Drone Maker Ondas Is On a Spending Spree. Here Are All 6 Companies It Has Acquired in 2026
Quick Take
Ondas has acquired six companies in 2026 to expand its drone technology portfolio.
Key Points
- Focus on enhancing drone capabilities.
- Strategic acquisitions to boost market presence.
- Investment aimed at technological advancements.
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~2 min readRich Duprey
3 min read
Quick Read
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Ondas Holdings (ONDS) acquired six defense-technology companies in 2026 including Mistral, which brings $264M in backlog and prime contractor status including a $982M U.S. Army loitering munitions program, raising full-year revenue guidance to at least $390M and pro forma backlog to $457M. The company finished Q1 with $1.026B in cash and estimates it can support more than $4.2B in additional M&A activity.
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Ondas is building an integrated unmanned and autonomous systems platform for defense and critical infrastructure by consolidating previously standalone drone software, counter-drone, AI demining, stratospheric sensing, and command-and-control capabilities into a single operating layer.
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The analyst who called NVIDIA in 2010 just named his top 10 stocks and Ondas Holdings wasn't one of them. Get them here FREE.
Ondas Holdings (NASDAQ:ONDS) has spent 2026 transforming itself from a niche drone software company into a sprawling defense-technology platform. CEO Eric Brock told investors the strategy is to "build Ondas into a scaled global operating platform for unmanned and autonomous systems, serving defense, security, industrial and critical infrastructure markets." The market is paying attention: shares are up 972.04% over the past year, lifting the market cap to $5.26 billion.
The acquisition spree was the headline of the company's Q1 update. Revenue hit $50.12 million, a tenfold jump year-over-year, and management raised full-year guidance to at least $390 million. Pro forma backlog surged to $457 million from $68.30 million at year-end 2025.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Ondas Holdings wasn't one of them. Get them here FREE.
The Six 2026 Acquisitions
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Roboteam: Unmanned ground vehicle layer with tactical UGVs already deployed by military and security forces.
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Sentrycs: Counter-drone protection already substantiated by its selection to assist at the 2026 FIFA World Cup.
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4M Defense: AI-enabled land intelligence for demining and border security with two active tenders now totaling approximately $80 million in value.
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World View: Stratospheric ISR through long-endurance Stratollite sensing for air and ground monitoring.
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Mistral: Unlocks U.S. defense prime contractor status through Army and Special Operations IDIQ contracts, with $264 million in backlog. Brock called it "a highly strategic position as a prime contractor, including participation in a $982 million IDIQ program with the U.S. Army for loitering munitions."
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Omnisys: Battlefield command-and-control software layer connecting sensors, autonomous systems and workflows into one operating layer.
— Originally published at finance.yahoo.com
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