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重大事件 即時報告 8-K 2026-07-06

Ondas收購國防科技公司DZYNE,預測2026年收入1.91億美元

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📄 **申報類型:8-K** |事件:Ondas Inc.(NASDAQ: ONDS)已收購美國國防科技公司DZYNE Technologies,後者專注長航時自主飛機、反無人機系統、自主效應及關鍵任務防禦技術。收購代價包括現金及股票,其中逾50%的股票對價設有六個月鎖定期。 🚀 **業務重點** 此收購整合DZYNE的長航時ISR(情報、監視及偵察)、反無人機(C-UAS)及自主效能技術,與Ondas現有業務互補,並與World View共同組成全新美國防禦部門「Ondas Sentinel」。目標是建立涵蓋持久情報、空中安全及自主效應的領先自主防禦平台,擴大在美軍及盟國市場的客戶參與度,並強化承接大型項目的能力。 💰 **關鍵數字(美元)** - 2026年收入預測:1.91億 - 2027年收入預測:超過3億 - 2025–2028年預期複合年增長率(CAGR)>80% - 三年期項目管道:15億 - 截至2026年6月30日訂單積壓(Backlog):1.11億 - EBITDA利潤率:2026年轉正,2027年升至中十位數,2028年達中二十位數 📈 **管理層展望** Ondas認為DZYNE的成熟營運、與美國國防體系及盟國的穩固關係,將加速自主防禦平台的商業化。預期透過整合多領域ISR、精準打擊及AI任務編排技術,提升在長期國防現代化優先項目中的競爭力。 ⚠️ **對投資者的潛在影響** 收購短期內可能稀釋股權(股票對價鎖定六個月),但長遠有望透過更高增長、更大管道及擴大的產品組合帶動收入與利潤率提升。投資者需留意整合風險、國防合約週期及政府預算變化。
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EX-99.1
5
ea029670201ex99-1.htm
FACT SHEET, DATED JULY 6, 2026

Exhibit 99.1

 

NASDAQ: ONDS ONDAS ACQUIRES DZYNE TECHNOLOGIES Establishing the Leading Autonomous Defense Platform Spanning Persistent Intelligence, Aerial Security and Autonomous Effects Ondas Inc. (NASDAQ: ONDS) has acquired DZYNE Technologies, LLC, a U.S.-based defense technology company recognized for long-endurance autonomous aircraft, counter-drone systems, autonomous effects and mission-critical defense technologies. The consideration included a mixture of cash and stock designed to align DZYNE investors with Ondas stockholders. Greater than 50% of the stock consideration is subject to a six-month lock-up. The acquisition expands Ondas across persistent intelligence, aerial security, mission intelligence and autonomous effects, bringing together complementary technologies in multi-domain ISR, counter-UAS, precision strike and AI-enabled mission orchestration. Serves as the organizational foundation along with World View for Ondas Sentinel a dedicated U.S. defense division. Expands Ondas into a broader autonomous defense platform spanning ISR, mission intelligence, aerial security and autonomous effects. Adds strategic franchises in long-endurance ISR, counter-UAS and autonomous effects aligned with current defense modernization priorities. Creates deeper customer engagement opportunities across U.S. and allied defense markets. Strengthens Ondas' ability to support larger programs through a more integrated, multi-domain mission architecture and a more diverse manufacturing base. TRANSACTION INSIGHTS Revenue forecast: $191 million in 2026, growing to >$300 million in 2027 > 80% expected growth CAGR 2025-2028 $1.5 billion 3Y pipeline, $111 million in backlog (6/30/26) EBITDA margin + in 2026, growing to mid-teens in 2027 and mid 20% range by 2028 FINANCIAL PROFILE www.ondas.com | www.dzyne.com

  

  

 

NASDAQ: ONDS DZYNE is an operationally mature U.S. defense technology business with established relationships across the U.S. defense community and allied customer base. Its platforms are built for demanding operational environments where endurance, reliability, rapid deployment and adaptability are critical. ABOUT DZYNE CORE CAPABILITY AREAS Forward-Looking Statements Statements made in this fact sheet that are not statements of historical or current facts are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Our actual results, performance, or achievements could differ materially from those expressed or implied by the forward-looking statements as a result of a number of factors, including the risks discussed in our most recent Annual Report on Form 10-K and in our other filings with the SEC. We undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise that occur after that date, except as required by law. www.ondas.com | www.dzyne.com ULTRA and LEAP expand Ondas' multi-layer ISR architecture across operational theater missions requiring endurance, persistence and communications relay. Persistent Intelligence Dronebuster complements Sentrycs and Iron Drone, extending Ondas across the counter-UAS mission chain. IonStrike presents an outsized opportunity in the kinetic interceptor market. C-UAS/Aerial Security BLITZ, Grasshopper & Crusader are attritable, low-cost autonomous systems enabling swarm operations, affordable mass and scalable deployment. Autonomous Effects INTEGRATION WITHIN ONDAS DZYNE is expected to operate as a core element of Ondas' expanding autonomous defense architecture, adding new markets such as long-endurance ISR, and boosting the opportunity in others such as aerial security and autonomous effects. Together with World View, DZYNE will operate within Ondas Sentinel, a newly created division intended to strengthen Ondas' U.S. defense offering. TRUSTED WORLDWIDE U.S. AIR FORCE U.S. ARMY U.S. NAVY USSOCOM HOMELAND SECURITY NGA NASA AFRL DARPA AUSTRALIAN DEFENCE FORCES JAPAN SELF- DEFENSE FORCES ROYAL THAI ARMY