Ondas Holdings

Ondas Holdings (ONDS) Q4 2024 Earnings

Reported Mar 12, 2025 at 8:07 AM ET · SEC Source

Q4 24 EPS

$-0.61

MISS 577.78%

Est. $-0.09

Q4 24 Revenue

N/A

Est. $5.8M

vs S&P Since Q4 24

+954.8%

BEATING MARKET

ONDS +991.7% vs S&P +36.9%

Full Year 2024 Results

FY 24 EPS

$-0.61

FY 24 Revenue

$7.2M

Market Reaction

Did ONDS Beat Earnings? Q4 2024 Results

Ondas Holdings closed out a turbulent 2024 with a Q4 loss of $0.61 per share, as war-related disruptions at its Israeli drone unit and sluggish railroad spending weighed heavily on a full year that saw revenue collapse to $7.19 million from $15.69 mi… Read more Ondas Holdings closed out a turbulent 2024 with a Q4 loss of $0.61 per share, as war-related disruptions at its Israeli drone unit and sluggish railroad spending weighed heavily on a full year that saw revenue collapse to $7.19 million from $15.69 million in 2023. Yet the quarter itself offered a clearer sign of recovery, with Q4 revenue reaching $4.13 million, up 173% sequentially from Q3's $1.50 million, powered almost entirely by Ondas Autonomous Systems, which surged 260% quarter-over-quarter to $3.60 million on shipments tied to $14.40 million in military orders for its Iron Drone Raider and Optimus platforms. The company also trimmed its full-year net loss to $38.01 million from $44.84 million and raised $50.18 million in financing, ending the year with $30.00 million in cash, though a swelling $54.23 million debt load remains a concern for investors who have watched the stock lose 89% of its value over five years. Management is targeting $25.00 million in 2025 revenue, nearly 250% growth, with OAS alone expected to contribute at least $20.00 million.

Key Takeaways

  • Shipment of products and services from $14.4 million order for two military programs secured in Q3 2024
  • Record OAS bookings of $16.9 million in 2024
  • $10 million backlog at OAS entering 2025
  • Full synergies from Airobotics and American Robotics integration reducing operating expenses
  • Cost savings programs at Ondas Networks including headcount reduction of nine employees
24/7 Wall St

ONDS YoY Financials

Q4 2024 vs Q4 2023, source: SEC Filings

24/7 Wall St

ONDS Revenue by Segment

With YoY comparisons, source: SEC Filings

Q4 24 Q4 25

“Ondas entered 2024 with deepening customer engagement and a growing business pipeline at OAS, allowing us to end the year with $10 million in backlog at OAS. We believe 2025 will be a record year with OAS expected to contribute at least $20 million in revenues of the expected Ondas Holdings revenue of $25 million.”

— Eric Brock, Q4 2024 Earnings Press Release