Defense Drone Company Expands Through M&A with AI Battlefield Software

Ondas Inc. (NASDAQ: ONDS) has entered into an agreement to acquire Omnisys, an Israeli developer of AI-based battlefield resource optimization software, in a 100% stock deal, expanding its operations into multi-domain operational planning and real-time mission management software across autonomous and defense systems. The company recorded revenue of $50.7 million in 2025—up 605% year-over-year—and, with a backlog of $457 million and over $1.4 billion in cash and short-term investments, is targeting at least $375 million in revenue for 2026. Management said it completed five acquisitions this year totaling $557 million and is seeking shareholder approval to increase its authorized common shares from 800 million to 1.2 billion to support further acquisitions and maintain financial flexibility.

Separately, independent director Randy Seeley sold 10,000 common shares on the open market at $9.83 per share on May 19, disposing of approximately $98,300 worth of shares. Although his holdings have decreased, there were no filings reporting any changes to other derivative or compensatory securities.

In its recent first-quarter 2026 financial results, Ondas reported quarterly revenue of $50.1 million and a pro forma backlog of $457 million, raising its full-year 2026 revenue guidance to at least $390 million as it continues to grow its autonomous drone, robotics, and defense business. On May 21, the company finalized the Omnisys acquisition via a stock issuance valued at approximately $196.6 million, reaffirming plans to integrate the AI-based battlefield resource optimization software across its defense and autonomous systems portfolio.

Ondas is a U.S.-based provider of autonomous systems and next-generation defense and security technologies, offering integrated drone, counter-UAS, and robotic platforms alongside battlefield command-and-control software, targeting the U.S. Department of Defense and NATO allies. With global defense spending on the rise and growing demand for multi-domain operations, unmanned and autonomous weapon systems, and AI-enabled battlefield management, companies that can deliver both hardware and software are positioned for significant growth opportunities.