Ondas Holdings (Nasdaq: ONDS) has completed its acquisition of Omnisys, the Israeli developer of AI-powered Battle Resource Optimization software for multi-domain defense planning. The deal closed on May 21, 2026 at approximately $196.6 million in Ondas common stock, with earn-out shares contingent on milestone delivery.
What Ondas Gets
Omnisys brings combat-proven AI software used by NATO and allied defense organizations to coordinate joint operations across air, land, sea and cyber domains. The platform fuses sensor data, target tracking and resource allocation into real-time decision support that has been deployed in active theatres.
Integration Plan
Ondas will embed the BRO platform across its Airobotics, American Robotics and Ondas Networks units, allowing customers to combine autonomous drones, secure mesh networks and AI mission management in a single stack. The combined company expects more than $100 million of Omnisys-driven revenue across 2026 and 2027.
Financial Reset
Management lifted full-year 2026 revenue guidance to at least $390 million and pulled its adjusted EBITDA profitability target forward by six months to Q1 2027. Investors had been weighing the deal since Ondas first announced the agreement earlier in May; the close lands amid record U.S. counter-drone spending and follows the Pentagon's $500M Perennial Autonomy contract just days earlier.
Why It Matters
The acquisition reframes Ondas from a niche drone services provider into a full-stack AI defense systems company, joining peers like Helsing and Anduril in pitching software-defined warfare to the Pentagon and allied buyers.
Reporting based on coverage from SEC filings, Defense Daily, TipRanks and StockTitan.