Ondas Holdings Inc. secured a new $8.2 million counter‑UAS contract to deploy its Iron Drone Raider system at a major European international airport, marking the second such order from the same security authority in less than two weeks. The repeat win underscores the company’s growing traction in the critical‑infrastructure protection market and adds a substantial, recurring revenue stream to its Autonomous Systems (OAS) segment.
The contract, announced on December 1, 2025, covers the full integration and deployment of the Iron Drone Raider platform, which is FAA‑type certified and designed to provide kinetic, low‑collateral interception of hostile drones in congested civilian airspace. Airobotics, Ondas’ prime contractor, will handle system integration, while the Iron Drone Raider’s autonomous flight and interception capabilities will be managed by Ondas’ own engineering team. The deal is valued at $8.2 million and is expected to generate recurring maintenance and support revenue over the next several years.
Ondas’ recent financial results show that the OAS segment has been a key growth driver, with double‑digit revenue expansion in the latest quarter. The new contract adds to a backlog that has already surpassed $X million (exact figure not disclosed), reinforcing the company’s ability to convert pipeline opportunities into cash flow. Management has raised its 2025 and 2026 revenue guidance, citing the momentum in the counter‑UAS market and the company’s expanding portfolio of complementary technologies such as Sentrycs cyber‑defense and Performance Drone Works robotics.
CEO Eric Brock said the repeat order “validates our position as a trusted provider of advanced counter‑UAS capabilities” and highlighted the Iron Drone Raider as the kinetic pillar of Ondas’ System‑of‑Systems architecture. Co‑CEO Oshri Lugassy added that the platform is “designed for real‑time performance in congested civilian airspace, delivering precise, fully autonomous interceptions without collateral risk,” underscoring the technical strengths that drove the customer’s confidence.
Analysts have responded positively to the contract win, upgrading or maintaining strong‑buy ratings for Ondas and citing the repeat order as evidence of market traction. The deal aligns with the company’s broader strategy of acquiring complementary capabilities and expanding its footprint in high‑risk airspace, which analysts view as a tailwind for long‑term growth.
The repeat contract also highlights the competitive advantage of Ondas’ integrated approach, combining kinetic, cyber, and AI optical detection technologies. While the company continues to face profitability challenges, the new order strengthens its competitive position, supports its backlog, and signals that demand for autonomous security solutions is accelerating across Europe’s critical infrastructure sector.
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