BMSInvests

🧵 | $ONDS 🚨👀 Well, here it is..FINALLY By far, the BIGGEST piece of research I’ve ever done and the most amount of work I’ve ever put into one post. The ENTIRE public staff directory of $ONDS and EVERY single one of its subsidiaries/business units. Nearly 700 members of staff, their job titles and, most importantly, their career backgrounds. I’ve had to remove over 100 names just to fit them into 8 images in this two part thread. The talent stacking from $ONDS the last 12 months has been insane. IDF, IAF, US Army, UK MOD, IMOD, Elbit, Rafael, Raytheon..the list goes on and on. I hope you enjoy reading through this insane list of talent, just as much as I have enjoyed compiling it for you all. This took me a few weeks to pull together, so any likes, reposts etc. would be extremely appreciated👊🏻❤️ CC: @bodoxstocks @ive_m5 @itschrisray @Courage_wins @YoYInvestor @amitisinvesting @stevenfiorillo @stockseer @SheriffStrategy @StockSavvyShay

$ONDS Adjusted EBITDA + accelerated and pull forward again.

$ONDS IonStrike wins first order for $10M w US Govt customer. Mass production of 1,000’s per month by late 2027.

$ONDS Path to $1B for ULTRA.

$ONDS 😬 Operating expenses increased to $226.0 million in Q3 2026, compared with $199.1 million in Q2 2026 and $18.1 million in Q3 2025. The increase was primarily driven by $88.1 million of non-cash expenses during the quarter, mainly comprising $57.8 million of stock-based compensation, and $25.3 million of amortization expense, together with $14.1 million of acquisition-related cash expenses. Acquisition-related expenses were elevated due to the timing of several acquisitions, including DZYNE, which was Ondas’ largest acquisition to date.

$ONDS •Captured $214 million in new bookings during Q3 highlighted by $100 million in bookings at Sentinel anchored by $53.7 million in ULTRA follow-on orders, $21.7 million in IonStrike orders and continued growth in CUAS.
 •Expanded Sentrycs’ counter-UAS presence across major sporting venues, supporting protection at a majority of stadiums hosting the 2026 FIFA World Cup and securing selection by multiple NFL Stadiums, in an NFL first, to provide counter-drone protection advancing beyond detection to controlled mitigation of unauthorized drones by authorized operators.
 •Opened office in Huntsville, Alabama to support customer marketing, demonstration, training and other services related to Ondas’ Counter-UAS business.
 •Secured U.S. Army follow-on task order related to the Lethal Unmanned Systems (LUS) IDIQ.
 •Selected for multi-million dollar strategic “Digital Bat” program from Israeli MOD, where Ondas will provide a next-generation low-cost tactical attack drone platform powered by advanced software designed to address evolving operational environments.
 •Launched Dronebuster® REACH, expanding its field-proven counter-UAS portfolio with long-range, non-kinetic drone defeat capabilities, with the first system under contract for delivery to the U.S. Office of Naval Research following acceptance testing.
 •Successfully completed the first flight of Blitz Block 3, marking a key development milestone for Sentinel’s next-generation, low-cost autonomous UAS platform and advancing its capabilities for scalable, multi-mission defense operations.

$ONDS 🎯 Record Q3 revenue of $167.5 million, up 100% sequentially and more than 16-fold year over year; pro forma organic revenue grew 64% year-over-year 🎯 Captured $214 million in new orders during Q3; backlog increased 36% sequentially to $835 million 🎯 Raises full-year 2026 revenue target to at least $550 million; targets more than $250 million of Q4 revenue and at least 75% pro forma organic year-over-year growth in Q4 🎯 Initiates 2027 revenue target of at least $1.1 billion, excluding additional acquisitions 🎯 Expects operating-platform Adjusted EBITDA profitability in Q4 2026 and pulls forward company-wide Adjusted EBITDA profitability target to Q3 2027

🚨👀 $ONDS Posts Record Q3 2026 Revenue of $167.5 Million on Strong Bookings and Backlog Growth; Raises Full-Year Outlook‼️ ondas.com/post/ondas-posts-r…

$ONDS DOUBLE BEAT

$ONDS 🇺🇸👀 Omnisys working w/ the US Marine Corps via Mistral Inc‼️ “Omnisys & Mistral - Building partnerships and advancing defense capabilities” Mistral showing that they’re not just here for the $982M IDIQ, these relationships being built across the $ONDS ecosystem are vital👊🏻

🚨 Today. 9PM GMT (4PM ET) 🚨 By far the largest piece of DD I’ve EVER done on $ONDS. Excited to share this one, it’s taken a few weeks to pull together - hopefully gears everyone up for earnings tomorrow too! Get notifications on so you don’t miss it🔔

$ONDS 🇺🇸🤝🇮🇱 Insignito joined TradeIL South-MidWest USA in Texas as part of the Israeli Critical Infrastructure & Border Protection Delegation! “Last week, we spent four busy days across Fort Worth, College Station, and Austin, bringing together Israeli companies and leaders from Texas’s defense, homeland security, and critical infrastructure sectors. From site visits and presentations to some really great conversations, it was a fantastic opportunity to introduce Israeli technologies to the Texas market, strengthen existing relationships, and make new connections that we hope will lead to continued collaboration.” Insignito are making moves in the US👊🏻🔥

$ONDS 🇺🇸📖 Ondas @ Stanford DroneHacks 2026, helping 100 students from 28 universities to learn more about the industry! Ondas participated along with leaders such as Anduril, Boeing, Skydio, Neros, Perennial Autonomy and Wing. Engaging the next generation alongside the best in the business👊🏻

🇺🇸🦅 $ONDS Sentinel’s Adam Wirth @ Joint Base Lindsey Graham today working with Warfighters! JBLG is home to the 437th Airlift Wing and the world’s largest fleet of C-17 Globemaster III strategic airlift aircraft, making it a critical logistics and mobility hub for the US Army military. It also supports the 628th Air Base Wing and hosts dozens of other DoW and federal units/agencies. “Later tonight I fly out to Montana for a really wild event”👀

$ONDS 🇺🇸👀 Ondas Sentinel Senior Director, Brian Maddocks, is attending the AUVSI Defense Symposium in DC this week! The symposium is described as a “working forum” that brings military leaders, acquisition officials, industry experts and government stakeholders together to discuss strategies, technologies, procurement and ways to move from demand signals/prototypes to fielded capabilities and programs of record👀🔥

$ONDS 🇺🇸🔍 Cyberhawk @ Fort William inspecting electricity pylons! Dual-tech companies will win👊🏻

$ONDS ⬇️