Slide 1: Integrated Autonomy
NASDAQ: ONDS INTEGRATED AUTONOMY DEFENSE. SECURITY. INTELLIGENCE. 1 NASDAQ: ONDS | August 2026 Copyright 2026. All rights reserved.
Slide 2: Disclaimers
NASDAQ: ONDS Disclaimers This presentation may contain "forward-looking statements" as that term is defined under the Private Securities Litigation Reform Act of 1995 (PSLRA), which statements may be identified by words such as "expects," "projects," "will," "may," "anticipates," "believes," "should
Slide 3: Building the Infrastructure of the Autonomous Age
NASDAQ: ONDS Building the Infrastructure of the Autonomous Age Integrated, software-defined autonomous systems that help governments and critical industries detect, understand and respond to threats in real time. Eric Brock Founder, Chairman & CEO Aerial ISR & Persistent Precision Autonomous Securit
Slide 4: Executing the Core + Strategic Growth Plan
NASDAQ: ONDS Executing the Core + Strategic Growth Plan Our business, operating and financial model positions Ondas to drive shareholder value creation BUSINESS STRATEGY • Momentum building across our Core + Strategic growth program • Revenue growth / market adoption validate strategy OPERATING PLAT
Slide 5: Executing Our Strategy. Delivering Results
NASDAQ: ONDS Executing Our Strategy. Delivering Results Growth plan continues with strong results $525M - $83.8M $11B+ Q2 2026 Revenue >13x YoY Growth $550M Pipeline for the next 2 years Raise 2026 Revenue Target $757M(1) >11x $105M $1.4B(2) Backlog Growth from New Orders Q3-to-date Cash & ST Invest
Slide 6: Scalable Global Operations
NASDAQ: ONDS Scalable Global Operations A growing global footprint supporting customers, operations and innovation worldwide U.S. AIR FORCE U.S. ARMY U.S. NAVY ISRAEL DEFENSE FORCES MAFAT (DDR&D) DUBAI POLICE PG&E SOCAL EDISON SHELL OIL USSOCOM HOMELAND SECURITY NASA AUSTRALIAN DEFENCE FORCES JAPAN
Slide 7: Aerial Security and C-UAS
NASDAQ: ONDS Aerial Security and C-UAS Dual purpose. Mission ready. Protecting our skies and empowering our warfighters. DETECT SOFT KILL HARD KILL INSIGHT SENSE SENTRYCS HORIZON DIRCM DRONEBUSTER SAWTOOTH IRON DRONE IRON ARROW IONSTRIKE SOFTWARE DEFENSE OS LADOS MOBILIZATION LAYER 7 MODUS VEHICLE K
Slide 8: ISR & Persistent Intelligence
NASDAQ: ONDS STRATOLLITE ISR & Persistent Intelligence Intelligence, Surveillance & Reconnaissance Systems ULTRA Autonomous ISR systems delivering persistent multi-layer intelligence from ground sensing to low-altitude drones, tactical UAVs, and stratospheric platforms. STRATOSPHERIC ISR Persistent
Slide 9: Precision Strike
NASDAQ: ONDS Precision Strike Unmanned One-Way Attack | Loitering Munition Systems Autonomous loitering munition systems delivering scalable precision effects across various mission profiles. TALON DT-300 SKYLANCE LONG RANGE IRON DRONE Extended range and precision one-way effectors BLITZ BLITZ SWARM
Slide 10: Autonomous Ground Vehicles
NASDAQ: ONDS Autonomous Ground Vehicles Multi-Mission Unmanned | Ground Robotic Platforms Ground robotic systems for first-contact missions, tactical ISR, EOD, logistics, demining, and command-controlled multi-robot operations. IRON WAVE HEAVY PLATFORMS Logistics and force support DIGGER 250 RT-1000
Slide 11: SkyWeaver: Agentic AI for Multi-Domain Intelligence
NASDAQ: ONDS Agentic AI for Multi-Domain Intelligence SPACE Customers benefit from synchronized Tasking, Collecting, Processing, Exploitation, and Dissemination (TCPED) of real-time insights on a cohesive, singular platform STRATOSPHERE MISSION LAYER Our Agentic Model Principles SkyWeaver 1 2 3 4 5
Slide 12: Integrated. Delivering Synergies
NASDAQ: ONDS Integrated. ONDAS INC. Capital allocation · Strategy · brand · Investor engagement Delivering Synergies Integrating strategic acquisitions and OPERATIONAL PLATFORM core assets into one growth platform Shared capabilities designed to accelerate commercialization and scale SHARED CAPABILI
Slide 13: Building the Infrastructure to Scale
NASDAQ: ONDS Building the Infrastructure to Scale Building presence with offices, agents, and partners in over 60 countries. Manufacturing Space +23x Global Sales Team +17x AI ENABLED OPERATIONS Palantir Foundry 10K → 230K 10 → 171 Enterprise Transformation Sq.ft Representatives Live at 4 of 5 U.S.
Slide 14: Strong Organic Growth
NASDAQ: ONDS Strong Organic Growth Driven by our expanded global sales, Organic Growth Highlights marketing and delivery platform Revenue growth Q2 2025 to Q2 2026 (Pro forma(1)) 298% Sentrycs 85% Revenue growth (Pro forma(1)) Q2 2025 to Q2 2026 112% Airobotics 258% 4M 33% Organic sequential backlog
Slide 15: Two-Year Strategic Program Pipeline
NASDAQ: ONDS Two-Year Strategic Program Pipeline Pipeline of programs under current pursuit $11B+ Global program submissions UNITED STATES >$2.8B EUROPE >$4.1B MIDDLE EAST >$0.4B APAC/OTHER >$3.8B 15
Slide 16: Key Programs Captured
NASDAQ: ONDS Key Programs Captured Ondas demonstrating ability to capture large programs Expect strategically HIGHLIGHTED PROGRAMS important orders for new programs in 2H 2026: PROGRAMS TECH POTENTIAL Border Security Barrier UGV – Smart Demining $80M Platforms • ISR-T Military Vehicles UGV – Enginee
Slide 17: Key Contract Awards Since Beginning of Q2
NASDAQ: ONDS Key Contract Awards Since Beginning of Q2 Strengthening order cadence is leveraging our sales and commercial infrastructure April 2026 April 2026 April – May 2026 June – July 2026 July 2026 July 2026 $50M $68M $40M $51.7M $63.1M $52.9M _____________ ______________ ______________ _______
Slide 18: Backlog Expansion – $757M
NASDAQ: ONDS Backlog Expansion – $757M A diversified order backlog across geographies and market segments BACKLOG BY MARKET SEGMENT ($M) BACKLOG BY REGION ($M) $99 $100 Aerial Security $155 US & Canada ISR & Persistent Intelligence $8 Middle East $757M $757M $407 $258 Precision Strike APAC/Other $30
Slide 19: Updated Outlook
NASDAQ: ONDS Updated Outlook Continue to demonstrate upside to our financial model Target Revenue by Segment Aerial Security 15% 38% Precision Strike 19% Q3 2026 Revenue Target Autonomous Ground Systems $140 - 155 Million 28% ISR & Persistent Intelligence Updated 2026 Revenue Target Updated Outlook
Slide 20: Ondas is Investing Behind Growth & Scale
NASDAQ: ONDS Ondas is Investing Behind Growth & Scale Core + Strategic Growth Plan designed to create a scalable operating platform $ REVENUE / GROSS PROFIT Revenue + Gross Profit Compounding growth as platforms and services scale OPEX OPERATING LEVERAGE Disciplined, modest cost growth builds operat
Slide 21: Executing the Next Chapter of Ondas' Growth
NASDAQ: ONDS Executing the Next Chapter of Ondas' Growth Four management priorities guiding our next phase of scale, innovation and value creation Commercial Scale Operations • Pipeline Conversion • Shared Platform Capabilities • Global Reach • Global Manufacturing Scale • Recurring Programs • Opera
Slide 22: Financial Review
NASDAQ: ONDS FINANCIAL REVIEW Seco n d Q uarter 2026 Earn ing s Release NASDAQ: ONDS | August 2026 22
Slide 23: Income Statement
NASDAQ: ONDS Income Statement Q2 2026 (USD in 000s) Key Financial Insights: SELECT P&L DATA Three Months Ended June 30, • Revenue grew > 13 fold YoY, driven by core growth (Unaudited) 2026 2025 and strategic acquisition program. Revenues, net $ 83,772 $ 6,273 Cost of goods sold 47,641 2,941 • Adjust
Slide 24: Balance Sheet
NASDAQ: ONDS Balance Sheet Q2 2026 (USD in 000s) Key Financial Insights: • Cash, cash equivalents and short-term SELECT BALANCE SHEET DATA June 30, 2026 Dec. 31, 2025 investments ~ $1.4 billion. (Unaudited) • Total Assets includes ~$70 million in equity ASSETS investments in non-affiliated private a
Slide 25: Analysis of Cash OPEX
NASDAQ: ONDS Analysis of Cash OPEX(1) Q2 2026 (USD in 000s) Key Financial Insights: • Corporate level Cash OPEX high due to growth Ondas Inc. $4,288 [Finance, Accounting, Governance] investments for: Growth OPEX 29,353 [CorpDev, Ondas Capital, Partner Initiatives] • Corporate development Corporate L
Slide 26: Non-GAAP Financial Measures
NASDAQ: ONDS Non-GAAP Financial Measures As required by the rules of the Securities and Exchange Commission (“SEC”), we provide a reconciliation of our non-GAAP financial measures to the most directly comparable GAAP measures. These reconciliations are set forth in the tables below. We believe that
Slide 27: Thank You
THANK YOU ir@ondas.com NASDAQ: ONDS | August 2026 Copyright 2026. All rights reserved.