The acquisition transforms Ondas into a software-defined defense orchestrator with a proven, revenue-generating AI platform. Monitor for closing conditions (regulatory approvals, Omnisys shareholder consent) and any integration updates. The stock-based consideration (~$199M) represents modest dilution relative to the $5.2B market cap, but the strategic value of adding a combat-proven, profitable software business with global defense customers is significant.
Price Chart
Executive Summary
Ondas Inc. entered into a definitive agreement to acquire 100% of Omnisys Ltd., an Israeli developer of AI-powered Battle Resource Optimization (BRO) software, for an aggregate purchase price of $199,000,000 in common stock, plus up to $60,000,000 in contingent earn-out payments. The acquisition is expected to close in Q2 2026 and positions Ondas as a software-defined defense orchestrator, adding a combat-proven, high-margin software platform with a 25-year track record of profitable operations.
Key Financial Metrics
Key Facts
- Ondas to acquire 100% of Omnisys Ltd. for $199,000,000 in common stock, subject to customary adjustments.
- Up to $60,000,000 in additional contingent earn-out payments payable in common stock over three years.
- Omnisys has a 25-year track record of profitable operations without reliance on external capital.
- Omnisys' BRO platform is combat-proven and deployed in complex multi-layer defense operations.
- Acquisition expected to close in Q2 2026, with a termination date of June 16, 2026.
- Shares issued in the acquisition will be registered for resale under a registration rights agreement.
Financial Impact
Total consideration of $199M in stock plus up to $60M earn-out, representing ~3.8% of Ondas' $5.2B market cap at base, or ~5.0% including max earn-out.
Risk Factors
- Closing conditions include regulatory approvals and retention of at least 90% of Omnisys employees.
- Integration risk: combining BRO with Ondas' existing SkyWeaver platform and broader autonomous systems portfolio.
- Earn-out payments are contingent on achieving new order milestones, which may not be met.
- Israeli tax withholding and regulatory approvals (CFIUS, IIA) could delay or prevent closing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001213900-26-058161 |
| Document: ea0291248-8k_ondas.htm | 0001213900-26-058161 |
| Document: ea029124801ex99-2.htm | 0001213900-26-058161 |
| Document: ea029124801ex99-1.htm | 0001213900-26-058161 |
| Document: 0001213900-26-058161-index-headers.html | 0001213900-26-058161 |
| Document: 0001213900-26-058161-index.html | 0001213900-26-058161 |
| Document: 0001213900-26-058161.txt | 0001213900-26-058161 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | 8-K | $7.23 $7.38 | ▲ +2.07% | ▲ +1.97% | $7.24 (+0.14%) |
Aug 15, 2026 6w ago | 144 | $9.00 $8.24 | ▼ −8.44% | ▼ −7.25% | $7.24 (−19.56%) |
Aug 15, 2026 6w ago | 144 | $9.00 $8.24 | ▼ −8.44% | ▼ −7.25% | $7.24 (−19.56%) |
Aug 13, 2026 7w ago | 8-K | $8.91 $8.38 | ▼ −5.95% | ▼ −3.98% | $7.24 (−18.74%) |
Aug 10, 2026 7w ago | 8-K | $9.31 $9.00 | ▼ −3.33% | ▼ −3.28% | $7.24 (−22.23%) |
Jul 24, 2026 10w ago | 8-K | $8.02 $7.49 | ▼ −6.61% | ▼ −7.68% | $7.24 (−9.73%) |
Jul 6, 2026 12w ago | 8-K | $7.82 $7.26 | ▼ −7.16% | ▼ −7.65% | $7.24 (−7.42%) |
Jun 26, 2026 14w ago | 8-K | $7.83 $7.41 | ▼ −5.36% | ▼ −7.53% | $7.24 (−7.54%) |
Jun 18, 2026 15w ago | 8-K | $9.27 $7.68 | ▼ −17.21% | ▼ −15.54% | $7.24 (−21.90%) |
Jun 11, 2026 16w ago | Institutional Cluster | $9.83 $9.12 | ▼ −7.22% | ▼ −7.66% | $7.24 (−26.35%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access