New York, February 2, 2026, 16:09 EST — After-hours
- Ondas shares climbed roughly 3.6% Monday following the announcement of its acquisition of UK-based Rotron Aero
- The company indicated it plans to settle the payment using a combination of cash and stock, pending approvals and other closing conditions
- Attention now turns to deal timing, increased disclosure in filings, and the upcoming quarterly update period
Ondas Inc (ONDS) shares climbed roughly 3.6% to $10.73 Monday following the announcement of its acquisition of Rotron Aero, a UK-based unmanned aerial systems developer. The Nasdaq-listed stock swung between $10.01 and $11.20 on volume around 87 million shares.
This shift is significant as defense and security buyers are actively seeking cheaper unmanned systems that can cover longer distances and deploy more quickly, rather than relying on a few costly platforms.
Ondas is making a simple bet: expand the product line, then convert that into sales. Traders often skim these deal announcements briefly, only to dig into the specifics later.
Ondas announced it has signed a definitive agreement to acquire Rotron Aero, with payment set to come through a mix of cash and stock, pending regulatory approval and standard closing conditions. Chairman and CEO Eric Brock highlighted a shift in demand driven by “modern conflicts” requiring “systems that can operate at range.” Mark Green, head of corporate development and M&A, emphasized gaining a stronger presence in NATO-linked markets. Rotron founder Gilo Cardozo said the deal will help scale their platforms and propulsion tech. (Ondas Inc.)
The company didn’t reveal the purchase price or provide a timeline for closing in its announcement. Investors are left to figure out how the cash-and-stock deal might impact dilution and how soon Rotron’s products will be integrated into Ondas’ current autonomous systems lineup.
In a fact sheet attached to the filing, Ondas labeled Rotron as a producer of “one-way effector” systems — basically attack drones built for a single-use mission — along with defense-grade aero-engines. The firm also described these systems as “attritable,” industry jargon meaning cheap enough to be expendable, and noted that Rotron’s engine tech is “NDAA-compliant,” meaning it meets U.S. defense procurement rules limiting certain vendors.
Beyond the headlines, the real challenge lies in execution: how well the combined portfolio meshes, which certifications or procurement hurdles come into play, and whether Ondas can turn its capability claims into signed contracts instead of just pilot projects.
The deal still requires approvals and might encounter delays. Bringing a UK-based defense business into the fold adds layers of compliance and operational headaches. If the stock portion is large, current shareholders might see their ownership diluted. Plus, revenue timing hinges on defense procurement cycles, which are often slow and unpredictable.
Traders are eyeing further details on the deal’s structure and any shifts in closing timelines, as well as the firm’s upcoming quarterly report. MarketBeat currently estimates Ondas will report earnings on March 11 before the market opens, though the company hasn’t officially confirmed that date. (Marketbeat)
