Q1: $50.1M | Q2 est: ~$63–70M → ~$405M+ still needed in H2 • DZYNE closed July 2 | Next report: Aug 13
Pro forma backlog: $457M + $70M new orders in the following 4 weeks
Q1 adj. EBITDA loss: $10.9M (vs $7.5M prior year)
Mgmt: Q2 expected peak of losses | DZYNE expected positive EBITDA in 2026
Q1 GAAP net income ~$361.2M driven by $389.5M noncash warrant gain
DZYNE deal: $875.8M ($200M cash + ~40M shares now + ~45M shares Jan 4 2027 ≈ 8% dilution)
Cyberhawk: ~$125M deal (~95% cash, expected Q3 close)
Liquidity last reported: $1.48B (Q1 end, pre full deal impacts)
Closed $8.37 (Aug 3) → $4.77B market cap ≈ 9.1x 2026 revenue (excludes pending shares)
Avg targets: $16.75 (MarketBeat, 9 analysts) | ~$19.8 (other sources, 7–8 analysts)
- BlackRock (NYSE: BLK) disclosed a 7.2% passive stake in Ondas Holdings (NASDAQ: ONDS), according to a Schedule 13G filing submitted to the U.S. Securities and Exchange Commission.
- The asset manager reported beneficial ownership of 38.1M shares of Ondas common stock. The stake represents 7.2% of Ondas' outstanding common stock.
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