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Ondas Acquires DZYNE for $875.8 Million to Build Autonomous Defense Unit

The deal lifts Ondas's 2026 revenue guidance to $525 million, signaling a push into persistent military ISR.

Overview

  • Ondas closed the purchase of DZYNE Technologies for $875.8 million in cash and stock, a transaction that was completed after Ondas bought High Point UAS and officially closed on July 2.
  • DZYNE sellers receive $200 million in cash plus about $675 million in Ondas equity through the issuance of 84,999,996 shares, with over half of the stock subject to a six‑month lock‑up to align holders and limit market disruption.
  • DZYNE brings long‑endurance intelligence, surveillance and reconnaissance (ISR) aircraft, autonomous systems and counter‑UAS (counter‑drone) technology that serve U.S. military branches and allied customers.
  • Transaction materials show a three‑year contract pipeline of $1.5 billion and a $111 million backlog as of June 30, 2026, and Ondas raised its consolidated 2026 revenue target from $390 million to $525 million.
  • Ondas will place DZYNE into a new Ondas Sentinel unit alongside World View to pursue larger defense contracts, a move analysts say improves near‑term revenue visibility and projected EBITDA margins while modestly boosting ONDS shares.