Ondas Snaps Up DZYNE in $875M Deal, Boosts Autonomous Defense Revenue Target

Ondas Snaps Up DZYNE in $875M Deal, Boosts Autonomous Defense Revenue Target Written by MarketBeat July 10, 2026 Share Link copied to clipboard. Image from MarketBeat Media, LLC. Key Points Ondas acquired DZYNE Technologies for about $875 million , paying $200 million in cash and roughly $675 million in Ondas equity. Management called it a strategic combination to build a larger autonomous defense and security platform, not a financial acquisition. The deal significantly expands Ondas’ defense capabilities and manufacturing scale by adding DZYNE’s autonomous aircraft, counter-drone systems, customer relationships, and about 145,000 square feet of U.S. production capacity. Ondas Sentinel will combine DZYNE and World View into one operating platform. Ondas raised its 2026 revenue target to more than $525 million , up from $390 million, citing contributions from DZYNE and Omnisys. DZYNE alone is expected to generate about $190 million to $191 million in 2026 revenue and more than $300 million in 2027. MarketBeat previews top five stocks to own in August . Is This Pre-IPO AI Robotics Company the Next Big Defense Play? Ondas NASDAQ: ONDS said it has acquired DZYNE Technologies in a transaction valued at approximately $875 million, marking what Chairman and CEO Eric Brock described as a transformational step in building a scaled autonomous defense and security platform. Speaking on an investor event call, Brock said the deal includes $200 million in cash and approximately $675 million in Ondas equity. He said the acquisition closed concurrently with signing on July 2, allowing integration to begin immediately. DZYNE shareholders, led by majority owner Highlander Partners, will become among Ondas’ largest stockholders, and Highlander has locked up more than half of the shares it received for six months, according to Brock. Get Ondas alerts: Sign Up Three Stocks Under $20 With Massive Upside Potential “This is not a financial acquisition,” Brock said. “It is a strategic combination designed to create a larger, stronger, and more competitive autonomous defense company.” DZYNE Adds Autonomous Defense Platforms Brock said DZYNE brings operational products, a U.S.-based manufacturing base, customer relationships across defense agencies and allied militaries, and nearly 120 engineers. He said the acquisition expands Ondas’ position in persistent intelligence, aerial security, counter-drone systems, autonomous effects and AI-enabled mission intelligence. Ondas Inc. Flywheel Gains Momentum, Vertical Liftoff Imminent DZYNE’s portfolio spans three core franchises, according to the company presentation: Long-endurance ISR: Ultra and LEAP, autonomous aircraft designed for persistent intelligence missions. Aerial security and counter-UAS: IonStrike, Dronebuster and Sawtooth systems. Autonomous effects: Blitz and Grasshopper, aimed at affordable mass and launched effects missions. Matt McCue, founder and CEO of DZYNE and incoming chief technology officer of Ondas Sentinel, said Ultra provides more than three days of endurance at more than 25,000 feet, while LEAP provides more than a day of endurance at 17,000 feet. He said both platforms are in operational use with U.S. and allied partners. McCue said IonStrike was developed from concept to demonstrated capability in six months to address threats such as the Shahed-136 drone. He also highlighted Dronebuster and Sawtooth as soft-kill counter-UAS systems, and said DZYNE is working on a long-range electronic attack solution and lidar detection capability. Ondas Creates Sentinel Operating Platform Ryan Hartman, CEO of Ondas Sentinel, said DZYNE fills a gap between Ondas’ lower-altitude unmanned systems and stratospheric assets, adding Group 4 and Group 5 long-endurance UAS capabilities. Ondas Sentinel will combine DZYNE and World View under one operating platform. Hartman said the combined Ondas Sentinel organization includes eight U.S. facilities, more than 330,000 square feet of manufacturing capacity, 500 employees and more than 140 engineers. Brock said DZYNE contributes about 145,000 square feet of U.S.-based production capacity. Ondas executives emphasized the role of SkyWeaver, the company’s mission autonomy layer being developed with Palantir. Hartman said SkyWeaver is intended to connect platforms across Ondas’ portfolio and enable tasking, collection and mission autonomy. In response to a question from Sydney Freedberg of Breaking Defense, Hartman said the company does not intend SkyWeaver to be a closed proprietary system, but rather a platform able to ingest data from and task third-party systems. Hartman said SkyWeaver is a joint development program between Ondas and Palantir, with Ondas funding the development. He said Palantir is supporting go-to-market activities and helping ensure Ondas platforms can connect with systems such as Maven. Financial Targets Raised Brock said DZYNE is expected to generate approximately $190 million to $191 million of revenue in 2026 and