Q2 FY2026 EarningsQ2 FY26 results delivered a significant top-line beat, with revenue of $83.8M exceeding the $68.0M consensus by 23.25%. While GAAP gross margin of 43.1% slightly trailed the 43.7% consensus, organic pro forma revenue grew 85% YoY, driven by strong C-UAS demand and strategic acquisitions. Management raised FY26 revenue guidance to $525M-$550M, well above current trajectories, and pulled forward Adjusted EBITDA profitability expectations for the operating platform to Q4 2026.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Ondas(ONDS) the Revenue is 83.77 M (+1235%), Beat estimate;the EBIT is -162.95 M (-1662%), Miss estimate;the EPS is -0.19 (-137.5%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.08B1235.35%
0.07B983.46%
+0.02B251.89%
EBITMiss expectations
-0.16B1661.75%
-0.05B489.57%
-0.11B1,172.18%
EPSMiss expectations
-0.19137.50%
-0.098823.44%
-0.0912114.06%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf