Ondas

Q3 FY2026 EarningsQ3 FY26 results significantly beat revenue consensus, reporting $167.5M vs. $148.0M expected, representing a 100% sequential increase driven by aggressive acquisitions and strong organic growth in C-UAS and precision strike segments. While GAAP gross margin of 21.8% missed the 41.7% consensus due to acquisition-related step-ups and production ramp-up inefficiencies, the company raised its FY26 revenue outlook to at least $550M and initiated a bullish FY27 target of $1.1B. Management accelerated the timeline for company-wide Adjusted EBITDA profitability to Q3 2027, signaling improving operating leverage despite heavy front-loaded R&D and acquisition costs.