Post-earnings recap
Reported
Thu, Aug 13, 2026
EPS actual
$-0.19
EPS est.
$-0.09
EPS surprise
-111.11%
1-day move
-8.80%
—
Est. EPS
—
Est. Rev
—
Impl. Move
±3.8%
Ondas Inc. reported a significant increase in revenue but missed on EPS, leading to an 8.8% drop in stock price. The company is experiencing strong organic growth and has a solid backlog, which suggests potential for future revenue increases. However, the adjusted EBITDA losses indicate ongoing challenges in reaching profitability, which they aim to achieve by late 2026.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $-0.19 | N/A | -111.11% |
| Revenue | $83.8M | N/A | N/A |
| Adjusted EBITDA Loss | $51M | N/A | N/A |
| Organic Revenue Growth | 85% | N/A | N/A |
Management expressed confidence in the company's growth trajectory, citing strong performance and a significant backlog. They aim for profitability in Q4 2026.
Ondas reported record Q2 2026 revenue of $83.8M, a 13x increase YoY.
The company raised its full-year 2026 revenue guidance to $525M-$550M.