a partnership with Klear Inc.
분석 기사 Jun 15

Why Investors Shouldn't Be Surprised By Ondas Holdings Inc.'s (NASDAQ:ONDS) 96% Share Price Surge

Despite an already strong run, Ondas Holdings Inc. ( NASDAQ:ONDS ) shares have been powering on, with a gain of 96% in...
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새로운 내러티브 Apr 03

Autonomous Systems And Palantir Partnership Will Open New Markets

Strategic partnerships and expanding defense contracts in various sectors are driving significant revenue growth and market diversification for Ondas Holdings.
분석 기사 Nov 12

Some Shareholders May Object To A Pay Rise For Ondas Holdings Inc.'s (NASDAQ:ONDS) CEO This Year

Key Insights Ondas Holdings will host its Annual General Meeting on 18th of November Total pay for CEO Eric Brock...

매출 및 비용 세부 내역

Ondas가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqCM:ONDS 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 26971349931
31 Dec 2551-1375321
30 Sep 2525-483715
30 Jun 2516-502814
31 Mar 2511-472612
31 Dec 247-422212
30 Sep 248-462612
30 Jun 249-432412
31 Mar 2414-432614
31 Dec 2316-462717
30 Sep 2311-702423
30 Jun 239-752827
31 Mar 234-782827
31 Dec 222-732724
30 Sep 222-392617
30 Jun 222-302113
31 Mar 222-22179
31 Dec 213-15136
30 Sep 213-15114
30 Jun 213-13104
31 Mar 213-14104
31 Dec 202-1394
30 Sep 202-1384
30 Jun 201-1484
31 Mar 200-1685
31 Dec 190-19105
30 Sep 190-21126
30 Jun 190-20115
31 Mar 190-1695
31 Dec 180-1263
30 Sep 180-822
30 Jun 180-521
31 Mar 180-421
31 Dec 170-321
30 Jun 170-321
31 Mar 171-321
31 Dec 161-321
30 Jun 161-211
31 Mar 160-211
31 Dec 151-211

양질의 수익: ONDS는 $49.9M 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: ONDS는 과거에 흑자전환했습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: ONDS는 지난 5년 동안 흑자전환하며 연평균 -1.9%의 수익 성장을 기록했습니다.

성장 가속화: ONDS는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.

수익 대 산업: ONDS는 지난해 흑자전환하여 지난 해 수익 성장률을 Communications 업계(18.1%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: ONDS의 자본 수익률(22.4%)은 높음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 00:56
종가2026/05/26 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Ondas Inc.는 9명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Amit DayalH.C. Wainwright & Co.
Jon HickmanLadenburg Thalmann & Company
Michael LeggLadenburg Thalmann & Company