Key Highlights
- Sentrycs, a subsidiary of Ondas, has forged a strategic partnership with Lockheed Martin to incorporate its Cyber-over-RF counter-drone solution into Lockheed’s Sanctum Counter-UAS system.
- The Cyber-over-RF technology enables detection, tracking, and commandeering of rogue drones without interfering with surrounding communications or requiring jamming equipment.
- Lockheed’s Sanctum platform leverages artificial intelligence, cloud-based intelligence fusion, and adaptable infrastructure to counter airborne threats such as coordinated drone attacks.
- Shares of ONDS declined approximately 3.70% to about $8.56 during premarket hours after the partnership announcement; Lockheed Martin (LMT) saw a modest uptick to roughly $494.90.
- The company has disclosed more than $150 million in second-quarter orders and recently entered an agreement to purchase Cyberhawk for approximately $125 million.
Shares of Ondas Holdings (ONDS) retreated by approximately 3.70% to about $8.56 during Tuesday’s premarket session, despite revealing a significant counter-drone partnership with defense giant Lockheed Martin (LMT).
Under the agreement, Sentrycs—an Ondas subsidiary—will embed its Cyber-over-RF capabilities into Lockheed Martin’s Sanctum Counter-UAS defense system. Meanwhile, Lockheed Martin shares experienced a slight increase to approximately $494.90 in premarket activity.
The Sanctum platform serves as a comprehensive defense solution for military units, homeland security agencies, and vital infrastructure against unmanned aerial threats, including coordinated swarm attacks. Its framework incorporates artificial intelligence, cloud-based intelligence aggregation, and flexible defensive modules.
Sentrycs’ proprietary Cyber-over-RF approach operates at the drone communication protocol level. This enables the system to detect, recognize, monitor, and assume command of hostile drones—all without signal jamming or kinetic interception.
This capability allows security personnel to redirect unauthorized drones to secure landing zones while preserving the functionality of surrounding communications networks and infrastructure. The approach represents a significant advancement over conventional jamming techniques.
Matt Bahnemann, Senior Manager of Program Management at Lockheed Martin, noted that this integration “expands the layered sensing and response options available to operators” while enhancing Sanctum’s capacity to address emerging aerial challenges.
Eric Brock, Chairman and CEO of Ondas, emphasized that the partnership merges Lockheed Martin’s adaptable defense framework with Sentrycs’ identification and neutralization capabilities to create genuine operational effectiveness against airborne dangers.
Recent Activity at Ondas
The partnership with Lockheed represents just one element of Ondas’ recent expansion efforts. The defense technology company obtained more than $40 million in fresh defense contracts throughout June alone, elevating its total second-quarter order volume beyond $150 million.
These contracts encompass autonomous defense technologies including Counter-UAS capabilities and Loitering Munition Systems.
Ondas has also revealed a binding agreement to purchase Cyberhawk, a provider of drone inspection operations and AI-powered asset analytics, for roughly $125 million. The transaction is anticipated to be financed 95% through cash.
Earlier this year, Ondas completed acquisitions of Omnisys Ltd. and World View Enterprises Inc., and submitted a prospectus supplement with the SEC regarding potential resale of more than 3.1 million shares connected to those acquisitions.
Financial Performance and Market Valuation
Ondas reported a remarkable 793% year-over-year revenue increase as of the first quarter of 2026, with shares climbing 522% over the trailing twelve months prior to Tuesday’s pullback.
The stock had reached $9.27 at the prior trading session’s close before experiencing the morning decline. The company maintains a market capitalization of roughly $4.51 billion.
According to InvestingPro assessment, the stock appears overvalued when compared to its calculated Fair Value.
Both organizations stated that the Sentrycs-Sanctum integration addresses increasing market demand for adaptable, multi-layered counter-drone capabilities as unmanned aerial threats become more sophisticated.
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