Ondas (ONDS) Stock Completes Full Acquisition of 4M Defense and Rotron Aerospace

TLDR

• Ondas (ONDS) has fully acquired 4M Defense Ltd. by purchasing the remaining 30% of parent company Chirokka Holding Ltd. via a stock transaction
• The 4M Defense deal included 352,968 ONDS common stock with up to $1.4 million more in contingent earn-out payments
• Ondas separately completed its acquisition of UK-based Rotron Aerospace Ltd., adding VTOL platforms, long-range drones, and propulsion systems
• ONDS stock has surged nearly 1,276% over the past year, pushing market cap to approximately $4.86 billion
• Sellers in the 4M Defense deal are limited to selling no more than 10% of the average daily trading volume on any single trading day

Ondas Inc. (ONDS) has been busy. On Monday the company announced two completed acquisitions, wrapping up its full ownership of 4M Defense Ltd. and closing the purchase of UK-based Rotron Aerospace Ltd. on the same day.

Ondas Holdings Inc., ONDS

The 4M Defense deal brings Ondas to 100% ownership of Chirokka Holding Ltd., the Israeli parent company of 4M Defense. Ondas had already picked up a 70% controlling stake back in October 2025. The remaining 30% cost the company 352,968 ONDS common stock, with up to $1.4 million in additional shares possible if certain performance milestones are hit.

The sellers aren’t free to dump those shares immediately. Under the agreement, they are restricted to selling no more than 10% of ONDS’s average daily trading volume on any single day, calculated over the prior ten trading days.

The issued shares are exempt from registration under Regulation S of the Securities Act of 1933. Ondas said a prospectus supplement will be filed with the SEC to allow for resale, subject to those trading restrictions.

4M Defense has already generated real revenue for Ondas. The Israeli company secured a $15.8 million initial order under a demining program in Israel, the first phase of what could become a $60 million national land-clearance initiative.

Rotron Aerospace Adds UK Footprint

Also on Monday, Ondas confirmed the close of its Rotron Aerospace acquisition. The UK-based company develops unmanned aerial systems, VTOL aircraft, long-range drones, aero-engines, and integrated propulsion systems.

Rotron will operate as Ondas’ UK platform under the Ondas Autonomous Systems business unit, giving the company both a UK industrial base and access to relationships with the UK Ministry of Defence.

Gilo Cardozo, Rotron’s Founder and CTO, said the deal gives his team the platform needed to scale its technologies.

Ondas will provide financial details about Rotron on its earnings call scheduled for March 25, 2026.

Context: A Big Year for ONDS

These two deals don’t exist in isolation. Ondas has been on an acquisition tear. The company has also completed the purchase of BIRD Aerosystems, an Israeli firm known for airborne missile protection systems used by the U.S. Army and NATO.

It has also entered a partnership with Palantir Technologies and World View Enterprises to build AI-enabled intelligence, surveillance, and reconnaissance (ISR) systems.

Earlier, Ondas pre-announced a 600% year-over-year jump in fourth-quarter revenues, and a $175 million merger with Mistral Inc., a government integration specialist, was announced.

Stifel reiterated its Buy rating on ONDS, citing the company’s performance and deal activity.

ONDS stock has climbed nearly 1,276% over the past twelve months, pushing market cap to approximately $4.86 billion. InvestingPro data currently lists the stock as trading above its Fair Value, with a beta of 2.58 indicating high volatility.

The earnings call on March 25, 2026 is expected to include financial outlook details for the Rotron acquisition.

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