The conference call highlighted strong revenue growth, strategic advancements, and significant achievements in expanding into defense and homeland security markets. However, the company faces challenges with operating expenses, margin volatility, and full U.S. market penetration.

Company Guidance -

Q3 2025

During the Ondas Holdings Inc. Second Quarter 2025 Conference Call, CEO Eric Brock highlighted the company's strong performance and future guidance. Ondas reported record quarterly revenue of $6.3 million, marking a more than six-fold increase from the same period in the previous year and a 50% sequential growth. The company reaffirmed its full-year revenue target of at least $25 million for 2025, with more than $20 million expected from Ondas Autonomous Systems (OAS). The customer order pipeline is expanding, with a backlog that increased to $22 million by the end of Q2, up from $10 million at the end of 2024. The company also emphasized its strong cash position, ending Q2 with $68.6 million, and noted the complete elimination of convertible debt. Ondas Networks made significant strides, highlighted by the selection of its DOT-16 protocol by the Association of American Railroads. OAS secured $23.3 million in orders year-to-date, driven by defense and homeland security customers, and is expected to close at least two strategic acquisitions in 2025 to enhance its market presence and revenue base.

Record Quarterly Revenue

Ondas generated record quarterly revenue of $6.3 million, more than a six-fold increase over the same period last year and up 50% sequentially.

Strong Backlog and Order Growth

OAS secured over $39 million in orders in the last twelve months, with a backlog growing to $22 million at the end of Q2 from $10 million at year-end 2024.

Cash and Debt Position

Ended Q2 with $68.6 million in cash, fully retiring the remaining balance of convertible notes through equity conversion, leaving no holding company debt outstanding.

Significant Milestones in Defense and Homeland Security

Expanded defense and homeland security operations in Europe, the Middle East, and the U.S., with major orders and successful pilots, including a NATO deployment.

Strategic Partnerships and Expansion

Formed strategic partnerships, including with Rift Dynamics and Detroit Manufacturing Systems, enhancing U.S. government adoption and supply chain resilience.

Technological Advancements

IEEE ratified the 802.16T wireless standard pioneered by Ondas, contributing to broader acceptance in the North American rail industry.

Ondas Holdings (ONDS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ONDS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 17, 2025	2025 (Q3)	-0.04 / -	-0.15	―	―	―
Aug 12, 2025	2025 (Q2)	-0.08 / -0.08	-0.14	42.86% (+0.06)
May 15, 2025	2025 (Q1)	-0.10 / -0.15	-0.17	11.76% (+0.02)
Mar 12, 2025	2024 (Q4)	-0.09 / -0.15	-0.25	40.00% (+0.10)
Nov 12, 2024	2024 (Q3)	-0.12 / -0.15	-0.15	0.00% (0.00)
Aug 14, 2024	2024 (Q2)	-0.14 / -0.14	-0.18	22.22% (+0.04)
May 15, 2024	2024 (Q1)	- / -	-0.3	―
Apr 01, 2024	2023 (Q4)	-0.16 / -0.17	-0.3	43.33% (+0.13)
Nov 14, 2023	2023 (Q3)	-0.16 / -0.15	-0.32	53.13% (+0.17)	―
Aug 14, 2023	2023 (Q2)	-0.19 / -0.18	-0.27	33.33% (+0.09)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ONDS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 12, 2025	$3.43	$4.29	+25.07%
May 15, 2025	$0.88	$0.86	-2.27%
Mar 12, 2025	$0.72	$0.70	-2.78%
Nov 12, 2024	$0.80	$0.78	-2.50%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ondas Holdings (ONDS) report earnings?

Ondas Holdings (ONDS) is schdueled to report earning on Nov 17, 2025, Before Open (Confirmed).

What is Ondas Holdings (ONDS) earnings time?

Ondas Holdings (ONDS) earnings time is at Nov 17, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ONDS EPS forecast?

ONDS EPS forecast for the fiscal quarter 2025 (Q3) is -0.05.

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