Is Ondas Holdings The Top US Drone Stock To Own?

Core Viewpoint - Ondas Holdings is strategically positioned to benefit from a significant boom in the drone industry, driven by increasing defense demand, new federal policies, and global adoption, with a projected revenue surge starting in 2025 [1] Group 1: Company Overview - Ondas Holdings is recognized as a leading U.S. pure-play drone manufacturer, expected to capitalize on a multi-year supercycle in unmanned aerial systems (UAS) [2][4] - The company offers a comprehensive portfolio that includes defense, homeland security, drones-as-a-first-responder, and critical infrastructure solutions [4] Group 2: Financial Projections - Revenue is projected to increase by 234% year-over-year to $24 million in 2025, primarily driven by defense orders and expanding U.S. pilots [6] - In 2026, revenues are expected to surge by 194% to $71 million, with significant contributions from the Autonomous Systems division [7] - Gross margins are anticipated to expand from 5% in 2024 to 43% in 2025, and further to 48% in 2026 as production scales [8] Group 3: Market Dynamics - The drone industry is entering a multi-year supercycle, supported by rising global demand for autonomous platforms and favorable U.S. legislation [4] - New U.S. executive orders are expected to expedite BVLOS approval and enhance federal procurement of U.S. drones, aligning Ondas with positive policy momentum [5]